Some Quick Implications As the U.S. Dollar Turns the Corner On Taper Fears Part Two

(This is an excerpt from an article I originally published on Seeking Alpha on November 11, 2013. Click here to read the entire piece.) The next statement on monetary policy from the U.S. Federal Reserve comes on December 18th. With taper expectations on the rise again thanks to the 204,000 jobs added in October, it … Read more

The Euro’s Resilience Is the Dollar’s Weakness

(This is an excerpt from an article I originally published on Seeking Alpha on October 24, 2013. Click here to read the entire piece.) When I saw the Wednesday (October 23, 2013) headlines screaming that European Central Bank (ECB) President Mario Draghi indicated he had no hesitation about failing banks in upcoming, comprehensive stress tests, … Read more

Time to Watch the Forex Action Unfold: React, Not Anticipate

(This is an excerpt from an article I originally published on Seeking Alpha on September 26, 2013. Click here to read the entire piece.) It has been a week since the Federal Reserve surprised the globe when it backed off from its earlier tough talk about bond tapering. The U.S. dollar index (UUP) plunged in … Read more

This May Is Not Likely To Hurt – But Just In Case, Here Are Some Hedging Ideas

(This is an excerpt from an article I originally published on Seeking Alpha on May 6, 2013. Click here to read the entire piece.) 1965 to 1967 1969 to 1971 1981 to 1984 1998 to 2000 2010 to 2012 Since 1950, these are the ONLY years where the S&P 500 (SPY) finished the month of … Read more

May 2013 Was Fine As Expected; Now Brace for Summer Volatility

(This is an excerpt from an article I originally published on Seeking Alpha on June 3, 2013. Click here to read the entire piece.) Average, median, frequency, and context. These are all measures to take into consideration when assessing the odds of an event and its potential impact. It is something almost always lost in … Read more