Skip to content

The French Debates – Le Pen Wins = Bullish for Europe – Loss = Devastation for Euorpe

France holds its first round of voting on the 23rd of April, 2017. Unless one candidate wins more than 50% of the vote, the two leading contenders will go to a second round on May 7th. The French Debate took place and of course Emmanuel Macron is who the press is cheering as the victor. We […]

Market Talk- April 4th, 2017

Core Asian markets seemed to be dragged lower by the weight of the Nikkei today as Yen buying returned. Always difficult to gauge sentiment when half the core markets are closed (Shanghai, Hang Seng, India). so many focused on the RBA rhetoric and watched currencies more than equity indices. The yen again attempted to breach […]

Freedom Caucus & Big Bang

I have been warning that we are headed directly into the collapse of socialism; not capitalism, simply because politicians have been bribing people’s votes with all sorts of promises they never planned on providing. Social Security may have began as a good idea, but then the money was really just a tax and the fund […]

Civil Unrest Engulfing the World

Everywhere we turn, politicians are abusing their power relentlessly because the global economy is moving against their best plans. In Paraguay, the nation’s constitution prohibited the re-election of a president since 1992 after a brutal dictatorship of General Alfredo Stroessner’s 35-year hold on power, which made him South America’s most enduring dictator during the cold war. He […]

Market Talk- March 31, 2017

China’s PMI released a tad better than previous months, but the Shanghai index was the only green amongst the core Asian indices today. Although the Hang Seng lost ground today on the quarter, they have seen around a 9% return at the close. Many question if the market can repeat this type of performance and […]

Market Talk- March 30, 2017

It was all reverse today with the DXY trading above par, the JPY back into mid 111’s, and stocks all negative after the BREXIT concerns were claimed. Asian investors, like many Western investors, continue to look for safe-havens as the geopolitical landscape looks increasingly uncertain. Stocks lost ground today with all core down around -0.75%, […]

Market Talk- March 29, 2017

A solid close in the US session helped Asia open on a firm footing, but were reluctant ahead of the Brexit trigger to take the markets too far in either direction. So, given most were expecting Europe to set the trend and theme, let’s just jump ahead, especially given Asia closed small mixed. The morning […]

Market Talk- March 28, 2017

An impressive performance on Monday for US core indices as they recovered into the close that lead to a bounce for Asia and the return of Yen weakness. With healthy gains being made from Financials and Basic Resources the Nikkei made an impressive 1.1% clawing back much of Mondays losses. With the rally so came […]

Macedonia Reject Soros & the EU Socialism

For 26-days straight, thousands of people have taken to the streets in order to send the message to Soros and European leaders that the people of Macedonia are a sovereign nation who utterly reject the left-wing agenda to divide the nation and bring a socialist-Muslim coalition to power. Johannes Hahn is an Austrian politician, who since November […]

Market Talk- March 13th, 2017

Core Asian markets performed well today on what has potential to be an extremely volatile week. The Nikkei bounced from early weakness but was more playing off-set from currency moves. The mood did not start so well for Japan after January Machinery Orders came in way below estimate (-3.2% against forecasts of +0.5%). This obviously […]