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Archives by Year:
A Conundrum For Treasury Yields
New York Fed President William Dudley is inclined to ignore the recent drop in inflation forecasts via the Treasury market. In a speech last week, he explained that “in assessing inflation expectations, I currently put more weight on survey-based measures of inflation expectations as opposed to market-based measures.” The distinction is more than academic. “Survey-based measures have […]
These Divergences Haven’t Taken Place Since The 2007 Highs
Click on picture to enlarge Looking back at 2006/2007, several key market indicators started diverging from the S&P 500, before the large decline in 2007/2008 took place. The above chart compares the Staples/Discretionary and Russell 2000/SPY ratios against the S&P 500 over the past 5-years. The blue shaded areas reflects that both ratios started falling […]
EC The No-Lose Line
How long can you hold a Treasury Note or Bond, and not suffer a loss in total return terms, if yields rise from where they are today? Maybe the answer will surprise you, and maybe not — it depends on how fixed-income literate you are. Okay, here’s the scenario: I start off with the current […]
21 Facts That Prove That Dependence On The Government Is Out Of Control In America
If you could stay home and watch television, play video games and hang out with your friends all day at government expense, would you do it? Of course most Americans that collect money from the government each month are not abusing the system. Many truly are incapable of taking care of themselves, and others are […]
Uber Executive Suggested Company Hire Team To Dig Up Dirt On Journalists
First there was Grubergate. Now we have Ubergate. Reports of questionable behavior emanating from the executive suite at ridesharing company Uber are nothing new. My antennae first shot straight upward when I read that the company had hired one of Barack Obama’s chief political strategists, David Plouffe, as a senior vice president of policy and strategy. The Washington Post covered […]
Yen And Dollar-Bloc Sink, While Sterling Ticks Up
The run on the yen continues. The US dollar and euro are at new multi-year highs against the yen. The BOJ confirmed its JPY80 trillion monetary base target unexpectedly adopted at the end of last month. Last month’s seemingly last minute decision was based on a very un-Japanese 5-4 vote. Today, three of the dissents accepted […]
Class Action Opt-Outs And The Role Of Institutional Investor Plaintiffs
During a May 2014 trip to London, I had the pleasure of meeting with various attorneys who do work with institutional investors such as pension funds. While I did not have a chance to convene with Attorney David Seidel, our guest interviewee for this blog post, I did meet with his colleague, senior attorney and […]
Why Lower Oil Prices Won’t Kill The Renewable Energy Boom
Money Morning Article of the Week by Kent Moor, Money Morning Whenever oil prices drop, everyone always wonders how it will affect wind and solar power. It follows from the traditional assumption that renewables like these are only competitive when oil and natural gas prices are high. After all, the early stages of wind and solar power came with a […]
Canadian Based Quandl Snags $5.4M In Series A Funding
It was announced this week that August Capital would lead a $5.4M round A round in Canadian based Quandl to further the company’s growth of their web-based platform for financial and economic databases. Currently hosting over 10 million financial and economic datasets on a single easy-to-use website, Quandl provides a web-based platform that users can take advantage of in order […]
The Dow – Starting A Cycle Inversion?
The golden rule of trading is just this: What goes sideways when it should move up or down, moves in the opposite direction even stronger. Where we achieved the temp low in gold on the target week of 11/03, the Dow has moved sideways and is crawling along resistance. Given the G20 position of walking away […]
