Time to Fade the Short EM Trade – Ep. 360
Focusing on Emerging Markets I’m going to spend most of today’s podcast talking about what is going on in the emerging markets, in the currency
Podcast: Download
Focusing on Emerging Markets I’m going to spend most of today’s podcast talking about what is going on in the emerging markets, in the currency
Podcast: Download
Obamacare Repeal Charade Over The whole charade surrounding the repeal of Obamacare is finally over. The most recent attempt, labeled “Skinny Repeal” was a big
Podcast: Download
Summary: My recent trip to Las Vegas for The Freedom Fest provided some interesting lessons. My observations that we are paying more for less were
Podcast: Download
Earlier I talked about the Trump honeymoon, and my belief that it wouldn’t last long, in fact I thought it might have ended before the
Podcast: Download
U.S. stocks ended the week with marginal gains In fact, the Dow Jones was up only about 12 points on the week The real action
Podcast: Download
We had a very significant day in the currency and gold markets yesterday We had some good follow through today that really buttresses the point
Podcast: Download
Tuesday’s podcast was titled, “Will She or Won’t She?” referring to whether or not Janet Yellen would announce an interest rate hike for the first
Podcast: Download