Tag Archives: currency

Markets & September Heebeejeebies – Hide or Ride?

What’s an investor to do when everything expected has already come to pass, and it’s time to strategize for the future – but the potential September/October abyss is in the way? Having warned myself months ago about the coming rout … Continue reading

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China’s Catch-22

I considered the title “bad news is good news” but it seems the phrase ‘Catch-22’ from Joseph Heller’s book is more appropriate. A dictionary describes it as “a problematic situation for which the only solution is denied by a circumstance … Continue reading

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Does divergence of stocks and commodities tell us anything at all?

I read a blurb from Business Insider – entitled One Of The Biggest Arguments Of Fed Haters Is Getting Obliterated Before Our Eyes – discussing the adjacent chart (published on May 15th) that still has me confused. Here is a … Continue reading

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Short Gold, go LONG Currencies?

Central banks stockpiling bullion? Based on their historically really bad timing, looks like the price of gold has more room to move……DOWN! “The Central Bank Gold Agreement (also known as the Washington Agreement on Gold) was announced on September 26, … Continue reading

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China growth slowing? Let’s get some perspective!

Tired of headlines warning that slowing growth in China’s economy will be devastating for markets and the global economy?  Me too!  So I put a (very) little effort into trying to keep some perspective on occasion.  Although data from 30 … Continue reading

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US stocks show promise; Canada not so much!

Once (or perhaps I should say “if”) the political bickering about the U.S. deficit is resolved, it should take very little time for the stock market south of the 49th to rally. Fundamentally, things are looking pretty good. As you … Continue reading

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Vancouver’s loss – an omen for Canada?

Vancouver’s loss to Boston for the coveted Stanley Cup may prove to be a turning point in the fortunes of Canada – our dollar and economy.  Coming out of the financial crisis less battered than many other countries, and enjoying … Continue reading

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