The one clear message from the Fed meeting this week, was that any economic indicators that did not fit their narrative were just “Transitory”. Having been consistently wrong in their forecasts

This week the downside break of the US Dollar uptrend seems to have been confirmed. As the direction of the US dollar is central to allocation across all asset classes

We now have 4 major economic indicators that are falling year-on-year at levels that have never been seen outside of a recession. https://www.zerohedge.com/news/2015-04-15/four-chartsmen-recession Furthermore, the Atlanta Federal Reserve’s GDPnow model

Central banks have created a new kind of bubble that is far more complex than technology stocks in 2000, or house prices in 2006/7. Those were hard enough for most

Improving systemic approaches to markets is a never-ending iterative process of back-testing and building on previous experience. Fortunately, every once in a while, it can be highly rewarding. With enough time, testing and good

No matter how much the media, Federal Reserve, or academic economists tell us about the current economic “recovery”, it still rings hollow on main street. On closer examination it doesn’t even stack up. Economics

Never smile at a crocodile. No, you can’t get friendly with a crocodile. Don’t be taken in by his welcome grin. He’s imagining how well you’d fit within his skin.

  Last Friday the Non Farm Payroll (NFP) monthly data release was met with an “Everything Is Awesome” interpretation across the media. Just 2 headline statistics produced this euphoria. The

5 Essential Investment Perspectives In any game how could you win if you don’t know the rules? Even if you do know the rules how likely are you to win

The Federal Reserve’s continuing preoccupation with raising rates makes the dollar look very attractive worldwide and has created a strong tailwind that started in the second half of 2014. However,