D.C. Meet Up: The Edgar at Mayflower Renaissance at 6:00 pm


We are having a few people over this evening to chat markets, economy and corrections. If anyone wants to come by this evening, we are at The Edgar at Mayflower Renaissance in D.C.


Come on by at 6pm and say hello!



Category: Markets

10 Wednesday PM Reads

My afternoon lobbying reads: •  U.S. 10-Year Yield Below 2% for First Time Since 2013  (Bloomberg) • Privately, Saudis tell oil market- get used to lower prices (Reuters) see also U.S. Oil Producers May Drill Themselves Into Oblivion (Businessweek) • European Policy Makers At Odds As Eurozone’s Economic Woes Deepen (WSJ) Where Do the World’s…Read More

Category: Financial Press

Hedge Funds Take a Turn onto Madison Avenue

Source: Peppercomm h/t The Reformed Broker

Category: Digital Media, Hedge Funds

Are Falling Oil Prices Driven by Rising Supply or Falling Demand? (Yes)

It’s been impossible to miss the headlines screaming about oil: Prices Plunge! Multiyear lows! Supply glut! Dollar rally! My concern is less about a supply glut and more about falling demand. Despite a dearth of signals that a recession may be on its way, falling oil prices can be a sign that consumers are getting…Read More

Category: Energy, Investing

10 Wednesday AM Reads

Will we see a 7 handle on Crude? That certainly is possible as we work our way through our morning train reads: • What the 200 day Moving Average Means to Me (All Star Charts) • Chief Investment Officer Power 100 (aiCIO) • The $11 Trillion Advantage That Shields U.S. From Turmoil (Bloomberg) see also…Read More

Category: Financial Press

The $81 Million NYC View

New York’s tallest residential building, 432 Park Avenue, reached its full height on Friday, at 1,396 feet. It opens next year and the penthouse views, in all directions, are spectacular.

Category: Real Estate, Video

Sea Change

Sea Change By John Mauldin October 13, 2014       Sea Change Prologue The Boys Who Cry Wolf A Monkey Wrench for the Fed Every Central Bank for Itself The Man Behind the Euro Curtain The Wrong Side of the Trade The Texas Carry Trade The Bond Bull Comes Stampeding Back The Third Leg…Read More

Category: Think Tank

10 Tuesday PM Reads

My afternoon train reads: • Confessions of a Financial Services Worker (Pragmatic Capitalism) • One paper by Nobel Prize winner Jean Tirole that every internet user should know (Vox) see also Jean Tirole and Intrinsic and Extrinsic Motivation (Marginal Revolution) • Before the Advice, Check Out the Adviser (NYT) • Global Glut Keeps Pressure on…Read More

Category: Financial Press

Stock Market Since 1900

click for ginormous chart Source: JP Morgan     One of my favorite charts to show people is the long-term market returns since 1900. I find it is incredibly telling in the information provided by a very simply line chart. Have a look at the chart nearby. It is from JP Morgan’s quarterly chart book…Read More

Category: Cycles, Markets, Technical Analysis

Selling The Shale Boom

Hey, why are these companies providing two different sets of numbers — one for investors, the other for the SEC? Seems rather misleading!     Source: Bloomberg

Category: Digital Media, Energy