Goldollar Index
One important indicator for gold is the Goldollar index. The Goldollar index is formulated by taking the price of gold and multiply it by the US Dollar Index. This has the effect of giving us the...
View ArticleGlobal Trade and Port Data Seasonality
One of the many indicators that we track is that of the Los Angeles and Long Beach port data. Combined these two ports handle almost 50% of the shipping traffic for the United States so they are...
View ArticleGold Is A Currency Trade
So hopefully it is fairly obvious that we are in deflation or at least disinflation. If that isn’t obvious enough then read our previous posts. If nothing else you will see that it has been our view...
View ArticleEnough About QE2 Look At The EU
We are sick of talking about QE2. Instead lets look at the EU. European Credit Default Swaps are blowing out, and really it is the consistently weak countries known as the PIIGS. Italy is actually...
View ArticleJunk Spreads Are Talking
One group of indicators that we follow quite closely are yield spreads. They work as great risk indicators as well as economic indicators. In the case of junk spreads they tend to lead rather than...
View ArticleAnd the Slowdown-Crash Continues
Right now we think it highly likely that going forward we see an increase in the rate of economic deterioration. Europe is already in a mess but the economy in the United States is now showing signs of...
View ArticlePeak Oil With a Dash of Politics
We were not planning on doing this post today but after a few conversation that I have had with people that consider themselves informed I thought that it would not hurt. Oil is in the headlines again...
View ArticleDoes This Feel Like Mid-2007?
We track volatility across asset classes and throughout this year, especially the second half, have been amazed and the consistent volatility compression across assets. Here is our Average VIX where we...
View ArticleGlobal Macro-Generate Superior Returns With Less Risk
We at The Macro Trader are obviously fans of Global Macro as an investment strategy and even philosophy. Fortunately the data backs us up showing that global macro not only generates higher returns but...
View ArticleSome Benefits Of Trading Across Asset Classes-Or An Advertisement For Global...
With only a few weeks left in 2015 it would be a fair statement to say that there has been a lot of troubles in the asset management business. US Stocks are flat, bonds are flat, foreign stocks are...
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