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Stocks Have No Juice As The 2-Year Rate Plunges On November 28, 2023

Stocks Have No Juice As The 2-Year Rate Plunges On November 28, 2023

Image Source: PexelsIt was another pretty slow day on Tuesday, with most of the action in the bond market, with the 2-year falling by 15 bps, resulting in the yield curve steepening with the 2/10 spread rising by around eight bps to -42 bps. It looks like the move lower in the 2-year started around 8 […]
Current Analysis: New York Community Bancorp

Current Analysis: New York Community Bancorp

Image Source: PixabayNew York Community Bancorp Inc. (NYCB) is a bank holding company.It is a New York State-chartered savings bank that operates through eight local divisions: Queens County Savings Bank, Roslyn Savings Bank, Richmond County Savings Bank, Roosevelt Savings Bank, and Atlantic Bank in New York; Garden State Community Bank in New Jersey; Ohio Savings Bank […]
The Commodities Feed: Lower Yields And Weaker USD Push Complex Higher

The Commodities Feed: Lower Yields And Weaker USD Push Complex Higher

Image Source: UnsplashEnergy – Kazakh oil disruptionsA move lower in treasury yields and a weaker USD following some less hawkish comments from some Fed officials yesterday provided a boost to the commodities complex. ICE Brent managed to settle a little more than 2.1% higher on the day, which took it back well above US$81/bbl. The strength […]
USD/JPY Tumbles To 147.00, Eyes On The US GDP Data

USD/JPY Tumbles To 147.00, Eyes On The US GDP Data

Image Source: Unsplash USD/JPY extends its downside to 147.00, the lowest since mid-September. The dovish comments from the Federal Reserve’s Waller created a headwind to the US Dollar. Inflation data in Japan remained above the Bank of Japan’s 2% target for the 19th consecutive month in October. All eyes are on the US GDP data on […]
Rates Bottoming

Rates Bottoming

Image Source: PixabayPlunging interest rates (and Yellen’s little scheme from mid-March) have been the gasoline powering this rally. It is therefore important to watch for any kind of inflection point. The TBT (ultra-short fund based on bonds) is getting close to a crucial price gap, which in my estimation could be such a pivot point.Conversely, TLT itself is approaching a […]
Key Resistance Levels For Gold & Silver Thursday & Friday

Key Resistance Levels For Gold & Silver Thursday & Friday

Image Source: PixabayGold is on the cusp of making a new all-time high while Silver challenges resistance at $25-$26. We discuss the key weekly resistance levels as well as the monthly resistance levels.These are important closes on Thursday and Friday.Video Length: 00:04:53More By This Author:Long-Term Inflation Expectations Hit 15-Year High Gold About To Enter Nirvana Gold, […]
Gold Bank Analysts Vs COT Traders

Gold Bank Analysts Vs COT Traders

It’s said that there’s no fever like gold fever and on that note, Big bank analysts definitely have a very positive outlook on the world’s greatest metal but…Is their outlook valid?In the long-term, it certainly is. The economic rise of the huge numbers of gold-oriented citizens in China and India… this alone is enough to […]
Dividend Kings In Focus: Kenvue

Dividend Kings In Focus: Kenvue

Image Source: Pixabay This group is so exclusive that there are just 54 companies that qualify as a Dividend King.Kenvue Inc. (KVUE) is the most recent addition to the Dividend Kings list, having recently been spun off from former parent company Johnson & Johnson (JNJ).This article will analyze Kenvue’s business model, future growth catalysts, and expected […]
Holiday Insights: Turkeys, Snowflakes, And Economic Tipping Points

Holiday Insights: Turkeys, Snowflakes, And Economic Tipping Points

There’s a great parable I learned a few years ago while reading ‘The Black Swan’ by Nassim Taleb – the former investor turned author (which is a must read in the Speculators Anonymous Reading List). It’s also perfect for this time of the year. . . To give you some context – in his 2007 book – Taleb reminds us […]
Ethereum Runs Hot On New Market Liquidity

Ethereum Runs Hot On New Market Liquidity

Image Source: Pixabay The US presidential cycle runs for 4 years; the years before and after the election are the most market-friendly to the bulls, as politicians promise the kitchen sink. Typically, the incumbent will do all they can to ensure the economy is doing well before the election; they do this by making the monetary […]