Intermarket Secular Shifts and the Great Rotation Trade: Long US Stocks, Short Treasuries
I noticed a small article in this morning's WSJ Market Watch newsletter that the Japanese government is preparing to present a report projecting that the deflationary spiral its been struggling with since 1990 is ending and data suggests that inflation will be manifesting itself in the Japanese economy in 2013.
The End Of The Gold Boom And Resurgence Of Deflation Fears
In an article July 12, I forecasted the beginning of a bear market. The market averages have dropped over 10% since. The one safe-haven for investors has been gold - whether in its physical form (bullion) or as a security via the many ETFs tracking it, or even the shares of gold miners - gold has seen a meteoric rise over the past month, as the equity markets were getting crushed.
Here’s the latest from Steven Vincent of TheBullBear.com.
Interbank Credit Markets Show Low Systemic Risk