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Dollar Manipulation by China & Japan?

The two largest foreign holders of the US debt, China and Japan, reduced their holdings of US government bonds in November compared to October. While many are trying to say see, they are dumping US bonds, China reduced its holdings by 1% or $ 12.6 billion to $ 1,176.6 trillion and Japan reduced its positions by $10 billion to […]

Politically Correct Trading – A Whole New Challenge

QUESTION: Martin.. I have been trading /investing for over 20 plus years. How can one be in the markets and survive if the “biggest  Safest  Banks”  in Canada are failing even today to not only fill a trade or give you a reliable quote but even to even give you an accurate account balance! ANSWER: This […]

Cryptocurrency & the Race for Money

QUESTION: You have talked about bitcoin and are rightly skeptical as we all should be, yet creative destruction rolls on. What insights do you have to share about the Dapps and Ethereum? In reading your blog for several years now you have truly opened many peoples minds. Thank you for your insight! KS ANSWER: If […]

Market Talk- January 17, 2018

  Given yesterdays sudden reversal in US and the accompanying 20% decline in BITCOIN, Asian markets traded nervously as one would expect. Most core opened lower but that proved to be the days lows. The Hang Seng spent 95% of the day in negative territory but then in the final minutes managed a +0.25% positive […]

Market Talk- January 16, 2018

Asia started today’s broad stock market rally as from the opening bell all core moved from strength to strength. Both the Hang Seng and Shanghai adding +0.8% but the HSI doubled that and more with an impressive +1.8% daily return. HSI was the outlier yesterday recording a decline but with Banks and Finance stocks benefiting, today performance certainly […]

How Will Interest Rates Double in Europe from Here

QUESTION: Marty  Thanks for all your guidance and help in navigating these markets. You mention rates are going up soon in Europe but how can the ECB achieve this when they are still implementing QE. I work in the European HY market and the technicals are horrible as so much money is flooding in chasing […]

Market Talk- January 12, 2018

We saw a strong response in the Hang Seng index today, taking it to yet another short-term record level. Shanghai also closed positively (+0.2%), but not the +1% performance recorded in the HSI. China’s Trade numbers failed to meet the widely expected 13% releasing at 4.5% which is probably why Shanghai lagged. The Nikkei still […]

Market Talk- January 10, 2018

A mixed trend within Asian trading as the Nikkei, ASX and SENSEX whilst gains were registered in the Hang Seng and Shanghai. That said, volumes were light but the negative trend was supported by the positive move in the Japanese Yen. The currency traded back to the low 111’s as speculation that the BOJ removing […]

Market Talk- January 5, 2018

  It has been a pretty impressive start to the New Year as we close firmer on all core markets and across all core regions. Asia followed US sentiment and added another 1% for the Nikkei, 0.75% for Australia and +0.25% for both Shanghai and Hang Seng. The KOPSI added 1.3% after news that North […]

Market Talk – January 4th, 2018

If you needed proof we have had a positive start to the new year you saw that in Japan this morning. Re-opening after two-day national holidays, the Nikkei added 3.25% today. In fairness, we saw a very narrow range having made the gains from the opening quote, but it was nice to see a 3% […]