Archive - Feb 2, 2010
RANsquawk 2nd February US Morning Briefing - Stocks, Bonds, FX etc.
Submitted by RANSquawk Video on 02/02/2010 04:58 -0500RANsquawk 2nd February US Morning Briefing - Stocks, Bonds, FX etc.
Guest Post: There's Nothing Good Here
Submitted by Tyler Durden on 02/02/2010 00:48 -0500The Investment Team at Broyhill huddles up at 6.30AM every Monday Morning, to review market action, various measures of sentiment, and portfolio positioning, to name a few. For the two hours leading up to our Morning Macro Call, we scan dozens of charts, pour over piles of data and review all of the models critical to our investment strategy. Notes from our meetings are distributed internally and reviewed in aggregate at our Monthly Macro Meeting. We’ve noted a significant shift in the investment landscape over the course of the past few weeks, so we thought we’d share this morning’s Views from the Blue Ridge.
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