Global Macro Round-Up
FX drives everything, so ongoing weakness in the USD vs. CNY is one of the most fascinating things going on in the world right now, especially given US and China trade talks are specifically addressing this issue. USDCNY is currently testing…...
Surreptitious Bitcoin Bottom?
Bitcoin (BTC) was one of the most enjoyable trades I’ve ever had on because i) I did well $ on it, but ii) up until the end, its path mapped out as well as any I’ve ever seen vs. what the…...
Copper Could Quickly Soar to Former Highs
I’ve been studying copper’s historical cyclical bear cycles over the past few months. There haven’t been many of these bears – only four, including the current one since 2011, that I can see – but what’s interesting about them is the similarity of…...