MAULDIN: Ben Bernanke And His Central Bank Peers Are Climbing An Unstable...
Sell in May and go away? What about "risk off?" And ever more QE? Today's letter is a quick note and a reprise of a popular letter from yesteryear (with a bit of new slant), as I am at my conference in...
View ArticleETF Insider: U.S. Bull Market Hits All-Time Highs
The bulls set a record this week on Wall Street as the S&P 500 Index hit all-time highs of 1,618 on Friday following the release of April’s upbeat jobs report. New buyers eagerly stepped in and...
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China's New President Should Scare The Crap Out Of The Rest Of The World
IN 1793 a British envoy, Lord Macartney, arrived at the court of the Chinese emperor, hoping to open an embassy.He brought with him a selection of gifts from his newly industrialising nation.The...
View ArticleMore Signs Emerge That The Economy Is Already Strengthening Again
The big news was the continuing expansion of employment in April, and the decline in the unemployment rate. Average hourly earnings increased, but the workweek decreased. As the manufacturing workweek...
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Actually, The Fed CAN Offset The Impact Of Fiscal Austerity
The April employment report came out Friday and is better than expected. The number of new jobs exceeded the median forecast, the previous two months job numbers were revised upward, and the...
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The Chinese Are Freaking Out About A Sudden Drop In Housing Prices
ASK ordinary people about their own Chinese dream, and you find owning a home is high on the list.But years of rising house prices have put that dream out of reach of many. A slowing economy appeared...
View ArticleETF Pop Quiz: Water, White Metals, and WisdomTree
After another week in the global market, the ETFdb pop quiz returns with another round of questions about Water, White Metals, and WisdomTree.As always, all answers can be found using the suite of free...
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EL-ERIAN: Unhedged Stock Market Investors Will Pay A High Price For Taking...
Mohamed El-Erian – Putting It All TogetherIn Part IV of the series of reports from the 10th annual Strategic Investment Conference, presented by Altegis Investments and John Mauldin, Mohamed El-Erian...
View ArticleGreat Graphic: US Job Growth Compared with Past Down Turrns
This Great Graphic was posted on Barry Ritholtz's Big Picture blog, which he found on Calculated Risk. We have run this chart before and we thought an update would be useful. It shows how...
View ArticleWeek in Review
(click here if charts are not observable)Read more posts on Global Macro Monitor »Please follow Money Game on Twitter and Facebook.Join the conversation about this story »
View ArticleOverbought and Oversold Markets – May 3
The Relative Strength Index (RSI) is a momentum oscillator that measures the speed and change of price moves. The RSI moves between zero and 100 and is considered overbought with a reading above 70 and...
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Governments And Oil Firms Aren't Acting Like Climate Change Is A Problem
Either governments are not serious about climate change or fossil-fuel firms are overvalued.MARKETS can misprice risk, as investors in subprime mortgages discovered in 2008. Several recent reports...
View ArticleAnyone Who Wants To Short Europe Should Be Aware Of What Happened In Slovenia...
All that matters for the US media is the stock market. Just take a look at the TOP category in Bloomberg or tune into CNBC for … well … as long as you can bear it. And of course, many put the “=” sign...
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How High Stock Prices Could Go In An 'Irrational Exuberance' Melt-Up
The forward P/E of the S&P 500 rose to 14.0 on Friday, the highest since April 2010. Over the past seven weeks, the forward earnings of the S&P 500 has leveled out around a record high of $115...
View ArticleHow To Rescue Your Losing ETF Position With Options
Exchange-traded funds (“ETFs”) are an attractive way for investors to easily gain exposure to specific countries, sectors, industries or asset classes. Just like equities, many ETFs have options that...
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Unemployment In The Age Of Capital Abundance
I – The Nominal and the RealIn economics, there are two kinds of problems: real problems and nominal problems.The deforestation on Easter Island destroyed most of the Rapa Nui. When it was necessary...
View ArticleInvestment Themes from the ETF Space
Flows into the exchange products continue to accelerate. In the first four months of this year, Blackrock estimates some $80 bln have flowed into ETF products globally compared with $66 bln for the...
View ArticleThe Deep End of the Risk Pool
Where on earth did Paul Krugman get the idea -- expressed Monday morning -- that ours is "a weak economy?" The Dow Jones Industrial Average is about to scale previously uncharted heights and the...
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SETH KLARMAN: 'Investing, When It Looks The Easiest, Is At Its Hardest'
If you thought that Baupost's Seth Klarman would be the next to join Twitter (the New Normal Yahoo Finance), #timestamp his minute-holding trades, ignore the money-losing ones, trumpet his winners,...
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Leon Black Is In Hardcore Sell Mode Right Now
I didn't get a lot of news from the Milken Institute this past week, doesn't seem like there's a lot of discussion about finance or markets there anymore.But Randall Forsyth's Up & Down Wall Street...
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