Commodities

November 03, 2016

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Market Summary Buy Volatility and Buy Gold If You Are a Long-Term Investor U.S. stocks are getting cheaper: is a short-term market bottom near? The key event this week was the strong rise of volatility and of gold after political...
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October 27, 2016

Market Summary The key to global stock markets is the U.S. dollar and U.S. interest rates.  We have all seen U.S. interest rates rise, and that is potentially difficult for developed and emerging markets.  Developed markets will be impacted as...
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June 24, 2016

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Gold, Oil, Stocks, and the Return of Stagflation:  Where to Find Profits in the Current Environment Late last year, markets had a pretty robust view of the path of U.S. interest rates in 2016.  Reality has intervened, as it has...
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April 08, 2016

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Market Summary Market summary. We are bullish on gold and some foreign markets, as well as stable growth companies in the U.S. We expect modest appreciation for the S&P 500 this year. We are avoiding Europe and Japan, and we...
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October 02, 2014

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Pay attention: the U.S. Dollar’s rise is critical for investors. The U.S. Dollar has broken out against other developed-market currencies.  Although the Dollar may fall for a short period of time over the next few weeks, its longer term trend is higher....
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August 07, 2014

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Market Summary  World Stock Markets The U.S., Europe, and Asia remain in bull markets, but the markets in the U.S. and Europe are in the middle of a mild stock market correction. Causes include the military actions by Russia in Ukraine,...
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July 10, 2014

Market Summary Economics, U.S. and Global U.S. employment numbers are positive for the last few months, and U.S. industrial production is increasing as we have predicted in these pages. The unemployment rate has fallen to 6.1 percent, and the U6 —...
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