Here’s what all the fuss is about -the hype vs. the reality Speculation about the outcome of the US budget and debt ceiling battle was the prime marketmover last week, and is a… Continue reading
Part 1b of a series on the basics of inter-market analysis: a short primer on what it is, why it works and how to profit from it Continued from Part A Direct… Continue reading
Part 1A of a series on the basics of inter-market analysis: a short primer on what it is, why it works and how to profit from it The big market movers of… Continue reading
As we wrote in our 2013 forecast, the fate of markets this year would ride on two primary market drivers, one positive, and one negative: The Positive: QE continues to work unless fundamentals… Continue reading
Here’s a rundown of what’s likely to move markets for the coming week and beyond, and some thoughts about what to do. Don’t Fear The Reaper Taper As discussed at length… Continue reading
Continued uninspiring global growth data is keeping markets focused on government policy moves as the main source of salvation. Data mattered, but mostly only to the extent that it hinted at new central… Continue reading
It’s a typical packed first week of the month calendar. While there are a number of potential market movers, one from last week is likely to continue to dominate the action, and… Continue reading
Here’s a brief rundown of what to watch for the coming week and beyond Markets Moving Up/Down With QE Tapering Speculation If there is news that raises the likelihood of QE reduction, markets… Continue reading
Feels like a luxury cruise. On the Titanic. As we noted in our forecast for 2013, the fate of the rally rests on continued QE and quiet in the EU. We’ll start by… Continue reading
Part 2: Lessons, Conclusions Having reviewed the prior week in Part 1, here are the key lessons and conclusions. Rally On? Three Things To Watch As we mentioned last week and… Continue reading
