Sometimes I like to trot these lumbering monthlies out so we can quiet everything down in order to see where various markets are slowly heading.
First of all, as I go down with my ‘strengthening US dollar’ ship*, I also mal-projected...
Gary Tanashian
Gary Tanashian of biiwii.com successfully owned and operated a progressive medical component manufacturing company for 21 years, keeping the company’s fundamentals in alignment with global economic realities through various economic cycles. The natural progression from this experience is an understanding of and appreciation for global macro-economics as it relates to individual markets and sectors.
Articles by Gary Tanashian
We have several inputs forecasting change (market pivots) ranging from seasonal tendencies to an expected US dollar rally, Fed monetary tightening (such as it is), the 30 month S&P 500 cycle, not to mention a presidential...
In line with our bullish forward view on USD, behold the very bearish state of the Commercial Hedger positions in the Euro (courtesy of Sentimentrader). Recent historical data speaks for itself. It appears a decline in the Euro is imminent...
TLT is now a buck from its target of 129. Tell me, where is all that mania about rising interest rates and the likes of the “R.I.P. Bond Bull Market” headlines (Bloomberg called the bottom almost to the day with that Louise Yamada hype)....
NFTRH’s ‘Currencies’ segment (one among a report filled with critical insight across all major market segments and many of the stocks therein) went off its usual brief message and riffed into some macro discussion on inflation’s post-2011...
It’s a big picture view with a story to tell. People are micro-managing the VIX, talking about how it either doesn’t work anymore, if it ever did, or is forecasting extreme doom imminently (through investor complacency). But what is “...
I’ve been watching the herds to try to determine just when the interest rate topic among the best and brightest (as chosen by the media) would start to pivot from ‘rising rates!’ hysterics that have been locked and loaded in the public...
Those who don’t like my writing style may already call me boring (or worse), but as far as stock holdings go I willingly take on that description. If you’re looking for words about yesterday’s FOMC meeting, you won’t find them here....
This week’s Notes From the Rabbit Hole included a little Payrolls/Wages related economic discussion before moving on to the usual coverage of stock markets, commodities, precious metals, bonds, currencies and related indicators and market...
In the current political climate herds are running every which way. There is the anti-Trump herd, the pro-Trump herd, the liberal herd, the conservative herd, the CNBC herd, the mainstream financial services industry herd, the...
Pages
