Global Policy Uncertainty Peaks And Volatility Troughs

Global Policy Uncertainty Peaks And Volatility Troughs

A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time high earlier this year, while at the same time average implied volatility across global equities looks to have bottomed, after putting in a 12-year low in August.  These two trends combined look set to ensure the […]
The U.S. Petro Dollar Breakdown Continues: Big Moves In Gold & Silver Ahead

The U.S. Petro Dollar Breakdown Continues: Big Moves In Gold & Silver Ahead

The four-decade long monopoly of the U.S. Petro-Dollar as the world’s reserve currency is coming to an end. Unfortunately, most Americans have no clue that when the Dollar loses its reserve currency status, life will get a lot tougher living in the U.S. of A. Let’s say, Americans will finally receive “Precious metals religion.” The […]
Weekly Wrap-Up: Markets

Weekly Wrap-Up: Markets

This week we’re joined by John Embry, longtime Chief Investment Strategist for Sprott Asset Management. John discusses the recent surge in gold prices and why he believes a new bull market is well underway. Audio Length: 00:08:53
EUR/USD And GBP/USD Forecast- Friday, Sept. 8

EUR/USD And GBP/USD Forecast- Friday, Sept. 8

EUR/USD The EUR/USD pair rallied a bit during the day on Thursday, breaking above the 1.20 level. We did stop just about at that level, so I think we need to make a fresh, new high to start buying. In the meantime, we could get pullbacks that are attempts to build up momentum to finally […]
Highly Unusual US Treasury Yield Pattern Not Seen Since Summer Of 2000

Highly Unusual US Treasury Yield Pattern Not Seen Since Summer Of 2000

Curve watchers anonymous has taken an in-depth review of US treasury yield charts on a monthly and daily basis. There’s something going on that we have not see on a sustained basis since the summer of 2000. Some charts will show what I mean. Monthly Treasury Yields 3-Month to 30-Years 1998-Present It’s very unusual to […]
Morgan Stanley Asks “If Employment So Good,” Why Is This Happening To Credit Card Delinquencies

Morgan Stanley Asks “If Employment So Good,” Why Is This Happening To Credit Card Delinquencies

In a new downgrade of subprime lenders Capital One and Synchrony, Morgan Stanley sought to answer the nagging question of why subprime credit card losses are suddenly soaring, per the chart below, “if employment is so good.”  After reportedly spending the entire month of August analyzing that question, Morgan Stanley came to many of the same […]
Where Are We Going?

Where Are We Going?

Gold has broken out and is holding its level above the high set in the aftermath of the Trump election upset. Silver is holding its level on the 18 handle. Now gold seems to be consolidating, most likely for the attempt to push higher to take on the intermediate highs and resistance around 1370-1380. More […]
Major Gold-Stock Breakouts

Major Gold-Stock Breakouts

The gold stocks are off to the races again, with big gains mounting. They just staged major breakouts, shattering a vexing consolidation that had trapped them for an entire year.  Such momentum early in gold’s strong season is a very-bullish portent.  As higher prices improve both technicals and sentiment, buying begets more buying.  With gold-stock […]
Deflation And The Markets: Are Deflationary Forces Here To Stay

Deflation And The Markets: Are Deflationary Forces Here To Stay

Machines are worshipped because they are beautiful and valued because they confer power; they are hated because they are hideous and loathed because they impose slavery. Bertrand Russell Manufacturing output continues to improve, even though the number of manufacturing jobs in the U.S. continues to decline and this trend will not stop. While some jobs […]
Value ETFs & Stocks To Beat Market Volatility

Value ETFs & Stocks To Beat Market Volatility

The stock market has been on a stellar ride this year courtesy of a pickup in global economic activity, robust corporate earnings, and rising consumer confidence. But bouts of volatility and uncertainty have threatened the bull run lately. This is especially true as United States’ tensions with North Korea reached an alarming stage that could […]