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Monthly Archives: March 2011
Week in Review: Better Late Than Never
We’re a little late posting last week’s review. It’s history after today’s rally so not much to write about. Do note the weakness in Mexico, however. Brazil, Korea, and the Shanghai showing relative strength due to expectations of manufacturing shift … Continue reading
Picture of the Day: Supermoon Over Lincoln Memorial
(click here if picture is not observable)
Does Anne Hathaway Drive Berkshire Stock?
We posted last October our suspicions that algo/robo traders were driving the almost tick-for-tick correlation between the Australian dollar and the S&P500. Remember those days of great fun? Now, the Atlantic suspects that algorithms may, and we stress may, have … Continue reading
Posted in Equities
Tagged Algorithmic Trading Strategies, Anne Hathaway, Berkshire Hathaway, Robo Trading
8 Comments
Happy Super Moon!
By the way, a rare tornado touched down in Northern California today. You think? (click here if video is not observable)
The Weekend Read
New York Fed President William Dudley on Friday cited the new improved tablet as an example of the economy’s dearth of upward inflation pressures. But for a Queens, N.Y., audience more worried about the price of food, that didn’t go … Continue reading
Chart of the Day: QE2 and the Bernanke Curve?
Sure there are fundamental reasons or a story for why commodity prices are moving higher, but let’s see what happens, especially to food and energy, when if the Fed concludes quantitative easing and long-term yields spike. Negative real interest rates … Continue reading
Posted in Chart of the Day, Commodities, Crude Oil, Currency, Fiscal Policy, Monetary Policy, Policy
Tagged Beranke Curve, Food Inflation, Q2
1 Comment
Is This Why Bill Gross Dumped Treasuries?
A couple of revealing charts from the Fed’s Flow of Funds data. Both show net flows into Treasuries by creditor type and the Federal Government’s borrowing during each quarter. Note, the quarterly data is annualized. The first chart illustrates how … Continue reading
Posted in Bonds, Budget Deficit, Charts, Fiscal Policy, Monetary Policy
Tagged Federal Reserve, QE2, U.S. Budget Deficit
14 Comments
Natural Gas Stocks Pop in Down Market
Some natural gas stocks did well in today’s terrible tape. Two that we are watching and are long are Ultra Petroleum (UPL) and Southwestern Energy (SWN). Both have been consolidating and have recently cleared their 50-day moving averages. Southwestern pierced … Continue reading
Posted in Charts, Commodities, Crude Oil, Equities
Tagged Japan Nuclear Disaster, Natural Gas
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Chart of the Day: Stockmarkets After Disasters
Great chart from the Economist, which even shows how the Dow fared after Pearl Harbor. The chart shows the Nikkei’s reaction in the first three trading days after the current disaster is worse than all the others. The question is … Continue reading
Posted in Chart of the Day, Equities, Japan
Tagged Economist, Katirna, Kobe Earthquake, Pear Harbor, Stock Markets
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Cartoon of the Day: Fed Prepares QE3
Hat tip to Craig “Crack Spread” B.! (click here if cartoon is not observable)
Global Macro Monitor 