Our chart of the week looks at the Commodity cycle once again and one thing we note is that lumber has now fallen 70% from its...
To taper or not to taper. That has been a burning question with the markets and central banks. We have a look at some history of...
The June job numbers were out on Friday and while they were better than expected it is noteworthy that the U.S. is still short 6.8 million...
July typically is the best month of the third quarter and it is not unusual to see significant highs occur in July and August. The markets...
We note the huge rise in money supply although not in our opening piece that looks at the Fed its pronouncements along with debt, debt/GDP and...
The CPI report is the subject of our Chart of the Week. Pundits are screaming Weimer Republic hyperinflation. But the bond market rallied doing the opposite...
The May job numbers were a disappointment both in the U.S. and Canada. There are complaints of labour shortages despite so many unemployed. Lucrative benefits? The...
Markets continue to demonstrate extremes but so far they have held together and yes could go higher still. No decline in markets yet but there are...
Stock markets rolling over for at least a pullback but we still see possible new highs later following a pullback. Gold consolidating below next breakout points....
Inflation hysteria? Our premise is, it is monetary inflation we have to worry about not price inflation. April inflation numbers were higher than expected fueling the...