11.07.2013 - Checking in with Japan and commodities
With stocks in an uptrend at the present time and nothing much new to report, we're going to finish up what will now become at the very least a bimonthly review of the global macro picture. This morning we will take an executive summary look at Japan, Commodities, and Currencies. Again, I do not pretend to suggest that the commentary provided this week is anything even remotely close to a thorough analysis of the various global macro categories. However, as someone who does run a portfolio that looks all over the world for performance, sometimes the K.I.S.S. method is all you need to get the really big moves right...............................................Full Article: Source
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