By Simon Johnson There are two diametrically opposed views of how the largest financial companies in our economy operate. On the one hand, there are those like Charles Ferguson, director of the Academy Award-winning documentary “Inside Job” and author of … Continue reading →
Here’s a thought-provoking and sobering interiew with Kyle Bass. He talks about the consequences of “kicking the can down the road,” and the potential ramifications of sovereign default — and many other things, such as the fact that th…
Withholding tax data suggests that we may soon see weaker economic data. That would argue for lower yields and lower stock prices. Meanwhile, foreign central…
We have seen some statistically significant results from very wise stock market pundits where anyone would be foolish not to be cognizant of the results. These results are important, but not nearly as important as what is taking place in the macro …
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In our analysis we monitor the net positions of non-commercials (speculators) and commercials. The total level of positions can be significant, however, what interests us more is the rate of change in positions. When there is a dramatic…
Until very recently, the investors who have been betting on rising T-bond rates have been betting wrong. So if you were one of the early short-sellers of T-bonds, you may have already thrown in the towel. With the meter running, being early doesn’…
http://online.barrons.com/article/SB50001424052970204869904575620582953152658.
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So what is this hedged option activity telling us right now? The QQQQ 50-day buy-to-open put/call ratio bottomed at 1.59 on June…
There are so many sector charts that look alike that the rally seems driven by the futures and index funds. There doesn’t appear to be…
by Mr. Moto There appears to me some substance in the Russia, China and SDRs news. Have Primary Dealers Built a Muddle Through Scenario?Bond Market…
