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

Swiss Franc Refuses To Confirm Fresh Euro-Optimism

(This is an excerpt from an article I originally published on Seeking Alpha on July 1, 2012. Click here to read the entire piece.) On Thursday, June 28th, Swiss National Bank (SNB) vice chairman Jean-Pierre Danthine repeated a claim made consistently by the SNB: at 1.20 the Swiss franc is overvalued relative to the euro. … Read more

It Is Not Over Until the Fat Franc Flies?

(This is an excerpt from an article I originally published on Seeking Alpha on June 11, 2012. Click here to read the entire piece.) As global financial markets seem set to rally in a reflex “risk on” reaction to the bailout of Spain’s banks, one small corner of the financial universe remains notably somber: the … Read more

How to Trade “Euro Fatigue”

This is an excerpt from an article I originally published on Seeking Alpha on January 6, 2012. Click here to read the entire piece.) It seems that the U.S. market has grown weary of worrying about the euro. The euro has lost 4.5% versus the U.S. dollar (EUR/USD)(FXE) since December 9, 2011 while the S&P … Read more