Contributing Editors' Blog Entries
Price Moves and Term Structures 20 Sep, 2015
Submitted by Monetary Metals on 09/21/2015 - 01:51 Backwardation Contango Technical Analysis Don't trade yesterday’s news. There was backwardation. However, it's a sensitive indicator and you need an updated picture before buying after a sizeable price move.
It's All About Distribution, Baby
Submitted by Capitalist Exploits on 09/20/2015 - 10:15 CRAP Market Conditions Why Coca-Cola's business model is sexier than Heidi Klum in a bikini!
Nine Items on My Radar Screen: Are They on Yours?
Submitted by Marc To Market on 09/20/2015 - 09:01 Australia Bank of England BOE Bond Budget Deficit Canadian Dollar Central Banks China Creditors Federal Reserve France Germany Greece headlines Hungary Investment Grade Israel Italy Japan Market Conditions Mexico Monetary Policy New Zealand Newspaper Portugal ratings recovery Switzerland Testimony Turkey Volatility Yen Yuan Non-bombasitc overview of the investment climate. No, the sky is not falling. This is not the end of days.
Did Beijing Seize 1 Trillion Yuan In Cash? Or Is It Conducting A ‘Secret’ QE Program?
Submitted by Secular Investor on 09/20/2015 - 08:21 China Corruption M2 Money Supply Quantitative Easing Twitter Twitter Volatility Yuan China is looking more and more like good ol' United States...
The Fed is Now Cornered
Submitted by Phoenix Capital... on 09/19/2015 - 09:26 Bond China ETC Federal Reserve Greece Investment Grade Japan ratings Recession recovery The Fed is truly cornered. If it fails to hike rates it will have no ammo for when the next crisis hits the US. But it if hikes rates now while the economy is so weak (more on this in a moment), it’s likely to kick off or deepen a recession.Fate of Dollar Bulls Post-Fed
Submitted by Marc To Market on 09/19/2015 - 09:05 Aussie Australian Dollar BOE Canadian Dollar Commitment of Traders Copper Crude Crude Oil Futures market New Zealand Price Action recovery Shooting Star Swiss Franc Yen The divergence meme that is the center of the dollar bull narrative was never predicated on precise timing of Fed's lift-off. To go from no hike in September to Fed will never raise interest rates, or QE4 is next, is a needless exaggeration.
Gold and Silver Bullion Demand Very Robust - Delays and Premiums Rising
Submitted by GoldCore on 09/19/2015 - 07:56 Central Banks China Federal Reserve Global Economy India Institutional Investors Precious Metals Sovereigns The incredibly strong demand for physical precious metals around the world continues to be obscured by institutional selling of futures contracts on the COMEX. The paper or electronic market continues to dominate the spot price for now. But rising premiums and delays for popular bullion products suggests that proper price discovery reflecting real world supply and demand may be at hand.
Palo Alto Outdoes Itself
Submitted by Tim Knight from... on 09/18/2015 - 21:51 AIG Department of the Treasury Fannie Mae Federal Reserve Federal Reserve Bank Freddie Mac Google Morgan Stanley Real estate Steve Jobs She's a block away from the ghost of Steve Jobs. It's a lovely neighbhorhood, to be sure. But...........thirty million dollars???
U.S. is now Japan
Submitted by StalingradandPoorski on 09/18/2015 - 10:00 Japan Reuters Well, the "most anticipated" September FOMC meeting has come and gone, and no hike yet again. After the release of the FOMC statement, SPX rallied to a high of 2020, then sold down 30 handles into the close, and another -28 handles at today's open. Why? Well maybe people have finally realized the Fed is absolutely clueless, and that they have been completely misleading.Dovish Fed Sends Gold Up 3% and Silver 5% For Week
Submitted by GoldCore on 09/18/2015 - 07:30 Federal Reserve Global Economy Reuters Volatility Yellen was more dovish than expected which is bullish for gold and suggests that the long awaited for bottom for gold may have occurred in early August prior to recent market volatility.
Sep 18 - Fed Leaves Rates Unchanged
Submitted by Pivotfarm on 09/17/2015 - 18:39 Australia Bond CBOE CDS Central Banks China Copper Crude Crude Oil Federal Reserve Fitch fixed Germany Glencore headlines Iran Japan Lloyds Middle East NASDAQ Nasdaq 100 OPEC recovery Russell 2000 Tender Offer Verizon Volatility News That Matters