Mercenary Trader 's Opinion & Analysis
A complete archive of Mercenary Trader 's articles, including current analysis & opinion - Page 5
John Maynard Keynes once famously said: “When the facts change, I change my mind. What do you do sir?”Last week we noted structural bearishness on Japan — due to the inevitable...
After shredding the weak sauce of Krugman-worshiping journos in a recent rant, it’s only fair to give some credit: Tom Stevenson of the UK Telegraph puts together a solid macro case for a...
Recent market action evokes the following from Pit Bull, a trading classic by Marty Schwartz: “It’s the latest it’s the greatest, come on baby, it’s so easy to do. Oh, mashed...
California: An Illustrative Example Of Dodd-Frank’s Impact upon Investment Advisers At The State Level Although most investment advisers are aware of the adjusted thresholds for federal and...
In a presentation from the always thorough Jeff Gundlach, the slide posted below, “S&P 500 peak performances during each Fed action,” stood out. The equity boosting effect of stimulus...
Gold and silver are breaking down again as treasuries continue to show signs of life.Precious metals gapped lower on Tuesday, showing a continuation of the weakness first displayed last week.Long...
Hugh Hendry, the amusing Scotsman who runs Eclectica Asset Management, hates gold stocks. He won’t buy them under any circumstances. Which is interesting, considering Hendry is partial to macro...
Fear not, Twinkie lovers… your beloved snack may survive… news of the Twinkie’s demise (via Hostess liquidation) created such a stir of pent-up demand, it’s possible the...
A few weeks back we asked, “What if Recovery is Actually Bearish?” The note led off with Seth Klarman’s definition of a “Twinkie” market — a government manipulated,...
“Technical analysis, I think, has a great deal that is right and a great deal that is mumbo jumbo…“There is a great deal of hype attached to technical analysis by some technicians...