DJIA


QE Did It

I feel almost obligated at this point to present UST volatility whenever referring to funding markets. Hopefully that “duty” will subside in the …

‘Dollar’ Change Starting In March May Be Just Buying Time 

  Given the dramatic inflection in “dollar” behavior surrounding the March 18 FOMC meeting there wasn’t much surprising in the latest TIC figures …

Monetary Movements & Economic Mirage

While we entered 2015 with the Federal Reserve talking confidently about lift-off and how many rate increases there would be by the end …

US Stocks Are Back In The Lead: ETF Performance Review Of Major Asset Classes

US Stocks Are Back In The LeadETF Performance Review: Major Asset Classes | 19 May 2015 | The Capital Spectator The US stock …

Why Bonds Are No Longer a “Safe Haven”

  Bonds: A Crowded Trade In the financial markets, we have been waiting for a crash of U.S.

The Folly of Discounted Cash Flow Analysis

The value of any asset is the sum of its future cash flows discounted to present value. People make investments to generate more …

U.S. Recession Probability Analysis

Last week’s disappointing economic news has raised new worries about business cycle risk for the US. It’s still premature to assume the worst, …

U.S. Economy Closer To A Recession Than Recovery

“It is hard to imagine any time in history when such rampant pessimism about the economy has existed with so little evidence of …

Get Ready for U.S. Bond Bear Market

By Jared Dillian You know what’s as steep as a double black diamond ski trail? The yield curve.

Will the Interest Rate Spike Threaten Stock Prices?

  By Jeff Miller This week’s economic calendar includes the most important housing data, but the market context will prove irresistible to the …

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