Forget Bitcoin; the Real Bubble Is Global Equities
There is something of a disconnect between US equities, firing up on tax reform, and the USD and US bond yields struggling to gain traction. Some...
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Chart of the Day: The Comeback Kid
The story of the US economy this year has been upward growth surprises and downward inflation surprises, producing an equity-friendly mix of...
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Zar Assets: New Sell-Off
SYNTHESIS1. ZAR depreciation with a higher volatility: EURZAR expected to rise since the start of the combined bullish trend EUR / bearish...
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Rotation from Gold to Bitcoin
Bitcoin has exploded higher in recent weeks as futures trading draws near, slated for next week on the CME, and other mainstream financial...
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USD: Political Risk Proxy / US Stocks: Tax Reform Proxy
There has been a wide divergence between the performance of US equities and the USD in the last year, accelerating in the last month. The USD also...
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