The latest from Charles Hugh Smith. Here are the first two Fed Punchbowl Ingredients, followed by the link…
1. The Fed’s POMO bond buying/speculation-goosing program is irresistible: “don’t fight the Fed” means equities will be going up as lon…
The best ways to play it? Goldman’s 5 favorite trades are as follows:
1. Short $/CNY via 2yr NDFs currently 6.41, expected return 6%: The current account positions in the US and China remain at the core of the global imbalances debate. We remain of …
Cycle based stock screening data recorded massive declines in multiple time frames. Click here to download complete report in pdf format (Professional Edition Subscribers). Try…
In addition to shrinkage in commercial paper outstanding over the past few weeks, we are also beginning to see sustained declines in money market fund…
