Category Archives: Main Page

Danielle’s biweekly market update

Posted on April 2, 2021 by Danielle Park

Danielle was a guest with Jim Goddard on Talk Digital Network talking about recent developments in the world economy and markets.  You can listen to an audio link of the segment here.

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April Fools?

Posted on April 1, 2021 by Danielle Park

As we explained in our month-end client letter yesterday, net speculative longs in commodities closed March at an all-time high. That’s a whole lot of highly levered speculators betting that commodity prices will keep rising.  Maybe, but never indefinitely.  The … Continue reading →

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Greenback rebound stalks the risk trade (again)

Posted on March 31, 2021 by Danielle Park

After peaking a year ago at just over $102, the US dollar against a basket of global currencies sank to $89.20 in early January as the consensus predicted further dollar weakness and commodity strength.  Something else happened.  The dollar index … Continue reading →

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