Erik Swarts

Contributor since: 04 Apr 2011

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• Starring Down the Long Dark Tunnel

  Published 17 June 2016 | viewed 0 times

  Like an oak slowly growing in a stand of pines, the outgrowth of sentiment extremes become visible through major market inflection points. The irony, however,…

• The Next Market to Break Might Not be Stocks

  Published 14 May 2016 | viewed 0 times

  After watching some markets develop over the past week, we thought it warranted a few thoughts on a possible outlier outcome in Treasuries over the…

• The Markets 'Graduate' to Commodities

  Published 25 March 2016 | viewed 0 times

  The retracement move in gold gathered downside momentum Wednesday, falling in morning trading by more than 2.5 percent and below 1220 for the first time…

• The Fed Calls its Bluff and Blesses Gold

  Published 19 March 2016 | viewed 0 times

  In the Fed's March policy statement this week, a funny thing happened on the way towards acknowledging the stronger US economic data of late -…

• The Golden Corral

  Published 16 March 2016 | viewed 0 times

  Gold took the exit ramp south Monday, meeting expectations that the nearly three month rally was poised to stall. With the Fed decision on the…

• Prospects for Precious Metals

  Published 10 February 2016 | viewed 0 times

  On the heels of last weeks sharp recovery, the Japanese yen has continued to climb out of the broad base carved over the past year,…

• Legends of the Fall

  Published 04 February 2016 | viewed 0 times

  A man will sometimes devote all his life to the development of one part of his body - the wishbone. ~ Robert Frost It wasn't…

• Equity Market Musings

  Published 15 January 2016 | viewed 0 times

  Despite last weeks historic travails, there has been no rest for the weary - as equity markets remain volatile and under pressure through most of…

• Chasing Mavericks

  Published 16 December 2015 | viewed 0 times

  So many bedrock beliefs of investors have been turned on their heads or flatly disproven over the course of this cycle. Never was this more…

• Connecting the Dots

  Published 04 December 2015 | viewed 0 times

  Macro's crowded one way street collided in a large pile-up Thursday, as traders hit the brakes and attempted a quick K turn, as Draghi seemingly…

• Connecting the Dots

  Published 30 November 2015 | viewed 0 times

  "There is nothing new on Wall Street or in stock speculation. What has happened in the past will happen again, and again, and again. This…

• Connecting the Dots

  Published 29 October 2015 | viewed 0 times

  As much as we carry a long-term bias towards a continuation of the historically low yield market environment of the current decade, over the intermediate-term…

• Connecting the Dots

  Published 09 October 2015 | viewed 0 times

  Expectations of a rate hike this year pulled back appreciably, following last Friday's lackluster pronouncement of just 142,000 jobs added for September - as well…

• Connecting the Dots

  Published 29 September 2015 | viewed 0 times

  Larger Image Whether the Fed moves later this year - sometime in 2016 or stands pat for the foreseeable future, their paint by number projections…

• Great Expectations

  Published 15 September 2015 | viewed 0 times

  There’s an old saying, "If you have no expectations, you'll never be disappointed.” Some might even suggest it's universal wisdom – a tenet that neither…

• It's Different This Time... but it's Happened Before

  Published 24 August 2015 | viewed 0 times

  For someone carrying a dogmatic bent of the bearish persuasion, there's always conditions somewhere that can fill the narrative. Liquidity provisions, leverage, breadth, global macro…

• The Wizard of Odds for The US $

  Published 06 August 2015 | viewed 0 times

  When it comes to currencies, the laws of Newtonian physics still appear to hold the greatest influence over participants long-term expectations. That is, the belief…

• China's Hungry Hungry Pandas

  Published 16 July 2015 | viewed 0 times

  Regardless of your investment horizons in China, there's no avoiding the fact that its equity markets suffered a major setback over the past month. Declining…

• Shanghai's Gonna Crash!..Like a Bull in a China Shop

  Published 18 June 2015 | viewed 0 times

  Rising ~150 percent over the past year and more than doubling since Thanksgiving - any way you slice or weigh its breakneck outperformance, the rally…

• Breaking Away

  Published 12 June 2015 | viewed 0 times

  With the 10-year yield breaking away from the top of its 2015 range, Treasury yields continue to push higher with all the bravado of an…