The Rainmaker Rule

Published on
September 2nd, 2015
Duration
24 minutes

The Rainmaker Rule

Presentations ·
Featuring Alejandro Reyes

Published on: September 2nd, 2015 • Duration: 24 minutes

The Rainmaker Alejandro Reyes is back and straight into the thick of things as he breaks down the frenetic activity in global financial markets last week and offers up a few thoughts of his own on both the recent RMB devaluation and the best places to allocate capital in today's tricky market environment.

Comments

  • RS
    RJ S.
    7 September 2015 @ 21:52
    Why complicate things...1st conclusion for Yellen to abstain from JHole is that its too close to Sep meeting and doesn't want to accidentally say/tip market, given data dependentce and w/o latest NFP
  • RF
    Raoul F.
    5 September 2015 @ 12:37
    Fantastic as usual.
  • NF
    Nico F.
    5 September 2015 @ 06:55
    Best explanation of the Druckenmiller gold move I've heard so far. Makes total sense. Druck is fearing either a currency war or concerted QE worldwide.
  • AC
    Andrew C.
    5 September 2015 @ 06:27
    As H. Marks quotes, "there are 2 types of forecasters; those who are wrong and those who know they are wrong". I am starting to believe this guy is in the first category.
  • DB
    Douglas B.
    4 September 2015 @ 02:35
    The Chinese CB doesn't own any Treasury bonds! Bonds, by definition are longer than 10 years to maturity. Hardly any of their paper is longer than 3 years, and for good reason.
  • RA
    Robert A.
    4 September 2015 @ 01:09
    If you want "out of the box" thinking backed up by well researched facts this guy is your man. I learn something new each time he is on. Thanks Grant and Roul.
  • JM
    Josip M.
    3 September 2015 @ 19:59
    why would Yellen stay away to plan monetary policy changes with her colleagues away? And why is Bernanke's statement from a few yrs back now becoming new policy tool now? ike the gold idea though
  • SB
    Stewart B.
    3 September 2015 @ 12:29
    4% inflation would be a massive blow to the bond market.
  • TJ
    Terry J.
    3 September 2015 @ 09:32
    Awesome observations and insights from Alejandro. He has been so right on the liftoff hype and it would not surprise me if his latest Fed predictions are also spot on.
  • sp
    shashwat p.
    3 September 2015 @ 08:42
    Currency "reserves" are reserves because they provide firepower when it is needed. The chinese are not in love with treasuries as an investment idea
  • MR
    MIGUEL R.
    3 September 2015 @ 03:53
    always a very interesting perspective
  • ME
    Markus E.
    3 September 2015 @ 02:50
    If you think the dollar will continue to rise, wouldn't you also assume that gold will continue to fall along with other commodities?
  • DH
    Dale H.
    3 September 2015 @ 01:02
    In the past week, I have been trying to make sense of much of what was discussed, but have been getting somewhat confused: this has helped me. I love watching The Rainmaker. Excellent More soon? :)
  • KA
    Kelly A.
    2 September 2015 @ 21:54
    I love this guy!
  • CB
    C B.
    2 September 2015 @ 20:02
    Interesting call on gold miners. I expect the Fed meeting to be either a buy the rumor sell the news hike or else another delay. Either way, dollar down, gold up. Timing looks good.
  • jd
    john d.
    2 September 2015 @ 18:37
    I'm seeing this directly in an ASX investment. Company has USD debt. Making regular quarterly payments but due to AUD falling the AUD denominated debt figure is going up !!
  • CW
    Cole W.
    2 September 2015 @ 17:06
    Interesting topics here, especially the rate crawl suggestion for the Fed. Don;t fight over 25 bps, slow play the rise. The difference between the DXY and Trade Weighted Dollar Index was insightful.