Goodwill Hunting In Stocks and Bonds
Was it the supermoon that I did not manage to catch last night ? And Robin Williams has departed from our world. I read a comment on Twitter about a Catch 22 situation… Continue reading
Was it the supermoon that I did not manage to catch last night ? And Robin Williams has departed from our world. I read a comment on Twitter about a Catch 22 situation… Continue reading
I am beginning to think its a market plague even as the world has a few real diseases outbreaks to worry about. BUBONIC PLAGUE A Chinese town has been sealed off and 151… Continue reading
As our heart goes out to the victims of an unbelievable plane tragedy, the world readies to pay the price. Price to insurance companies – Annual aviation war risks premium total $60-70m globally.… Continue reading
I am no astrologer and am not exactly a big fan although I do glance at those horoscopes, occasionally, for a laugh at the things that never happen. When you combine astrology with… Continue reading
Records have been broken in many categories for 2014 so far. Dow Jones Industrial historic highs, S&P 500 record highs 10 times in the past 4 weeks. The only record lows we are… Continue reading
So far, selling in May and coming back in Jun had been relatively good. Our favorite S&P500 hit new highs overnight and it seems that this bunny is not going to stop. Of… Continue reading
The undercurrents have yet to hit retail space as institutional research reports emerge that are sounding faint alarm bells that buzz louder each day as summer approaches. Many of these research reports are… Continue reading
The S&P500 seems to be topping up here, and we probably need a rest before rallying higher. If you plot UST10y yields versus S&P500 (USGG10YR Index SPX Index HS on your Bloomberg), you… Continue reading
Why we should ignore geopolitical risks ? Because nothing really happened in all the previous scares we had, central banks will make sure everything will be ok and globalisation has raised the stakes… Continue reading