With Currency Currents, you can stay tuned-in to our current global-macro view and our analysis of key investment themes driving currency prices.
We consistently focus on the key asset classes responsible for the flow of global capital -- including equities, fixed income, commodities and, of course, currencies.
Nothing is off limits to us in this free-wheeling look at the markets. Some days you’ll receive ramblings on trading psychology, while other days we may take an academic approach in explaining esoteric economic issues. Ultimately we have one goal in mind: to help you get a handle on the key investment themes driving global capital flow. Because if you know where the money is going, it increases the probability that your position in the market will be a profitable one.
Jack Crooks is Black Swan Capital LLC, President and Chief Trading Officer.
Jack is founder and president of Black Swan Capital LLC. He has also operated a discretionary money management firm specializing in global stock, bond, and currency asset management for retail clients. In addition, he was general partner in a firm specializing in currency futures and commodities trading. Neither firm is now in operation.
Prior to entering the investment arena, Jack worked in various corporate finance positions. He has written extensively on the subject of global currencies and international economics.
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Thru the end of the week we will be publishing some of the Currency Currents past we liked ...and think still contain some thinking points for markets as we move into 2011...… More…
If you are sitting on euro debt issued by a periphery country, and said periphery country decides to pull the plug on its club membership in the single currency, it won't be fair when the value of your debt denominated in euros, of course effectively guaranteed by the venerable European Union, plunges in value. … More…
Jeremy Siegel had an op-ed in The Wall Street Journal this week. And he also did an interview with Reuters. If you don't know of Mr. Siegel, just know that he is a big-time equities guy.… More…
Hodgepodge today ... Dollar mostly higher today. Pound taking a pounding on jobs. Seems to be a bit of conversion flow to the idea US growth may be improving and inflation may be a problem for China. … More…
Hopefully you know by now. In fact, it would have been nice to know a month ago ... or better yet six months ago (or even better yet two years ago!) ...… More…
Why is this important? Because all the talk of a "bond bubble" is predicated on inflation ... if it doesn't materialize, there is no bond bubble. In fact, we do not think there is a bond bubble.… More…
We yesterday received an email from someone responding to our general perspective on China. While the email addressed most of the factors we already recognized, it did so with a different spin - one that is much more supportive of China and much more fearsome of the future of the US.… More…
Adopting an austerity budget in Ireland -- that was the reason for the see-sawing euro yesterday.… More…
In the US we all understand that our esteemed politicians and mega-CEOs love being flattered. And boy have they been soaking up the glory from their decisions to send large chunks of business operations to China over the last 10 years or so.… More…
A couple of weeks ago we laid out the case for a major top being in place in the Australian dollar. Could we be very wrong? You bet. And the reason would be stock markets blow-off again on a doubling-down of QE2 and continued optimism China will keep the music playing. A plausible bet indeed! But...… More…
"Close your eyes and tap your heels together three times. And think to yourself, there's no place like home."… More…
JR here ... when I read over Jack's line yesterday about "wine-sipping and croissant eating" it made me wonder if I am, in fact, a "big-government socialist." It also made me think of McDonald's disgustingly delicious bacon, egg and cheese croissant-wich.… More…
