Category Archives: Uncategorized

I wrote last Wednesday and Friday about Japan’s recession. As bad as the situation was last week, it’s already grown worse. Last month alone, exports plunged 46%. That’s the worst showing in ten years and the foreign media is abuzz about this being Japan’s biggest slump since World War II. Hong Kong-based Newedge Group senior […]

We put a trailing stop on our hedge that has risen nicely in this newest leg down in the market. Conditions are wonderfully oversold here, and I expect a countertrend rally soon. The advantage of a trailing stop is that it will rise with the hedge to catch any final spikes the market throws off, […]

It’s no secret that the global economy is in trouble, that governments everywhere are enacting massive stimulus plans for their economies, and that such massive stimuli often result in high inflation. Put differently, there looks to be a global currency devaluation underway, where the value of all fiat currencies becomes questionable. They’ll fluctuate relative to […]

Wednesday’s article, Japan’s Recession, elicited many emails. One of the best came from Kelly Letter subscriber Tom Glass in Redding, California. I’ve separated his note into sections, and address each individually below. How do families pay mortgages and rent as they lose their high-paying jobs? Taking a second job selling noodles would not cover the […]

The VIX is on the rise, and the following chart annotated by Arthur Hill at StockCharts.com illustrates what that has meant to stocks recently: