TIPS finally breaking down and 10y-TIPS spread breaking down through recent resistance. Looking to setup TIP short next week. Even if this were...
Swiss 10y yield @ 0.99%. If you own one: maybe a good time to extend that St. Moritz chalet with a safe room and weapon's rack
Chopped off heads dropping to the floor as Euroswissy goes through the roof.
Arguing equities typically offer higher volatility-adjusted returns than corporate bonds is wrong on so many levels I don't know where to start.
Either we're talking about 'timing the market' or we're forgetting about that topic entirely and just talk about 'buying cheap stocks with a...
I don't understand that argument. I was pointing out there's reason to believe 10 year future returns are likely to be below historical average....
Hussman has a nice graph in his recent commentary (http://www.hussmanfunds.com/wmc/wmc110808.htm) comparing 10y projected total returns (nominal)...
Instinctively, that appears logical. I checked a couple of random Dow Components from 1975 (IP, GT, DD, XOM, PG, EK) and was surprised to find...
BTP daily trading range now smaller than GBL for a 3rd day in a row. The European bureau of Cental Planning (ECB) must be very happy.
Very true. I find the entire idea of 'parking cash' very awkward. I'd never park cash in any trading instrument assuming it's 'safe'. For...
Whoever believes any foreign currency or risky asset is a safe place to park cash shouldn't be trading.
I am using the 2008 playbook looking at things unfolding; and apparently so is everyone else. Talk about recency bias. So is this really 2008?...
Now following the Sept 2008 script what we'd need would be Sarkozy to come out and pull a Hank Paulson saying BNP & SocGen are not systemic and...
The Brits are doing Club Med a big favor by bashing the Euro. The sooner the PIGS break out of Bundesbank chains the better for their economies.
Bond markets have recently declared rating agencies irrelevant.
Trichet ought to take a look at Dec '12 Euribor futs for a subliminal message by Mr. Market.
Another huge rally in TIPS. Quite a difference to 2008 when TIPS crashed alongside the equity markets starting on the Lehman bankruptcy Monday as...
We had daily false bankruptcy and panic rumors during Oct 2008 and thereafter. Never indicated a bottom for longer than a few days or hours....
Maybe Paulson can join Pellegrini for a round of golf soon.
Bye bye Europe, was nice knowing ya. How long before Trichet flip-flops on his rate hikes a la 2008?
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