Incorporating Tactical Precision into our Big-Picture Silver Work
I’ve recently written extensively about why I believe silver is poised for a window of out-sized upside this year, if even it comes in a brief window of time like 1987’s 65% rally, which occurred in two months. This thesis is largely…
Multi-Year Cyclical Peak for EM Equities Likely in Place
Before we dig into this post’s declarative title, let’s revisit the genesis EM work that got us to this point today. Specifically, I mean the 1/2/17 post that proclaimed EM equities, though likely mired in an ongoing secular bear, were nonetheless about…...
How Does Bitcoin Not Reach $1M+ in 2018?
Haven’t updated my thoughts on Bitcoin (BB: XBT) in quite some time. I’m going to simply re-present the same set-up I did in our original thesis on XBT way back in Feb-17 when it was printing $1K, not the $20K it reached…...
How Historic Bubbles End
The selling in Bitcoin has been relentless since its 12/17/17 peak. Moreover, since then, its rallies have been listless and lacking in vigor. It all adds up to a major deviation in the road-map I had envisioned for the asset relative…...
Has Bitcoin Stalled Out?
Our last piece on Bitcoin (Bloomberg: XBT) was this post on 11/1/17. Included in it were two major conclusions: A major break-out in/around early Dec-17 was likely, akin to silver in Aug-79, where upside would begin to accelerate That upside had the chance to…...
The Case for Nikkei 40K in 2018
In mid-October I updated my thinking on the Nikkei, asking in this post whether its break above quarter-century resistance meant it was finally “game-on” for the region’s much beleaguered equities after what seemed to be an enduring, generational secular bear…