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Strebler's Perspective

August, 2017

Talk's Cheap

by Jon S. Strebler

 

The big story last week was significant ratcheting up of war talk out of N. Korea, followed by “I’ll see you, and raise you” from the U.S. Stock prices swooned around the world, as everyone wondered just how far two of the world’s most volatile leaders, backing nuclear-powered militaries (sort of, in N. Korea’s case), might push things. The vulnerability of stocks to an overdue correction has been widely touted; sometimes corrections seemingly develop out of nothing, and sometimes a dramatic event precipitates them. Could this be an example of the latter? 

 

 

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Status Quo Est Eximio

By Jon S. Strebler 

 

If I remember my one year of Latin studies in 8th grade correctly, this means something like: Everything’s pretty good right now. At least in the markets. We’ve recommended moderate positions in stocks, both US and otherwise, for quite some time in line with the bull in The Box. With hindsight, we would like to have owned more, but this is an advisory service for conservative investors, the market has long been vulnerable to a big correction and – well, you know the story.

 

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US Dollar Woes

by Jon S. Strebler 

 

The US dollar has been weak for months, and by now that fact hasn’t escaped many people’s attention.  The reason for its weakness is an important question and the answer isn’t simple.  Those two facts (importance, and difficult to parse) are why world currency markets are larger than the commodity markets, stock markets, or bond markets.

 

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