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Archives by Year:
The First Oil-Exporting Casualty Of The Crude Carnage: Venezuela
In the aftermath of OPEC’s failure to cut oil production, Russia has been acting surprisingly sanguine, perhaps as a result of less leverage in its system as compared to America’s own high yield-funded shale complex – now that it is a race to who will default first and be forced to take production offline – […]
World-Changing Charts
These charts tell a story. Ignore it at your own peril. This means war. An empire is dying.
Longevity Trends And Pension Costs
When it comes to estimating defined benefit (“DB”) plan costs, it is critical to use inputs and assumptions that make sense. Longevity is one such important factor that demands attention. Getting good answers to questions about life span differences among age, income and health cohorts is necessary for decision-makers. The assessment of how to redesign […]
Chaos Theory – You Can Map Any Market To Reveal The Hidden Order
One of the interesting questions at IDFA was have I solved Chaos Theory? I am not sure that needs to be solved. The problem we have is confined to our mind and trying to translate concepts into words to facilitate expressing what we think is linear thought but is not. This is the Lorenz strange […]
Nasdaq Remains Focused On Growth From Acquisitions
On Nov 26, we issued an updated research report on Nasdaq OMX Group Inc. (NDAQ – Analyst Report), assessing its opportunities and challenges in the foreseeable future. Nasdaq is focused on growth from acquisitions and organic initiatives that enable entry and cross-selling opportunities into new markets on a low cost and highly flexible platform. Alongside, […]
Fed Earmarked Gold Holdings Continued To Decline In October
Earmarked gold at the Federal Reserve dropped 42 tonnes for the month of October as foreign countries repatriate their gold.
EC Economists Ponder Whether Demographic Change Will Reduce The Potency Of The Fed’s Interest Rate Moves
from the Richmond Fed America, like many industrialized countries, is aging. The Census Bureau projects that by 2030, over 20 percent of U.S. residents will be 65 or older, up from 13 percent in 2010 and less than 10 percent in 1970. For elder-law attorneys and hearing-aid companies, the economic implications of this trend are […]
Walmart Charges Into New Highs
When defensive stocks lead the wider stock market higher while energy stocks sink, you know the engines of the major indexes are running on borrowed time, and soon the hope will fade. Walmart screams higher out of a base. You can clearly see WMT and XLP step up to higher prices. This is sector rotation […]
Treasury Yields Crater To 19-Month Lows After Stocks Close
Having already tumbled 10bps on the week, US Treasury yields plunged 4bps after the US equity market cash session closed… to the lowest 30Y yield close since May 2013. Yields tumbled after stocks closed… Closing at 19 month lows… Charts: Bloomberg
