Is the operative phrase here “priced to perfection”?
With everything from stocks and bonds to ‘roo bellies rising as one trade, it may be a good time to ask: what’s priced into the market’s uptrend? We say “bad news is priced in” when negativ…
Tag Archive for Negative News
Liquidity Trader Complete, Professional Edition
S&P, Prostitution, and The Disappearance of Money
by Lee Adler • • 2 Comments
The market sailed through a week of light Treasury supply with reduced POMO support. A big Treasury paydown this week put extra cash in dealer trading accounts and it did exactly what we expected it to. S&P threw a little glitch into things on Monday by putting the US on a negative watch. They probably…
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Hey Economics Professors, Teach Our College Kids The Truth and Level With Them
by AG's Nightmare •
I will give a pass to bulls, or should I say gamblers, that have played this “Stairway to Heaven” rally which has pole axed anyone with negative thought. And I will give a pass to bears, gamblers, that have tried to guess when this stoopid rally will e…
Liquidity Trader Complete, Professional Edition
This is America – Professional Edition
by Lee Adler • • 0 Comments
It’s been my position that Treasury supply pressure would show up this week, but I couldn’t say whether it would hit stocks or bonds. I suggested that the Treasury would prefer that it hit the stock market, freeing up cash to flow into the Treasury market, thereby suppressing bond yields. Clearly, the Treasury got its…
