US dollar
US dollar
US market continues to charge
Trillion Dollar Deficits
US market continues to charge

There can be little doubt that the US economy is strong right now. What’s harder to work out is whether stock prices have factored this in, or whether the bull market has more left in the tank.

Reality Bites
chart going down

Investors have retreated from European stocks after seeing political upheaval in Italy. The euro is once again facing an existential threat. What does this mean for world markets?

The Tipping Point
how to invest in stocks

The US dollar rally has barely paused for breath since getting underway in February. Late last week, it took its toll on commodities. Oil fell nearly 3%. Iron ore fell 3.7%, while aluminium declined 0.7%. What will happen next?

Gold to Break Out?
gold to breakout?

While the US dollar index broke down through support in January this year, Gold did not follow. It still had a bit more work to do. In my view, gold’s move higher is just a matter of time. Many gold stocks have already performed strongly. If you want to profit from this potential move, you need to position yourself now.

Larry Kudlow Thinks You Should Buy US Dollars and Sell Gold
US dollar and gold

It was interesting to hear Trump’s new economic adviser Larry Kudlow, say on CNBC last week that he would ‘buy king dollar and sell gold, that’s the trade that I love’. All this spending is going on not at a cycle low when government largesse is most needed. No, it’s happening right at the tail end of a historically long expansion.