Articles & Special Reports

Bearish Risk For The S&P 500

Bearish Risk For The S&P 500

With the summer now over, the market is turning the page to the economic events leading up to year-end.  One of those key events will be the Fed meeting in September.  As a result, the S&P 500 is beginning to show signs of fading momentum on the long-term charts.  If you recall, the S&P surged following […]

READ ON

Filed in Articles about the Markets, Equity Market Update, Market Update by on August 30, 2016 0 Comments • views: 340
Why Canada’s Economy Could Depreciate the Canadian Dollar

Why Canada’s Economy Could Depreciate the Canadian Dollar

For anyone who’s investing in or sending international payments to Canada, here’s my latest article on the recent economic releases from up north. To give you an idea, Canada has not created any full-time jobs this year; all job gains have been part-time workers. The economic picture is far worse than the market has anticipated. […]

READ ON

Filed in Articles about the Markets by on August 10, 2016 • views: 308
Why The Bank of England Will Cut Rates

Why The Bank of England Will Cut Rates

Investors, corporate executives, and central banks eagerly await the interest rate decision by the Bank of England (BOE) scheduled for Thursday. Since a .25% rate cut is already priced into the market, the real market mover and volatility will come from the BOE statement by Mark Carney. For more of this article please click on […]

READ ON

Filed in Articles about the Markets by on August 9, 2016 • views: 435

Newsletters & Market Analysis

Bearish Risk For The S&P 500

Bearish Risk For The S&P 500

With the summer now over, the market is turning the page to the economic events leading up to year-end.  One of those key events will be the Fed meeting in September.  As a result, the S&P 500 is beginning to show signs of fading momentum on the long-term charts.  If you recall, the S&P surged following […]

READ ON

Filed in Articles about the Markets, Equity Market Update, Market Update by on August 30, 2016 0 Comments • views: 340
Forward Contract Education Video

Forward Contract Education Video

Here’s the slideshow of the highlights from my latest Education Video for Forward Contracts.   The video utilizes the dollar-cost-averaging concept and combines it with hedging currency exchange rates.  However, this can be modified to accommodate educating clients about personal finance, how the financial markets function, and investment strategies; i.e. retirement 401Ks and IRAs.   […]

READ ON

Filed in Charts, Graphs & Powerpoint Slides, Hedging Education Video by on June 18, 2016 • views: 491
Weekly FX Newsletter – from your Daily Updates

Weekly FX Newsletter – from your Daily Updates

Don’t have time to write a weekly newsletter?  Don’t worry.  You’ve already written it! Enclosed are 6 reasons you should be writing a weekly or monthly newsletter. Why not repurpose your daily FX updates and create a more in-depth weekly outlook that your business clients will look forward to?

READ ON

Filed in Gallery, Market Update, Repurpose Your Daily Updates into a Newsletter by on March 20, 2016 • views: 517

Charts, Graphs & Powerpoints

Forward Contract Education Video

Forward Contract Education Video

Here’s the slideshow of the highlights from my latest Education Video for Forward Contracts.   The video utilizes the dollar-cost-averaging concept and combines it with hedging currency exchange rates.  However, this can be modified to accommodate educating clients about personal finance, how the financial markets function, and investment strategies; i.e. retirement 401Ks and IRAs.   […]

READ ON

Filed in Charts, Graphs & Powerpoint Slides, Hedging Education Video by on June 18, 2016 • views: 491
Let Me Update Your Pitch-books:  AUD Hedging Strategy Example

Let Me Update Your Pitch-books: AUD Hedging Strategy Example

Here’s a sample pitch-book that I wrote for Huntington Bank Capital Markets. Let me create a library of powerpoint pitch-books that can be standardized for you and your team?  Here’s just a few of the services I offer: Create a powerpoint library revamped with new charts and market updates. Create a pitch-book for each currency […]

READ ON

Filed in Charts, Graphs & Powerpoint Slides, Gallery by on March 31, 2016 • views: 374
Comparison Charts: Greek Debt vs. Euro Zone Countries

