Archive for June, 2012

  • Summer Trading is for Two Types of People
    Posted by on June 28th, 2012 at 1:11 pm, Comments: 0

    Share on StockTwits 1. Trading/market addicts 2. Professionals Trading is dead quiet right now.  With the exception of the occasional heart-stopping headline out of Europe […]

  • Coming Soon: The Master
    Posted by on June 25th, 2012 at 1:36 pm, Comments: 0

    Share on StockTwits This is easily the most anticipated film of the summer for me.  Watch: Also, speaking of false prophets (The Master is about […]

  • Marketview: Crosscurrents
    Posted by on June 23rd, 2012 at 8:03 pm, Comments: 0

    Share on StockTwits The dominant market event this week was the FOMC announcement.  After a huge rally in anticipation of Bernanke and Co making it […]

  • A Warning from Shanghai
    Posted by on June 22nd, 2012 at 1:40 am, Comments: 0

    Share on StockTwits The $SSEC is a grinding towards the March lows I pointed out back in May. The Shanghai composite is much more sensitive […]

  • Fundamental Top-Down Macro for the Brain Damaged
    Posted by on June 20th, 2012 at 2:13 am, Comments: 0

    Share on StockTwits Interior decorating is rock hard science compared to economics practiced by amateurs. – Antonin Scalia (never actually said this) Macro economic analysis […]

  • The Fear Trade
    Posted by on June 14th, 2012 at 12:41 pm, Comments: 0

    Share on StockTwits As Greeks head the the polls this weekend there’s a huge absence of positive vision in the market.  Fear is driving every […]

  • Europe’s Organized, Militant, and United Left-Wing Terrorists
    Posted by on June 11th, 2012 at 11:42 pm, Comments: 0

    Share on StockTwits VICE has an article out which serves as a friendly reminder what’s at stake over the next few months.  Setting aside the […]

  • Placid Risk Metrics
    Posted by on June 10th, 2012 at 8:40 am, Comments: 0

    Share on StockTwits A couple charts to ponder.  I know that sovereign yield spreads may be “blowing out,” but if we are in fact on […]

  • Marketview: 60 Points and Running
    Posted by on June 9th, 2012 at 11:04 pm, Comments: 0

    Share on StockTwits The week started off with sentiment about as low as it can get.  A modest short squeeze on Monday afternoon gained momentum […]

  • Rich Asians to the Rescue
    Posted by on June 7th, 2012 at 10:00 pm, Comments: 0

    Share on StockTwits I knew the Asians would step in eventually.  Asian countries (China) are becoming crazy rich so it’s only natural they wish to […]