A first level analysis of the CFTC’s COT data is obvious — the historically non-sticky (read trigger happy) side of the market is extremely long and will be looking to rush to the exits at the first whiff of this market turning down. There is certainly some truth to this but lets take our analysis a little deeper. Please click here to continue reading.
The simultaneous shift, globally, toward populism and demagoguery is being referred to as a Political Revolution. Any revolution in which hatred takes center stage is a bakavaas revolution! It is ludicrous to think that we brought down a wall that symbolized hatred in 1989 only to build another one in 2017! Please click here to continue reading.