Read more about the article The Best Position

The Best Position

With the post's title I am speaking for me; a person who cannot possibly be a committed bull due to my idealist revulsion at what the bull market was built…

Comments Off on The Best Position
Read more about the article Stupid Cash Holders

Stupid Cash Holders

A so painful it's funny post by Otto over at IKN brings to light how even the best and brightest can be made to look stupid by the markets (it's…

Comments Off on Stupid Cash Holders
Read more about the article Not at Odds; Long Miners & Profitable Today

Not at Odds; Long Miners & Profitable Today

I try really hard to have balance. Sometimes it works and other times it doesn't, either due to a miscalculation on my part or a market ripple of some kind.…

Comments Off on Not at Odds; Long Miners & Profitable Today

Junk’s Bearish Market Divergence Continues

Junk bonds have bounced with Santa (nominal HYG, top panel), but have remained locked in downtrend all through the bounce.  Further, Junk vs. Investment Grade and long-term Treasury are still…

Comments Off on Junk’s Bearish Market Divergence Continues

Junk Bond Echos

Hey Bueller, junk bonds are doing what?  Dropping.  Junk bonds vs. quality bonds are doing what?  Dropping.  Heading into October junk bonds and ratios did what?  Anyone?  Beuller? Look, I…

Comments Off on Junk Bond Echos