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Market Talk- March 1, 2018

China appeared as the only bright spot in Asian markets this morning with Shanghai closing up +0.45% and the Hang Seng marginally better at +0.65%. Both indices toyed between both sides until the final hour then recovered at the close. Much of todays talk centred around the deleveraging that President Xi appears to be pushing […]

Market Talk- February 22, 2018

We saw a mixed session in Asia which is not so surprising having seen a total reversal of US stocks gains in the final hour of trading. Yesterday’s 300 point gain ended with a 167 point decline proved the uncertainty Asia really didn’t need. The Yen continues to be the harbor of safety gains on […]

Volatility – What is It?

  QUESTION: Dear Martin, In the private blog you mentioned a few times that the volatility will rise again in the week of the 12th. When you mention volatility, do you mean volatility as measured by the VIX index?   So far the VIX has lost around 1/3 this week so I suppose you mean […]

Real Estate v Quantitative Easing

QUESTION: Hi Martin, I just finished your new NYSE Boom/Bust report. This is excellent work and as always extremely fascinating. Thank you for continuing to share these profound views with us. My question relates to your view that we are looking at a complete collapse of Quantitative Easing and that will likely see a massive capital […]

Market Talk- February 15, 2018

Most of the talk in Asia centred around the strength of the Yen as it rose to a 15 month high. This hurt exporters but the effects on the Nikkei was negligible as the index rose 1.5% on the day. Unfortunately, the economic data release failed to support the market euphoria as we saw December […]

Market Talk- February 13, 2018

Asia rallied, initially, with all core indices making solid progress in early trading following reflecting strong US markets. However, the Nikkei di not get into the mood opening lower and trending weaker into the close. Eventually finishing down -0.65% we saw a rush into the Yen against the USD also. Shanghai and the Hang Seng […]

Market Talk- February 8, 2018

  Shanghai was the only one to underperform the core with a 1.4% decline and a weaker currency market. The Trade numbers missed expectations and that was probably the key reason why the Yuan took the hit. Closing down over 1% (at 6.286) was its weakest move in over two years. The balance of Asian […]

Market Talk- February 5th, 2018

A busy day all round today from the Nikkei down another 2.5%, DOW futures 350 lower ahead of its open, rates rising, Jerome Powell taking office, Draghi to speak, Germany political uncertainty, BITCOIN losing another 8% now at 7,500 and the Bank of England to meet later in the week. Asia’s weakness is much of […]

Superbowl LII – Can a Model Ever Be Created?

  Well, Superbowl 52 is here and it promises to be the coldest one ever – no doubt caused by Global Warming.  Since Superbowls began in 1967, we are setting a new record. My daughter told many people at the conference how I had just flown back from Europe and she was in the hospital just […]

Collapse of the Rule of Law

QUESTION: Mr. Armstrong, I read all the words after the film. I found it interesting that the filmmaker went to the government and asked them to explain their position and nobody would appear. Instead, they just threatened NetFlix and everyone else to ban the film in the United States. It was on TV here in […]