Archive - Jan 2015 - Blog entry
January 31st
The German 10 Year Bund Effectively a Call Option at 30 Basis Points
Submitted by EconMatters on 01/31/2015 22:48 -0500At 30 basis points yield, a short on this German Bund via the futures market is basically a call option on the utter destruction of this Massive Yield Chasing Strategy on behalf of financial institutions...
Is the Dollar's Momentum Easing? Is Deeper Pullback in the Stock Market Likely?
Submitted by Marc To Market on 01/31/2015 10:13 -0500Simple near-term outlook.
Greeks Turn to Gold on Bank Bail-in and Drachma Risks
Submitted by GoldCore on 01/31/2015 05:00 -0500We are witnesses to an epic failure of planning, statecraft and social justice. Regardless of where your politics be, these elements are critical for a modern globally connected economy to function.
Sadly, the geopolitical backdrop is one of suspicion and hostility in the form of a festering proxy war between western and Russian interests in Ukraine and regional crisis and humanitarian catastrophe in the middle east as Syria and Iraq descend into stateless anarchy. These factors reduce the odds of a successful solution in Greece being found in time.
January 30th
The Bond Market Has Reached Tulip Bubble Proportions
Submitted by EconMatters on 01/30/2015 20:25 -0500The Tulip Lunacy in the Bond market is just off the charts stupidity at its finest! The U.S. 2-Year Bond is currently pricing in no rate hike, and in fact, a negative rate of inflation over the next two years....
Friday Humor - Playing Possum
Submitted by Cognitive Dissonance on 01/30/2015 12:29 -0500Sometimes reality is NOT what we expected.
Why Are Central Banks Terrified of Debt Restructuring?
Submitted by Phoenix Capital Research on 01/30/2015 10:16 -0500... because debt restructuring would burst the $100 trillion bond bubble... and implode the big banks.
RISK OFF TRADE in the S&P Futures
Submitted by Pivotfarm on 01/30/2015 08:46 -0500Why its important to understand the macro picture when trading the markets
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U.S. Retail Sector Begins Massive Collapse
Submitted by Sprott Money on 01/30/2015 08:31 -0500The quick-and-easy way to categorize the retail sector of the U.S. economy would be to use the metaphor of “falling off a cliff”. However, such a characterization would be overly simplistic. A more accurate analogy would be to consider someone sliding halfway down the side of a mountain – and then falling off a cliff. This represents the retail sector of the largest “consumer economy” the world has ever seen.
January 29th
NEWSFLASH: The Netherlands Wasn’t The First Time The IMF Dropped The Ball On The National Gold Holdings
Submitted by Sprout Money on 01/29/2015 14:33 -0500We discovered two more mistakes...
CHeCK OuT THe LaTeST BLooMBeRG BuSiNeSSWeeK CoVeR...
Submitted by williambanzai7 on 01/29/2015 13:10 -0500USA USA USA!!!
Greece should Ice the Troika!
Submitted by Bruno de Landevoisin on 01/29/2015 11:26 -0500Threaten to go all Icelandic on the Troika's Medieval ass, or go home, and certainly don't bring a knife to a gunfight!
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No Consensus on Rate Environment, Alibaba Misses
Submitted by Pivotfarm on 01/29/2015 08:51 -0500How will the FOMC handle the rate environment? What's the impact from Alibaba's Miss
January 28th
What Would You Do?
Submitted by ilene on 01/28/2015 19:33 -0500Suppose you could print up counterfeit dollars, euros or yen that were identical to the real things. Fun, you think? Here's how it plays out.
An Entire Generation of Fund Managers is Unprepared For the Next Crisis
Submitted by Phoenix Capital Research on 01/28/2015 15:42 -0500Forget rate hikes… an entire generation of investors and money managers (anyone under the age of 55) has been investing in an era in which risk has generally gotten cheaper and cheaper. What happens when the bond bubble bursts?
