Sustainability

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The market roller coaster ride continues and will continue until we get to that FOMC meeting. The market, investors, the world needs certainty as to what the Fed will do and also set a tone of expectations going forward – rather than this we will see attitude that is “Data Dependent” which keeps us guessing Read more…

2015 Predictions (Part II)

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2015 Predictions (Part II) The Laws of Supply & Demand Courtesy of wikipedia The Laws of Supply & Demand are all powerful. It is a river that will continue to flow, there is no stopping it. When damns are built, they eventually break. When levees are constructed, they eventually are overrun. Rather than accepting and Read more…

Black Friday, Oil, and Gold!

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Black Friday, the biggest shopping day of the year and the day that marks when companies are now in “the black” (hence the name “Black Friday”), is fully under way. It will be interesting to see the data from sales, foot traffic, average ticket, revenue, etc. We will have to wait, but it will be Read more…

Petrodollar Battle

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The currency war is heating up and now the petrodollar is coming under fire and we could be facing the catalyst in which we see a full disconnect. The fundamental fabric that holds our currencies, commodity prices, and interest rates is pulling apart by individual threads. I am not sure which thread, if pulled hard Read more…

Fundamentals of Paper

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It is time we pay closer attention to all the indices as we see the major indices try to push through the resistance levels. It is interesting to note in yesterday’s action that while the narrower and weighted indices pushed higher the broad-based Russell actually closed lower on the day. I believe to confirm a Read more…

Currency Crisis ?

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The market came under significant pressure yesterday and we saw gold prices rally. It wasn’t the usual reaction to earnings or even general market news. A few inquired asking whether there was something more to be considered? There certainly is! In the global financial news there has been a currency war brewing in which we Read more…

2014 Predictions Part 2

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Yesterday I made some predictions for economic data, politics, and Federal Reserve monetary policy that may impact the market. Today I will focus on financial products and sectors. 2014 Predictions – the Markets What lifts the market? The equity market, as a whole, has been lifted significantly since the onset of the QE-3 (QE-Infinity) monetary Read more…

Gold Prices

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How quickly the market and mood can change. Only a couple of short weeks ago it seemed inevitable that the market would keep going up, yet some tone changes from the Federal Reserve have quickly altered that course. With some weaker economic data out of China, coupled with sovereign debt concerns out of Europe rising Read more…

Commodity Prices

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The week closed with some pessimism and concern. Is this rally about to end? Well, we have not broken below those support levels, but did fall right to them. Those that believe that nothing has really changed and that the Fed will continue with their asset purchases will look at this as a buying opportunity. Read more…

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