Trader’s Narrative

The folks over at SeekingAlpha republish some of my content (with permission). My recent missive about the epic economic battle being waged between deflation and inflation inspired Geoffster, a “recovering lawyer” to write this noetic nugget of a comment:

Inflation or Deflation – that is the question:
Whether ’tis nobler in the mind to suffer
The slings and […]

If I could know one single data point from the future, it would be whether deflation or inflation won the economic battle royale of this new decade. That is the ultimate question that will decide the future price of almost every single asset: real estate, gold, equities, bonds, etc.
Not surprisingly, this single question is the […]

Investor expectations are decidedly bullish right now, and many people expect an economic turnaround this year. What do the underlying economic conditions suggest? The Chinese mall “The Place” demonstrates the contrast between investor hope and economic reality.
The following is an excerpt from the February issue of Global Market Perspective. For a limited time, you can […]

This is a guest post by Wayne Whaley (CTA):
Although we are programmed to believe that higher rates are bad for equities, I have done research over the past 6 months that suggest that when rates are very low, the initial signs of rate increase are not necessarily negative for the market. For details, see: What […]

Before we look at how much traders hate the Euro and love the US Dollar, let’s check in with what I said previously about the greenback. Back in December I wrote of the sudden shift in dollar sentiment and how it made me cautious for any further advances in what was possibly, real strength in […]