Trade Updates: BOX, UUP, KMI
The price of risk assets is rapidly changing, and we expect them to continue to change in ways that will surprise people. This article is for registered members - please…
The Fed and the Value of the Dollar & Risk Assets
It is the national policy for virtually every centrally planned economy on the planet (which is all of them) to devalue the currency. Economic central planners use currency as a tool…
A Mises Moment | What Determines a Currency Exchange Rate?
On 27-April-2018, we wrote an article about the US Dollar. In that note, we discussed our methodology for analyzing and trading currencies. While we prefer to focus on single stocks,…
Let’s Talk About the Most Ignored Asset Among Fund Managers… The US Dollar
The US Dollar is a bit of an enigma. There is so much happening in the equity and bond markets the last few years, that nobody pays any attention to…