Market Mood Swings Toward An End to the U.S. Dollar’s Latest Rally

(This is an excerpt from an article I originally published on Seeking Alpha on July 11, 2013. Click here to read the entire piece.) Ordinarily, I would have called Wednesday’s (July 10, 2013) close on the S&P 500 (SPY) a stalemate that potentially signals a reversal in fortunes for the index. The flat close occurred … Read more

Forex Falllout From the Fed’s Latest Decision On Monetary Policy

(This is an excerpt from an article I originally published on Seeking Alpha on June 20, 2013. Click here to read the entire piece.) {snip} The Federal Reserve announcement sounded a bit like something former governor Mervyn King might say about the prospects for the Bank of England’s bond purchase program: {snip} I imagine believers … Read more

Credit Conditions for Housing Continue to Tighten

(This is an excerpt from an article I originally published on Seeking Alpha on May 27, 2013. Click here to read the entire piece.) In December of 2012, I provided a description of the housing recovery from the eyes of mortgage investors who could see the recovery but worried about tightening credit conditions. Six months … Read more

Mixed Signals Surround the Steady Creep Higher In Interest Rates

(This is an excerpt from an article I originally published on Seeking Alpha on August 7, 2013. Click here to read the entire piece.) Tuesday’s trading (August 6, 2013) brought out the taper tantrum jitters again. Officials from the Federal Reserve are once again reminding financial markets about the potential for September to bring the … Read more

An Uneven Recovery from the Interest Rate Blues

(This is an excerpt from an article I originally published on Seeking Alpha on July 17, 2013. Click here to read the entire piece.) The Reserve Bank of Australia (RBA) released the minutes from its monetary policy decision meeting earlier this month. It contains some great detail on the RBA’s assessment of global financial conditions. … Read more