Silver as an investment

Category Archives: 2s10s

What The Yield Curve Says About The Timing Of The Next Recession

While most financial professionals would enjoy nothing more than to trade bitcoin all day long – after all it only goes up in the long run (for now), while bringing insane volatility with it – the reality for most is that they are confined to such boring, established legacy instruments as Treasurys, which rarely have […]

You Know It’s Late In The Cycle When The Yield Curve Starts Generating Headlines

Authored by John Rubino via DollarCollapse.com, The yield curve is one of those indicators that most people have heard of but few can explain. In part this is because it’s usually a non-issue, only becoming important enough to argue about during the final year of long expansions. Like now: Yield curve flattening maintains relentless momentum […]

Stocks Sink But Bitcoin Bursts To Record Highs On Cyber Monday

Whatever you do – remember "all is well"   Dow ended higher (with MMM and HD the biggest drivers) as Trannies, Small Caps (ugly into the close), and the Nasdaq red with S&P clinging to unchanged…until the very last minute… NOTE – this is Nasdaq's first down day in the last five – and that […]

“When To Worry?”: How Long After The Curve Inverts Does The Recession Begin

The recent (bear) flattening of the US yield curve to levels not seen since before the GFC, a move which has only accelerated in recent weeks as the stock market hit all time highs, has prompted some to question the strength of the US economic cycle, and others to ask outright how long before the […]

Asian Stocks Smash Records; Dollar Slides As Crude Surges To July 2015 Highs

Global shares hit another record high on Wednesday, propelled higher by what increasingly more call (ir)rational exuberance, and investors’ unflagging enthusiasm for tech stocks. That said, S&P futures are unchanged the morning before Thanksgiving (at least before the market open ramp), as are European stocks (Stoxx 600 is flat), despite the euphoria in the Asian […]

“This Is The Catalyst For Everything”: Deutsche Sees Only Two More Rate Hikes Before The Fed Loses Control

In his latest weekend note, One River CIO Eric Peters discussed, among other topics, what he thought would be the nightmare scenario if not for the current, then certainly next Fed chairman: a world in which despite the Fed’s best intentions (and we use the term loosely), the Fed continued to hike rates without any […]

S&P Futures Bounce As VIX Hammered, Europe “Euphoric”

After sliding to 3 month lows on “car cartel” concerns yesterday, European stocks have rebounded after three days of declines, while oil extended gains after Saudi export cuts, with Brent rising above $49 and WTI just shy of $47. Asian stocks fell while S&P futures rose 0.2% to 2,473, putting yesterday’s GOOGL drop on plunging […]

Dismal Data Sends Stocks To Record Highs As Short Interest Collapses To 2007 Lows

Overheard everywhere today…   Stocks (Dow and S&P) hit record intraday highs… (must mean everything is awesome, right?)   With Nasdaq's best week of 2017…So clearly, unlike The Leftists, Trump Jr's email means absolutely nothing…   BUT… This morning's terrible retail sales and inflation data sent 'hard' data to new post-Trump lows – lowest since […]

“Not Off The Lows” – Oilmageddon Sinks Stocks As Treasury Curve Crashes To 10-Year Lows

Tough day for some…   A bloodbath in the oil patch as WTI entered a bear market, hit a $42 handle and tumbled to the lowest levels since Nov 2016…   That weighed on Trannies the most but selling pressure was abundant… and the absence of dip-buyers was clear (as central bank balance sheet shrank […]

Global Stocks Slide On Trump Probe Report, Fed Indigestion

Is it going to be another May 17, when US stocks tumbled as concerns of a Trump impeachment over obstruction of justice and impeachment surged ahead of Comey’s tetimony? Overnight, S&P500 futures accelerated their decline following yesterday’s WaPo report that Special Counsel Mueller has launched a probe into potential obstruction of justice by Trump… … […]