The Bond Model
Our models are constructed with both fundamental and technical data, and a bull signal is registered when both fundamentals and technicals are positive. A bear signal is registered when both …
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EC 1930s Style Debt Defaults?
A sometime gold-coin buyer and a frequent reader of Bankers Anonymous sent me a message a few days ago, linking to the CNBC headline “1930s-style debt defaults likely, says IMF,†…
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Producer Prices Jump Most Since June, Over Half Of Core Increase Due To Tobacco Prices
Following October and November’s disturbing declines in Producer Prices, which many misread as an indication that the Fed will delay tapering for a few months, today’s PPI reversed the recent …
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EC The Fed Preparing Markets For The Reverse Repo Facility (FRFA)
The Fed’s “full-allotment overnight reverse repurchase agreement facility” (FRFA) – a mechanism to control short-term rates (see post) – is no longer just an academic exercise. Given how dysfunctional the …
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Proof Is In Performance Through 4Q13
There are many ways to define the quality and merit of equity research. One meaÂsure stands tallest: perÂforÂmance of stock recÂomÂmenÂdaÂtions. And by that meaÂsure, New ConÂstructs’ research is of very high …
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Federal Reserve Overstepped Bounds With Monetary Policy
Checks & Balances If you think about it the President has checks and balances, the Supreme Court has checks and balances, and even the two houses of Congress have checks …
Read More From Austerity To Abundance: Why I Am Running For California Treasurer
Governor Jerry Brown and his staff are exchanging high-fives over balancing California’s budget, but the people on whose backs it was balanced are not rejoicing. The state’s high-wire act has …
Read More Hat-tip: Francine McKenna On The Moral Bankruptcy Of The Audit Profession
Francine McKenna is a persistent critic of the audit profession. This post titled Canceled: Why I Won’t Be Speaking At Ethics And Compliance Officers Association Annual Conference, is a typical if …
Read More S&P 500 Snapshot: Selling The Start Of The Q4 Earnings Season
With Q4 earnings season ready to shift into high gear, the US indexes shifted into retreat. The S&P 500 opened fractionally lower, rose to its 0.06% intraday high an hour …
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USD/JPY Outlook For 2014 From ForexAlerts.ca
We think that USD/JPY will correct before trading significantly higher. The correction will be swift and fast, with most of the market participants not expecting it to happen. We are …
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