March 2, 2015

Five Bull Markets Around the World — Thanks To Central Banks The U.S. — We’re BullishThe U.S. does not have a QE program at all now, but the U.S. stock and bond markets are getting support from the dovishness of the Fed minutes. In spite of much improved economic growth in Read more…

February 16, 2015

The Currency War Is On — What Does It Mean For Your Portfolio? Many world currencies are being devalued, and it is the beginning of a potential currency war. This, more than any other current or historical event, gives us a direction for the future of investing and shows us Read more…

October 02, 2014

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. We believe that this rise is being permitted in order to Read more…

November 27, 2013

Japan: The Market Still Driven by the Yen and Monetary Policy Since last year’s elections that brought Shinzo Abe to power in Japan, analysts have been consistent in one message: ultimately, the success or failure of Abe’s attempt to bring Japan back from its long stagnation depends on his ability to enact Read more…