Comparison Charts: Greek Debt vs. Euro Zone Countries

Here’s a comparison chart from one of my articles about the Greek debt crisis.    Instead of creating a simple chart showing Greek debt levels rising, why not create a chart drawing a comparison

READ ON

Filed in Charts, Graphs & Powerpoint Slides by on March 31, 2016 • views: 421

Marketing Sheets

Currency Risk Analysis Report – Marketing Slipsheet

Currency Risk Analysis Report – Marketing Slipsheet

The currency exposure and risk analysis is a detailed report highlighting the risks associated with foreign currency exposure tailored to a specific company’s payment schedule. By utilizing risk analysis as a content marketing tool, Banks and FX providers can offer a tangible value-proposition to a prospective client and increase the odds of a face-to-face meeting. […]

READ ON

Marketing Initiative Saved Thou$ands for College Study Abroad Programs

Marketing Initiative Saved Thou$ands for College Study Abroad Programs

Enclosed is a marketing slip-sheet for a bank sales campaign that I created in 2003 that targeted colleges who offer study abroad programs in Europe. This is a great example of an industry (or niche) marketing initiative to increase new clients.  And the best part is that we saved some schools thousands of dollars in […]

READ ON

Filed in Marketing & Sales Pieces, Uncategorized by on May 18, 2015 • views: 513
Hedging Strategy Marketing Sheet

Hedging Strategy Marketing Sheet

Here’s a marketing slipsheet for a variation of a range forward hedge.  I wrote it for a client back in 2003.  The idea of this one-pager was to help clients understand currency hedging derivatives, without a lot of jargon and without a long powerpoint presentation.

READ ON

Filed in Marketing & Sales Pieces, Uncategorized by on May 17, 2015 • views: 491

Other Recent Posts

Bearish Risk For The S&P 500

Filed in Articles about the Markets, Equity Market Update, Market Update by on August 30, 2016 0 Comments • views: 340
Bearish Risk For The S&P 500

With the summer now over, the market is turning the page to the economic events leading up to year-end.  One of those key events will be the Fed meeting in September.  As a result, the S&P 500 is beginning to show signs of fading momentum on the long-term charts.  If you recall, the S&P surged following […]

READ ON

Why Canada’s Economy Could Depreciate the Canadian Dollar

Filed in Articles about the Markets by on August 10, 2016 • views: 308
Why Canada’s Economy Could Depreciate the Canadian Dollar

For anyone who’s investing in or sending international payments to Canada, here’s my latest article on the recent economic releases from up north. To give you an idea, Canada has not created any full-time jobs this year; all job gains have been part-time workers. The economic picture is far worse than the market has anticipated. […]

READ ON

Why The Bank of England Will Cut Rates

Filed in Articles about the Markets by on August 9, 2016 • views: 435
Why The Bank of England Will Cut Rates

Investors, corporate executives, and central banks eagerly await the interest rate decision by the Bank of England (BOE) scheduled for Thursday. Since a .25% rate cut is already priced into the market, the real market mover and volatility will come from the BOE statement by Mark Carney. For more of this article please click on […]

READ ON

Here’s Why The Fed Is So Dovish

Filed in Articles about the Markets by on August 8, 2016 • views: 308
Here’s Why The Fed Is So Dovish

When the Fed held off hiking rates in July, equity markets surged. However, the credibility of the Fed eroded, due to their verbal chatter signaling a desire for higher rates leading up to their meeting, only to be followed by no action. For more on this article, please click on the image or the link […]

READ ON

Why The U.S. Dollar Will Continue Marching Higher Vs. The Canadian Dollar

Filed in Articles about the Markets by on August 8, 2016 • views: 317
Why The U.S. Dollar Will Continue Marching Higher Vs. The Canadian Dollar

As crude oil remains in bearish territory, the U.S. dollar (USD) will likely continue its march higher vs. the Canadian dollar (CAD). The correlation between USD/CAD and Crude Oil exists because Canada is an oil exporting country and derives revenue and job growth from oil exports. For more of this article and why the USD […]

READ ON