Global Mail Archive
11-24-20: Junk Bonds See Light at the End of the COVID Tunnel
by Ivan Martchev November 24, 2020 I know the daily new COVID cases are hitting records and the hospitals in some states are being overrun with patients, so we have not seen [...]
11-17-20: It Looks Like Another COVID Shutdown is Coming
by Ivan Martchev November 17, 2020 With total coronavirus cases about to reach over 11 million by the time you read this, it looks like we are headed for another COVID shutdown, [...]
11-10-20: Coronavirus Won the Presidential Election
by Ivan Martchev November 10, 2020 If you look at the election in non-partisan fashion – and I realize that may be hard for many on both sides – there is no [...]
11-3-20: The U.S. Dollar Is Getting Ready to Move Up
by Ivan Martchev November 3, 2020 The Brazilian real closed at 5.75 against the U.S. dollar last week, just 0.25 below its all-time low. (A weaker real appears as a rising line [...]
10-27-20: Timing the Big Gold Move
by Ivan Martchev October 27, 2020 While the gold market has done extremely well since 2018 – when the market sniffed out that the Fed’s quantitative tightening would end (before the date [...]
10-20-20: My COVID Currency Indicator is Flashing Red
by Ivan Marchev October 20, 2020 One of the purest economic signals comes from the foreign exchange markets. Bonds used to be a better barometer of the global economy, but with central [...]
10-13-20: The Election Outcome is Irrelevant for Higher Inflation
by Ivan Marchev October 13, 2020 The question keeps popping again and again in investor conversations, particularly with investors that have done well in the run up in the stock market under [...]
10-6-20: Commodities Seem to Be Rolling Over
by Ivan Martchev October 6, 2020 It’s not just crude oil. Most industrial commodities have seen some sort of a pullback in September that may get more serious as we enter the [...]
9-29-20: How the Greenback Conundrum Channels Harry Truman
by Ivan Martchev September 29, 2020 The dollar rebound I anticipated here at the end of August has started (see August 25 GlobalMail, “The Dollar is About to Rebound Some”). The key [...]
9-22-20: We’re Seeing “Consolidation” in the Gold Market
By Ivan Martchev, September 22, 2020 The present sideways move in precious metals looks like a consolidation in an ongoing bullish trend rather than the other dreaded congestion trading term – “distribution.” [...]
9-15-20: Get Your Flu Shots This Year
By Ivan Martchev, September 15, 2020 Because the symptoms of COVID-19 and the flu are so similar for so many people, this year it is more important to get the flu [...]
9-9-20: Why Lumber and Stocks Dance Together
by Ivan Martchev September 9, 2020 Last week, I went into the largest Home Depot in the world, in Vauxhall, N.J., and stopped at the head of the pressure-treated lumber aisle and [...]