-
Recent Posts
Recent Comments
- Buy Generic levitra on Trading the Crude Oil Contango with Two ETFs
- real estate agent on Commercial Real Estate: Pop on GGP Bankruptcy
- texas oil field housing on Can Big Oil Balance Shareholder Interest against National Interest?
- Commercial property listings on Commercial Real Estate: Pop on GGP Bankruptcy
- Luxury Real Estate on Small Ticket Luxury: A Bright Spot
Archives
Categories
Meta
Category Archives: Trading
Global Decoupling: Distinguishing between Economies and Markets
Seeking Alpha has an interesting article by Geoff Considine, on the performance of equities in emerging markets over the past three years Geoff’s article made the following observations: 1. The hypothesis that emerging market economies were self-sustaining and hence their … Continue reading
Posted in Trading
Tagged Diversification, emerging markets, EWZ, FRN, Frontier Markets, FXI, RSX
Leave a comment
Thursday Review: Risk Appetite Return
The US equity markets bounced back after the large losses registered on Wednesday. about digoxin buy antibiotics online and pay cod The equity markets shook off a slightly worse than expected job-loss data with across the board gains. Stocks sold … Continue reading
Monday Mid Day Update: Divergence Galore
As I had anticipated the equity markets gapped down at the open today. download cure premature ejaculation by paul lain There is strong divergence all along, with large cap tech getting a bid while energy and financials being sold off. … Continue reading
Posted in Energy, Financials/Real Estate, Tech, Trading
Tagged AAPL, COF, Energy, GOLD, GOOG, Intra-Day, Market Internals, OIH, SA, XLE
Leave a comment
Weekly Roundup: The World’s Best Campaign Organizer Shows His Skills
Last weekend I had written that the stress test results would not intimidate the market, and it is likely to be a buy the news event. The markets did not disappoint. vpxl made easy They bought every leak about the … Continue reading
Posted in Financials/Real Estate, Macro, Trading
Tagged Bonds, COF, Currencies, Equities, FXC, FXE, IWM, Market preview, Market roundup, Politics, QQQQ, SPY, TBT, TLT, TSO
Leave a comment
Food For Thought: Ideal Interest Rate versus the Yield Curve
On April 27, FT carried an article which showed that an internal study at the Fed suggested that the ideal interest for the current economic situation was -5%. Today the 2yr-30yr bond yield spread stands at 325 bp. According to … Continue reading
Treacherous Thursday: A Bull Trap before the Stress Test Results
The treacherous bipolar nature of the equity market was visible today. This week’s Job Loss numbers and monthly retail sale numbers from Wal-Mart and Target came better than expected. The ES futures opened near their overnight high of 929.50. However … Continue reading
Posted in Financials/Real Estate, Macro, Trading
Tagged AAPL, BAC, Bonds, COF, equity, FIG, Financials/Real Estate, FITB, GMA, KBE, Market Outlook, MS, RF, RKH, Stress Test, TBT, TLT, TSO, WFC, XLF
Leave a comment
Stress Tests: Uneasy Silence About Regional Banks
The Wall Street Journal has a nice article outlining the financial situ ation buy terramycin in at the major banks, and an impressive graphic which goes with it. buy nolvadex uk But for Bank of America which does need to … Continue reading
Posted in Financials/Real Estate, Trading
Tagged BAC, BBT, C, Commercial Real Estate, FAS, FAZ, Financials/Real Estate, FITB, JPM, PNC, Regional Banks, RF, STI, Stress Test, USB, UYG, WFC
Leave a comment
ADP Report Triggers a Bear Hunt
Last night I had written that the ES futures were down significantly after the news that Bank Of America needed $35B in new capital as a result of the stress tests. Perhaps this would be the signal for the long … Continue reading