
By Jeffrey Dow Jones : I confess. I am a contrarian. Maybe you've heard of us. We are the ones who ask, when things have gone very far in one direction and the general consensus is that they'll go even further, "perhaps it's time for a change ?" We are a minority (by definition), but not always a
By The Simple Accountant : The tone of the financial markets went from somber to just plain ugly last week, as investors began to cut risk positions in earnest. What seemed like an orderly retreat earlier in May began to look like across the board liquidation, leaving many of us to ask, what now?
created an added tailwind for US Treasuries & Agency bonds as well as the financial instruments which hold these assets like TLT and AGZ . The net effect of QE is lower long-term yields and an increase in the money supply which can then be re-invested
By Steven Vincent : Let me start by clarifying something. I am not saying that the market could crash spectacularly in the next few days and that in that event the Facebook ( FB ) IPO would be a major contributing factor. I am not saying that. The market is saying it. Facebook boosts IPO size by 25
By Eric Parnell : Stocks have suffered a brutal May so far. After bouncing back to an intraday high of 1415 on the S&P 500 on the first day of the month, stocks have plunged by -7.8% in the days since. And the drop has been unrelenting along the way, with declines in ten out of the last twelve ...
phenomenon is quite obvious again. I had the idea that this amplification would also magnify seasonal effects. Let's replace QQQ with EWG in the "QQQ- TLT " strategy described in my latest article. The holdings of EWG are Complete Story »
year , off 5 bps for the day at 1.79%. The modern-era all-time low of 1.67% was set during last September's panic. TLT +0.6% premarket. It's another record in Germany, the 10-year Bund off 2 bps to 1.52%. German 2-years are already
by Soos Global on this site by clicking here . Disclosure: I am long KFT , INTC , EMC , QCOM , FIRE , BTN , KYN , VZ , VOD , TLT . Additional disclosure: I am also long sector ETFs in Telecom, Utilities & Consumer Staples and TLSYY and MRO and MPC. Positions
By Lowell Herr : "Basic financial principles require that long-term investment portfolios exhibit diversification and equity orientation." So writes David Swensen in his book, Unconventional Success: A Fundamental Approach to Personal Investment . Swensen references a six asset class portfolio that
"There is a lot of pent-up demand," economists and policymakers are too negative on the economy, says Lloyd Blankfein. The "big risk is that things go right " with the global economy. TLT +26% , TBT -49% Y/Y. 1 comment!