Topic: Global Macro
New with Topic: Global Macro
Richard K posted a blog entry
Chinese Yuan ETF available
Do you think that Chinese currency will rise against USD ? Then you can use this currency ETF for trade with this idea.I...
Do you think that Chinese currency will rise against USD ? Then you can use this currency ETF for trade with this idea.I...
David posted a blog entry
Did China Buy Too Much Copper?
There is some interesting news out of China that they may in fact re-export some of their copper stockpiles. Here is the link...
There is some interesting news out of China that they may in fact re-export some of their copper stockpiles. Here is the link...
David posted a blog entry
Macro Trading Using Relative Strength
Since the start of our newsletter we have been using a relative strength table that looked at Fidelity Select Sector Funds to...
Since the start of our newsletter we have been using a relative strength table that looked at Fidelity Select Sector Funds to...
Richard K posted a blog entry
EUR – still bullish but fundamentally very expensive already
EUR is in strong bull trend. Also USD is sold off hard against most major currencies. Investors does not like USD , right ?I...
EUR is in strong bull trend. Also USD is sold off hard against most major currencies. Investors does not like USD , right ?I...
David posted a blog entry
G-10 Interest Rate Trends
While a lot has been made of the RBA raising Australia’s short term rates over the last week the fact is that most of the...
While a lot has been made of the RBA raising Australia’s short term rates over the last week the fact is that most of the...
David posted a blog entry
One Question, One Sentence Answer, and One Chart
Why are bonds going up at the same time that gold is climbing? Real yields are the highest that they have been since the late...
Why are bonds going up at the same time that gold is climbing? Real yields are the highest that they have been since the late...
David posted a blog entry
Macro Trading vs SP500 1997-September 2009
A lot is made of relative returns and how one strategy or fund does against the SP500. While not the best benchmark for...
A lot is made of relative returns and how one strategy or fund does against the SP500. While not the best benchmark for...
David posted a blog entry
Give Me Fuel Give Me Fire
Gimme fuel, gimme fire, gimme that which I desire,Can’t fight the need for speed,I’m loose, I’m clean,...
Gimme fuel, gimme fire, gimme that which I desire,Can’t fight the need for speed,I’m loose, I’m clean,...
Richard K posted a blog entry
UNG – very bearish commodity chart
There is very strong divergence in price development between crude and other commodity- natural gas. Oil (but also several...
There is very strong divergence in price development between crude and other commodity- natural gas. Oil (but also several...
103 days ago
Simple stock trading
| Topics: ETF analysis, ETF trade..., Global macro, Stock market...
Simple stock trading
| Topics: ETF analysis, ETF trade..., Global macro, Stock market...David posted a blog entry
Global Macro Trading
After being the largest hedge fund strategy in 1990 representing 71% of the overall hedge fund assets global macro has shrunk...
After being the largest hedge fund strategy in 1990 representing 71% of the overall hedge fund assets global macro has shrunk...
David posted a blog entry
Debt Deflation and the Japanese Yen
In our last post we discussed our views on deflation and how it will be around longer then most investors think. Most...
In our last post we discussed our views on deflation and how it will be around longer then most investors think. Most...
