Category Markets

No BBQ, No Bitcoin, Atleast Our Pets Heads Are Still on

Welcome back. As Memorial Day weekend in the US is the official start of summer, we should start to see volumes in the stock markets head lower for the next few months. On the economic front, this week we have Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings. Investors will also look […]

Trump Overseas, What Could Go Wrong??

  Get your popcorn ready (we all know Putin is) as the world watches President Trump’s first overseas trip and meets with other world leaders. He hopefully doesn’t have an international incident that rattles markets ahead of the 3-day weekend coming up for Memorial Day. On the economic front, we have Durable Goods, University of […]

China-U.S. Trade: A Good Deal

Handing In Homework The first group of items agreed between the US and China on trade and economic matters were announced a few days ago. As part of the results under the 100-day pledge at the Xi-Trump summit on April 6 – 7, some of these items dramatically demonstrate the benefits of win-win cooperation. There […]

Where Have All the Traders Gone?

do-do-do, do-do-do As the mainstream media continues to have 24 hour coverage of Comey’s firing, investors will try to concentrate on the quieter than normal markets. On the economic front, we have a quiet week with Building Permits and Housing Starts. Of course North Korea can always saber rattle the markets by launching another missile. […]

At least I Read This Before I Sent It

After watching elected officials vote on a bill and admit to not actually reading it, investors will be looking forward to more stupidity from its elected officials. In the meantime, the adult in the room (the stock market) will be turning its attention to the latest out of earnings and the price of oil. On […]

China – The Greatest Ponzi Scheme in History?

A friendly commentary and analysis from China-based “doublewood” in reaction to James Rickards’ most recent Daily Reckoning piece entitled, “The Greatest Ponzi Scheme in History.” Certainly, some things to consider… Shadow-Banking Worldwide The situation depicted by Rickards is nothing new. Last month, RMB 30 billion of fake wealth management products (WMP)came to light, which brought up […]

VIVE LA VOLATILITÉ

In reaction to our recent Q1 Commentary, there understandably continues to be questions surrounding the confounding lack of volatility and complacency that has pervaded global markets, despite the widespread distress gripping the global geopolitical arena. Many market participants and those watching from the sidelines have been left dumbfounded watching the VIX (Volatility Index) meander around […]

Internet-Plus Phenomenon

Under China’s Internet+ initiative, the use of handphone for payment is becoming prevelant. They just swipe a 2-D barcode with their phones and it is done. I still mostly use the 11% cash payment method. It is nostalgic. Because most users in China prepay money into their Alipay or *WeChat accounts, Alibaba and *Tencent are […]

Still Possibly a Banana Republic: Take 2

Traders will be dealing with déjà vu all over again over a possible government shutdown and a string of earnings. On the economic front, we have Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings. Non-Farm Payrolls & Unemployment Rate: After the disappointing US GDP figure last week, along with radio and Twitter […]

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French Election 2017: Populist Le Pen & Globalist Macron Advance to May 7th Runoff Vote

In today’s French presidential elections, all of France’s mainstream ruling parties have been voted out. Populist anti-immigration candidate Marine Le Pen, and pro-globalism former banker Emmanuel Macron, will be facing off in the runoff vote on May 7th. Menawhile, both the French Socialist and French Republican Parties, which have enjoyed a prime spot in the […]

Doublewood: One Belt One Road (OBOR)

One Belt One Road (“OBOR”) is the designation of China’s initiative in its foreign relations. It embodies China’s vision that peace in the world is best achieved through cooperative development, economic, social and cultural. Along the various routes that had represented the historical Silk Roads on land (the Belt)and the Maritime Route by sea(the Road), […]

A Nationalist, A Communist and An Independent Walk Into a Bar

This isn’t a joke, those are the top candidates to be the next President of France. And who does this picture remind us of? hmmmmm. French Elections: After Brexit and Trump, France is now saying “Hold My Beer.” The latest polls out of the French Presidential election are showing a 4-way race between a Nationalist […]

Xi-Trump Meeting

This Thursday, Xi Jingping and Donald Trump will meet for the first time.  Usually, meetings between US and Chinese heads-of-state require a long period of time to prepare.  This will probably go down in history as one that takes place under rather bizarre circumstances, but it may end up being quite significant. Bizarre Circumstances (1) […]

Waiting for That Reichstag Fire Moment

Investors have a busy week ahead with a string of economic data and our first look at 1Q earnings. On the economic front, we have Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls, and Average Hourly Earnings. Non-Farm Payrolls & Unemployment Rate: On Friday (4/7), we have the release of Non-Farm Payrolls, the Unemployment Rate and Average […]

Q1 2017 Market Commentary: Trump, the Fed, Globalists, and Gold

This past quarter in the markets was one of the more interesting three-month periods we’ve had in a while. Not because of what took place, but rather, the lack of what took place, considering the boiling global geopolitical climate. Almost all of Q1 unfolded against a backdrop of zero volatility and confounding complacency not seen […]

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Article 50 Triggers Brexit. Will a Marine Le Pen Victory & Frexit Kill the E.U.?

The official triggering of Article 50 is underway, setting the Brexit into motion. Meanwhile, the French elections on April 23 could seal the fate of France as the next major power to leave the European Union. This would be a potentially irreperable blow to the EU structure and a major rejection of neoliberal globalism; an […]

Tillerson Meetings in China

Tillerson was warmly received in Beijing by Wang Yi, Yang Jiechi and Xi Jingping.  The time and place for an imminent summit meeting between Trump and Xi have yet to be confirmed and announced.  Instead, Tillerson is saying Trump would look forward to meeting Xi in China, and Xi is saying Mr Trump would be […]

“If You Fire Me Now, I Shall Become More Powerful Than You Can Possibly Imagine”

– Preet Bharara’s potential last speech to Donald Trump before he got fired. Now that he has been fired by President Trump, “I felt a great disturbance in the force.”   After the shocking news for the sheriff of Wall Street over the weekend, investors will now turn their attention to WWJD March 17 Edition […]

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Gonzo Financial Commentator Max Keiser Announces Possible NC Congressional Run

Max Keiser, a gonzo financial commentator for RT, is known for combining the high-flying drama he learned at NYU acting school with knowledge of trading, currency, and markets he began earning as stock broker on Wall Street in the 1980s. He has gained a reputation amongst proponents of Austrian economic theory and libertarianism as a […]

*Trade of the Day: GDX

Often times, aceloewgold focuses on the gold and Fx markets. There is an interesting medium-term trade emerging within the gold-mining subsector. In analyzing GDX (gold-mining ETF), we can clearly see that shares have convincingly broken-out of a 5-month bear market that began in the back-half of 2016. Comparable to the start of last year, gold […]

Liberty Blitzkrieg

The only way to deal with an unfree world is to become so absolutely free that your very existence is an act of rebellion. - Albert Camus

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How modern technology is leading to the TECHstinkTION of humanity...

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Liberty Blitzkrieg

The only way to deal with an unfree world is to become so absolutely free that your very existence is an act of rebellion. - Albert Camus