It’s looking like a hung Parliament and the polls got it wrong again in Britain. The Conservatives appear to be 12 seats short of the 326 to rule with a majority vote after a 20 point lead back in April. Theresa May is facing a serious backlash over her shocking election campaign gamble following an exit […]

It was no surprise that we saw quiet markets for most of Asia’s core market, given we have so much due tomorrow (Thursday). Shanghai was the exception as it rallied +1.25% as market players took the recent increase of US Treasuries as a sign of domestic strength. This is the largest increase since 2013, but […]

Next week for $35 we will be issuing a very special report that goes through the legal and illegal way they can move against Trump for Impeachment. This report is also providing the political forecasts. This is a very important report and we are pricing this for the general public because of its importance to […]

Another mixed session for core Asia but we did see a slight pick-up for China following better than expected PMI report. The consensus was looking for a 51 and the actual release came in at 51.2%. Shanghai closed slightly better at +0.3% and proved to be the best performing core market. A good start after […]

QUESTION: Marty; You said gold was still vulnerable in dollars but that the low was probably in place in Euros. I have been trying to reconcile that statement in my mind. The only way that happens is a real crisis in Europe and a strong dollar. Correct? It seems really naive that people get bullish […]

QUESTION: Martin; it seems the Emerging Markets are back in favor just as interest rates are on the rise and their dollar borrowings have exploded. Is this the final bubble that is unfolding? When the WSJ writes about a trend it is usually the end. They are noting that significant flows of funds are now […]

The view that BREXIT is a creating uncertainty in Europe with the swell of populism, the demand for dollar denominated debt has been strong over the past year. This has led to more debt being racked up at a faster pace than ever in US dollars among emerging markets, which stood at about 50% of […]

  Critics gave former Vice President Al Gore grief for predicting in An Inconvenient Truth that major cities, including lower Manhattan, would be underwater if severe ice melt occurred. Now Gore is rewriting history to claim his prediction came true in promotion footage of his upcoming film, An Inconvenient Sequel: Truth to Power, which debuted at […]

Most of the talk yesterday concerned Europe and specifically the UK’s snap election decision by the PM, Theresa May. In Asia, we saw the reaction to the news which resulted in most core indices closing lower on the day; with the only positive from core being the Nikkei, but even then only just! The Yen […]

QUESTION: I was listening to a podcast on Bloomberg interviewing Peter Borsch who I remember you know for the two of you were together on a cycle research board and he worked for Paul Tudor Jones who handed me a copy of the Greatest Bull Market you wrote back in 1986. That was my introduction […]