Category Archives: magazinecover

Bet Against America Today? Surely Not!

I am working on a forthcoming longer piece, but I wanted to note now that it is my very strong belief that the US dollar is in the process of carving out a base against most developed and emerging market … Continue reading

Posted in contrarian, dollar, fx, macro, magazinecover, philosophical, sentiment | Leave a comment

Roaring Inflation, But Not Yet ?

  A longer note later, but I wonder if we are setting up for a pullback in the reflation theme.  DSI sentiment index on the dollar is 3% bulls, a pretty extreme reading.  And we have a nice cover story … Continue reading

Posted in inflation, magazinecover, sentiment | Leave a comment