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Archives by Year:
Treasury Yield Spotlight: How Much Have Yields Risen From 1 Year Ago?
Are U.S. Treasury yields up or down from a year ago? The answer is yes: Both. Reader David asks “Are we in a recession? According to the yield curve we might already be. I’m in Cleveland so it is hard to tell since we’ve been in a recession since about 1998.” Daily Treasury Yields 2013 […]
USD/CAD Daily Analysis – Wednesday, November 22
USD/CAD stays above a rising trend line on the 4-hour chart and remains in the short term uptrend from 1.2666. As long as the trend line support holds, the uptrend could be expected to continue and next target would be at 1.2916 previous high. On the downside, a clear break below the trend line could […]
Yellen Worried About Inflation – Will The Dollar Fall?
Fed Chair Janet Yellen may be on her way out, but she still has her say and her words may also reflect the thoughts of her successor Jerome Powell. Speaking in New York, Yellen said that inflation may NOT be transitory. This is yet another gradual change in her approach. Earlier in the year, she did insist […]
How The Net Dies
DOW + 160 = 23,590 (Record)SPX + 16 = 2599 (Record) NAS + 71 = 6862 (Record0 RUT + 15 = 1518 (Record) 10 Y – .01 = 2.36% OIL + .70 = 57.12 GOLD + 4.00 = 1281.00 Cryptocurrency Number of Currencies: 914 Total Market Cap: $241,204,261,304 24H Volume: $8,939,291,607 Top Cryptocurrencies Name […]
When Tail Risk Isn’t Tail Risk
Half of the battle in portfolio management is wading through the sea of BS narratives that we are bombarded with on a daily basis. Knowing which narratives to avoid can be even more important than knowing which narratives are actually useful. Many of the stories I write here involve me thinking out loud about much […]
Sensex Trades In Green; Realty Stocks Top Gainers
After opening the day marginally higher, share markets in India witnessed volatile trading activity and are presently trading in green. Sectoral indices are trading on a mixed note, with stocks in the realty sector and stocks in the auto sector witnessing maximum buying interest. While stocks in the metals sector are leading the losses. The BSE Sensex is trading up by 95 points (up 0.3%) […]
The Bond Market Does, In Fact, Use The Correct Start Date
First Bernanke, now Yellen. As I wrote earlier today, there is a growing tendency to revise economic history at least as it applies to official actions. Ben Bernanke defends QE from the perspective of 2009 forward, as if 2008 was all just someone else’s problem irrelevant to the world that came after. In effectively resigning from […]
Hong Kong Property: Record Price Per Square Foot Smashed… Twice… By The Same Buyer
Two weeks ago, we discussed Algebris Investments’ analysis of the world’s biggest asset bubbles. Portfolio manager, Alberto Gallo, noted that “It’s not just about valuation, it’s about irrational behavior” and used variety of measures to identify the latter including ”Sky is the limit”, “Bidding wars” and “The trend is your friend”. Gallo listed what in his opinion were the […]
Stocks To Trade: WYN, CTXS, HDS
Wednesday’s stock picks Take a look at three trading ideas to prep you for the next trading session. Long Wyndham Worldwide (WYN) Long Citrix Systems (CTXS) Short HD Supply (HDS)
Australian Dollar (Futures) Rally?
Just so there is no confusion, this analysis is based on the December 2017 Australian Dollar futures contract. While the FOREX AUD/USD and the AD futures contract pretty much moves in tandem, they’re not exact so when doubt refer to the actual futures contract price data. The Australian Dollar has been in decline since making […]
