Euro Continues 2014 Weakness As Inflation Drops Again, Unemployment Remains At Record

(This is an excerpt from an article I originally published on Seeking Alpha on January 8, 2014. Click here to read the entire piece.) Weakness continues for the euro (FXE) as 2014 seems to be confirming expectations I have outlined in previous posts. On January 7th, Eurostat reported eurozone inflation dropped to 0.8% in December … 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

Global Markets Synchronize Into A State of Calm That Does NOT Equate to Safety

(This is an excerpt from an article I originally published on Seeking Alpha on February 19, 2012. Click here to read the entire piece.) {snip} Nassim Taleb has been on a tour promoting his new book “Antifragile: Things That Gain from Disorder.” He provides related links and interviews on his Antifragile web site where he … Read more

The Swiss Franc Loosens Up – Is It Singing for the Euro?

(This is an excerpt from an article I originally published on Seeking Alpha on September 5, 2012. Click here to read the entire piece.) {snip} …something happened September 5th that finally had me rethinking my rediscovered, extended bearishness on the euro. The Swiss franc (FXF) suddenly came to life against the euro today, AND, most … Read more

A Hypothesis for the Connection Between the Australian Dollar and the S&P 500

(This is an excerpt from an article I originally published on Seeking Alpha on August 20, 2012. Click here to read the entire piece.) A reader recently asked the following questions in response to my last piece on the relationship between the Australian dollar and the S&P 500 (“A Bearish Divergence As Australian Dollar Stalls … Read more