• Marketview: Go Play Outside
    Posted by on July 7th, 2013 at 8:04 am

    Share on StockTwits An abbreviated holiday week with thin markets trading some very large ranges. Both the Bank of England and ECB held rates unchanged […]

  • Historical Moves In Gold Complex
    Posted by on July 2nd, 2013 at 1:55 pm

    Share on StockTwits The relationship between $GLD and $GDX used to be reasonably predictable and range bound for long stretches. That was until gold and […]

  • Marketview: Summer Trade
    Posted by on June 29th, 2013 at 3:23 pm

    Share on StockTwits   Big reversal week off oversold conditions. The first theme that stands out this week was the Federal Reserve Taper Explanation Tour […]

  • Marketview: Enough Transparency
    Posted by on June 23rd, 2013 at 2:50 pm

    Share on StockTwits The FOMC rate decision lived up to the hype and kicked off a mini-crash in multiple asset classes. The news was that […]

  • FOMC Meeting Announcement: Historical Context
    Posted by on June 19th, 2013 at 12:07 pm

    Share on StockTwits As we all wait for the big announcement, I thought it would be a good time to take a look at the […]

  • Marketview: Same as the Last Crisis
    Posted by on June 16th, 2013 at 11:25 am

    Share on StockTwits The major story this week was that volatility returned to the market. I wrote a post about not getting too excited about […]

  • Marketview: Huge In Japan
    Posted by on June 8th, 2013 at 10:44 am

    Share on StockTwits A volatile week all about price discovery and mild uncertainty comes to a close. Trade early in the week saw incredible volatility […]

  • Don’t get too excited about volatility.
    Posted by on June 5th, 2013 at 1:58 pm

    Share on StockTwits Some people are looking for increased volatility due to the fact that $VXX just had a mild breakout.     $VXX has […]

  • National Arbitrage: Normalized Relations
    Posted by on June 4th, 2013 at 1:27 pm

    Share on StockTwits This is a followup post to the idea I put fourth on shorting Australia and going long Canada here. Before: After: I’m […]