No Positive Catalyst for the Canadian Dollar from the Bank of Canada

(This is an excerpt from an article I originally published on Seeking Alpha on October 27, 2014. Click here to read the entire piece.) Wednesday’s terrorist attack in Canada disrupted life in Ottawa on the same day the country’s central bank was scheduled to hold a press conference to discuss its latest monetary policy decision. … Read more

Lost in the Market Angst: A Dramatic Improvement in Canadian Employment

(This is an excerpt from an article I originally published on Seeking Alpha on October 12, 2014. Click here to read the entire piece.) Suddenly, I am feeling a lot less bearish about the Canadian dollar (FXC). {snip} This means that half the job creation over the past year happened all in one month. What … Read more

Canadian Export Growth Surged Just As the Canadian Dollar Staged A Comeback

(This is an excerpt from an article I originally published on Seeking Alpha on September 1, 2014. Click here to read the entire piece.) Part of the thesis for my on-going bearishness on the Canadian dollar versus the U.S. dollar (FXC) has included the apparent dampening of exports by a (previously) stubbornly strong Canadian dollar. … Read more

T2108 Update (December 31, 2014) – A Roller Coaster Year Ends With A Historic Extreme In Volatility

(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. It helps to identify extremes in market sentiment that are likely to reverse. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other trades are … Read more

A “January Comeback” Trade for Solar Stocks

(This is an excerpt from an article I originally published on Seeking Alpha on December 31, 2014. Click here to read the entire piece.) The concern for some solar investors going into December was that solar stocks were being unfairly sold off in sympathy with plunging oil prices. {snip} Source: FreeStockCharts.com In early December, I … Read more