It Is A Low Rate World – Get Used to It

(This is an excerpt from an article I originally published on Seeking Alpha on September 24, 2015. Click here to read the entire piece.) {snip} After reading the actual speech by Andrew Haldane, titled ominously “How low can you go?,” I realized that the BBC had overly focused Haldane’s concluding remarks. I can understand the … Read more

The Appeal of the Canadian Dollar Continues to Recede

(This is an excerpt from an article I originally published on Seeking Alpha on September 6, 2015. Click here to read the entire piece.) It is official…or at least technically official. Canada is in recession albeit by the slimmest of margins. {snip} Source: Statistics Canada Canada’s GDP is a story of two worlds. {snip} Source: … Read more

T2108 Update (August 25, 2015) – Sellers Maintain Control of the Stock Market

(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 Time To Sell Some Housing Stocks

(This is an excerpt from an article I originally published on Seeking Alpha on August 19, 2015. Click here to read the entire piece.) I have spent a lot of time over the past four years touting the attractiveness of stocks in homebuilders. The ride has offered a lot of bumps along the way but … Read more

Australian Dollar Poised for A Bounce After Holiday Trading Overreacts to Economic Data

(This is an excerpt from an article I originally published on Seeking Alpha on July 6, 2015. Click here to read the entire piece.) On Wednesday, July 1, 2015 the Australian Bureau of Statistics (ABS) released international trade data for May which suggested that April’s big plunge may have been quite an aberration. On a … Read more