Major Themes Not Interrupted by Month-End Flows…New Narrative Developing in Base Metals Posted on November 30, 2015
You are Not Short Enough Swiss francs Today…Rest of Europe Should Be Nervous Posted on November 24, 2015
Barriers for US Dollar Longs Overcome…Technical Retracement to be Shallow…Avoid Commodities Posted on November 19, 2015
Do You Even Know the Risk Profile if You’re Long on the US Dollar? The Majority Don’t Posted on November 18, 2015
The Major Sensitivity is Not to the S&P 500 Trading Higher… But The US Dollar Trading Lower Posted on November 17, 2015
From a Market Perspective the Weekend’s Geopolitical Events are Being Ignored Posted on November 16, 2015
Funny How Everything in this World Just Comes Down to the Price of the Barrel Posted on November 12, 2015
Central Talking Point Remains the Euro…Four Key Observations…All Confirm Euro Not Done Going Down Posted on November 11, 2015
The Delta of the Euro is Growing on Both Sides of the Ocean…That is Bad for the S&P 500 Posted on November 10, 2015
