Author: Minter Markets

Gold Washout Complete? We never really stopped liking it, but we accepted that maybe it had gone too far too fast up over $2,000. It was one of the crowded…

Change of Direction or Correction? Markets are acting very weak across Metals, Equities and Emerging Market FX. The question investors need to ask is whether this is a healthy correction…

What do a Sushi manager and Index manager have in common? As we finish off the summer season and head towards winter it is strange how things don’t really change…

October Beware? It is tempting to be negative to the equity markets these days. Old time market participants like myself have memories of Autumn market crashes that stick with us.…

Green Investments We read everywhere that green, ESG, sustainable investments are/have been the hot topic for many investors globally.Many pension funds, Sovereign Wealth funds and Endowments are being pressured/ focusing…

U, V or W (L is forgotten) One of the big debates in financial markets going back to the late spring / early summer was not about if an economic…

Lumber Leads S&P 500? I thought that headline would get your attention.  Below is a chart with the Lumber futures contract plotted against the S&P 500.  Surely just a coincidence!…

Living in a BOX / Short Term charts Dear clients:I heard a song from the 80’s and it struck me as quite appropriate for the markets we are watching these…

Anything Left in the Tank? Quick summary: the world and the markets experienced a terrible Q1, and an amazing Q2. Pandemic sent us spiraling down in Q1 and part of…

Unemployment, Equities and EURNOK. The U.S. Unemployment report will be released this afternoon.The market is expecting a number in the neighborhood of 1.4 million and for the unemployment rate to…