While most of us are intuitively aware of the impact that the monthly employment report has on the equity market, Mike Panzner delivers a...
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Since this is now front page news, further comment is called for. My explanation for the Kerkorian/GM matter is pretty simple: Before...
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Wall Street is all a twitter over 87 year old billionaire Kirk Kerkorian’s $31 tender bid for GM. I’m not looking to only be...
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Is there any pattern to trading around the FOMC meeting? click for larger graph chart courtesy of Michael Panzner >Michael Panzner,...
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Last year about this time, we discussed why the seasonality trade might fail: Sell in May (but don’t go away). We could see a...
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Another interesting graph from Mike Panzner: click for larger chart Hedge fund assets, as a percentage of total assets under professional...
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Even though its Tunes Tuesday, we have to slip some market talk into the dialogue. Jeff Cooper has an interesting column on the S&P...
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e last addressed Margin debt back in September 2003. At that time, we noted that margin was only modest, and represented little danger to...
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Aaron Task mentions a fund manager who stated that Margin calls — which we have seen recently — are the end of the sell off....
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As of this morning, our expectations of $57 a barrel have been met – and exceeded. This has very significant consequences for how...
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