Silver as an investment

Category Archives: 10 Year Treasury

“Dear Fed, Hike Slower… Shrink Faster…”

Authored by Peter Tchir via Brean Capital LLC, Dear Fed, Stop with Rate Hikes and Reduce Balance Sheet We think that the Fed should focus on steepening the yield curve.  That keeping short term rates constant while focusing on balance sheet reduction would benefit the most people and the economy. Effectively, it is time for […]

A VIX Below 10 Means This…

The CBOE VIX Index closed today at 10.11 (having traded with a 9 handle briefly intraday), which got ConvergEx's Nicholas Colas wondering what a single-digit reading may indicate about US stocks.  Three historical periods back to 1990 feature a sub-10 VIX: December 1993, January 1994, and Dec 2006/Jan 2007.  In each case, US equities were […]

Stock-To-Bond Ratio Back At 2007 Peak

Authored by Bryce Coward via Gavekal Capital blog, As 1Q17 finishes with a gain in the books, the stock to bond performance ratio has also broken to a new cycle high, elevating to levels not seen since mid-2007. Our measure of the stock to bond ratio measures the total return of the S&P 500 relative to […]

Trump’s Job Approval Rating Drops To Record Low, Breaking Key Correlation

In the first week of February, a Credit Suisse analysis concluded that there was only one chart that mattered to markets: that of Trump’s approval rating. As the bank’s analyst Lori Calvasina wrote at the time, “US stocks have been trading closely with shifts in Trump’s favorability, as have 10 year Treasury yields… …the Dollar, […]

Debunking The Big Lie

Authored by Keith Weiner via Acting-Man.com, Debunking a Lie Don Watkins of the Ayn Rand Institute wrote an article, The Myth of Banking Deregulation, to debunk a lie. The lie is that bank regulation is good. That it helped stabilize the economy in the 1930’s. And that deregulation at the end of the century destabilized […]

According To Credit Suisse, This Is The Only Thing That Matters To Markets

And, it will probably surprise no one, it has to do with president Donald Trump. In a report by Credit Suisse analyst Lori Calvasina, to better understand the short term performance trends seen in the aftermath of the US Presidential election, and which trades may be most sensitive to shifting winds in Washington going forward, […]

Something Wicked This Way Comes

Submitted by Jim Quinn via The Burning Platform blog, I stopped trying to predict markets back in 2008 when the Federal Reserve, Treasury Department, Wall Street bankers, and their propaganda peddling media mouthpieces colluded to rig the markets to benefit the elite establishment players while screwing average Americans. I haven’t owned any stocks to speak […]

Federal Reserve Admits it Never Knew What it was Doing

The following article by David Haggith was published first on The Great Recession Blog: The Federal Reserve is, at last, acknowledging at top levels that its economists are completely baffled, its recovery is failing, that the Fed cannot raise interest and may even have to heat up its stimulants … or we may end up with a permanently scarred and stagnant […]

It’s About Time The Fed Stops Lying!

Jackson Hole, Wyoming. Perhaps not the most logical place in the United States to have an extensive meeting of the different regional branches of the Federal Reserve, but nobody seems to be willing to touch a tradition which remained in force for approximately three decades, so the world’s financial press is still camping at Jackson […]

“Sell Everything”… But Why: What Has The Smartest Investors So Spooked?

Submitted by Nick Colas of Convergex Many of the smartest investors out there hate stocks.  Since May, we’ve heard negative equity calls from Stan Druckenmiller, George Soros, Carl Icahn, Jeff Gundlach and Bill Gross.  Wall Street lore says “Never argue about markets with a guy who is much richer than you”.  So we’ll take the […]