A couple of minor technical problems called “business” and “life” have now intruded on my increasingly bogged down publication schedule that, in the interest...
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Posts Tagged ‘ Duration ’
The Fed’s Painted into a Corner, With a Risky and Long Duration Portfolio
Two minute Radio Free Wall Street clip. Although the Fed’s Bullard is largely irrelevant as a voting member of the Fed, what he says is not. He said the central bank is on pause, and more stimulus is not currently warranted. On the balance sheet, Bullard commented that the Fed has taken substantial risks and he...
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Measuring the Performance of the Ivy Portfolio
April 30, 2011
I've been posting a monthly moving average update for the five ETFs in featured in Mebane Faber and Eric Richardson's Ivy Portfolio since the spring of 2009, when I featured my review of the book.
In addition to the monthly updates...
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What’s the Duration of Gold?
This is really just a bond-bug trying to view everything through his fixed income spectacles, but his discussion does have some points, and the idea of looking at gold as an extreme variation of a "long bond" is not that far off, at least in a ZIRP wor...
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Actionable The Sugar High
In addition to a housing overshoot, the sugar high market is going to have to deal with a commercial real estate financing crisis over the duration of 2009 when $178 billion in maturities come due. This is against the backdrop of a CMBS market that has not put forth even one new issue in...
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Signs of Strength – Professional Edition
Friday’s rally was the payoff on indications earlier in the week that the market was strengthening. The long side chart picks featured in Tuesday night’s report began to move. The market averages broke significant resistance levels and cycle wave channels of from 6 months to 18 months duration are now on the verge of...
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Bullish Bears Everywhere- Professional Edition
The extension of the rally triggered further confirmation of a significant upturn of intermediate duration. Click here to download complete report in pdf format (Professional Edition Subscribers). Try the Professional Edition risk free for thirty days. If, within that time, you don’t find the information useful, I will give you a full refund. It’s...
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