The lack of volatility in these markets is all too surreal and what if the VIX (the volatility index) awakens with a volatility rage. Volatility rage could be tempted with another round of tariffs on $200bn worth of Chinese goods by the US administration, which is scheduled to be implemented today (24 September). Make no mistake about it this US-inspired trade war of the century shows no signs of abating. The two heavyweight US-China...
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Central banks are moving closer towards monetary normalization, a post QE world. How do investors prepare for a post QE world and perhaps even benefit from all that money creation? Twelve trillion dollars of QE and the lowest rates in 5,000 years has distorted asset values and created paper asset millionaires, billionaires. Most of the central bank’s money creation, unprecedented in the history of finance went to stabilize the...
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So what will the next financial crisis look like and more importantly what opportunities could it pose for traders and long-term investors? One decade on from Lehman’s bankruptcy (September 17, 2008) and the stock market crash of 2008 which triggered a credit squeeze then the Great Recession. Moreover, the greatest monetary experiment in the history of finance which entailed the central banks pumping the financial market with...
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Seeing with a mind’s eye into the future a stock market sell-off could be weeks, or a few months away. A sharp stock market sell-off (crash) could dominate future media headlines as September drifts into October and then early November 6 when US midterm elections is scheduled to take place. If I am bang on the money then this imminent stock market sell-off will make the previous February stock-market sell-off which I correctly...
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US stocks outperforming non-US stocks is a trend that could have legs going forward World stock markets have been trailing US stocks. The divergence in US stocks outperforming non-US stock has reached a level not seen since the last recession, according to recent data from B of AML Research. The S&P continues its historic bust higher bucking one resistance level after another (in what is now an unprecedented bull market),...
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