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…...
LONG-TERM RELATIVE RATIO CHARTS – Transportation SECTOR
Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history. Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it. I’ve generally tried to only…...
Team Trump Publicly Echoing McKinley, but in the Spirit of FDR and Nixon
Over the past year I’ve spent much time on this site detailing the bullish/bearish case for gold miners and the USD. The axis of this thesis spins on the idea that 2018 is analogous to the early 1930s and 1970s,…...
German Bank Index Breaking Below 60-Year Support Shelf
Below I plot the German DAX Credit Bank Index (think DB) and note that after a few failed attempts with subsequent bounces in recent years, it finally appears to be breaking below 60 years of support dating back to the…...
LONG-TERM RELATIVE RATIO CHARTS – Materials SECTOR
Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history. Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it. I’ve generally tried to only…...
LONG-TERM RELATIVE RATIO CHARTS – Tech SECTOR
Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history. Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it. I’ve generally tried to only…...
LONG-TERM RELATIVE RATIO CHARTS – Industrial SECTOR
Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history. Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it. I’ve generally tried to only…
LONG-TERM RELATIVE RATIO CHARTS – Healthcare Sector
Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history. Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it. I’ve generally tried to only…
LONG-TERM RELATIVE RATIO CHARTS – Energy SECTOR
Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history. Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it. I’ve generally tried to only…...
LONG-TERM RELATIVE RATIO CHARTS – Staples SECTOR
Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history. Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it. I’ve generally tried…...