VIDEO: Active Asset Allocation in 2018

In this video we talk through a set of slides presenting a top-down perspective on Active Asset Allocation in 2018. In the first part of the presentation the topic...

[Exclusive] Do You Really Believe GDP Contracted in Q4?

Expect GDP for Q4 to be revised significantly higher. First look at Q4 GDP on Friday, reported a contraction from 3.2 to 2.6%. Please note the first estimate is based...

Jobs Report: December’s Rising Unemployment Rate Isn’t a Concern

The December jobs report was great, as measured by the raw number of payrolls created last month. All told, the 312,000 new jobs added in December was the best...

What Really Differentiates a Premium Cannabis Product?

The following content is sponsored by Grown Rogue. Growing cannabis isn’t like growing any other plant in your backyard. It requires a relentless commitment to the best practices from seed...

Gold Gazing into Space despite Other Markets’ Frenetic Pace

Greetings from the high country here in Squaw Valley where yesterday (Friday) with much pomp and ado was celebrated the opening of the 2018/2019 ski season: expect that there isn't...

US GDP Growth Slowed In Q4 But 1-Year Trend Ticked Up...

US economic growth in real (inflation-adjusted) terms slowed in the fourth quarter to 2.6% (seasonally adjusted annual rate), the Bureau of Economic Analysis reported in today’s report on gross...

Where Next For Gold After Touching the $1,300 Mark?

On Monday, the price of gold has briefly jumped above $1,300. For the next two days, the yellow metal has been holding near that important psychological level, although it...

Chart: TED Spread and LIBOR-OIS

Here's a timely update on a couple of short-term funding pressure gauges - I noticed the movement in these indicators as I was updating the latest "Global Cross Asset...

The Pattern For Gold

Whilst the precious metal continues to deliver intraday trading opportunities, for gold investors and gold bugs, the price action of the last few months has delivered hope and fear...

PTG Energy – World Class Benchmarking

Company: PTG Energy Public Company Limited Bloomberg ticker: PTG TB Market cap: US$727m Background: Thailand-based company that engages in retail and wholesale of fuel in Thailand. The core is PTG’s more than...

Gold Stays Blah Despite the Rah-Rah

Now don't take that title too negatively: 'tis nothing short of marvelous to finally find Gold well up and away from The Box (1280-1240) which had been its centerpiece trading area...

The Yoga of Personal Finance

Back in 2011, I was about two years into my new life in New York City but still found myself to be stressed and not at peace with anything....