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Category Archives: sentiment
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
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Has the private sector left the Kondratiev Winter?
Real hourly wages in the US private sector peaked in 1978 – a date close to when Tony Boeckh (formerly of BCA) gives for the peak in the Kondratiev cycle in his recent book “The Great Reflation”. (For more on … Continue reading
Posted in contrarian, inflation, kondratiev, macro, rates, sentiment
Tagged capacity utilization, contrarian, kondratiev, liquidation
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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
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