Erik Swarts

Contributor since: 04 Apr 2011

Contact Contributor

Biography

• Perspective

  Published 30 April 2014 | viewed 0 times

  The most fatal illusion is the settled point of view. Since life is growth and motion, a fixed point of view kills anybody who has…

• A Week in Review

  Published 27 April 2014 | viewed 0 times

  Larger Image Monday - 4/21 - The Long Tail Of Deflation "It took the Dow Jones Industrial Average and the S&P 500 basically twenty five…

• A Dead Cat Bounce

  Published 09 April 2014 | viewed 0 times

  The SPX fell into a bounce zone in yesterday morning's session and found support around last month's lows. This begs the question for both traders…

• Thin Ice

  Published 02 April 2014 | viewed 0 times

  Hope springs eternal, as the mercury breached 50 this afternoon - luring a crocus or three into the early spring air. Heavens to betsy we…

• A Commodity Story

  Published 26 March 2014 | viewed 0 times

  Larger Image On a relative performance basis we continue to find a discretely transitioning market environment, led by the move in commodities - which first…

• Rock, Taper, Scissors - Shoot

  Published 14 March 2014 | viewed 0 times

  Led by their respective miners, precious metals continue to block and tackle higher out of the broad base they established last year. Should the anxieties…

• Goldilocks and the Three Bears

  Published 10 March 2014 | viewed 0 times

  Over the past five years, the equity markets have maintained a droning and repetitive message to anyone questioning the fundamental underpinnings lurking beneath the equity…

• The 46' Parallel

  Published 05 March 2014 | viewed 0 times

  With the debate continuing on whether the domestic equity markets are stretched at another historic extreme, we thought we would take a variant look at…

• Breaking Bad

  Published 28 February 2014 | viewed 0 times

  The euro is finding a bid this morning on news that inflation has stabilized in the "danger zone" in Europe (see Here). For those participants…

• Back to the Bull Market Highway for Silver and Gold

  Published 24 February 2014 | viewed 0 times

  If you had asked us in the spring of 2011 how severe of a decline in spot prices we expected to find in silver, we…

• Still Waters Run Deep

  Published 14 February 2014 | viewed 0 times

  Back in October and November of last year, we speculated that the conventional wisdom going into a prospective taper was widely being viewed by participants…

• Waiting on The ECB

  Published 06 February 2014 | viewed 0 times

  Like clockwork, the ECB met today and generally disappointed participants expectations that Draghi needed to reshape monetary policy to reflect concerns with gathering disinflationary pressures…

• Silver:Gold and The Turk-en-tina Flu

  Published 31 January 2014 | viewed 0 times

  When we review some of the performance trends since the Fed's initial taper in December, the silver:gold ratio sticks out as one of the biggest…

• Mining for Gold

  Published 19 January 2014 | viewed 0 times

  Here's another update of our Value Trap series that contrasts the precious metals miners with the biggest value trap of the previous cycle - the…

• Esoterica

  Published 13 January 2014 | viewed 0 times

  Lacking the requisite initials after our name, we are on occasion confined to spending some quality time looking and thinking about the markets from perspectives…

• BarKeeper's Friend

  Published 21 December 2013 | viewed 0 times

  He came, he saw - he tapered. In a fitting bookend to his storied command of the world's largest and most powerful central bank, Bernanke…

• The Third Choir

  Published 17 December 2013 | viewed 0 times

  Despite what the academics and semantics present, we remain firmly in the tapering is tightening camp. Furthermore, while it's not an apples-to-apples structural comparison (because…

• Play Ball!

  Published 11 December 2013 | viewed 0 times

  A wise and bearded man once said, "Everything in moderation. Nothing in excess." And although he didn't apply those words to his own considerable plantations…

• Playing Another Hand of Existential Poker

  Published 05 December 2013 | viewed 0 times

  "Do the times make the man - or does the man make the times?" Larger Image Larger Image Larger Image If we're reading the rules…

• The House Always Wins

  Published 03 December 2013 | viewed 0 times

  We've held on to a few seemingly discordant ideas as the market has made its way above the Meridian and our demarkation of what's considered…