Speculators Anonymous

Many longtime readers know that I’ve remained skeptical about China’s economy for a couple years now. And while the mainstream financial media hasn’t worried much over China’s...

Back in June 2019 (exactly one year ago) – I published an article highlighting the increasing fragility in the corporate credit markets. To give you some context: I wrote about the towering wall...

Last month – I wrote an article highlighting the ongoing ‘fiscal tightening’ via the U.S. Treasury that’s negatively affecting global financial conditions.Or – said...

One of my favorite trades over the last couple of months has been the silver market. The silver market has been on fire as of late, and I think it’s starting to attract a lot of attention. It is...

Many long-time readers and speculators know I’m very bullish on gold and select gold miners. On the supply side – I’ve written about the ‘peak gold’ problem. (In summary...

Over the last few months – I’ve written about the sticky situation going on between the Hong Kong dollar (HKD) and the Hong Kong economy. And why I was shorting Hong Kong stocks via...

Recently I’ve come across a positively asymmetric (low risk – high reward) opportunity via buying puts on a utility firm that’s recently entered bankruptcy. I’m talking about...

Earlier this week – I went on a four-tweet rant highlighting the toxic debt vehicle known as the ‘collateralized loan obligation’ (aka CLO). . .The CLO’s a vehicle that pools...

Getting right to the point – there’s currently a big contrarian arbitrage opportunity available in the market. And I believe it’s worth checking out. . . But first –...

While the mainstream financial media finally realizes that everything’s “not so great” in the global economy – there’s even more to worry about.I’m talking about...

While the mainstream financial media focuses on the U.S.-China trade-war – macro-speculators are eyeing global yield curves – which are now signaling trouble. But according to this...

Since President Trump canceled the trade-deal with China earlier this month. And instead raised tariffs – global markets (and currencies) have plunged.Especially the Chinese yuan – which...

I know that for uranium investors – the last few years have been rough.Really rough. We keep hearing – and being promised – that the uranium bull market’s “finally...

Two months ago – I wrote about the record-breaking onshore defaults that have plagued corporate China in 2018.And – further – I hypothesized that this trend will continue over the...

In mid-March I wrote a piece highlighting the weakening Hong Kong economy and – specifically – the very fragile Hong Kong Dollar (HKD) semi-peg system. . .In summary: I detailed why...

It’s no secret that Turkey’s bled through their U.S. dollar reserves (aka dollar-assets) over the last 14 months as the Turkish lira’s collapsed.And this means they’re clearly...