06
Oct
2008
The collapse of the EURO
Posted by John as forex
On June 1 when the EUR/USD was trading near its peak I wrote the following in a post titled “Has the EUR’s long term bull market ended?”:
The EUR has been in a bull market since 2002 but the economic and political fundamentals of Europe are not looking too good these days…and there are some dark [...]
03
Oct
2008
Has the sky fallen yet?
Posted by John as economy
I view the financial markets in terms of which theory is accepted by market players and increasing or decreasing in truth (or verisimilitude). The current dominant theory can be labeled “the sky is falling.” This theory and its effects will continue to increase in verisimilitude (degree of truth) in the days and weeks [...]
22
Sep
2008
Profiting from the credit crisis and bailout
Posted by John as Investing & Trading
So how can you profit in the future given where we are at currently in this particular boom bust sequence?
In a prior post titled “I don’t trade stocks… I trade theories” I wrote the following:
“I don’t invest in financial securities, I invest in theories. At any particular present moment, the markets have embraced a certain [...]
01
Jun
2008
Has the EUR’s long term bull market ended?
Posted by John as forex
The EUR has been in a bull market since 2002 but the economic and political fundamentals of Europe are not looking too good these days…and there are some dark clouds on the horizon for this currency when you consider the broader global socioeconomic framework.
Of course, the EUR was a flawed currency from the start (as [...]
10
Dec
2007
Re-Short the USD
Posted by John as Market Action
The USD index is currently a little above 76. Looking at it, I can help but feel that it is ready for another leg down. The risk /reward is not as favorable as one would like, as there is some probability for a correction up to 80. So I would short this [...]