The November jobs data just put the final nail in the coffin for the Fed to lift fed funds rate in December for the first time since June 2006. The yield on the ten year …
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Today we got less than expected easing from the ECB that triggered a massive risk off sell off in Europe, while on this side of the Atlantic the Fed Chair continues to make the case …
Continue readingIn front of Friday’s OPEC meeting, S&P Energy Select etf (XLE) puts are active, with 83,000 puts already trading on the day, vs the one month average of 61k per day and 27k calls traded …
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Since the start of QE and ZIRP, Don’t fight the Fed has been one of the most profitable consensus US equity trades of the last fifty years. In the last year, the Fed has ended …
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At 8:30 am on Friday morning the investment world finally got the answer to the question it had been asking for years. When exactly will the US raise the Fed Fund rate (for the first …
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Three of the largest stocks on planet earth (AMZN, GOOGL & MSFT) are gapping up 10% this morning, gaining more than $100 billion in market cap in a flash. What strikes me is that in …
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I’ve said it before, and I’ll say it again, there is a distinct possibility that whatever is going on in China as it relates to their slowing economy is not nearly as bad as we generally …
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Regular readers know that we have been and remain cautious about the current investment environment. Here are a few links summarizing this view over the last six weeks: MorningWord 8/18/15: Warning Bells Scream in Silence $SPY …
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If you thought there were a lot of rosy outcomes for U.S. stocks no matter what the Fed did (or ultimately didn’t do) yesterday, then your investment framework is one of recent years, not of …
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My co-contributor to The Ticker District, Peter Bookvar, Chief Market Analyst for the Lindsay Group, had a thought provoking post yesterday on what he feels is the main cause of the recent bout of downward volatility …
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