For Japan, there are billions of reasons that the rise in the Yen needs to be stemmed. Most recently, Toyota and Honda announced that they would be working at a deficit if the yen were to appreciate to $85/dollar.
From Bloomberg today:
“It is apparent that the Japanese authorities will step...
The Commitment of Traders or “COT” is often called the Smart Money/Dumb Money indicator. Retail is considered the dumb part of the index. (Don’t shoot the messenger!)
Even as we could consider that characterization to be well suited for all of the players at one time or another, it is well...
Here is our latest conversation . new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine.
NEW! NEW! We are now tracking the idea stock that Andrew and John highlight in each episode. Here is the link
Listen to reasons why...
Guest: Satyajit Das confronts the world’s biggest confidence games being played out by the Central banks. We dive into the EuroZone stress tests, FinRg and derivatives. Very insightful indeed. We also spend some time talking about the recent market and what opportunities are available.
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Hold your meetings...
We are usually looking at these Eco charts and provide an analysis of the situation as we see it. Perhaps you can take a quick shot at telling us your views. A quick comment would be great….. ( Especially about inventories)
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