Posts filed under “Markets”

Bull vs. Bear Debate: Is Biotech Is in a Bubble?

Awesome graphic:

 

click for ginormous graphic
-1x-1
Source: Credit Suisse via Bloomberg

 

 

Category: Markets, Psychology, Science

Succinct Summation for Week’s Events 3.27.15

Succinct Summations of week ending March 27th Positives: 1. Markit’s Eurozone PMI rose to 54.1, the highest levels since May 2011. 2. Consumer prices rose 0.2% in February, in line with expectations. 3. Initial jobless claims fell to 282k, 8k less than expected. 4. New home sales came in at an annualized rate of 539k…Read More

Category: Markets

Survey Says…

Joseph Saluzzi (jsaluzzi-at-ThemisTrading.com) and Sal L. Arnuk (sarnuk-at-ThemisTrading.com) are co-heads of the equity trading desk at Themis Trading LLC (www.themistrading.com), an independent, no conflict agency brokerage firm specializing in trading listed and OTC equities for institutions. Prior to founding Themis, Sal and Joe worked for more than 10 years at Instinet Corporation, pioneers in the…Read More

Category: Markets, Regulation, Think Tank, Trading

German Equities Up 40% Over Past Five Months

German stocks have increased 40% over the past five months. Combined with the euro depreciation and lower oil prices it all points to more upside risk to the economic outlook for Europe. Source: Torsten Sløk, Deutsche Bank Research

Category: Currency, Energy, Markets

Succinct Summation of Week’s Events 3.20.15

Succinct Summations for the week ending March 20th: Positives: 1. The S&P 500 had its first positive week since mid-February 2. The UK FTSE crossed 7,000 for the first time ever 3. Building permits rose 3% vs an expected rise of 0.5%. 4. The Fed removed “patient” and US stocks rose 1.2% 5. The S&P…Read More

Category: Markets

Cyclical Bear or Secular Bull Market ?

When discussing bull and bear markets, it sometimes helps to think of them as coming in two distinct flavors: Short-term cyclical markets and long-term secular ones. Knowing one from the other isn’t always easy. A number of  veteran market observers such as Raymond James’s Jeffrey Saut, technician Ralph Acampora, strategist Laszlo Birinyi and market historians…Read More

Category: Cycles, Investing, Markets, Technical Analysis

How do financial institutions forecast sovereign spreads?

Category: Markets

Congratulations Skip Schweiss, Fiduciary of the Year

The Committee for the Fiduciary Standard Names announced that Skip Schweiss has been recognized as for his Outstanding Fiduciary Advocacy and Commitment.

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Category: Markets

Another Good 1929 Call . . .

Sometimes you have to diary these things for a few years and revisit them: Markets Showing ‘Extreme Similarities’ With 1929 Crash: Pro CNBC.com, Tuesday, 19 Mar 2013 | 8:53 AM ET “Investors should remain on the sidelines and wait for a market correction as a 4-year rebound comes to an end, Sandy Jadeja, chief market…Read More

Category: Markets, Really, really bad calls, UnGuru

Separate Trend from Cycle

From Torsten Sløk: Demographic developments are putting downward pressure on interest rates globally. But it is important to remember that the trend seen in the chart below is structural and very slow moving. Around this long term trend we have the business cycle, which is driven by positive and negative changes in confidence. In other…Read More

Category: Cycles, Markets