The Dollar’s Next Move
The US Dollar has been in a bullish trend for much of the past year. We think this is due to a few of macro factors that made the US…
Time to Close a Couple of Trades
We have a couple of trade suggestions that have either fulfilled our expectation and/or simply running out of steam. As a result, we think it is time to close the bullish…
Update | Options Expiration
Standard Monthly Options expire at the end of the week. Since we have 6 open positions to address, we thought we should discuss them so our readers can decide what you…
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…
Fed Statement & Its Impact on Our View of Interest Rates & the US Dollar
The Federal Reserve had a meeting and issued a statement yesterday. We did not learn very much, but we did learn that the Fed has finally stated that the economy…
Hold a Buck to Make a Buck
One of the subjects that we have discussed here at TOE has been monetary policy, interest rate differentials, and the performance of the US Dollar. As a memory refresher, we…
Quantitative Tightening and the Price of Risk Assets: Is there a Trade in Gold?
The Fed has given itself marching orders. Let $10 billion of securities roll-off the books in October. "Rinse and Repeat" in November and December. Come January 2018, increase the roll off…