Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
327 Views
AmpGFX - More Stable Oil and EUR to Underperform Commodity Currencies
More stability in oil prices, anticipated policy easing by the ECB, intensified efforts in China to control its currency, and a Fed that is keeping...
4.1k Views
The Macro Take: Get the Picks Out for Gold and Silver Miners
It's time to break out the analysis on gold and silver miners Some goldminers are trading well below P/B, with potential price moves of +4x just...
2.5k Views
Triangulating Oil Back to 60s (And Shipping Credit Watch Updates...)
My father, an old school broker, banker and adviser for over 40 years, used to tell me as a child that one of the most important relationships to...
726 Views
Confidence in Fed Hikes Waning
S interest rates have fallen significantly this year (-36bp) reducing the USD yield advantage. This has been matched by the GBP and CAD, but AUD...
330 Views