by Chris Belchamber | Apr 24, 2015 | Market Notes
This week the downside break of the US Dollar uptrend seems to have been confirmed. As the direction of the US dollar is central to allocation across all asset classes this is worth a closer look. If you get the direction of the US dollar right you get a great deal...
by Chris Belchamber | Apr 17, 2015 | Market Notes
We now have 4 major economic indicators that are falling year-on-year at levels that have never been seen outside of a recession. http://www.zerohedge.com/news/2015-04-15/four-chartsmen-recession Furthermore, the Atlanta Federal Reserve’s GDPnow model is currently...
by Chris Belchamber | Apr 10, 2015 | Market Notes
Central banks have created a new kind of bubble that is far more complex than technology stocks in 2000, or house prices in 2006/7. Those were hard enough for most investors, but now separating out what is real or fake, what the central banks can do and where their...
by Chris Belchamber | Apr 2, 2015 | Notable Articles
“Eating Our Seed Corn: The causes of U.S. economic stagnation, and the way forward” – John Hussman Deep and powerful analysis from John Hussman. The bullet points say it all, but the analysis reveals just how far economic policy has gone off the...
