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Markets and the economy do not need to go in the same direction. Business continues to optimize based on conditions they are seeing. Since the Great Recession, business has done a much better job of...
We believe that although a full or partial retest of recent lows may occur, the correction’s worst is over, and if the past is a guide, U.S. stocks will appreciate over the next six-month...
We view the Fed’s inaction as positive for stocks. The only negative that we could see as a result of yesterday’s announcement is that the ongoing concern about a rate increase will dog...
The ban on crude oil exports from the U.S. is coming under increasing pressure, and a vote on lifting the ban may be held in the House this month, and in the Senate next year. Despite suggestions that...
The news in Brazil is particularly bad, even against a backdrop of generalized emerging-market weakness. Economic and psychological indicators are at decades-long lows. Nevertheless, with a major...
The commander must decide how he will fight the battle before it begins. He must then decide who he will use the military effort at his disposal to force the battle to swing the way he wishes it to...
The negative impact of China’s slowdown continued this past week as the OECD lowered its global growth forecast: “Global growth prospects have weakened slightly and the outlook is clouded...
The FOMC’s failure to deliver on its first step towards normalization of monetary policy surprised many market participants and other observers. Despite improving GDP growth prospects and...
Every dictator knows that a continuous state of emergency is the best means to justify tyrannical policies. The trick is to keep the fictitious emergency from breeding so much paranoia that routine...
The decision by the Fed to delay rate hikes puts pressure on the Riksbank. The krona has strengthened markedly over the past month. Our base case is another 10bp rate cut combined with an extended...
Market movers ahead We expect Norges Bank to cut its key policy rate by 25bp at its meeting on Thursday. We look for a slight rise in the Chinese Caixin Flash PMI manufacturing to 47.5 from 47.1 next...
The Fed on hold for now - but wage pressures are brewing.We do not expect a hard landing in China. Support for bonds and EUR short term. To Read the Entire Report Please Click on the pdf File...
Below is a synopsis of Dragonfly Capital Views Portfolio performance from inception September 14, 2011 through September 2015 Expiry. There were 6 trades closed this month including 2 winners and 4...
I’m sorry to keep harping on the Gartman topic, but the more I explore this, the more fascinated I get. I’m seriously wondering if I’m wasting my time with all these charts. It seems...
No matter how much I fight it, stock market “crashes” tend to have a strong emotional impact on me. As a professional investor, I should be well prepared to be rational in times of stress,...