I look at the rising geo-political risk emanating from the South China Seas, and how this may become the knife that slices open the MOST extended and stretched US stock market I have EVER seen, in my FOUR DECADES of experience, this is perhaps the single most vulnerable market situation since 1983 ... as the chasm between the economic recovery priced into the market, versus the actual underlying economic health, has never been "wider" !!!
Gregory Weldon is CEO of Weldon Financial and Editor of the influential newsletters "Weldon's Money Monitor," the "Commodity and Currency Monitor," the" Metal Monitor," and the "ETF Playbook." He launched these macro-market publications, covering supply-demand fundamentals, along with technical, intermarket, and psychological insights, after building a successful career as a trader on Wall Street. Weldon has since established himself as a noted authority in the gold market as well as the global capital markets. He is the author of Gold Trading Boot Camp: How to Master the Basics and Become a Successful Commodities Investor.