Volatility and MegaCaps drive Μarkets May 15, 2025 With “significant progress” being made in US-China trade talks, including the announcement of a temporary 90-day “haircut” on tariffs, exceeding even the most optimistic…
Central banks are geometrically increasing their purchases of gold and are abandoning the dollar May 8, 2025 Record gold purchases by central banks signal a major shift in the monetary order – a shift in foreign exchange reserves and significant cracks…
The appreciating yen and the depreciation of the dollar became a nightmare for Japan May 8, 2025 As Donald Trump tries to weaken the dollar to boost the US economy and manufacturing, the Japanese yen is developing safe-haven behavior faster than…
How will the “punishers” of the bond market be eliminated in 3 moves? The battle for the 10-year May 1, 2025 Donald Trump’s retreat, as many mainstream media outlets have pointed out, was not so much driven by the bloodshed on Wall Street as by…
Do stock option programs distort valuation ratios? May 1, 2025 The distribution of shares, usually free of charge, to business executives is experiencing a great boom, as a reward for the work they have…
The trade war is becoming monetary – Dilemma whether to devalue their currency April 24, 2025 Uncertainty over US policy has led to a flight from the dollar and US bonds, with the dollar index down more than 9% so…
The bursting of the tech bubble will lead to new investment horizons April 24, 2025 For 49% of fund managers, gold is the most crowded investment (i.e. when many investors adopt a particular strategy). This is the first time…
China: Asks the US for a “soft” dollar exchange rate in return April 24, 2025 The real cause of the US-China trade war is the dollar. Namely, the dollar/renminbi exchange rate. This may seem paradoxical as tariffs have skyrocketed…
Tariffs and the $3 trillion held by Asian central banks that make them punishers in the US bond market April 17, 2025 Great turmoil, great situation – to use a phrase from former Chinese President Mao Zedong to sum up the trade war declared by President…