HedgedFund.org’s Internet Links of Interest:
This is one of the most comprehensive market related linkfests I have ever come across: HedgedFund.org’s Internet Links of Interest...
Are Fixed Income Markets as Wild as Equities?
Steve Liesman’s WSJ column, the Macro Investor, often asks intriguing questions. Friday’s column was no different: The issue...
Great Bearish Quotes
A trader friend sent me this list on December 7, 2004 (Pearl Harbor day). Although I told him that I agreed with nearly all of the...
DJIA Rallies (since 1900)
Interesting historical analysis from Chart of the Day: To answer the question "How does the current stock market rally...
Risk is on the Rise
Charlie Minter and Marty Weiner have steadfastly maintained that the reinflation of the past 2 1/2 years has been a classic post bubble...
Nasdaq (and other Bubbles)
Today is the 5th Anniversary of the Nasdaq’s peak — 5048.62 on March 10, 2000 on a closing basis (The Nazz actually hit...
No Goldilocks Economy
Ever wonder how two different kinds of traders can see the same economic news release, yet come up with wholly differing conclusions as...
Chart of the Week: Estimated Labor Slack vs Nominal...
How much better things would have to be to get everyone back into the labor pool? The shape of the “demand curve” for labor tells us...
The Psychology/Sentiment of Oil
I’ll be damned if I can explain exactly how this happened: Last year, when Oil passed $40 on the way to $55, there was a resounding...
Be Wary of Anything approaching 140% of GDP
I have taken the position that Real Estate is not a bubble, but is merely a somewhat extended asset class, driven that way via easy Al...