In his MorningWord earlier, Dan highlighted BK’s view from the TickerDistrict that the upcoming BOJ meeting could be as important as any action by the FOMC and the volatility in Chinese stocks in the coming weeks. …
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The conventional investment wisdom for the last six years has been “Don’t Fight The Fed.” In hindsight those with blind faith in the Fed outperformed those who viewed the unprecedented monetary policy with a dose of …
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If you are buying this morning to cover shorts or to chase a long you had your eye on, I get it, lately snap-back rallies seem like you’ll never get another chance. If you are buying …
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The health of the EuroZone’s economy could be the single largest risk to the continuation of the bull market in U.S. equities (with Chinese growth a close second). There appears to be little in the …
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Any trepidation caused by the U.S. Fed’s completion of QE for has been relieved almost immediately by more QE overseas. The surprise move by the BOJ overnight seems coordinated. It seems that our financial overlords were …
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1. BBRY – the stock continues to avoid its inevitable demise, now trading up some 57% from the December lows. One trader sees the $6 level as a sort of line in the sand and …
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VIX price action surprised everyone yesterday. Even when the market was close to unchanged midday, VIX spot was up almost a point. Some of that can be attributed to the monthly roll, as Dan mentioned …
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I wrote in my November 15th Macro Wrap that it was “about time to get bullish” with my main reasons for the switch in stance as follows: …I’m seeing signs from other markets that …
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