Huge deficits, deflation and dangerous demographics have defined Japan for the past two decades. Japan’s shrinking population and growing number of retirees continue to threaten the solvency of the Land of the Rising Sun despite… Read More
Upside Target Reached in Wheat Exit ALL Bull Call Spreads
Wheat hit our first upside target today a lot sooner than we expected. We suggested buying bull call spreads for $750 (or less) 2 weeks ago. Last week we suggested taking some of our cash… Read More
Deflation Fears & Chart Set-up Say “Short Euro” – Investing in Global Chaos: Part III
Deflation Fears & Chart Set-up Say “Short Euro” Europe is in trouble. Eighteen months after European Central Bank President Mario Draghi halted a collapse in the euro by promising to do “whatever it takes” the… Read More
Is Gold Finally Ready to Rally?
Gold plummeted $30 an ounce in less than a minute but – unlike previous times when big sell orders like this started avalanches of new selling, gold quickly recovered traded higher on the day. We… Read More
Japan is an Accident Waiting to Happen: Options Strategies for Capitalizing on Japanese Government Bonds and Yen
We live in an age of global chaos. Ten years of war by the world’s only remaining superpower frittered away the turn-of-the century “peace dividend” and turned Clinton era surpluses into crushing deficits. To fill… Read More
Defusing the Bond Bomb: A Multi-Year Strategy for Rising Interest Rates
Interest rates measure the price of money. That makes them the world’s ultimate commodity. Money is cheaper now than it has ever been, yet hardly anyone believes that interest rates are going to rise significantly… Read More
Hedging Stock Exposure With VIX Futures
The public stayed on the sideline for most of the recent 127% rise in the stock market. Now that they’re back in and investing again, is it time for caution? There’s a certain level of… Read More
Expensive Oil Is Here to Stay
Remember Peak Oil? It seems so quaint, doesn’t it? The notion that the world might run out of oil is almost laughable in today’s post hydraulic fracturing environment. The fear that the world is running… Read More