A Five Chart Apology To All The Emerging Market Currency Bulls Out There
Long U.S. dollars is my favorite theme for the rest of 2013. My favorite post of the year is my Macro Wrap that I wrote on May 15th, laying out my reasons for favoring the dollar.In the past 2 weeks,...
View ArticleETF Insider: Buy On The Dip Prospects June 1st Edition
Here is a look at ETFs that currently offer attractive buying opportunities. The ETFs included in this list are rated as buy candidates for two reasons; first, each of these funds is deemed to be in an...
View ArticleGreat Graphic: OECD Macro Economic Interactive Tool
This Great Graphic comes from the OECD. It is a useful tool to get a quick look at key macro economic metrics for OECD members. Consider bookmarking it. Read more posts on Marc to Market »Please...
View ArticleChina's Shadow Banking Empire Reflects Very Deep Financial Distortions
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View ArticleThe Sub-Prime Mortgage Market Is Heating Up Again
America's sub-prime mortgage market is beginning to reheat, leading investors to warn of the possibility of a renewed financial crisis.Demand for sub-prime mortgage bonds, which are not backed by US...
View ArticleEurope Faces A Decision On Wednesday That Could Trigger A Trade War With China
The European Commission faces a difficult choice Wednesday -- stick to its principles and impose anti-dumping duties on Chinese solar panel imports, or bow to German-led pressure and avoid a step many...
View ArticleGreat Graphic: Vacations and Holidays in OECD Countries
This Great Graphic comes from the Center for Economic and Policy Research and was posted on the Washington Post's Wonk Blog. For all the complaining by the anarchists libertarians and...
View ArticleDesperate Unemployed Italian Workers Are Turning To The Illegal Recycling...
A group of Italian factory workers who lost their jobs at an auto component maker due to the recession have taken over their disused factory near Milan and are planning to set up a recycling business...
View ArticleSolar’s Rise, Nuclear’s Demise: June Issue of TerraJoule.us
Each issue of TerraJoule.us contains: a Main Essay, a Model Portfolio, a Data Brief, and a link to a Downloadable Podcast. Gregor Macdonald, Editor. For a more detailed description of each issue’s...
View ArticleETF Pop Quiz: Denmark, Diversified Portfolios, and Direxion
After another week in the global market, the ETFdb pop quiz returns with another round of questions about Denmark, Diversified Portfolio, and Direxion. As always, all answers can be found using the...
View ArticleThe World's Central Bankers Have Gone Insane — Especially Japan's
When Jonathan Tepper and I wrote Endgame some two years ago, the focus was on Europe, but we clearly detailed how Japan would be the true source of global volatility and instability in just a few...
View ArticleHeads Up: Developments before the New Week Begins
There are four developments to note before the new week's trading begins. 1. China's official May manufacturing PMI was reported better than even the most optimistic forecaster in a Bloomberg survey...
View ArticleNorth Koreans Are Using Foreign Currencies More Than Ever — A Crime...
* North Koreans crave U.S. dollars and yuan, shun own currency* No one wants to get paid in North Korean won - expert* Won currency has lost 99 percent of its value since 2009 on black market*...
View ArticleETFdb Weekly Watchlist: IYJ, EWU, VXX Hinge On Manufacturing, Bank of England...
After a long holiday weekend, U.S. equities got off to a relatively good start last week, though a mixed bag of economic data weighed heavily on the markets. The S&P Case-Shiller 20-City home price...
View ArticleCapital Market Drivers
There have been two overreaching forces that have driven the global capital markets in recent weeks. Within the context of substantial positions established on the basis of both US and Japanese...
View ArticleUsing LEAPS As An Alternative to Buying ETFs
Long-term equity anticipation securities (LEAPS) are long-term stock options with expiration dates set at least 12 months into the future. Long-term investors that normally shy away from traditional...
View ArticleOne Of The Tightest Correlations To Gold Continues To Hold Strong
The core CPI and personal consumption expenditures deflator (PCED) rose only 1.7% and 1.1% y/y during April. The latter is the lowest reading for the core PCED on record and well below the expected...
View Article7 Big Investment Advantages To Owning Your Own Home
As I wrote before, housing is a combination of necessity, consumption, and investment. To the extent a house is also an investment, we should be clear-eyed about the risks.Despite the numerous risks...
View ArticleTraders Should Be Asking Themselves Only One Question This Week
Do you think the selling in the Treasury complex is over—at least until next Friday’s NFP? It you are a trader, this is really the only question you have to ask yourself right now.There has been...
View ArticleKorea Complains the Loudest Ahead about Japan Ahead of G8 meeting
South Korea's finance minister and deputy prime minister has called upon the G8 for coordinated response to mitigate the impact of what Japan calls quantitative and qualitative easing. Fat chance....
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