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This cycle will play out over the next two years so no one has missed anything yet.

Higher future expected inflation means dollars have to go down in price. The bid in commodities will raise forward expectations in inflation, which will lower dollar prices and raise interest rates.

If you are asking about the commodity trade, there is a very clear pattern that late in the bull market as growth starts to peak you get very strong runs in commodities. This makes sense if you think about it from a production standpoint. At some point in the growth cycle you get pricing...

It's interesting because in the first season it was clear that Axe was really Steve Cohen. All parts of the show really mimicked his eccentric life, his office, his traders, even his quirky personality. But you might be right, the show might subliminally transition to Trump vs Mueller in that...

For those of you who don't want to follow all of them separately you can just buy this ETF.

The long commodity and short dollar trade might be the easiest money trade we have seen in years. Guys, I would highly recommend you watch this stuff and get involved.

Anyone watching the pound?

Ruh roh!

You know you can adjust that feed right under settings? By default it's set on a slower feed for the mom and pop investor types that would never know the difference.

I'm in the ones that aren't moving! I'm short HJ18 around current prices and long HJ19.

You don't have to wonder, just pull up a chart over the last 15 years.

Both. Diversify!

I don't think he has. I can't recall him saying that. I think Bill Gross said that. Gundlach always backs up his forecasts with data and there was no data that he looks at that was showing that with the exception of the 2/10s flattening.

Yes, the split gov't is a better theory but it still falls apart. The fact is world markets are co-integrated (that can be proven) and if they are co-integrated it does not make sense that any US partly split should be the dominant factor of stock returns in say...Nigeria. The fact is, a much...

You're not listening...or reading. It doesn't matter who is sitting in the oval office. It matters who writes the laws, that's the congress sir. However, even if we use the congress as our base, are you going to seriously tell me that laws passed in the US Congress affect stock returns in...

Anyone with a background in statistics can poke holes all over your theory. Here's a hint, look at cross correlations between US asset prices and say Norway or Austria during both republican and democratic governments. And I assume by republican or democrat you mean who controls the Congress...

I should also point out that being long the AUD/USD should be a monster trade if Gundlach's forecast plays out.

Copper, Aluminum and Steel are all great buys on pullbacks.