Crude Oil Yes, it is! And that's why, currently, a bearish bias is the correct market bias to have. And maybe, just maybe… the commodity super cycle might be on an "8 count" for a long time to come. The story goes a little something like this: The historical inflated price of Light Crude Oil [...]
Is a former Federal Reserve colossus sending a secret message in plain sight, to the sitting chairwoman of the Federal Reserve Janet Yellen?
Battle trained former Federal Reserve Chairman Mr Bernanke is in so much demand, that he's started a personal blog. Mr Bernanke remains a full-time fellow at the Brookings Institute, but after stepping down as Federal Reserve Chairman in January 2014, he is now removed from the public sector and has taken on the role as [...]
Economics is one of those disciplines everyone turns to for authority regarding the inherent workings of the investment markets. Little do people know there are two major schools of economic theory Keynesian and Monetarism and that those two schools of economics are unable to agree on economic theory? Confused? You should be… Are you also [...]
Multiple indicators are signalling the major indices are overbought at these levels and profit taking is occurring in large cap sectors. Weakness is setting in by way of the Financials, Industrials and Technology sectorss. The retail participants are bullish as measured by their option activity, which indicates investor sentiment is frothy. We will be looking the for [...]
If we want our investments to outperform, at certain points within the business cycle, it will be necessary to be active with regards to shifts in asset allocation. As long as the intervention is intelligent, it should result in greater returns than the set-and-forget approach which ignores the cyclical nature of business and therefore the [...]
The out-performance under-performance relationship between the S&P 500 and Russell 2000 indexes is often an intermediate term indicator signalling the institutional investment communities view on US domestic growth from a standpoint relative to international growth. The past four weeks we have seen the Russell 2000 begin to decouple from the S&P 500 after progressing at [...]