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Tues@11



Anticipating the anticipations of others
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King Dollar
Somewhere, Larry Kudlow must be smiling. King Dollar has returned. The U.S. dollar rally is throwing the accepted inflation narrative...


Line in the Sand
As if on cue, the bond market responded to my pleas for a rising rate environment. The weakening data over the last few months, combined...


Anti-Social Media
Silicon Valley's resident fratboy, Mark Zuckerberg, will shortly be roasted over the Congressional coals. Donald Trump's personal lawyer,...


Skyfall
The defunct Chinese space station, Tiangong, is set to fall to earth this weekend. The problem is, we just don't know where. This event...


Verner Saves World
Verner Named Trump's National Security Advisor Washington D.C., March 26, 2018 Noted dog lover and all-around nice guy Bill Verner was...


Woe Canada
Murmuration Nation Currency traders are like a flock of starlings. When starlings are frightened by a predator (usually a hawk) they...


Chips Ahoy
The Nasdaq keeps finding new ways to reinvent itself. After a successful retest centered on the Trump tariff tantrum, markets were ready...


Collateral Damage
In the War of 1812, the first shot was fired by the American side. The United States' anger was actually a response to unfair trade...


Keeping it Real
The recent quick correction - one that satisfied nobody, was almost over before it began. The insatiable bull market has quickly become...


Marking Time
The textbook bottom I discussed last week, combined with a similarly abrupt recover in bullish sentiment, created a strong recovery that...
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