By James Dondero | February 5, 2015 While we still believe that deflation is likely to be the dominant theme for 2015, the downtrend in crude oil appears to be reaching…
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By Jim Dondero | February 2, 2015 While we continue to see deflation as the dominant theme for 2015, we also see a short-term countertrend opportunity for crude oil which…
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By James Dondero | January 23, 2015 While deflation and a strong US Dollar remain longer-term market trends, we continue to believe oil could be near a short term bounce.…
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By Jim Dondero | January 9, 2015 While concerns around deflation continue to dominate market headlines, oil may finally be near a short term bottom, supporting our belief that an…
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By James Dondero | January 5, 2015 Deflation remains the dominant theme for 2015 with the agricultural sector now joining crude, copper and precious metals in breaking support. That being…
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By James Dondero | December 29, 2014 Despite the potential for a short-term bounce in oil, we believe deflation may well be the dominate trend for 2015. Copper appears to…
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By Jim Dondero | December 12, 2014 As oil continues its slide, the strength of the dollar did not show a countertrend correlation, falling three percent versus the yen. With the…
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By James Dondero | December 5, 2014 We believe that a possible stall in the dollar’s rise could lead to a short term bounce for currencies such as the Euro…
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By Jim Dondero | December 3, 2014 We continue believe the US Dollar will remain strong into 2015, and that commodities will remain in down trends. That being said, the…
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By James Dondero | November 18, 2014 • We believe that higher relative interest rates in the US will continue to attract investment flows. Hence, while the U.S. Dollar may be extended…
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