The Bullish Case For The Euro Currency

I think the European Central Bank (ECB) is going to move to a tightening rhetoric, to a tightening bias and they may even start to raise interest rates given how quickly the inflation rate is accelarating in Europe!

Monetary Policy: Fed Will Ease, ECB May Tighten!

The U.S. Economy (GDP) is breaking down as European inflation is breaking out. The Federal Reserve easing monetary policy and European Central Bank tightening monetary policy is not the policy divergence markets expect! (EuroStoxx 50 Index, Dax Index, CAC 40 Index, SPDR S&P 500 Index ETF (SPY), SPDR Dow Jones Industrial Average ETF (DIA))

Weakest Economic Growth in 3 Years!

First quarter GDP growth was the the weakest in 3 years for the first quarter. Why is GDP growth so weak? Well, one reason is because the Federal Reserve raised interest rates even though they barely raised them. Imagine how deep of a recession we would have if the Federal Reserve had delivered the 3 or 4 interest rate hikes in 2016!

Bearish On The U.S. Bond Market

This time as the U.S. Dollar goes down, it is eventually going to take the bond market down with it. But right now, we have another rally in the bond market, interest rates are falling because people are starting to worry about the weakening U.S. Economy. (iShares Barclays 20+ Year Treasury Bond ETF (TLT), ProShares UltraShort Lehman 20+ Year ETF (TBT), 10- year U.S. Treasuries)

Trump Has Not Changed Anything Yet

It's business as usual. Obamacare is here to stay, we are not replacing it, we are not even replacing Janet Yellen, it seems that he is ready to renominate her, we are dropping bombs in the Middle East, so what has changed? Nothing.

Money: Gold, Crypto-Currencies

I do not like any of these crypto-currencies. It does not mean that they cannot go up if people are willing to buy them. It`s not money because it has no value other than its use as a medium of exchange. You need to have intrinsic value. Gold has intrinsic value, it has real physical properties that have been desired for thousands of years. Gold became money because of how valuable it was! (SPDR Gold Trust ETF (GLD))