Over the last year or so, crude oil and ten-year U.S. Treasury bond yields have been highly...
Walmart Gives Investors A Ray Of Hope
Walmart’s earnings report gives investors hope that weakening retail spending trends may be...
Without Shelter Prices Deflation Is Raising Its Head
Unlike yesterday’s cooler-than-expected PPI report, CPI was right on the screws. As expected,...
What Is NIXT?
The Wall Street Journal shared an interesting investment strategy that Research Affiliates (RA)...
Newsletter Writers Freaked Out Last Week
The graph below from Bianco Research shows a stunning change in sentiment among stock market...
Patience Pays In Volatile Markets
Starting with a special video on Monday morning and our Daily Market Commentaries throughout the...
Labor Hoarding: The Labor Market Lynchpin
According to the latest JOLTs report from the BLS, the number of job hires has fallen back to...
The Bank Of Japan Calms Markets
If you want more evidence that the recent spate of intense volatility was related to the yen carry...
Hedging Extremes Highlight Fear
The two graphs below tell us the market was petrified on Monday and willing to pay exorbitant...
The Yen Carry Dump
CLICK HERE for a short video on the state of the markets and yen carry trade. Weak employment data,...