Tag Archive: S&P 500

Trading Thoughts : Get That Monkey Off My Back

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Another year and another Chinese Lunar New Year approaches, an event to be celebrated by at least 1.4 billion people in the world, including ethnic Chinese, as they prepare to enter a new… Continue reading

Imagine An Asset Light Model Into The US Presidentials

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   Modern leap years all have the following in common – The US Presidential elections, the summer and winter Olympic Games and the European… Continue reading

FOMC : The Mother of All Rate Cuts

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Is it any wonder that bankers which include the economists and strategists all draw higher salaries than the people at the Fed and that the promising and/or prominent officials often end up working… Continue reading

Ad Hoc Commentary – corrupting America’s ‘Praetorian Guard’?

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“…The Praetorian Guard wasn’t the only elite unit to protect Roman rulers. Early emperors also relied on the Imperial German Bodyguard, a special corps of Germanic tribesmen native to the Rhine River region.… Continue reading

Bonds In Conversation : What Can I Say ? Ice Bucket Challenge !

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Stunned into silence in a remarkably surreal week that set some new records to rewire our mindsets. First the Dow and the S&P records highs were expected but what was not is that… Continue reading

Market Thoughts : Rattling and Humming Away

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A wee correction we saw in the S&P last night and a small global pullback that most people will see as a buying opportunity today as we open the US earnings season with… Continue reading

Ad Hoc Commentary – Abe’s third arrow

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The front cover of the latest edition of The Economist features a picture of Shinzo Abe’s head superimposed as a traditional Japanese archer: http://www.economist.com/printedition/2014-06-28 The magazine praised the success of Abenomics’ first two… Continue reading

Blame The Weather, Then Blame The War – Lower Expectations, Higher S&P 500

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The world has caught on the game and even central banks are long equities. Life is all about expectations and meeting them. When your expectations are low, you will always be happy and… Continue reading

The VIX Roll Down – Time To Sell

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Every conversation about the VIX these days is about how it is time to pay because it is so low, it cannot get any lower. The highest we saw in the VIX was… Continue reading

Market View – Feeding Out Of Yellen’s Hands

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I do not really bother about all those editorials we read about America losing her political clout on planet Earth. Bernie’s analogy of the Romance of the 3 Kingdoms in his Ad Hoc… Continue reading