Archive - Apr 2015 - Blog entry

While life is not always fair, here's an elegant way to avoid unfairness when it comes to your investments

Energy companies “biding their time in the hopes they don’t have to face the music.”

NeoClown...

Trying to make sense of the global capital markets.

In the end, there are only two real drivers for the price of gold...

Today, most mainstream news channels in every country has devolved into nearly pure State propaganda. Recognition of this will prevent one from falling victim to the mountains of financial propaganda that also dominate gold and silver news as well.

BANZAI7 F&B WARNING...

This may take you the entire weekend to digest, but if you are an unsecured creditor/lender (have a checking, savings or demand deposit account) to a euro zone bank, I would consider it your fiduciary responsibility to yourself to sit down and parse this piece with care and aplomb!

 What will happen to the markets when the Western welfare states finally go broke? It will make 2008 look like a picnic.

After trending sharply higher in recent months, the US dollar has entered a consolidative range against most of the major currencies.

Everyone this week focused on the slight production declines that this was a sign to go long oil, but what seemed to go under the radar was another build in both Cushing and the Gulf Coast storage hubs.

Good thing Goldman didn't take me upon that leveraged macro trade yesterday. The GS short leg was up ~50% as I type this post. More concerning than my catching their increase in risk/leverage is the method in which I did the trade. Broker-dealers are no longer needed, and Goldman is a broker-dealer.

A day in the life of a real live Keynesian Trading Advisor...

Behind the curtain...

We need to consider the Cyprus “bail-in” and its implications. The reason for this is that this tiny country has provided the world with a template of what is eventually going to be a global phenomenon.