One Man’s Opinion: Did The Fed’s Taper-Talk Come Earlier Than Expected?
Federal Reserve Chairman Ben Bernanke’s announcement that the central bank could slow down its assets purchase program by September triggered a sell-off in the fixed-income...
Category : Home
What Caused the (Next) Housing Bubble? (Six Graphs)
As they say, "…new homes are, virtually by definition, at the margin for all real estate markets. Their prices are therefore especially sensitive to changes...
Where Is The Confidence? The Fed Seems More Nervous Than Investors
Since the recent stock market sell off, Federal Reserve members have been coming out in droves in effort to reassure stock market participants that quantitative...
Options Activity Alert: FB, NYCB, WPRT
FB – Facebook, Inc. – Trading traffic in upside call options that expire four weeks from now suggest some traders are positioning for shares in...
Metals Bloodbath Resumes on Asia Open
The epic gold and silver plunge continues as gold and silver are again in a free-fall vertical plunge on Friday’s Asian open as the Chinese...
Freddie’s Lawsuit Over LIBOR Manipulation May Be an Uphill Battle
When it comes to the LIBOR scandal, it was never a question of guilt. The issue has always been around methods for estimating damages. What...
Friday: Chicago PMI, Consumer Sentiment
Three interesting reads... From Merrill Lynch on house prices: The momentum in home prices has continued to exceed even our bullish expectations. The S&P Case-Shiller...
Make It Three In The Row
U.S. stocks climbed for a third straight day today, allowing the Dow Jones Industrial Average to close above 15,000 again and sending the Standard &...
Don’t Beat Yourself Up
I didn't anticipate the magnitude of the liquidation phase in the bond market. I have thought that the 10-year yield should be below 2.5%. If...
Angry Bear on the Financial Times: Trends
I want to refer to an article that was in the global–the leading global financial newspaper The Financial Times last week by one of their...