Silver as an investment

Category Archives: short

Bill Blain: “Maybe It’s Time To Quietly Exit”

By Bill Blain of Mint Partners Blain’s Morning Porridge – May 15th 2017 “In yacht racing, there is no second.” Ah the joy of a new week! What’s on the recipe today then? My colleague Simon Denehy started the day by pointing out UK 2-year gilts yield 0.12% – (his description of that number was […]

Bond Bears Battered By The Biggest Short Squeeze In History

In the week when it was confirmed that Q1 was the weakest economic growth for a rate hike period since 1980…   Bond bears have never puked so much in such a short period of time as the $25 billion plus short-cover in 10Y Treasury bond futures in the last week.   In fact the […]

Russian Oligarch Suffers 50% Loss On Singapore Real Estate Sale

While the Canadian housing bubble – driven by Chinese hot money – continues to grow (although its latest near-death experience courtesy of Home (Lack of) Capital Group may have finally pierced a stake through its heart), housing markets elsewhere are suffering from some serious wobbles. Take Singapore, for example, where recently a 4,069 sq ft […]

Shorts Smoked – Stocks End ‘High’ As Dollar Dumps’n’Pumps

Despite tumbling soft data and disappointing earnings data… Stocks soared most in 6 weeks…     Another day, another one-way trip in stocks. VIX clubbed to a 13 handle again stocks soar… Trannies and Small Caps once again led the day (short squeeze) and S&P lagged but everything was awesomely green again…   Another big […]

9 Charts Showing Market Bears Are Waking Up

Just when you thought it was safe to stride safely through the forest of stock market investing (hey – banks, Trump, hope, reform, stimulus, earnings, and Trump again); the bears are coming out of hibernation… The calm in stocks worldwide is giving way to concern, as Bloomberg reports investors in Europe and the U.S. are […]

Twitter Co-Founder Explains Why He Is Liquidating A Minority Of His TWTR Shares

Moments ago Twitter shares slumped, then rebounded… … after Ev Williams, co-founder of Twitter, published an article on Medium in which he explained why he – along with apparently everyone else these days – is "selling some twitter shares" As he explains…  "After a year and a half of no selling, I have filed a […]

Stocks Tumble: Fed Spooks Traders With Bubble Warning

Was today the Yellen Fed’s Irrational Exuberance moment? It started off so well: the blistering ADP payrolls report, the highest in over two years (despite disappointing PMI and ISM reports), sent stocks soaring off the bat with the Dow jumping nearly 200 points higher, rising as high as 20,887, and the S&P knocking on the […]

Bond Bears Battered As March Saw Biggest Short-Covering In 10Y Futures History

Bond bears covered over 340,000 10Y futures contracts in March – more than $34 billion notional Treasuries – making it the biggest short-squeeze in Treasury Futures history.   In fact, shorts covered across the entire yield curve complex… except for the every short-end… Net Treasury futures shorts are now back to the lowest levels since […]

30Y Treasury Yield Back Below 3.00% As Shorts Squeezed To Lowest Since November

10Y yields are back below 2.40% and 30Y below 3.00% as the post-rate-hike curve collapse continues, aided by the biggest short-squeeze since Brexit sending speculative Treasury shorts to their lowest since November. The lofty fiscal expectations surrounding President Donald Trump have begun to subside.   Bond bears are having major second thoughts. As Bloomberg notes, […]

New Hedge Fund Fee Structures Reveal Traditional Model On Verge Of Collapse

Nearly a decade ago, Warren Buffett bet Protege Partners, a fund of hedge funds, that over the course of 10 years the S&P would outperform Protege’s returns net of all fees, costs and expenses.  To make it real, the loser agreed to pay $1 million to the charity of the winner’s choice.   At this […]