A Second Look At Bonds
If you remember bond drives in school, please raise your hand. There are still a lot of us out there. I recall my teacher holding up a US Savings Bond, …
Read MoreIf you remember bond drives in school, please raise your hand. There are still a lot of us out there. I recall my teacher holding up a US Savings Bond, …
Read MoreAt first we thought Reuters had been punk’d in its article titled “EU executive sees personal savings used to plug long-term financing gap” which disclosed the latest leaked proposal by …
Read MoreThe highest scoring names in large cap from 1 year ago (2/12/2013) returned 437 bps more than the S&P 500. The best performers are BIIB up 91%, YHOO up 75%, …
Read MoreThanks to Singapore and a Vancouver readers, your editor is becoming a Mary, Mary (quite contrary) about the need to sell bonds and buy shares, while fleeing emerging markets. Every …
Read MoreThe best scoring mid caps from one year ago (2/13/2013) averaged 143 bps of excess over the S&P 400, with 0% turnover. The top performers include GMCR up 144%, NFLX …
Read More “In an interview on Bloomberg TV, John J. Mack, the former chairman and chief executive of Morgan Stanley, called for an end to the harsh words that have been …
Read MoreOrdinarily we would ignore the news of another banker’s death – after all these sad events happen all the time – if it wasn’t for several contextual aspects of this …
Read MoreThe SP500 continued to rally and is pushing extreme overbought conditions today. Our net short ETF trading strategy on the SP500 is close to getting stopped out as the trend …
Read MoreInitial Claims and Retail Sales might provide some economic grist for the market’s mills on Thursday, but for today it was all bullishness. The thin volumes and lack of organic …
Read MoreA surprising show of strength after three days of gains. Most surprising was the Russell 2000. It had looked ideally set up as a short play, but it made short …
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