When Bond Kings Short Emerging Market Equities by Charles Bilello, Pension Partners “If you’re going to do something in emerging market equities, my recommendation is to short them. ...Read more Comments Off on When Bond Kings Short Emerging Market Equities
by Jeff Miller, A Dash of Insight Recent weeks have emphasized markets (especially declining commodity prices) as a read on the economy. This week’s full slate of data ...Read more Comments Off on The economy is stronger than what is commonly thought
by Jesse Felder, The Felder Report “The Shanghai Composite is an excellent leading indicator for the S&P 500.” –Jeff Gundlach The Shanghai Composite is rallying nicely today for ...Read more Comments Off on Shanghai is a Leading Indicator for the S&P 500
by Jeff Miller, A Dash of Insight In one sense, the week ahead should be a quiet, dull semi-vacation. As Nat King Cole explained, the Lazy-Hazy-Crazy days of ...Read more Comments Off on Will FedSpeak Interrupt the Lazy, Hazy, Crazy Days of Summer?
“If the Fed doesn’t raise rates, that’s bad for the long bond because the bond wants it to tighten. And it’s positive for stocks because stocks love their ...Read more Comments Off on Mr. Zero Interest Rate Policy
by Urban Carmel, The Fat Pitch Summary: junk bonds (1) appear to be fairly valued relative to treasuries, (2) their underlying default levels are not ticking higher and ...Read more Comments Off on Time to Sell Junk Bonds? Maybe Not.
by Cam Hui, Humble Student of the Markets Trend Model signal summary Trend Model signal: Neutral Trading model: Bearish The Trend Model is an asset allocation model which ...Read more Comments Off on Bearish Signals of Distribution in U.S. Equity Market are Continuing
by Joshua Brown, The Reformed Broker I’m live from the 20th Annual Ira Sohn Conference in New York City. We did our Halftime Report show live from the ...Read more Comments Off on Notes from the 2015 Ira Sohn Conference, Part I
by Andrew Thrasher Well stocks appear to be ready to see some fresh air as many major indices are testing prior highs or have already broken out. When this ...Read more Comments Off on S&P 500 Trend Remains Positive, Smaller Stocks Have Begun to Lag
by Jesse Felder, The Felder Report The first thing I heard when I got in the business, not from my mentor, was bulls make money, bears make money, ...Read more Comments Off on How To Trade Like Stan Druckenmiller, George Soros, And Jim Rogers
by Joshua Brown, The Reformed Broker I spent a lot of time during 2014 talking about the tragedy of de-diversification among investors. Market participants were asking the question daily: ...Read more Comments Off on The “Impossible Trade” is Working
Weighing the Week Ahead: Help for the Economy from Housing? by Jeff Miller, A Dash of Insight 02/22/15 The economic calendar includes much more housing data than we ...Read more Comments Off on Why Housing Will Drive the Final Leg of the Economic Recovery
by Charles Bilello, Pension Partners The V-shaped bottom regime ended today as the Dow Jones Industrial Average broke below its early January low. This break, with no “new all-time ...Read more Comments Off on Breaking the "V"
by Jesse Felder, The Felder Report …that growth is slowing, the credit cycle could have already peaked and risk appetites are waning. Over the summer I attended a conference ...Read more Comments Off on The Stock Market Is Just Noticing What The Bond Market Has Known For Months
by William Smead, Smead Capital Management Those of you who follow us at Smead Capital Management know that we believe in the idea that good markets die on ...Read more Comments Off on Are Macroeconomists Rebuilding a Wall of Worry?