The Commodity Crash Accelerates: A New Juncture for Buying Gold

(This is an excerpt from an article I originally published on Seeking Alpha on July 27, 2015. Click here to read the entire piece.) This month’s acceleration in the now 4-year sell-off in commodities seems to indicate that markets are getting serious about bracing for a tightening cycle from the Federal Reserve. I have mainly … Read more

The Bank of Canada Confirmed A Bearish Turn for the Canadian Dollar

(This is an excerpt from an article I originally published on Seeking Alpha on July 24, 2015. Click here to read the entire piece.) {snip} In the middle of this fresh decline, the Bank of Canada delivered its July Monetary Policy Report with another rate cut included. The reaction in the currency market was just … Read more

A Deep Dive On the Bank of Canada’s Oil-Driven Rate Cut and Its Implications

(This is an excerpt from an article I originally published on Seeking Alpha on Jan 22, 2015. Click here to read the entire piece.) My re-evaluation of my newfound bullishness on the Canadian dollar came just in time for a surprise rate cut from the Bank of Canada (BoC). The CurrencyShares Canadian Dollar ETF (FXC) … Read more

Bank of Canada Gets More Bearish Ahead of More News of Employment Stagnation

(This is an excerpt from an article I originally published on Seeking Alpha on June 8, 2014. Click here to read the entire piece.) On June 4th, the Bank of Canada hit the “repeat button” by maintaining its target for the overnight rate at 1%. The rest of the statement was not a repeat: it … Read more

The RBA Takes Out Insurance on Household Demand With A Well-Telegraphed Rate Cut

(This is an excerpt from an article I originally published on Seeking Alpha on May 5, 2015. Click here to read the entire piece.) The only thing the Sydney Morning Herald (SMH) missed in its amazingly accurate preview of the May decision on monetary policy from the Reserve Bank of Australia (RBA) was that the … Read more