Author Archives: macromon

US Sector ETF Performance – August 24

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Market rout deepens Fed dilemma – FT Markets

Gillian Tett and John Authers discuss the pressure that recent market turmoil is putting on the Fed Gillian Tett, US editor, and John Authers, senior investment commentator, discuss how weakness in China and volatile markets are heaping pressure on the … Continue reading

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Quote of the Day – Last Great Bubble Popping?

The illusion of stock-market stability is fading, and the Last Great Bubble — faith in central banks — may be starting to pop.  — Michael A. Gayed

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Daily Risk Monitor – August 21

Wow!  VIX up 118 percent on the week.   Those betting on the 92 point range trade in the S&P500 to continue and shorting vol got caught in the nutcracker this week. P.S.  If we’re headed into a global crisis,  thank … Continue reading

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US Sector ETF Performance – August 21

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Markets Looking For That “Jackie Moon” Moment

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Emerging market turmoil – FT

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Daily Risk Monitor – August 20

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US Sector ETF Performance – August 20

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Shareholders fall out of love with buybacks – FT

Share buybacks have hit new all-time highs this year, but companies buying back stock are no longer outperforming. FT investment editor James Mackintosh drills into big buybacks and looks at the renewed preference for dividends. ► FT Markets: http://bit.ly/1J5HNd3 (click … Continue reading

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