The Commodity Crash Playbook: A Long Overdue Rewrite and Revision

(This is an excerpt from an article I originally published on Seeking Alpha on January 5, 2015. Click here to read the entire piece.) Three and a half years ago, I started a series that I called “the Commodities Crash Playbook” in an effort to take advantage of an investing and economic theory promoted by … Read more

One Eye On Higher Interest Rates As Strong Housing Data Continue

This is an excerpt from an article I originally published on Seeking Alpha on February 4, 2013. Click here to read the entire piece.) Long-term interest rates are moving higher. Although it can be difficult to interpret the meaning of interest rate movements given the Federal Reserve is an active player in manipulating rates, I … 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

U.S. Dollar Return to QE3 Price Sets Up A Breakout for Euro

(This is an excerpt from an article I originally published on Seeking Alpha on December 5, 2012. Click here to read the entire piece.) Almost three months have passed since the Federal Reserve announced a third round of quantitative easing. In that time, a Presidential election and now audible negotiations over the Fiscal Cliff have … Read more

The Dollar’s Vote Is In And It Is Ready to Run…Or Is It?

(This is an excerpt from an article I originally published on Seeking Alpha on November 7, 2012. Click here to read the entire piece.) The day before the 2012 U.S. Presidential election, the U.S. dollar (UUP) climbed above its 200-day moving average (DMA), a critical resistance that I assumed it could not crack in the … Read more