February 2016 – JenkinsRM

Archive for February 2016

Don’t Chase the Reflation Trade

One of the most important things to get right in investing and in Global Macro is the Dollar. The recent consolidation in the dollar across its various pairs has triggered this idea that reflation in global markets is about to breakout and change trend. This along with the idea that weakness in equity markets and…

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Don't Chase the Reflation Trade

One of the most important things to get right in investing and in Global Macro is the Dollar. The recent consolidation in the dollar across its various pairs has triggered this idea that reflation in global markets is about to breakout and change trend. This along with the idea that weakness in equity markets and…

Read More

Johnson Backs ‘Brexit’ Campaign

The pound fell the most since May 2010 after London Mayor Boris Johnson, one of the U.K.’s most popular politicians, said he’ll campaign for Britain to leave the European Union in a June referendum.Sterling dropped at least 1.2 percent against all its 16 major peers, reversing a gain made on Friday when Prime Minister David…

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It’s TIME to Sell Stocks Again

This is arguably the best place to sell stocks since the end of last December before the market fell -12%. Equity markets are crashing globally, the LONG-TERM trend for stocks is now down. The dollar remains in a strong long-term uptrend, commodities and deflation remains pervasive; and every economic data series is pointing to a recession except…

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It's TIME to Sell Stocks Again

This is arguably the best place to sell stocks since the end of last December before the market fell -12%. Equity markets are crashing globally, the LONG-TERM trend for stocks is now down. The dollar remains in a strong long-term uptrend, commodities and deflation remains pervasive; and every economic data series is pointing to a recession except…

Read More

An Update on S&Ps and the 8 Day Cycle

We put out over the holiday that there was a high probability of bounce into Friday for stocks. The S&P made an intermediate-term low from last week as the market appears to be oscillating around and in line with the 8.6 unit wave frequency. This cycle appears on all time frames. This cycle moves in the…

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An Update on S&Ps and the 8 Day Cycle

We put out over the holiday that there was a high probability of bounce into Friday for stocks. The S&P made an intermediate-term low from last week as the market appears to be oscillating around and in line with the 8.6 unit wave frequency. This cycle appears on all time frames. This cycle moves in the…

Read More

Time, Cycles, and the S&P 500

We need to understand the cyclical structure of TIME. There is a hidden order in the markets beyond just price patterns, there is a cyclical structure of time. There is a unique design within the universe and part of this design has to do with Pi – the perfect cycle. The number π is a mathematical constant, the ratio of a circle’s circumference to its diameter,…

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Time, Cycles, and the S&P 500

We need to understand the cyclical structure of TIME. There is a hidden order in the markets beyond just price patterns, there is a cyclical structure of time. There is a unique design within the universe and part of this design has to do with Pi – the perfect cycle. The number π is a mathematical constant, the ratio of a circle’s circumference to its diameter,…

Read More