On Monday’s Fast Money on CNBC we had on Société Générale’s Global Head of Economics, Michala Marcussen, who laid out what she feels are the key risks to the current fragile state of the global economy, and …
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On CNBC’s Fast Money this past week we ran a couple of segments on how traders on the desk incorporate Twitter in their daily market work flow. Here was mine from Wednesday’s show: .@RiskReversal tells …
Continue readingEarlier today in my MorningWord I highlighted the conundrum of the data dependent U.S. Federal Reserve, faced with U.S. economic data hitting their prior targets for employment and inflation and the possibility for renewed tightening, vs the …
Continue readingIs it different this time? Or is the nearly 10% year to date decline in the S&P 500 (SPX) soon to be a great buying opportunity, as has been the case for the last 5 years? …
Continue readingNo He didn’t. My buddy Brian Kelly put it out there for you this morning on The Ticker District: Introducing the D.U.N.G. Stocks Deutsche Bank, Union Pacific, Nabors, and General Motors. Street Cred: Represent an …
Continue readingThis morning’s WSJ Moneybeat column had a headline I just had to dig into; Buyback Binge Looms for Stocks. First let’s start with that word, Looms: Nearly 25% of all annual buyback activity happens, on …
Continue readingPerusing the performance of overseas markets early this morning the weakness in Japan’s Nikkei (down 2.4% on the session) stuck out like a sore thumb. The Nikkei is down on the year after being up nearly …
Continue readingOK, so a lot happened over our holiday weekend. Obviously the Greek referendum is the lead story. As usual, I have no way to tell you what comes next. And based on what I have …
Continue readingThis morning is one of those days where everyone with a Twitter or Facebook login gets to offer an opinion on Greece. The financial news sharing economy is full tilt and it’s dizzying. I would guess that …
Continue readingAll eyes are on the FOMC’s policy statement due out this afternoon and if you were to read the financial press over the last few days you would think that the fate of the entire …
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