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

Black Friday Trade Gets More Bullish Even As Fiscal Cliff Looms

(This is an excerpt from an article I originally published on Seeking Alpha on December 2, 2012. Click here to read the entire piece.) The rally from oversold conditions in the S&P 500 (SPY) from the November lows has now nearly recovered post-election losses. On the way up, we got to see whether Black Friday … Read more

T2108 Update (November 28, 2012) – Successful (And Dramatic) Retest of the 200-Day Moving Average

(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. It helps to identify extremes in market sentiment that are highly likely to reverse. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other trades … Read more

Another Fiscal Cliff For Japan Coincides With Another Visit to Historic Yen Levels

(This is an excerpt from an article I originally published on Seeking Alpha on September 11, 2012. Click here to read the entire piece.) In August, 2011, Prime Minister Naoto Kan stepped down from power to resolve gridlock over the budget of the Japanese government. On September, 7, 2012, current Finance Minister Jan Azumi made … Read more