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Posts in the Category: Market Sentiment

BK: Putting the Dollar “Dive” in Perspective

By - - Market Sentiment on May 17, 2017 9:16 AM 0 Follow-Ups
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Plenty of angst and ink spilled this morning on the US Dollar “diving” on Trump political chaos. Typically when everyone starts worrying about the same thing, everyone is wrong. In an effort to make some of us “not wrong”, BK thought he would give some perspective to the so-called “dive” in the dollar. It appears […]

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BK: Yuan-na Bet?

By - - Market Sentiment on May 9, 2017 10:40 AM 0 Follow-Ups
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Last night on the big show called Fast Money – Jeff Gundlach announced his best idea for 2017. He recommended a pairs trade, long the emerging markets via EEM and short the S&P 500 (SPY).  The short side of this trade was more about a hedge than an directional call on the US stock market.  […]

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BK: Yuan Jueding

By - - Market Sentiment on May 4, 2017 9:10 AM 0 Follow-Ups
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As euphoria and complacency spreads across invest-landia there is one corner of the world that may not be doing so well.  China has been making concerted effort to reign in its self-inflicted credit bubble.  In the last few trading sessions we have seen the economic slowdown in China manifest itself in weaker commodity prices and […]

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