Tag Archives: Commodities

Week In Review – February 16

Nice bounce. The S&P500 is up 7.88 percent off the low and has recovered 58.65 percent of its loss.  It looks like the pivot is the .618 Fibonacci retracement level, which it traded through but could not hold as the … Continue reading

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Global Risk Monitor – February 16

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Week In Review: JP And The JFK-Trump S&P500 Analog

Not a lot of poetry or prose again this week. We posted much material on our thoughts over the last few days. Have a look. Also review the data tables below. We do think markets are in for a bounce … Continue reading

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Global Risk Monitor – February 2

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Week In Review – January 26

Summary The wealth effect – boosting consumption out of what is perceived as permanent wealth -seems to be kicking in.   Consumers are feeling flush with the humungo gains in stocks and housing over the past few years.  It also … Continue reading

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Global Risk Monitor – January 26

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Global Risk Monitor – January 19

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Week In Review – Jan 12

“Frothy the Snowman, was a jolly, happy soul…. Thumpety, thump, thump, thumpety thump, thump, look at Frothy go!” Momentum is a very powerful thang, especially when powered by a theme of synchronized global expansion and  “blockbuster” retail money flows into … Continue reading

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Global Risk Monitor – January 12

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Week In Review – Jan 5

  What a first week to start the year.   Frothy the Snowman refuses to melt! Emerging markets still all the rage. No supply, my friends.  Global markets have gone parabolic. Fixed-income – Greece bond yields hit 12-year low as … Continue reading

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