Alibaba IPO

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If we didn’t have the Fed FOMC meeting and the Scottish Independent vote, the only thing the financial media would be covering is the whopping Alibaba IPO. So should we buy it? Alibaba IPO Courtesy of wikipedia Should I BUY Alibaba IPO? I have been asked several times this week by friends who know I Read more…

When Doves Fly!

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As expected, or should have been expected by all, the Fed remains accommodative and dovish. The market bounced as expected, but there are some interesting disconnects, as if not all believe what they heard. Some still heard “hawkish” tones, even though nothing in the statement reflected that. Could it be they are more focused on Read more…

Deflation, really?

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While the media focuses on ISIS or is it ISIL and the massive Alibaba IPO, what I believe will have the broader impact to the market and may even be trend setting, at least through the mid-term elections, is the Fed monetary position and “how” one reads into the FOMC statement. We will get word Read more…

Knee Jerking to Adjectives?

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While the Alibaba IPO story steals market headlines and is sure an interesting company, the broader market impact will come from some academics turned monetary policy makers in the hallowed halls of the Federal Reserve. Knee Jerking to Adjectives? If we look at the market action between the dollar, gold, bonds, and the headline equity Read more…

September FOMC

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This week we wait to hear from the Fed. It is FOMC meeting time again and the next two meetings will be interesting as to how they position monetary policy or at the very least “tone” heading into the mid-term election. September FOMC courtesy of wikipedia There has been one significant and interesting change since Read more…

Job Landscape

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The market is struggling to move higher at these levels. The bounce off the lows was strong and solid, but to continue to fuel such a powerful rally needs more than just confidence, it needs capital. We are seeing leverage in the markets reaching new highs daily and the strong dollar doesn’t help as capital Read more…

iThing?

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The market continues to hold up in this upper consolidation range, waiting for something to help juice optimism and send the market higher. The rebound from the recent low has been strong, but concerns remain as to how much of this rally is based on fundamentals or rather there is no place else to go Read more…

Status Quo

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The status quo is certainly comfortable, as long as the market continues to rise. No one actually wants to be bearish and we all generally want prosperity. Yet there is the notation of a hidden hand of Fed interventionism at work. All is good as long as that hidden hand can continue to buoy the Read more…

August Labor Report

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Today is the big labor report, which can certainly inject some daily volatility into the market. It may also give us a inclining of how the Fed will position monetary policy. Wonder how it will be spun? August Labor Report We saw the private payroll ADP report, which came in cooler than expected, but still Read more…

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