Lumber Trades To The Highest Level In Over Twenty Years
November 10, 2017 Last week, the price of lumber futures that trade on the CME rose to the highest level since 1996. In my latest work for Seeking Alpha, I…
Is Financial Inflation Raging?
November 7, 2017 The Fed and ECB have been telling markets that inflation remains below their 2% target rate but many high-profile economists, even at the central banks, are puzzled…
Earnings Fuel The Bull Market In Stocks But There Could Be Trouble On The Horizon
November 6, 2017 The stock market has been raging higher and each day seems to bring a new record high in one or all of the major indices. In my…
The President Chooses Jerome Powell To Head The Fed- The Next Appointments Will Make The Difference
November 6, 2017 On Thursday, November 2, President Trump put his stamp on the Federal Reserve with the appointment of Jerome Powell to succeed Janet Yellen as Chair. In my…
Lessons For U.S. Business From The Chinese
October 27, 2017 The Chinese Party Congress in Beijing came to a close this week and President Xi has cemented his position as the strongest leader of the Asian nation…
Commodities And The Chinese Party Congress
October 24, 2017 The Party Congress in China began on October 18 and will conclude this week. In my latest article for Seeking Alpha, I explain how many industrial commodities price…
Four Reasons President Trump Is Bullish For Commodities Prices
October 23, 2017 President Donald J. Trump has had a rough ten months in Washington DC but his message has remained constant and like him or not he is one…
The Enigma Of The U.S. Bond Market
October 3, 2017 The U.S. government bond market is an opaque environment and in many ways, it is an enigma to outsiders and even the most clued-in market participants. In…
The Fed Sails Into Uncharted Waters On What Could Be A Captainless Ship
September 22, 2017 On Wednesday, September 20 the Fed presented markets with what could be their most hawkish statement in years. In my latest work for Seeking Alpha, I explain…
Keep An Eye On Europe For The Next Big Move In Markets
September 22, 2017 This Sunday on September 24, Germans will go to the polls to decide if they will give Chancellor Angela Merkel a fourth term as the leader of…
