Latest Articles from Martin Tillier

Ben Bernanke and the Fed

Martin Tillier — Wed, 19 Jun 2013 18:20:26 Z

I thought I could do it. I thought that I could write a piece today that wouldn’t mention Ben Bernanke, the Federal Reserve, QE or “tapering”; I really did. I just couldn’t pull it off.

When Apple (AAPL) Speaks, We Should All Listen

Martin Tillier — Tue, 18 Jun 2013 18:16:12 Z

Corporations communicate with us in two basic ways, one unfiltered and the other heavily controlled. The first, unfiltered channel of communication is through their balance sheet. The story of

Values-Based Investing: A Cynic’s Conversion

Martin Tillier — Mon, 17 Jun 2013 18:17:41 Z

I am that most annoying of people, a convert. You know the type; after thirty years of acting in a certain way they now find their previous behavior abhorrent and run around telling everybody

3 Things Investors Can Learn from Traders

Martin Tillier — Fri, 14 Jun 2013 18:33:26 Z

My background is in the interbank Foreign Exchange market. I gained many things from my twenty years in that market. Some were specific to that job, such as an ability to shout very loud and wave

Silver: Whether a Commodity or a Currency, It’s Still a Buy

Martin Tillier — Thu, 13 Jun 2013 18:24:25 Z

When most people think of precious metals, gold is what springs to mind. Silver, the less glamorous shiny metal, gets forgotten. If it is remembered at all, the temptation is to lump it in with

Market Musings: Bears Win the Battle, but are Still Losing the War

Martin Tillier — Wed, 12 Jun 2013 18:16:18 Z

Yesterday, the markets closed lower. To the vast majority of the investing public, their knowledge of this fact stops at “The Dow Jones Industrial Average closed today down 116 points or around

A Tale of Two Sectors: It Was the Best of Buys, It Was the Worst of Buys*

Martin Tillier — Tue, 11 Jun 2013 18:09:51 Z

The S&P 500 is up over 15% Year to Date (YTD), but the gains have not been evenly spread between sectors. Of course, if you own a broadly diversified portfolio of stocks that never

Market Musings: An Introduction and an Overview of the Stock Market

Martin Tillier — Mon, 10 Jun 2013 18:09:19 Z

Welcome to the first “Market Musings,” a daily column which is intended to enlighten and entertain, with a sideways glance at markets in general. For those of you who are unfamiliar with me and

Why Buying GLD is a good idea now, despite the technical signals

Martin Tillier — Fri, 07 Jun 2013 20:55:12 Z

GLD: Technicals Vs. Fundamentals Ah, the age old investor’s dilemma. Should I pay attention to the fundamental drivers or technical signals? The perfect trade comes when both technical and

Dollar Yen (USD/JPY): What Next?

Martin Tillier — Tue, 04 Jun 2013 19:48:17 Z

A couple of months ago, I wrote this , which, though I say so myself, worked out pretty well. In the article, I predicted that USD/JPY would approach 100, falter a little, and then break through

Is Japan a Crisis Waiting to Happen?

Martin Tillier — Tue, 30 Apr 2013 19:00:18 Z

I got involved in an interesting conversation and thread on Stockr recently. (If you aren’t aware, Stockr is a social networking sight for market geeks). I had posted a couple of comments on

USD/JPY: Approaching 100. Don't be the Dead Money at the Table

Martin Tillier — Wed, 10 Apr 2013 22:47:26 Z

By Martin tillier As an old FX guy, it is great fun to see the focus that Forex, and USD/JPY in particular, is getting right now. It seems that everybody wants to play. About a month ago, I

Clovis Oncology (CLVS): A Love Story

Martin Tillier — Thu, 14 Mar 2013 20:44:45 Z

We all like to think that we evaluate markets objectively, but in reality the wide range of all too human emotion can take over and, temporarily at least, blind us to the obvious. Sometimes, when

USD/YEN: Let the Trend Be Your Friend

Martin Tillier — Wed, 06 Mar 2013 22:04:05 Z

I have an uncomfortable truth for you. If you are sitting at home, trading FX, and you have ever hit the absolute top or bottom of a currency pair, it was lucky. If you have done it multiple

Market View: Hope for the Best, Prepare for the Worst

Martin Tillier — Wed, 27 Feb 2013 00:58:41 Z

My overall market view has changed, or at least moderated, over the last week. Two weeks ago I believed any correction to US equity markets would be small and short-lived. I have said before that