Category Markets

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 […]

max-keiser

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 […]

Hello Super Nintendo Devos

Will we have a whole generation of Ralph Wiggum’s? Investors will be watching Fed Chair Janet Yellen’s testimony as another string of earnings come in this week. We will also continue to monitor President Trump’s Executive Orders and potential 3AM tweets. On the economic front, we have a busy week with PPI, CPI, Retail Sales, […]

Trump Is Setting Japan Up For A Jewish Treat

By acting too much like an eager beaver, Japanese Prime Minister Shinzo Abe has become a prey to Donald Trump and his team of distressed financial specialists. Trump grew up in Queens, New York and went on to become a real estate developer in New York City and New Jersey. Having gone in and out […]

The Governator for President

Only a Constitutional Amendment Away Investors have another earnings heavy week with continued monitoring of President Trump’s Executive orders. On the economic front, we have University of Michigan Consumer Sentiment. Earnings: Earnings have now seen over 270 companies of the S&P 500 companies report 4th quarter earnings. 67% have beaten earnings expectations with 48% beating […]

Big Surprise – FOMC Doves Coo

The latest in macro news, economic data and the latest Fed meeting.

Trade, Currency and Military Skirmishes – Part 1

Donald Playing God After only 7 days into the Trump administration, the time it took God to create heaven and earth,  it had already become clear that skirmishes between the US and China will be inevitable. I use the word “skirmish” here, but everybody knows that it can potentially be a euphemism if the discords […]

Time for a #NYexit

Time for a #NYexit Investors have a busy week ahead with the Fed statement, a ton of earnings and continued monitoring of President Trump’s Executive orders. On the economic front, we have Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings. Fed Meeting: On Wednesday (2/1), the Fed will release their first statement […]

China’s “Moderate Prosperity”

At the malls and in tourist towns in China, it is very obvious that there are lots of little children all over, especially yearlings and two-year-olds, and lots of pregnant ladies carrying more to arrive. It looks like there is indeed a baby boom, judging by our part of China. The country’s two-child policy may […]

Mobilization

Over the 3-week spring holiday period, China reportedly will be handling over 3 billion passenger-journeys, 2.5 billion by its rail systems! All passengers must be ID-matched to their tickets. This can only be accomplished through its massive systems engineering and management approach. Technology is used to realize processes and projects to unprecedented scale and stability. […]

Doublewood: Roadmap for US-China Relations

Attached is a draft summary of my working paper on A Roadmap For US-China Relations. Matters On Hold At the moment, given the instability in US domestic politics, I believe that China is unlikely to rush into any major initiative with the new American administration. It will spend some time observing. There will be contacts […]

Donald Trump Weighs In

Dysfunctional Transition After a bitterly divisive election, we now find ourselves in a series of unprecedented domestic feuds during the presidential transition.  They even spill over into foreign affairs, making us look like two nations at logger-head with ourselves.  Surreal! Being a feisty boxer, Donald Trump has been characteristically mouthing off and compulsively tweeting.  His […]

Adapting To Polycentric Reality

One way to understand polycentrism is to draw a parallel with ecosystems. During polycentric times, the key to success is adaptability. In fact, it is the same story as with evolution. Size and overwhelming strength, if not managed and applied appropriately, can be a dangerous liability. It is a lesson we have learnt from the […]

Doublewood: A Polycentric World

The key to looking at all the current global dynamics is to understand the nature of a polycentric reality in the world’s power configuration. Polycentrism is a little-understood phenomenon in the post-WWII world, although it was not an unusual set of circumstances in other periods of world history. Here, I will not elaborate on the historical […]

Trump’s Taiwan Call – Part 2

It is impossible to know with Trump whether some “move” of his is just a poorly controlled impulse (like his Twitter messages) or a calculated effort to create or build a negotiating position. However, we know he doesn’t care about any other countries, so it is unlikely he has the best interests of the people of […]

Doublewood: Cyber-Knights Around Donald’s Rectangular Table

Trump’s IT Roundtable This is not exactly a new Camelot, nor is Donald Trump simply trying to beg these cyber tycoons for more jobs in the US, as Obama did a few years ago. This looks like a board meeting at a large corporation. In fact, in my opinion, this symbolizes Trump’s attempt to acknowledge […]

Biotech *Trade of the Day: ZYNE

Mixing Colorado, the growing Pot trade, the booming biotech sector, a healthy degree of speculation, and technical analysis, we have the *trade of the day for near, medium, and long-term traders/investors. The company is Zynerba Pharmaceuticals, Inc., with ticker symbol:  ZYNE. Founded in 2007 and headquartered in Devon, Pennsylvania, ZYNE is a specialty pharmaceutical company focusing on […]

Weekly Markets Update 5.06.16

Best/Worst Performers: Week’s Best Performer: 10 Year Treasury Bond (Yield falling -3.8%) Week’s Worst Performer: Nikkei 225 Index (3.4%) Broader Market Commentary: Since Q4 of 2014, the S&P 500 has been trading in a clearly defined sideways channel with two tiers (an upper record-territory tier, and a lower consolidation/risk-off tier). The higher tier is a […]

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

TECHstinkTION

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

aceloewgold

"It is dangerous to be right in matters on which the established authorities are wrong." - Voltaire

Touch Stone Connect

News & Views (Independent Media!)

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