am/FX Archive

Free am/FX notes

Five Main Outcomes

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.

Read More

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.

Read More

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.

Read More

You must log in to access the full archive

Already a Member?
Not a Member?

Subscribe to am/FX today!

For access to the full archive of insights, and all future updates.