US DOLLAR WEEKLY OUTLOOK: WHAT’S REALLY DRIVING THE RALLY?
Long Term Drivers and HeadwindsFirst, please accept my apologies to all who’ve inquired about my absence in recent weeks. Life intervened. A parting of ways with a recent employer has meant I’ve taken...
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George Soros' Latest Moves Suggest Tech Stocks Are In And Financial Stocks...
Surveying the latest stock transactions of billionaire George Soros, observers would have to surmise tech stocks are in and financial stocks — not to mention some industrials — are out.Soros went even...
View ArticleCentral Banks Dominate Forces of Movement in the Week Ahead
The most important force that has lifted the US dollar across the board is the sense, encouraged by official comments, of the potential divergence in the trajectory of monetary policy between the US...
View ArticleLumber Prices near the Top of their Historical Range
By EconMattersYou have come a long way babyThe lumber market has really come off the 2009 bottom of $140 per mbf and closed Friday at $399.80 per mbf on the back of good news out of the housing sector...
View ArticleTechnical Analysis of the Silver Market
By EconMattersPortfolio Rebalancing for start of 2013Silver closed Friday`s trading session at $28.46 an ounce, capping off what has been an auspicious start to 2013. On January 23rdSilver was trading...
View ArticleThe Pullback Memo
By EconMattersPullbacks…pullbacks….are we talking about Pullbacks?That`s all I heard for two straight months, “Gee everyone is waiting for a pullback to get in on the rally”. Well you asked for it,...
View ArticleTechnical Analysis of the Wheat Market
By EconMattersDown trending MarketThe Wheat market is definitely in a downtrend right now, and if we look at the 6 month chart we stand at $7.42 a bushel as of the close of last week. If we break...
View ArticleTechnical Analysis of the Natural Gas Market
By EconMatters Near-term Double TopNatural Gas closed Friday at $3.35 per mmBtu and has been on a three month downtrend from the $4 level where it put in a near-term double top in October and November...
View ArticleThe Stock Market is a Giant Ponzi Scheme
By EconMatters An Auction with Fake Buyers, that will end well!The reason why is when you have the Federal government in the form of the Federal Reserve injecting 85 Billion worth of artificial...
View ArticleDow 20,000 Only a Matter of Time
By EconMattersDow Record in sightWe are 200 points from breaking a new high in the Dow Industrials which got me looking back at assets over the last 25 years in relation to the value of the US Dollar...
View ArticleTechnical Analysis of the Cotton Market
By EconMattersThe Cotton Market & Historical SlumberThe Cotton market was a pretty calm market until the last four months of 2010 through the first four months of 2011 when it awoke from its giant...
View ArticleTuesday’s ETF Chart To Watch: FXB In Focus Ahead Of Great Britain’s CPI Release
Stocks kicked off the week with a bang as deal-making news across Wall Street brought out the bulls, although profit taking swooped in before the closing bell as markets digested the stellar gains from...
View ArticleSterling and Yen Aren't Waiting for Tomorrow
The US dollar remains largely in a consolidative phase, awaiting Federal Reserve Chairman Bernanke's testimony before the Joint Economic Committee of Congress tomorrow. There has been much talk about...
View ArticleMLP ETFs Battle for Inflows: AMLP vs. AMJ
Master limited partnerships (MLPs) have long been popular with investors looking for tax-advantaged income from investments, and MLPs’ introduction to the ETF space has been a huge success. Generally...
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The Stock Market Needs Revenue Growth More Than Ever, But Things Aren't...
Now that there probably isn’t much more upside for profit margins, revenues will drive earnings. Revenues will be driven by the growth in global nominal GDP, which I expect will be 5% this year, next...
View Article7 Cyclical Industry ETFs You Need To Own In This Bull Market
With major U.S. equity indexes continuing to push into uncharted territory, 2013 has undoubtedly brought back bullish momentum in full force. As investors pile back into equities, certain corners of...
View ArticleTwo Issues for the Fed: How and When
Federal Reserve Chairman Bernanke testifies before the Joint Economic Committee of Congress tomorrow. The market is anxious for the Chairman to weigh in on the recent comments suggesting that even some...
View ArticleHow to invest in Myanmar
May 21, 2013 Hong Kong [Editor’s note: Sovereign Man’s Chief Investment Strategist Tim Staermose is filling in today while Simon is en route to the United States.]Myanmar is among the hottest...
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Poverty Is Booming In America's Suburbs
There is no word more evocative in the urban vernacular than "suburb." For most of us, those two syllables conjure a very specific type of place, with a specific kind of people comfortably living...
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Rice With Poisonous Levels Of Cadmium Found In Restaurants Across Guangzhou,...
The latest in China’s rolling cascade of food safety disasters comes from Guangzhou—the capital of Guangdong province in southern China, and one of China’s largest cities—where 44% of rice samples were...
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