Market Management 101: Balance
I cannot profess to tell others how to effectively manage their accounts because I am a lowly participant who is learning all the time. The truth is that 2019's learning…
I cannot profess to tell others how to effectively manage their accounts because I am a lowly participant who is learning all the time. The truth is that 2019's learning…
Opening Notes As advised on Sunday this week's report will be abbreviated due to travel plans and we'll be back to our regular programming next week with NFTRH 566. I…
Trump's rage tweeting against the Fed continues. Let's translate, shall we? As your President, my job is to get reelected and in order to get reelected I need to keep…
The 10yr/2yr spread is making a lower low, that breaks the steepening trend of 2019 and the signal would normally be thought to be Goldilocks; where inflationists get killed, gold/silver…
[edit] I started a simple yield curve post with the markets very green and before hitting the Publish button see a red stock market on Trump tweets, about which I…
"There is nothing wrong with your television set [market signaling]. Do not attempt to adjust the picture [ratios, indicators, free market inputs]. We are controlling transmission [of the signals you…
Both compliments of MarketWatch, this morning's Debt Zombies article I highlighted was something that I thought highly of, obviously. The writer is no b/s and clear. The "debt Zombies" theme…
Isn't that how it goes? A society (or in this case several developed societies now competing in the currency war) collectively spends more than it has saved and individually its…
A couple tough days for the market and the headlines are reinforcing the negativity. A single (and positive) payrolls report has instigated some market noise with the theme being a…
Anything is possible, but it is not probable that the Fed is going to serve up a rate cut this week with the president's harangues and all that media hype…
I wrote this one page article for the Opening Notes segment of this week's Notes From the Rabbit Hole. At the end of the post is a really interesting interview…
A vampire needs to be invited in order to enter your house. So the story goes. But in this case, we are talking about the Macro house, with its nexus…