Section
Currency
252 posts
Bitcoin is the Linux of payments. And its killer apps will be for US dollars.
by Druce Vertes, CFA, CFA Institute I was scanning the news the other day, and someone on Hacker…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
The Strategic Case for Gold as an Investment
by Usman Hayat, CFA, CFA Institute What’s the strategic case for gold as an investment? We posed this…
The Case for Reflationary Assets
by Market Anthropology A wise and bearded man once said, "Everything in moderation. Nothing in excess." And although he…
CitiFX: The Twelve Charts of Christmas
via CitiFX Technicals, What do we believe for 2014? The USD bullish trend remains intact and the DXY…
BofAML's Top 10 Emerging Market Risks In 2014
Via BofAML 1. Downside risk from US inflation This is probably the most important risk the market is…
Oil, Dollar, Yields Struggle
by Bespoke Investment Group As the stock market has been rallying, oil and the dollar have really been…
Energy Stocks, Crude Oil, and the USD Are Out of Synch
by Edward Miller, Charts, Etc. Yesterday I wrote about what appeared to be a shift in sector leadership,…
Eric Sprott's Open Letter to The World Gold Council
Authored by Eric Sprott of Sprott Global Resources, Dear World Gold Council Executives; As you very well know,…
Continued USD Weakness Quite Beneficial for Canadian Economy
by SIACharts.com For the Equity Leaders Weekly this week, we are going to focus back in on the…
Is the U.S. Entering a Strong-Dollar Phase?
Is the U.S. Entering a Strong-Dollar Phase? September 27, 2013 by Tatjana Michel, Director, Currency Analysis, Schwab Center…
Bullish USDCAD Could Break Long-Term Trend Line, Skew U.S. Equites Favourably
by SIACharts.com For this weeks edition of the SIA Equity Leaders Weekly, we will be updating the U.S.…
Technical Talk: U.S. Dollar's Weak Trend Underlines Recovery in Silver and Commodities
by SIACharts.com In this week's SIA Equity Leaders Weekly we are going to revisit the US Dollar Continuous…
The Economy and Bond Market Radar (September 2, 2013)
The Economy and Bond Market Radar (September 2, 2013) Treasury yields moved lower this week. This was particularly…
What's Next For the Dollar and Currencies? Updated Merk Outlook August 2013
Axel Merk, Merk Investments Aug 6th, 2013 In the short to medium term, the U.S. dollar and currencies…
A One-Pillar Economy
by Scott Minerd, CIO, Guggenheim Partners LLC July 24 2013 Despite blockbuster new home sales, higher interest rates…
