This is one of my favorite things to do: Forget everything that happened in the first half of the year and start from scratch. It doesn't matter what we did or how we felt in early 2019. It's irrelevant. We're moving forward. This is my Q3 2019...
Here is the video from my BNN Bloomberg interview this week. We talk about the implications of a weaker US Dollar, including what that would do to stocks, emerging markets, metals and others. I've been waiting for it all year. But think about it. We'...
A big theme for me this year has been the US Dollar and how it will impact stocks as an asset class. The thought process coming into 2019 was simple. The Dollar had rallied throughout 2018 to reach some...
Most of the Commodities and Currencies we track continue to lack a long-term trend, but I want to outline a few charts in the space that are notable right now.
If the US Dollar is falling, International Equities trading via US listed ETFs should outperform US Stocks. When the US Dollar is rising, International Equities should underperform US Stocks...
Chart Summit was a "Ski during the day and Chart at night" event held on February 22-23, 2019 in Breckenridge, CO. I co-hosted it with Brian Shannon and this is the video of my presentation:
The US Dollar Index is approaching its Q4 highs once again, however, the real story lies underneath the surface in three unrepresented currency pairs that are offering a solid reward/risk...
With every month comes a new set of monthly charts, so I want to use this post to step back and point out the major changes since the last time we looked at them in...