Mixed Bets On Emerging Markets Add to Divergent Responses to Higher Rates

(This is an excerpt from an article I originally published on Seeking Alpha on September 16, 2013. Click here to read the entire piece.) As markets head into a much anticipated Federal Reserve decision that should feature some resolution on the tapering question, I found it interesting to rewind the tape back to the recent … Read more

The Federal Reserve’s Wariness Toward Housing

(This is an excerpt from an article I originally published on Seeking Alpha on August 26, 2013. Click here to read the entire piece.) The release of the minutes for the Federal Reserve’s last policy meeting caused a lot of churn in financial markets, especially in currencies. I read contradicting headlines with one interpreting the … Read more

The Franc’s Weakening Should Continue Against the Euro

(This is an excerpt from an article I originally published on Seeking Alpha on January 27, 2013. Click here to read the entire piece.) Two weeks ago, I wrote “Time To Short The Franc… With The Euro” as a trading call that combined the likely continued strength in the euro (FXE) and the likely continued … Read more

Over the Fiscal Cliff Lies Opportunity Valley: Saic, Inc.

(This is an excerpt from an article I originally published on Seeking Alpha on December 25, 2012. Click here to read the entire piece.) In the summer of 2011, I started a series called the “Commodity Crash Playbook” designed to take advantage of the bargains created from what, at that time, seemed to be a … Read more

Peering Over the Fiscal Cliff, the Yen Gets “Cheap”, Australian Dollar “Expensive”

(This is an excerpt from an article I originally published on Seeking Alpha on December 21, 2012. Click here to read the entire piece.) On December 20th, the Bank of Japan rolled out more stimulus and more accomodative monetary policy as expected: {snip} The Bank of Japan is clearly trying to get more aggressive in … Read more