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Which Way the US Dollar Breaks Will Have Major Asset Allocation Implications for the Second Half of 2019

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The US dollar is on the cusp of making a major move. The question is which way will it go, higher or lower? The directional movement of the US dollar will have significant asset performance implications once the tug of war between dollar bears and bulls is resolved. The US dollar index has been consolidating […]

Lumber and Copper Prices are Diverging – Which is Signal and Which is Noise?

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The tale from some of the most cyclical and predictive economic indicators are telling investors two very different things at the moment. Copper, the metal with a PhD in economics is giving us the all-clear sign while lumber, which is perhaps only regarded as having a master’s or bachelor’s in economics, is saying, “be careful.” […]