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December 10, 2019

The end of 2019 is fast approaching! (what a year it's been...)  Following on from the original "10 Charts to Watch in 2019", the Q1 update, and the half-time update, here's the final update to the 10 charts to watch in 2019.  The key purpose of this article is to...

November 27, 2019

I looked at this topic back in late August where I outlined the reasons why copper/gold looked to be near a turning point and why it is such a useful macro indicator. 


That article was about week off the absolute low point (at least for now), but I’m not here to p...

November 21, 2019

What if I told you there was a bubble but it wasn't in risk assets?  What if I told you that the assets most investors look to for safety and capital preservation could actually be the biggest source of risk in portfolios right now?

OK, if I haven't lost you already, ye...

November 16, 2019

This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever I talk about global ex-US equities I tend to get significant push-back. 

For example, many will say that it's not worth going outsid...

November 6, 2019

From my read of sentiment (and social media), there is a sense that something doesn't quite stack up...  Stock prices are headed higher, yet for the most part the data still sucks. 

So what's up with the disconnect?  Is the market on borrowed time, or is it on the...

October 29, 2019

Something very interesting is happening right now in global equities, and most people have probably missed it.  

A set of unique indicators have put in some rare signals that are usually only seen at the start of a bull market.

 
That's right, you heard me: it looks like...

September 5, 2019

It's that D-word again.  Deflation is knocking at the door of the global economy.  But who is going to answer, and who is really at the door?  (and so what??) 

In the following charts and paragraphs I will provide my take on the key drivers, the response,...

August 28, 2019

With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a little extra market volatility here and there, it might seem strange for me to write about what is a somewhat obscure and long-term f...

August 21, 2019

Last week I outlined some of the extreme moves in bond yields, and this week I'm taking a quick look at one of the bond market's close traveling companions; the copper to gold ratio.

It's an interesting indicator to track for a few reasons, but the basic intuition or re...

August 13, 2019

Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US treasury ETF and it was up almost 30% off the low point!). Interestingly enough that followed a period of fairly miserable performa...

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