-
Recent Posts
Recent Comments
Archives
Categories
Meta
Monthly Archives: April 2011
Yes, I’m Still Avoiding Silver’s Seductive Allure
Either I’m a glutton for punishment or an idiot (or both). Whatever the truth, I am still reticent to become a silver bull. Yes, I realize that this bull market is snorting and running with a ferocity unseen in many … Continue reading
Posted in Uncategorized
20 Comments
Global Tactical Asset Allocation: Currencies
In response to the recent note about the trend reversal in the Yen, Damien Cleusix wrote me to say that his own analysis agrees with that view. Here’s the executive summary from his recent research note: The Yen overvalued by … Continue reading
Posted in Uncategorized
1 Comment
Small Caps Continue To Power Bull Market
Since 1999 the small cap sector has been leading its larger cap cousins in performance. This long term trend has reasserted itself once again. Here’s a chart of the Russell 2000 divided by the S&P 500 index: Small cap stocks … Continue reading
Posted in Uncategorized
1 Comment
Betting Against The Yen: A Once In A Lifetime Opportunity
Going against a trend that has been established for multiple years is not for the faint of heart. The strength of the Yen is formidable as it is a big headache for the moribund Japanese economy. Then there is the … Continue reading
Posted in Uncategorized
Leave a comment
The “Real Stock Market” Is Already Above February Highs
The long awaited and prophesied correction was surprisingly shallow. And it seems to be over already. The s&P 500 index from its peak to its trough retraced appx. 7% which is in line with the average correction for a bull … Continue reading
Posted in Uncategorized
Leave a comment