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Archives by Year:
The Eurozone’s QE Problem
Over the last couple of weeks, as the Federal Reserve ended their latest round of quantitative easing, there have been many calls about the pickup of the “QE Baton” by the BOJ and ECB. The problem is that the impact of liquidity interventions in Japan and the Eurozone do not carry the same “punch” as was witnessed in the […]
Efficient Markets Driven By Symmetrically Available Information – Algorithmic
“What a piece of work is a man, how noble in reason, how infinite in faculties, in form and moving how express and admirable, in action how like an angel, in apprehension how like a god! the beauty of the world, the paragon of animals.” William Shakespeare, Hamlet Who could turn a blind eye […]
Are Junk Bonds Sending A Warning Signal?
Over the past month, we have seen a rip-roaring, v-shaped rally to new all-time highs in the large-cap U.S. equity indices. At the same time, volatility has been crushed in a move lower in the VIX Index that we have never seen before (above 30 to below 15 in the span of 2 weeks). The […]
Health Care REIT Completes HealthLease Transaction
TOLEDO, Ohio–(BUSINESS WIRE)–Health Care REIT, Inc. (NYSE:HCN) announced today the completion of the previously announced acquisition of HealthLease Properties REIT (“HealthLease”) (TSX:HLP.UN). The acquisition includes a portfolio of high-quality seniors housing, post-acute care and long-term care communities that are managed by well-respected operators under long-term triple-net lease agreements. The purchase price represents a 7.0% initial cash […]
Lowe’s Beats On Q3 Earnings, Updates Fiscal 2014 Outlook
Driven by increased spending on home improvement, especially remodeling and big ticket items, Lowe’s Companies Inc. (LOW – Analyst Report) posted strong results for the third quarter of fiscal 2014 wherein both top and bottom lines surpassed the Zacks Consensus Estimate. The company’s earnings of 59 cents per share in the quarter were 25.5% higher than the year-ago comparable […]
Understanding Investor Anxiety: A Perspective On Diversification
In recent days major US stock indexes have been repeatedly hitting new highs. The S&P 500, for example, closed out October at a record level and since broken the record on eight of the past 12 sessions so far in November. Despite the market success, investor participation has been scarcely exuberant. Volume in the SPY […]
Housing Starts Fall In October As Building Permits Rise
The pace of new residential housing construction slumped last month, dipping to 1.009 million units (annualized) in October — down nearly 3% from September’s total, the US Census Bureau reports. Newly issued building permits, on the other hand, perked up by nearly 5%, offering a brighter outlook for the near term. Yesterday’s encouraging update on the mood in the […]
EC News From Bubble-Land
Sentiment on Stocks and Ratio Charts Below is a brief update of a few stock market related data points we frequently discuss in these pages. Sentiment on stocks continues to be a mirror image of the gold market. Investor complacency is quite pronounced, to put it mildly. The first chart shows Rydex ratios – with […]
Bitcoin Down But Optimism Up
Bitcoin has over the past few years has had its ups and downs. From being touted as the new transaction currency, breaking away from the traditional currencies, to being used as a prime currency for running an underground drug market called Silk Road, Bitcoin seems to have come a full circle. Bitcoin has over the […]
Algos – We Have A Problem
For ‘years’ the US stock market has traded on ‘fun-durr-mentals’ – tracking USDJPY tick for tick day in day out as algos tickle leveraged currency trades to ignote momentum in US equities and guarantee ‘proof’ in the recovery. The correlation, however, between USDJPY and stocks (US and Japanese) has begun to deteriorate rapidly since Kuroda […]
