Aug 3, 2015
Please keep in mind there a various issues that have the real potential of startling the markets and cause sudden bursts in volatility over the next few weeks while many people are on vacation and working on their tans.
Jul 31, 2015
Be prepared for fresh market turbulence that probably won't wait until the summer is over. We haven’t seen the “high” for the dollar yet.
Jul 29, 2015
The U.S. still remains in my opinion the best location (dollar included!) in a bad neighborhood, but where various markets segments are at risk of a correction. Therefore my preference also here is simply to remain on the fence.
Jul 27, 2015
When we add to the Chinese slowing-growth situation the probability the Federal Reserve will start hiking its Fed funds rate rather sooner than later, we could be on the cusp of a perfect storm in many places and markets.
Jul 24, 2015
Long-term investors will have to start learning to think completely in the opposite way as they have been used to over at least the past three decades and adapt to situations where the dollar can go up when U.S. stock markets go up.
Jul 22, 2015
Standard & Poor's on Tuesday raised the long-term ratings for Greece by 2 notches from CCC- to CCC+ with outlook stable as it considers no more as "inevitable" Greece defaulting on its commercial debt during the next 6 to 12 months.
Jul 20, 2015
When global trade began today, we saw a remarkable slide in the price of gold that brought it down to a low of about $1,109 per ounce, which was a price level we hadn't seen since 2010.
Jul 17, 2015
Long-term investors need to be vigilant on China, and keep an eye on warnings signs that an asset bubble is collapsing.