The troubles in the US financial sector continue to be the biggest stories of the day, driving the US dollar to a 6 month high against the Euro. The parallel moves in both the greenback and the...
In March and April, I thought the Dollar was near a low, as sentiment was almost universally negative, and the global economy was likely to slow and lead the ECB to cut rates. I was wrong about the...
Earlier today on The Network they had a chap on (whom I seem to recall his being wrong a lot during this bear market) who suggested getting out of or reducing foreign equity exposure due in part to...
It’s another occasion to post Thomas Lorimer’s print that reflects current conditions. Without a firm buyout/bailout of Lehman or any concrete rescue proposals for Freddie Mac and Fannie Mae,...
With the 2008 Summer Olympics now behind us China is back from vacation, look for buying to emerge on commodities as we have seen prices come off 25 plus percent on select metals, energies, and...
This post is about two things: (1) a trading strategy to go with our recent research into the connection between the US dollar and stocks, and (2) a very clear example of why adaptive trading...
This post was inspired by Bespoke’s Stronger Dollar and the Stock Market. Bespoke looked at the connection between the US Dollar and the S&P 500 in very broad bull/bear cycles and...
FNM, FRE, LEH & Putin is not a new securities firm but just the elements in a cloud that continues to hang over markets. Let's face it, we're just moving back and forth here. One week bulls seize...
Here is a quick note on this morning’s price action that I published on GFT’s Research page Oil prices are above $120 a barrel on geopolitical tensions and fears that Tropical Storm Fay will make...
With the US dollar hitting a six month high against the Euro on a intraday basis, everyone in the financial markets are talking about how much further the dollar can rise. However not as many people...