The two graphs below tell us the market was petrified on Monday and willing to pay exorbitant...
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The Yen Carry Dump
CLICK HERE for a short video on the state of the markets and yen carry trade. Weak employment data,...
Are The Credit Markets Cracking?
This past weekend’s Newsletter discussed how yield curve un-inversions have an excellent...
The Election Nears: What Can Investors Expect?
As the election nears, investors will become more anxious about how the market may react to each...
A Fed Cut In September Nears Certainty
While it’s far from guaranteed, a Fed rate cut in September is looking increasingly likely....
Hedges For A Volatile Market- Answering A Reader Question
A SimpleVisor subscriber asked us a poignant question; we think the answer is worth sharing. Simply...
McDonalds Issues A Health Warning
Yesterday, McDonalds issued a health warning in their earnings announcement. The warning is not...
Doctor Copper Warns Of Slowing Growth
Copper is often called Doctor Copper as its price serves as an economic barometer. Before Friday,...
Is The Market Decline And Rotation Due To The Yen?
Can we blame the yen for the recent market decline and severe rotation from large to small caps?...
Bill Dudley Says Cut Rates Now
In a stunning reversal of opinion, ex. New York Fed Governor Bill Dudley now calls on the Fed to...