The Group of 20 say they will keep money loose, that is good, the problem is that loose money is not being used for much other than market speculation at the moment. In order to stop an unfolding long-term deflation…Continue Reading →
Let’s see, problems around the world, the media ads make it clear, buy gold, and there is an ETF to take your money. In my opinion this option only works when there are inflationary forces, but the fact is that…Continue Reading →
The FXI China ETF remains the guidepost. Emerging markets will be more affected than the US market as the next macro phase unfolds. The dollar continues to make a base and gold and commodities should be avoided. The 39.36 level…Continue Reading →
Yesterday and today’s knee-jerk movements are typical for major tops and bottoms. Stocks, commodities, oil, and gold are putting in their tops for the year and probably for a multi year cycle, and the dollar is putting in its bottom. …Continue Reading →
Why do all the economic numbers look so good ? It seems simple, if you bail out the big guys, they will look good for a while, especially the S&P 500 crowd that the CNBC crowd follows. The Obama administration…Continue Reading →
From the comments we got it appears we got your attention yesterday. As we mentioned last Friday the China ETF “FXI” remains one of our key indicators. It broke down by closing under 41.03 that day, bounced up yesterday, now…Continue Reading →
Watch the news and you will invariably see the next blowout in the making. Commodity prices followed the asset bubble and topped a year ago. Now paper assets have seen a significant rally and commodities have gone up with them. …Continue Reading →
The market seems to have completed its summer rally. The China ETF FXI which we use as a leading indicator has moved below its breakout point at 41.03 today. This is where the summer rally got frothy earlier this summer…Continue Reading →
Last week we made a couple of posts concerning the macro pattern that is evolving. We don’t anticipate making a lot of comments between now and early September when the breakaway should occur.
What we do in our investing is a function of risk/reward and is directly tied to past performance. We leverage past performance at critical times. At the moment today we have added some short leverage to the Aggressive Portfolio in…Continue Reading →