The Big Picture

The Japanese October merchandise trade deficit increased to -Yen 549.0bn, well above the -Yen 360.0bn expected and the 4th consecutive...

Getting ready to travel for Thanksgiving? Here are some reads to keep you busy • China Stocks’ Triangle Break Signals Losses:...

With mortgage rates still historically low but that have stopped going lower, the weekly MBA data was mixed. Refi apps fell 3.2% after...

The Financial Times – Bond markets: A false sense of security Investors seek perceived refuge in bonds but fears are rising that their...

Just a quick note before I run out this morning: Today’s must read is a brutal takedown of the CNBC driven narrative of the...

Amazing how the e-mini S&Ps can trade down over 10 points on a technical delay in the Greek debt deal. Anybody who has worked on...

Or Maybe Of All Time … Preface: Housing is currently experiencing a rebound. But the housing crash which started in 2007 was so...

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1. AppleCare does not cover water damage, I stand corrected. Then again, the “genius” at the Apple Store said it did. What...

My afternoon train reading: • Fiscal Madness (Tim Duy’s Fed Watch) see also Petrified by the fiscal cliff? Relax, it’s just...