Posts Tagged ‘ Duration ’

Measuring the Performance of the Ivy Portfolio

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April 30, 2011
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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Treasuries waterboarded again today…

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December 16, 2010

Link This is particularly satisfying in the context of a debate with a former Citi trader who has 100% of his clients' funds in long-duration treasuries. He asserted that my precious metals were "speculating" and the that his treasuries were safe have...
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What’s the Duration of Gold?

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September 12, 2010

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 Brincando Com Fogo- Playing With Fire

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June 2, 2009

I had mentioned in early podcasts and on these pages that if this market continued to move higher over a duration of time that it would ensnare a large number of participants. That is precisely what is happening right now. The equity offering market is on fire, with a deluge of stock supply being...
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Actionable The Sugar High

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May 31, 2009

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

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January 3, 2009

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

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December 8, 2008

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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