Although I cover my retail stocks early this morning (M, JWN, DDS) I am still cheerfully short a different kind of “retail”, which are casual dining establishments (AKA places I would never, ever ...
In last week’s Insight, I analyzed the current geopolitical situation and concluded that it was now in the interest of the Shanghai Cooperation Organisation to break from the US dollar completely, ...
US equity markets are ramping higher (aside from Small Caps) this morning as it appears the word “uncertain” – uttered ubiquitously by Fed Chair Yellen in the last two days – h...
USD/JPY Daily Technical Outlook: USD/JPY responded to a key resistance range this week at 114.37/60. The pair is loaded with technical considerations into the 115-handle which include the 100% e...
The Producer Price Index (PPI) was up 0.1% month over month and 2.0% year over year, the latter down from 2.4%. The Econoday parrot was not happy. Inflation data, wherever one looks, are weak. Prod...
Every investor wishes to have a magical portfolio of stocks with a one way ticket to success. But this is easier said than done. And when the market is as volatile as it is now, things may take a turn...
Shares of Tiffany & Co. (TIF) have jumped in early trading after the luxury goods retailer named a former Bulgari executive as its new chief executive officer. The newly appointed CEO will face ch...
When it comes to the markets, the slightest change in the narrative can make all the difference at times. And based on the market action yesterday, this might be one of those times. I wrote on Wednesd...
Yellen testified yesterday before the Congressional Committee on Financial Services. What do her remarks mean for the gold market? On Wednesday, Janet Yellen, the Federal Reserve Chair, testified bef...
Even as both the Fed and Wall Street are gripped by a raging debate over when, how and how much the Fed should shrink its balance sheet, most appear to be ignoring the $2.1 trillion elephant in the ro...