Mercenary Trader 's Opinion & Analysis
A complete archive of Mercenary Trader 's articles, including current analysis & opinion - Page 2
“There will undoubtedly be a long series of cuts before China sweats out its hangover from a $26 trillion credit boom…” ~ Ambrose Evans-Pritchard, UK Telegrap
“Basically,...
The latest move in the euro / Swiss franc (EUR/CHF) is absolutely gigantic. For a major currency pair to move 25% in a single session is mind-blowing.To get a sense of how crazy that is, check out the...
Many sacred cows have been slaughtered these past few years. Beliefs held as obvious, incontrovertible even, were crushed to dust.Take, for example, the notion that the United States was due to...
“Risk of Deflation Feeds Global Fears,” says the WSJ in today’s links.
“World economy so damaged it may need permanent QE,” says the UK Telegraph.
European inflation is...
“When stocks are this pricey, history tells us that prices swirl downwards in a continuous whirlpool that usually lasts about a year and goes to extremes.”That’s the opening sentence...
Help me Obi Wan Kenobi — you’re my only hope.” - Princess Leia in Star WarsWith the ominous divergence between small caps and large caps, a large-cap breakout was perhaps “the...
There is an old joke about a drunk on his hands and knees beneath a streetlight. A cop asks what he is doing. “Lost my keys,” says the drunk. “You lost them here?” asks the...
This article is a friendly wake-up call of sorts for investors in high-beta social media, cloud, biotech and e-commerce plays. You know, the stuff with triple-digit P/E ratios (if profits even...
For what seemed like forever we had “Mr. Miyagi” markets. Instead of “wax on, wax off” it was “risk on, risk off” with everything slamming in one direction or...
In January 2013 we wrote about “Lessons in Hubris from the Herbalife Spectacle.” This was around the time Bill Ackman was grandly pounding the table for Herbalife LTD (NYSE:HLF) as a...