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Archives by Year:
Sector Watch: Price Action Still Trying To Make Up Its Mind
Some good and bad in the market right now. Despite some willingness by the market to try and rally in recent days, there is still a lot of pressure weighing on the sectors across the board. The headline risk is at extreme levels, and that is keeping me from being too aggressive on the long […]
The Relationship Between Oil And Equities At The Zero Lower Bound
from the St Louis Fed — this post authored by Paulina Restrepo-Echavarria and Brian Reinbold Economists have observed that the correlation between oil price changes and equity returns changed dramatically after 2008. Before 2008 oil and equity prices were generally uncorrelated, while after 2008 they became highly correlated. Interestingly, this change in the correlation coincides with the Federal […]
Market Talk – Wednesday, April 11
The US did lose around a third of its gains in the final hour of trading Tuesday, but it still closed strong. It was that confidence that carried some of the markets in Asia forward but there were some that were not convinced. The Australian ASX, SENSEX and Nikkei looked hesitant and took time to […]
New Weekly Update: The Three Largest Cryptocurrencies – Wednesday, April 11
With all the focus on bitcoin lately, we’ve added a new weekly update that tracks the three largest cryptocurrencies by market share: bitcoin, Ether, and Ripple. According to Wikipedia, a cryptocurrency is “a digital asset designed to work as a medium of exchange that uses cryptography to secure its transactions, to control the creation of additional […]
Inflation Hysteria Takes A Chinese Hit
Today is inflation day, as can happen on the occasional month. The US CPI came in without signs of acceleration despite the relinquishment of the Verizon effect on the statistical bucket. Financial markets are unenthused by all this, but you might not know why. The spread between 5- and 30-year Treasury yields, as well as the gap for […]
Gold: Remains Bullish, Remains On The Offensive
GOLD: The commodity continues to face recovery risk as it rallied strongly on Wednesday. On the downside, support comes in at the 1,320.00 level where a break will turn attention to the 1,310.00 level. Further down, a cut through here will open the door for a move lower towards the 1,300.00 level. Below here if […]
IMF’s Lagarde: Global Trading System In “Danger Of Being Torn Apart”
Without mentioning either the US or China by name, IMF head Christine Lagarde warned about the dangers of the world being “sucked into a protectionist spiral” that would undermine global growth – the latest sign that the IMF’s upcoming global growth projection might be somewhat less enthusiastic than the nearly 4% rate for this year […]
Why Does The Rebalancing Bonus Work?
One of the best parts about Twitter is that you can follow super smart people and just read their interactions. For instance, yesterday I was creeping on Jeremiah Lowin, Jake from Econompic and Corey Hoffstein. These are three super smart finance guys who were going back and forth about the rebalancing bonus which was made famous by William […]
Smaller South American Crops Overshadowed Modest U.S. Stock Changes
Market Analysis The USDA’s smaller South American corn and soybean outputs and their tightening of these world carryover levels lent support to the markets after the release of this week’s April report. As expected, both of Argentina’s corn and bean crops were lowered because of their ongoing drought while Brazil’s two outputs were mixed – […]
3 Rules For Dealing In Thinly Traded ETFs
I’ll confess that I once fell prey to the stigma that you have to avoid thinly traded ETFs at all cost.They were looked upon like the dark alleys in the seedy part of town.You can go down that road if you must, but you may ultimately regret it in a moment of panic…. It was […]
