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The U.S. dollar has always been a keystone player in international trade and a vehicle of economic authority. However, several years back, publications and experts started addressing a common issue: the devaluation of the dollar. For people in the street, investors, or policymakers is an evasive financial term that is, in reality, a burning issue …
Continue reading “What Causes the U.S. Dollar to Lose Value?”
Currency war is a worldwide financial trend where nations lower their currencies intentionally to take advantage of the trade. In the beginning, people may think that a strong currency is a symbol of economic prosperity and security. Nevertheless, in the global trade and international finance sectors, a dollar that is too strong can be a …
Is the stock market overvalued? The question always arises whenever the market falls or valuations reach historical peaks. By early 2025, U.S. share markets are showing evidence of re-establishment after an AI-driven large-cap tech rally in late 2024. Many of the stocks have undergone significant price decreases within the last few months, which has contributed …
The market has been extremely boring and sideways-moving recently. There is a weekly forecast suggesting market correction. I am skeptical, but the future remains to be seen…
This weekly forecast is a bit strange. Occasionally economical data makes no sense: good news cause sell-offs, sectors loved for safety underperform, low recession chance coincides with bear signals. It seams that occasionally semantic algorithms overtrade [using probability of rate hikes] based on keywords they recognize in the news – this could be a good …
This article argues that global debts rising faster than GDP will cause defaults sooner or later. So while we are in deflationary zone, and some analysts see gold heading below 1230 towards 800, there is a monetary risk we should start hedging against.
Here is a new weekly outlook. Market looks good, although another sector rotation is taking place. Everybody is looking for bottom in oil prices, but the plunge in ring count did not start to level up yet. Natural gas probably bottomed and will go up. Bonds are suddenly looking dangerous as economy starts to look …
The volatility is high. We are constantly bombarded by contradicting news. Both bulls and bears are extremely active. This week outlook is mildly positive. Assets to watch: VNQ and TLT are nearing inflection points. Oil probably DCBed ahead of inflection.
Quite counter-intuitively, this quarter the largest “space to improve” in terms of
Usually Dow and Russel are highly correlated, but for the last year this is not so. This article shows some reason for it. We have made the argument here before that, in addition to being fairly valued by pretty much any historical metric, U.S. large-cap stocks face significant headwinds courtesy of the strong dollar. We …