The King Of Pain

King dollar is back on the throne. How long its reign lasts this time around remains to be seen, but a number of indications suggest that it could last at least into the summer if not longer. Whether the resurgence of the U.S. dollar is a positive sign for the U.S. economy and the stock market is subject to debate. But its rise has certainly come with a vengeance across many asset classes.

Please click on the link to read more of my article on Seeking Alpha.

Dangerous Liaisons: Banks & Oil

This is how problems in an industrial sector spread across an economy. It has been no secret that the energy sector has been under heavy pressure due to the precipitous decline in oil prices since last summer. But the banking sector has more recently presented itself with its own set of related problems. For what was once a fruitful and prosperous relationship between the energy sector and the banks has become increasingly precarious.

Please click on the link to read more of my article on Seeking Alpha.

Did A Market Alarm Go Off On Friday?

The trading day seemed like most any other on Friday. Following what was a better than expected U.S. employment report, stocks initially advanced to the upside before fading into the afternoon and ending the trading day modestly lower. Not much notable here. But when digging under the surface, the performance coming out of selected sectors may be tripping the alarm bells that more downside pressure may be soon to come.

Please click on the link to read more of my article on Seeking Alpha.

Oil: Beware The Bounce

It looks like oil may have finally found its footing. After a nearly +60% peak to trough drop since June 2014, oil has bounced higher in recent days. This has resulted in a number of calls suggesting that the drop in oil prices is now over and a sustained rally higher is imminent. Perhaps this will come to pass, but if history is any guide, investors should proceed with caution before rushing back into the oil patch.

Please click on the link to read more of my article on Seeking Alpha.

Gold Is In A Bull Market & Stocks Are In A Bear Market

It sounds completely preposterous. In fact, it almost sounds idiotic. How could it possibly be that gold is in a bull market and stocks are in a bear market right now? After all, gold has been beaten badly over the last few years, while U.S. stocks have been on a tear since the end of last decade. Yes, stocks are in a bull market and gold is in a bear market from a cyclical perspective. But when one stands back from the trees and looks at the longer-term forest, a very different picture presents itself.

Please click on the link to read more of my article on Seeking Alpha.

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