Life – or rather losses – come at you fast, especially if you listen to Bridgewater’s investing advice. It was just two weeks ago, with the S&P at all time highs, that Ray Dalio told a fawning Davos audience to
February 11, 2018
Welcome back Speculators. I’m on the road. Record feedback from our last edition got me curious enough to run the numbers on my reader’s data. We’re growing fast, really fast, and our fastest growing demographic? Canadians! Bravo! To say thanks for your patronage,
As everyone focuses on the Olympics (and the South Korean President Moon’s apparent acceptance of an invitation to visit Pyongyang soon to meet with Little Rocket Man); perhaps one should watch Sec’y of State Tillerson’s visit to the Middle East
Lots of commentary out there on the S&P 500 collapse, but although some may disagree I think Taleb probably has the most interesting take on this … Nassim Taleb on why everyone got the market crash wrong, below is an
The economic calendar is heavy. In the battle of competing explanations for the market declines, the inflation story has taken center stage. With both PPI and CPI scheduled for release this week, I expect many to be asking: Will rising
This week we’ll begin with our monthly and weekly forecasts of the currency pairs worth watching. The first part of our forecast is based upon our research of the past 16 years of Forex prices, which show that the following methodologies have
Last week, as the market was in free fall amid a perfect storm characterized by a concurrent selloff in bonds and stocks and a Minksy moment for the VIX, Ray Dalio took to LinkedIn to “explain” the problem. I’m not entirely sure
The illusion that risk can be limited delivered three asset bubbles in less than 20 years. Has anything actually changed in the past two weeks? The conventional bullish answer is no, nothing’s changed; the global economy is growing virtually everywhere, inflation is
Some are saying last week’s market movement is one for the record books. I have seen descriptions noting the market decline was unprecedented or the market is in turmoil. S&P Dow Jones Indices Indexology Blog titled a post, I’m Exhausted, but
Three new recently published scientific papers seem to confirm what many have claimed for years: the “efficient markets” are not only inefficient – from an informational standpoint – they are also badly rigged. Of the three papers, the Economist report argues that
