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By Chris Vermeulen, J.W. Jones |
August 21, 2012
Price is never wrong, and eventually I suspect that price will tell us what we wish to know. For now, I am going into the next few weeks with caution regarding the upside in risk assets. However, it is important to point out that I am not looking to get...
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By Adam Hamilton |
August 17, 2012
With the odds for a new stock bear growing, prudent contrarian investors are looking for bear-resistant destinations for their hard-earned capital. Plain old cash tops the list. But why merely sideline capital? Gold has proven its ability to thrive in such markets.
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By The Mad Hedge Fund Trader |
July 19, 2012
So what are the crowds shouting at us now? One way or the other, the bond markets will start to discount what’s next. A return of a broader “Risk On” trade will anticipate this which could last until year end.
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By The Mad Hedge Fund Trader |
June 22, 2012
When the Federal Reserve decision hit, which was hugely negative for the entire “Risk On” trade, traders were strangely frozen like a deer in the headlights, leaving the markets nearly unchanged.
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By The Mad Hedge Fund Trader |
May 17, 2012
Panic is on deck, to use the baseball terminology that my foreign readers are often attempting to decipher. That is the only conclusion one can reach after getting gob smacked by the price action.
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By The Mad Hedge Fund Trader |
May 15, 2012
JP Morgan (JPM) just gave us the preview of the next financial crisis. A surprise, hidden $2 billion trading loss in esoteric foreign derivatives at on offshore branch by America’s premier bank is exactly what the markets did not want to hear right now.
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By Adam Hamilton |
April 20, 2012
Commodities have been sinking like stones since late February, an unusual divergence from the rallying stock markets. This relentless weakness has wreaked havoc on commodities sentiment, leading traders to abandon commodities stocks.
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By J.W. Jones |
March 27, 2012
If my expectations are somewhat accurate, the short term weakness in the Dollar will assist stocks and risk assets in a move above recent highs. In the case of the S&P 500, a move to key resistance at 1420–1450 could occur.
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By Adam Hamilton |
March 16, 2012
The world’s stock markets are increasingly interrelated. The psychology of traders, which drives most short-term price action, is continuously shaped by the nonstop torrents of global news flow. So even Americans can no longer afford to ignore what is going on in overseas markets.
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By The Mad Hedge Fund Trader |
March 12, 2012
If you want to see what such a rolling top looks like, take a peek at the chart for my old friend, Dr. Copper, that great prognosticator of future economic activity. He shows that we have already been putting in a rolling top for the last two months.