Dow Industrials vs. Gold
In the last 115 years there have been three secular bull markets in gold versus the Dow. The current secular bull market in gold...
Are Small-Cap Stocks Running Out of Steam?
Is the strength in small-cap stocks running out of steam? I’m not talking about the recent correction in small stocks, but rather the relative...
Yuan Revaluation
The China Currency Syndrome – Review & Outlook, The Wall Street Journal
“To the extent that a revalued yuan raises production costs in China, some...
Housing Starts Look Weak
Housing starts released today came in far below consensus estimates. Government efforts to stimulate the housing market have once again failed. The federal tax...
Avoid This Losing Strategy
Using a buy and hold strategy to invest in agricultural commodities futures or funds that buy agricultural commodities futures is a loser's game. Agricultural...