Tale of Two Stories…
Presented without comments. Source, Bloomberg
Presented without comments. Source, Bloomberg
OPEC “non” Event Weekend
So, we had the OPEC weekend, but oil prices remain extremely dull. Oil is one of the best performing assets…
So, we had the OPEC weekend, but oil prices remain…
Stock Buybacks Aren’t Bad, Just Misused & Abused
There has been a lot of commentary as of late regarding the issue of corporate share repurchases. Even Washington D.C.…
There has been a lot of commentary as of late…
“Hedges Only Cost Money”
VIX is reaching multi month lows today. Investors hate paying for protection. We had a conversation with a fund manager…
VIX is reaching multi month lows today. Investors hate paying…
Stock Market Returns Over Different Time Periods (1872-2018)
Putting hard-earned money in the stock market can make some people nervous. It’s well known that a correction can occur…
Putting hard-earned money in the stock market can make some…
Chinese Bull Very Bearish
Today is so far one of the most boring sessions in the US this year. Most indices are trading around…
Today is so far one of the most boring sessions…
Gold Crowd Killed Again…
Gold is moving quickly lower this morning and is breaking below the big 1300 level as we write this note.…
Gold is moving quickly lower this morning and is breaking…
Macro and Credit – The Queen of Spades
“Luck is believing you’re lucky.” – Tennessee Williams While enjoying a much needed short break from blogging, hence our uncommon…
“Luck is believing you’re lucky.” – Tennessee Williams While enjoying…
Divine Chinese Speculation
You can say a lot about China, but one thing they really know how to do is to KICK start…
You can say a lot about China, but one thing…
Will The Next Decade Be As Good As The Last?
In this past weekend’s newsletter we stated: “This short-term oversold condition, and holding of minor support, does set the market up for…
In this past weekend’s newsletter we stated: “This short-term oversold condition, and…
Brexit Alert
With the Brexit mess in high gear we would like to remind our readers of the most important sectors and…
With the Brexit mess in high gear we would like…
Is Everything Awesome?
Another day when volatility falls. VIX tried reviving during the mini sell off last week, but that was once again…
Another day when volatility falls. VIX tried reviving during the…