Smart Money

Tyler Durden's picture

The Most Beloved, And Hated, Hedge Fund Stocks Are...





Step aside long-time hedge fund hotel darlings Apple and AIG, and make room for...

 
thetechnicaltake's picture

Weekly Sentiment Report: The Price Cycle





In essence, you need to be selling strength.

 
GoldCore's picture

RBS £8 Billion Loss Shows Risk In UK Banking System





Nearly six years after the financial crisis and its massive bailout, it looks like business as usual by the bankers in RBS and in the City of London and Wall Street ... The smart money is either continuing to accumulate physical or transporting already purchased bullion from storage in the U.S., Canada, Europe and other western countries to storage in Asia.

 

 
thetechnicaltake's picture

Weekly Sentiment Report: Is This the End?





The "Mixed Signals" from 2 weeks ago, which morphed into last week's clues, must mean something this week as the markets had their worse day in 7 months on Friday.

 
Phoenix Capital Research's picture

A Top is Forming… Is it THE Top?





Market tops occur when investor psychology changes. But it’s not a clean shift. Investors, like any category of people, are comprised of numerous groups or sub-sects: some get it sooner than others.

 
 
thetechnicaltake's picture

Weekly Sentiment Report: Searching for Clues





At these levels of bullish sentiment, fewer bulls isn't a contrarian signal but a sign that there are fewer investors willing to push the market higher.

 
Tyler Durden's picture

Guest Post: Africa - China And Japan's Next Battleground?





We have long held that Africa is a crucial region of the world in the near future because there is no more incremental debt capacity at any level: sovereign, household, financial or corporate - in any other region.  As tensions between China and Japan multiply, there is an increasing battle for influence in other states. While China and Japan may look like they’re competing in Africa, the two countries are actually playing different games. Whereas Abe seems content to have Japanese businesses make profits, China is actively pursuing soft power on the continent.

 
GoldCore's picture

Silver Coin Premiums Set To Climb On Reduced Supply





Increasing demand for U.S silver coins is set to send silver premiums higher. The premium charged by wholesale dealers for American Eagle coins from the U.S Mint may rise from 14%. The mint has said that weekly allocations will be reduced despite very strong demand so far this month and record sales in 2013. 

 
Tyler Durden's picture

The US Is Not Switzerland: Weighs Sanctions Against South Sudan





Despite telling us just yesterday that it would not take sides in the tensions in South Sudan...

*U.S. NOT TAKING SIDES IN S SUDAN: PSAKI

the US government is on the verge of deciding to... take sides. As Reuters reports, the United States is weighing targeted sanctions against South Sudan due to its leaders' failure to take steps to end a crisis that has brought the world's youngest nation to the brink of civil war. Africa, as we have discussed at length, remains the only region on earth with incremental debt capacity (and therefore growth in a Keynesian world) and so it is no surprise the US wants to get involved in yet another conflict.

 
thetechnicaltake's picture

Weekly Sentiment Report: It's Just a Number





That's the conundrum investors must face if they want in to this market now.

 
Tyler Durden's picture

Party Like Its 1914





Forget the last two day's decline.  The consensus opinion for 2014 is pretty uniform: stocks will go up modestly, bond will decline in similar fashion.  Job growth will grind higher, as will inflation.  The Fed will taper its bond-buying program, slowly.  And so it may all come to pass...  But ConvergEx's Nick Colas ponders what could go wrong, or at least different.  Top of his list: fixed income volatility, in conjunction with stock market valuations that are, at best, average. Colas reflects ominously on 1914, where if you read the papers of the day you would have seen much of the same "Yeah, we got this" tone that prevails today.  As the great market sage Yogi Berra once opined, “It’s tough to make predictions, especially about the future.” Either way, a cautious outlook is the better part of valor so early in the year.

 
testosteronepit's picture

Fizzing Optimism For Wild Financial Engineering





Nothing can be a more pungent metaphor for today's investment climate than the headline, “Macau gambling revenue hits record $45 bn in 2013.”

 
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