Fed’s True Colors

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The Russell remains one of the best indicators of general market order-flow. I believe coupled with the bond market has been the best indicator of future Fed monetary policy. The bond market rallied, sending rates below 2.2%, that was the first sign the Fed was not going to raise rates or become Hawkish. Earlier this Read more…

Don’t concentrate on the finger!

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Market crashing? Time to panic? As expected there is certainly significant volatility and even massive intra-day volatility. However, we knew or should have known to expect this. We only had to look at the end of QE1 and QE2 to see how the market fell into spastic volatility and selling pressure. We have also tested Read more…

ZIRP

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We are seeing significant volatility and huge swings in the market. No doubt that panic is starting to rear its ugly head. While I am critical of this market and do expect a correction, I don’t believe the Fed will sit by in this next FOMC meeting and risk a significant market sell-off heading into Read more…

Dovish Fed?

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Four more years! Four more years! You can almost hear the market chanting as the Fed minutes read uber-dovish as expected. For those that believe the market is NOT driven by the Fed, yesterday was just another prime example that it is. All the concern about the end of QE and rate hikes had driven Read more…

5.9% Really?

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The market has come under significant pressure and while I believe we are heading into an asset inflated bubble that will see a correction, I just don’t think the timing is lining up just yet. Fed FOMC and Mid-terms means the market will NOT crash or make a significant correction just yet. 5.9% Really? Who Read more…

Unemployment TRUTHS!

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The market seems stuck, not knowing whether it should rally or sell off. The geopolitical situations remain calm for now, yet the potential volatility is massive and at any minute or day we could see something erupt. It is as if we have little tremors, warning us that an earth quake could happen any moment; Read more…

Kobayashi Maru

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The protesting in Hong Kong is in a lull and the ball is in China’s court. I had a talk with my son (10 years old) last night about it and had him work though the logic problem, possible scenarios, and to put himself in both the shoes of the Chinese, people of Hong Kong, Read more…

Hong Kong Freedom?

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We had a volatile week and it doesn’t look like it is going to stop this week. The market has been pushed up into the high range and with the upcoming election and FOMC meeting, the market seems to be at odds on what to expect in the future. There are those in the camp Read more…

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