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Chart of the Week: Where Are We? Risk On or Risk Off?

thetechnicaltake's picture




 

Chart of the Week: Where Are We?  Risk On or Risk Off?

In essence, this indicator tracks how well the FOMC is doing at re-inflating the economy and stock market.  A high indicator value means that the trends in the CRB Index, gold and Treasury yields are strong and positive.  As a measure of re-inflating assets, higher indicator values have been strongly correlated with rising equity prices.  This can be seen in this graph where the red dots are those times the composite indicator is above the mid line value.  Red dots mean that the Fed is successful in re-inflating the stock market and economy.

 

 

cow. 3.3.13.indicator from ARL Advisers, LLC on Vimeo.

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Mon, 03/04/2013 - 14:48 | 3298409 philosophers bone
philosophers bone's picture

We are at "Risk Be Damned".

Mon, 03/04/2013 - 14:30 | 3298357 akarc
akarc's picture

Oh my God. This could have been the most important information ever presented. But by the two minute mark I had to shut it down or shoot myself.

Mon, 03/04/2013 - 13:17 | 3298125 Jack Sheet
Jack Sheet's picture

Shove it up your oscillator!

Mon, 03/04/2013 - 13:16 | 3298122 Kreditanstalt
Kreditanstalt's picture

"Gold is in a bear market"?

Obviously here we have someone wedded to the dollar, to standard "investment" patterns and still obsessing about "return ON capital" instead of the coming "return OF capital"...

Mon, 03/04/2013 - 12:53 | 3298046 i_fly_me
i_fly_me's picture

If William Shatner and Charles Biderman had a baby, it would talk exactly like this guy.

Mon, 03/04/2013 - 13:03 | 3298086 Albertarocks
Albertarocks's picture

Haha.  Sounds like he's under the impression his audience is the same one that listens to John Paul Harvey.  "Good Day"

Mon, 03/04/2013 - 12:25 | 3297924 kaiserhoff
kaiserhoff's picture

Nice little sing-song.  Does he think he is talking to first graders, or is he just reading challenged?

Mon, 03/04/2013 - 12:01 | 3297832 SafelyGraze
SafelyGraze's picture

one thing at a time

first, a trillion into MBS

then a trillion into s&p

just be patient

Mon, 03/04/2013 - 13:46 | 3298211 Popo
Popo's picture

Holy shit.  Most annoying video presentation ever.   I'm sure he has something good to say, but next time I hope he blogs.   Video clearly isn't his medium.

Mon, 03/04/2013 - 14:43 | 3298396 NoControl
NoControl's picture

Sounds like he has taken great pains to overcome a speech impediment.

Mon, 03/04/2013 - 15:28 | 3298538 q99x2
q99x2's picture

No you did.

Mon, 03/04/2013 - 15:35 | 3298558 akak
akak's picture

Actually, the guy sounds perfectly fine to me --- infinitely more listenable than, for example, the thready, scared little girl, Tinkerbell voice of Bill Gross.

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