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Category Archives: Uncategorized
QOTD: Greenspan on Market Psychology
He [Greenspan] concluded that fear has at least three times the effect of euphoria in producing market gyrations. “I wouldn’t have dared write anything like that before,” he says. – Wall Street Journal, October 18
Posted in Uncategorized
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Weekend Lecture: Federal Reserve – Charlie Rose
Here’s a good discussion on the Fed and the economy. It aired on September 18th but still seems relevant. A discussion about the Federal Reserve with Alan Blinder of Princeton University, David Leonhardt of the New York Times and Gillian … Continue reading
Posted in Uncategorized
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U.S. Sector ETF Performance – October 10
(click here if charts are not observable)
Daily Risk Monitor – October 1
Click on table to enlarge and for better resolution (click here if table is not observable)
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Brazil, Commodities, Currencies, Mexico, Stocks
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Gold’s H&S Formation
Check out the gold’s head and shoulder formation. A break of the neckline at GLD, 125.15 and cash glold at 1291.70 sets up a measured move down to $112.75 and $1,1170, respectively. Keep it on your radar. (click … Continue reading
The Battle for Bulgaria – Economist
Sofia’s streets have echoed with the sound of protest for the past hundred days. The demonstrators demand an end to corruption and the government’s immediate resignation. – The Economist (click here if video is not observable)
Dow Theory or Buy and Hold?
Reading through the classic textbook, Technical Analysis of Stock Trends, last night I stumbled upon a stunning stat comparing the returns of a strategy using Dow Theory versus buy and hold. Using Dow Theory buy and sell signals would have … Continue reading
Still Panda Bears
The FT video below does good job explaining China’s continued addiction to debt. This is why we remain bears on China even as the recovery in the country’s manufacturing sector accelerates (apparently). Monetary policy and the financial sector are still … Continue reading
Posted in China, Monetary Policy, Uncategorized
Tagged Banks, China, China Construction Bank
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Daily Risk Monitor – August 30
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Posted in Uncategorized
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U.S. Sector ETF Performance – August 30
(click here if charts are not observable)
Posted in Uncategorized
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