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Showing Commentaries 16 - 17 out of 17 found.

The Prattle Rattle, A Falling Dollar And A Rising GE?

The Prattle Rattle, A Falling Dollar And A Rising GE?

I did not see yesterday’s market slide coming, but today’s follow-through makes total sense. - U.S. funds mangers recommended a cut to equity allocations in April to their lowest since the financial crisis. It is a guess, but maybe, just maybe, a bit o’ panic is swirling around the street. Actually, we have seen this so many times since mid-2009, it should have a name – The Prattle Rattle....

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Why The Australian Dollar Matters Now

Why The Australian Dollar Matters Now

In January and again in April, we showed we showed a potentially bearish path into the middle of 2016 and beyond for Australian stocks – a decline that we believe is linked to lowered expectations for China's economy and trade. Consistent with that view, the Australian Dollar appears ready to make a similar decline during the next year or longer. In the context of a larger decline that began...

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