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Python-Esque “Growth vs Value”
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Daily Speculations, August 27, 2015 , Charles Pennington
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Risk Appears Seriously Wounded
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I have no idea if that means a top, but this market increasingly looks very, very tired if not seriously wounded.
Alhambra Investment Partners, 21/08/2015 , Jeffrey P. Snider
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Swiss Franc Lending in Europe
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"Our estimates suggest that at the end of 2007, CHF 238 billion in Swiss franc denominated loans were outstanding in the euro area, and another CHF 122 billion in other European countries."
Swiss National Bank, February 2009 , Martin Brown, Marcel Peter, and Simon Wehrmüller
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..on the most hated bull rally.
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Quote
Bloomberg, "What'd You Miss?" The Current U.S. Recovery May Be the Longest Ever, July 2, 2015 , Alix Steel and Joe Weisenthal
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Who Holds the U.S. Public Debt?
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St. Louis Fed On the Economy, May 11, 2015 , Fernando Martin, Senior Economist
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Resistance Is Futile
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2118. This is the number the S&P 500 Price Index has struggled in vain to cross since mid-February. It came close on March 2, closing at 2117.393. It got even closer on April 24, closing at 2117.69. But no dice. One analyst calls it the “iron ceiling.”[i] Technical analysts would call it resistance. We shun jargon and prefer to draw a picture:
By Fisher Investments Editorial Staff, 05/12/2015
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The Fed Isn’t Fueling This Typical Bull Market
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“Quite high.” That is how Fed chair Janet Yellen described stock valuations last week. Cue the usual Fed rate hike speculation. One camp thinks a hike is overdue—that the Fed has been too accommodating, inflating asset bubbles across the land. Others fret a hike and argue the US economy needs continued “Fed support.” So who is right?
By Fisher Investments Editorial Staff, 15/05/2015
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Strange Machinations
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What to make of markets that are no longer on speaking terms with their fundamentals.
Guggenheim Partners, May 15, 2015 , Scott Minerd, Chairman of Investments and Global CIO
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The Economic Cycle Is Maturing but Still Has Room to Run
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The current economic expansion, now over 70 months old, is entering its mature phase, having already exceeded the average length of prior cycles of 57 months. However,
Guggenheim Partners, May 08, 2015 , Scott Minerd, Chairman of Investments and Global CIO
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The New Physics of Leverage
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"Since 2008 the predictions of doom by the goldistas have all been wrong. There has been no hyperinflation among any of the countries whose currencies can be cleared in large amounts through the central banks of the world. Gold has proven to be no more reliable a "store of value" than any other investment"
Daily Speculations, 04/05/2015 , Stefan Jovanovich
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