Crowded FX Trades Meet Hawkish Curveball
Global markets are consolidating after sharp recent moves, with FX seeing an orderly pullback that still looks more like profit-taking than a true reversal.
Warsh To Head The Fed
The wait is over, and President Trump has nominated Kevin Warsh to head the Federal Reserve.
FX Daily: Attempting The Re-Basement Trade
The dollar has recovered a bit further as gold and silver have plunged, and we think there is enough stability to let data do the talking in FX this week.
BTC/USD Forex Signal: Bitcoin Is At Major Crossroads (Signal)
Bitcoin looks as if it is struggling to hold itself above major support. Ultimately, this is a market that is ready to make a bigger move.
Intraday Analysis - Monday, Feb. 2
The Canadian dollar continues to dominate its neighbour after the pair fell by more than 200 pips in recent sessions.
Ghosts Of The Plaza Accord
Intervention, no doubt, is very tempting for control freak central planners. Yet they would be wise to resist.
USD/JPY Treads Water Above 155.00 As BoJ Reinforces Gradual Tightening Path
Japanese PM Sanae Takaichi said a weak JPY supports exports and helps cushion the auto sector from US tariffs.
Palantir (PLTR) Stock: What to Expect From Q4 Earnings Monday
Palantir stock reports Q4 2025 earnings Monday. Analysts expect 62% revenue growth to $1.34B. Wall Street remains divided on outlook.
How To Make Changes In Your Life
If we lack amazement, we cannot tap into inspiration. The narrowness of our perspective prevents us from broadening our horizons.
Insanity And Stability All In One Blog Post
No one will understand everything well enough to invest, just avoid the ones you don't understand.
Market Briefing For Monday, Feb. 2
China gets most Oil from Iran so they do have an indirect degree of leverage against the United States you don't hear of generally... because they were accumulating Treasuries during far calmer times and distributing 'some' more recently.
Analyze This
Tom Lee, ubiquitous chairman of Bitmine Immersion Technologies (BMNR), has been buying a lot of Ethereum. And lately he's lost $6 billion on it.
Is Inflation Old News?
How inflation has changed over the past 10 years
Technical Market Report As Of Jan. 31
As measured by the equities market, last week was kind of exciting.
Latest CoT: Noncommercial Positions; What Futures Indicate
On Friday – the day Warsh’s nomination was announced – the dollar, up 0.9 percent, and precious metals gold and silver, down 9.1 percent and 26.9 percent respectively, seemed to be pricing out concerns about Fed independence.
Pass-Through
Most empirical work on the previous trade war, and the ongoing, suggests tariff pass through for the United States is near 100%.
SIL And SILJ: How The Two ETFs Compare As Silver Trading Vehicles
While spot silver ETFs remain the simplest method to gain exposure to the metal, aggressive investors often turn to mining ETFs for embedded leverage. Here’s what to know about the Global X Silver Miners ETF and the Amplify Junior Silver Miners ETF.
The Week Ahead: Tech Earnings And Jobs Report Highlight Busy Market Week
Over the past week, investor concerns grew that software companies are losing ground to AI.
Nasdaq 100 Elliott Wave Weekly Update - Sunday, Feb. 1
In this video, I provide a weekly update on the Nasdaq 100. I also discuss recent market challenges and earnings reports from major tech companies.
When Fantasy Meets Reality
The price action in metals on Friday was one for the record books. Silver plunged by more than 26% and was down over 30% intraday. Gold was not much better. The metal often described as a safe haven or store of value fell by roughly 9%.

