Category Markets

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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 […]

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 […]

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...

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

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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