Why I've Run the Opposite Way and Traded Against ETFs Recently
When the market is oversold and I don’t know what to buy I will consider ETFs. But, to me, in this market, ETFs are WMDs. Take the sell-off in...
199 Views
Global Equity Seasonality: Unsplendiferous Summer
Seasonality Is a Many-Splendored Thing, but summer isn't so splendiferous.This is, of course, written with profuse apologies to Han Suyin, who...
145 Views
The Market Sentimentalist - Who's Eating Porridge?
Summary131 days into the Trump presidency (who’s counting?) and US equities are still rising but US Treasury yields have turned down after their...
183 Views
After His Catastrophic Foreign Policy Debut, Trump's Administration Faces Paralysis at Home
-From an economic standpoint, the longer Trump's domestic agenda is stalled the better. The agenda involves massive increases in defense spending,...
240 Views
EM's Run with US Pinned Down
Risk-on equity rallies unfolding outside of the suppressed US. Expect to break higher out of flat US congestion with EM’s and Europe leading....
194 Views