Japan Update

Japan Update

Last week we had a detailed Japan-related update with fresh thoughts on the Yen and Nikkei. We suggested executing a short on the Yen.  We withheld conviction on the Nikkei but highlighted the potential for the index to decline ~20%…...

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Silver Analog Update

Silver Analog Update

Here’s how our thinking on silver has evolved over the past year: 12/2/12 (Silver = ~$34) “We would suggest being short the metal given the resistance at hand.” “If silver can’t exhibit some bullishness very quickly, I’d be inclined to…...

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