It’s Still a Dollar Story

By Michael Reilly | August 4, 2022

Any way you slice it, it all still comes down to the dollar.  We can talk about interest rates, the Yen, and inversions – there are all kinds of interesting relationships… But none of them may be as important as the impact the direction of the U.S.Dollar has on risk assets around the world. I…

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MARKETS IN TURMOIL

By Michael Reilly | January 24, 2022

You fell for it didn’t you? The scary headline… works every time.  I wrote that headline to save you the trouble of turning on your TV or following your favorite fear-monger. You’re welcome. Let me sum it up for you – the bulls are currently in trouble. There’s not a lot to be optimistic about…

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