paid Dollar • 3 min read Reports of Dollar's Demise Are Greatly Exaggerated The strength of the US dollar has been a key feature of the post-pandemic bull market. Approaching Jackson Hole, the…
public Commodities • 3 min read Bonds, Oil, Copper, Gold & The Dollar On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
paid Global Stocks • 3 min read Tight Fed Fueling Foreign Stock Market Rallies? In the past, the major foreign central banks often followed the Fed's lead. This time, they aren'…
paid Energy • 2 min read Oil Is Well Reuters reported today that the major US oil and gas producers spent more on payouts to shareholders last year than…
paid Bonds • 1 min read Foreigners Buying Lots of US Bonds Foreigners purchased a record $1.6 trillion in US securities over the 12 months through December (chart). That's…
public Commodities • 1 min read Why Is Gold Shining Again? Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with…
public Bond Market • 1 min read Foreigners Still Piling Into US Dollar & Bonds The 10-year US Treasury bond yield dropped sharply from 4.25% on October 24 to 3.72% today. Recent CPI…
paid Commodities • 1 min read The Dollar, Commodities, Bonds & Stocks What's weighing on the price of oil? We are watching the age-old adage at work: The best cure…
paid Dollar • 1 min read Stay Home vs. Go Global The Stay Home investment strategy is underperforming the Go Global alternative so far this year in local currencies. On the…