Free am/FX notes
Today’s piece is Rabbit Hole Number 7. Thoughts on the two-tier US banking system.
Talking about how my internal pattern recognition algorithm senses something is off here with this equity bear market.
I want to be short USD, but not yet. In today’s piece, I explain why and where I would like to get short USDJPY and long NZDUSD.
The market is in constant reassessment mode here as there are five possible outcomes for the US economy in 2023 and the odds of each keep changing.
A bit of numerology and entertainment in today’s piece, but also some useful takeaways for trading.
If Eminem and Dr. Seuss had a baby, this is what he’d sound like.
Today, a short discussion of how I use RSI and a quick thought on the role of positive interest rates in setting the price of money in a functioning capitalist economy.
It’s difficult, but not impossible to imagine the bullish scenario for 2023. Today is my best effort to present the alternative hypothesis to the consensus bearish view on the US economy and stocks. It’s still not my base case, but I am keeping an open mind.
Today, I present the results of my trader survey, which drew around 600 respondents of all different experience and skill levels. Some surprising takeaways.
Are you good at handling stress?
There are excellent points and counterpoints in the 2023 US recession debate. Here’s what I am watching.
Talking about The Stadium Curse, CPI, and US elections.
Housing leads the labor market. Canada housing is a major concern. Receive Canadian rates. Buy our book.
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