Currencies More Subdued (Apart from Yen)

Currencies More Subdued (Apart from Yen)

Last week was a far more subdued week as market eyes were elsewhere. Global markets rallied pushing stocks to new highs in Europe and US markets posting substantial gains. As we saw apart from that currencies were far more quiet with only Yen giving back some of the...
BoJ Intervenes to Shore Up Yen

BoJ Intervenes to Shore Up Yen

Last week we saw a reversal of the dollar strength which saw once again market expectations of 2 or more rate cuts in 2024 back on the table. With disappointing job numbers and a less hawkish than expected Powel the dollar tumbled away its gains and stock markets were...
Currencies More Subdued (Apart from Yen)

BoJ Intervenes to Shore Up Yen

Last week we saw a reversal of the dollar strength which saw once again market expectations of 2 or more rate cuts in 2024 back on the table. With disappointing job numbers and a less hawkish than expected Powel the dollar tumbled away its gains and stock markets were...
Preserving and Accumulating Wealth in the S&P 500

Preserving and Accumulating Wealth in the S&P 500

This Tuesday (4/30/2024) was a great reminder of how actively managing S&P 500 risk in both directions can help you make the S&P 500 a better long-term investment, i.e. passive and active is better than passive alone. In this short video I share how 3D’s...
BoJ Intervenes to Shore Up Yen

Yen Collapse; FOMC in Focus

Last week we saw the expected de-escalation in the Iran – Israel war and a risk on rally ensued. The Yen had sharp sell off. Firstly, the BoJ kept rates unchanged, and a dovish tone then compounded  the fall closing the week through 158.   The dollar ended the week...