In our 2018 year-end letter’s section on the dollar I pointed to low expectations for the Eurozone economy leading to a softer European Central

As I illustrated for you over the weekend, 2600 on the S&P 500 stands to be a tough technical level to beat in the

Other than updating the accompanying charts, and my closing comments, there’s really no improving on our 2017 letter’s section on global investing. Ironically, as

If you’re wondering what happened to this morning’s strong rally in the Dow (up triple-digits to down single-digits), here’s your answer: “US Trade Rep

In “The Dollar” section of our 2018 year-end letter, one of the bullet points on why I anticipate a downward bias for the greenback

In the dollar section of our 2017 year-end letter we made our contrarian (currency traders were betting the dollar would fall) case that the

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the

Last Thursday I pointed to strong historical evidence that the deep correction low reached on Christmas Eve will ultimately be tested, creating your typical

Your preconceptions, if not your predisposition, could have you judging the graph below in either a positive or a negative light. Here’s our money

Bonds: We’ll limit our narrative on bonds to the investment grade space (high quality corporates and treasuries) and keep it short and sweet. In