Posts filed under “Markets”

Bull Market Needs One Thing to Keep Going

Josh explains the world to the lovely Lauren:


Source: Yahoo Finance


Category: Cycles, Investing, Markets, Video

Things I Don’t Care About On This Miserable Monday

It’s a cold and miserable Monday in what was supposed to be spring. Winter was supposed to have ended last week, but it refuses to depart peaceably. I don’t know about you, but I am sick of it. I am going to use the nasty weather as an excuse to vent. What follows is a…Read More

Category: Markets, Sentiment

Kiron Sarkar Weekly Report 9.23.14

Overview The (unintended, I believe) remark by Mrs Yellen that the FED could raise interest rates 6 months following the end of the tapering programme has had ripple effects worldwide. US bond yields (the 10 year is yielding 2.78%)  and the US$ have appreciated, with the Yen and the Euro lower. The weaker Euro (around…Read More

Category: Markets, Think Tank

The Fed and Hyperinflation

“It is after a trend has been reversed that the full effect of the preceding excesses is felt.” -George Soros For the last 5+ years we have seen a massive attempt by global central banks to prop up asset prices. The Federal Reserve has spearheaded the effort, increasing their balance sheet from less than $1…Read More

Category: Economy, Federal Reserve, Inflation, Markets

Succinct Summation of Week’s Ending (3.21.2014)

Succinct Summations week ending March 21st, 2014 Positives: 1. S&P 500 made new all-time highs, despite Taper and  tuning out noise continues to work. 2. U.S. factory output rose 0.8% in February, the biggest gain since August. 3. Energy prices fell for the first time in 3 months. 4. Building permits jumped 7.7% to 1.01M…Read More

Category: Markets

Tweets of the Week: The Fed, Some Charts and a Dinosaur

Here are some of my favorite tweets from the week:   The Fed: Hawkish? Hardly! Spelled with an “I.” What would a FOMC meeting be without a limerick? My own contribution to the FOMC noise. Markets Reasons to sell since March 2009. Spot what’s wrong with this chart.     Continues here

Category: Markets, Web/Tech

Where Are We in the Bubble and Mania Cycle?

Bubbles and Manias Source: Jean-Paul Rodrigue, Dept. of Global Studies & Geography, Hofstra University   Josh Brown reminded us yesterday of this terrific chart from Jean-Paul Rodrigue, a professor in the department of global studies and geography Department at Hofstra University. Of course, the key question is: Where are we on the chart? My view…Read More

Category: Cycles, Markets, Psychology

The Worst Bear Market in History

The Worst Bear Market in History Bryan Taylor, Ph.D., Chief Economist, Global Financial Data Global Financial Data, March 14, 2014     Which country has the dubious distinction of suffering the worst bear market in history? To answer this question, we ignore countries where the government closed down the stock exchange, leaving investors with nothing,…Read More

Category: Markets, Research, Think Tank

Succinct Summations of Week’s Events 3.14.14

Succinct Summations week ending March 14, 2014 Positives: 1. Initial jobless claims fell to 315k, 6th lowest claim in ~7 years. 2. Despite all the noise, the S&P 500 is 2% off ALL-TIME HIGHS. 3. Gold is at its highest level since September, perhaps a sign of inflation pressures. 4. Retail sales ex-auto & gas…Read More

Category: Markets

Traders Adapt Performance Tools from Sports

Nice pair of graphics from this column today, titled Traders Beat Market Indexes Borrowing Tools From Sports. “Coaching, which decades ago migrated from the playing field to the executive suite, has been slow to penetrate high finance. That’s beginning to change as traders and fund managers scramble for any edge they can find following five…Read More

Category: Markets