SubscribeThe U.S. Dollar: Building A Better Valuation Tool
February 8, 2012
Some believe that the U.S dollar is doomed. They believe that the U.S. is bankrupt and the best idea is to get all of their assets out of the U.S. and move them toward hard assets or The Bank of Mattress.
With all that Mr. Bernanke is doing with low rates and threats of another round of Quantitative Easing, the U.S. dollar has been under pressure. Naturally, currencies are traded in crosses, so the valuation on that basis depends on currency against Read more
The Baltic Dry Index: That is a Nasty Trend
February 7, 2012
I have received a good deal of emails recently about the every dropping Baltic Dry Index.
back in the :”day” we used this to gauge the world’s economic growth. But that may not be the way it Read more
Was The FEDs 2014 Pledge “Foolish”?
February 7, 2012
A good article by the gang over at Barron’s. I was thinking the same thing. It is like there is a communication problem with the new and improved communication program. How is it that the CBO comes out with a 
pretty dismal report on the U.S. economy/employment last week and Bernanke lowers the FED’s estimates – right before a string Read more
Market Prep: Economic Reports For This Week
February 6, 2012
Last week we saw an enormous amount of economic reports that hit. Between manufacturing and employment reports that were generally better than expected, market participants were willing to step up and buy with gusto.
It looks like the most important reports this week Read more
Eureka! – Economic Surprise Index Rockets Higher
February 6, 2012
In our latest quarterly publication of the Economic Review and Commentary, we took a good look at the Economic surprise index from several regions.
What we were seeking was relationships (if any) to the equity and fixed income markets as it is commonly known that markets are often forward looking. The chart below shows the U.S. Read more
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