The Annotated Hilsenrath – Zero Hedge
In a weekend dominated by discussion of the “Taper Tantrum“, i.e., interpretations of what Hilsenrath “said” after the close on Friday, what the Fed wanted him to say, what the market’s response to what he said or did not say would be, and …
This Is Your S&P; This Is Your S&P Without Tuesdays – ZeroHedge
Since the mid-November lows, the S&P 500 has gained a remarkable 268 points on the back of faith, hope, and Bernanke/Kuroda charity. But perhaps what is more mind-numbing is that this efficient market has given us more than 50% of those …
This Is The S&P With And Without QE – ZeroHedge
For a while there, it seemed that even the densest of career economists who try to pass for stock pundits on financial comedy TV, were starting to get that without the Fed’s (and the ECB’s, and the BOE’s, and the …
Visualizing The Triumph Of Hope Over Reality- Zero Hedge
The Federal Reserve’s extreme monetary policy has done nothing but repress ‘safe’ assets to the point of making ‘risky’ assets relatively cheap. This is of course not the case were you to isolate each risky or safe asset and consider …
Joe LaVorgna vs Randomness, And Randomness Wins, Or What Tomorrow’s NFP Will Not Be -Zero Hedge
Contrarian Musings: Finally another source calling Joe LaVorgna out. Last week on CNBC he called for 10% earning growth in the second half of 2013. I found my shaking my head in disbelief. ———————————————————————————————————————————————————————————– The “predictive capabilities” of Deutsche Bank’s …
Bill Gross: “There Will Be Haircuts”- Zero Hedge
The highlights from Bill Gross’ monthly outlook letter: “The past decade has proved that houses were merely homes and not ATM machines. They were not “good as money.” Likewise, the Fed’s modern day liquid wealth creations such as bonds and …
Contrarian Commentary 01/15/13 - (PREMIUM)
Folks, The final minutes of trade today saw a reversal of the Russell 2000 and managed to close up on the day. A look at the 60 minute chart shows that there is a fairly good probability of a breakout on Tuesday. Adding to …
Obama Says Lew to Continue as Treasury ‘Master of Policy’ – Bloomberg
Obama Says Lew to Continue as Treasury ‘Master of Policy’ – Bloomberg. zp8497586rq
Contrarian Commentary January 4, 2012 - (PREMIUM)
Contarian Commentary Folks, Euphoria is very fleeting and when you are short stocks and in a euphoric market reacting to what is perceived to be good news such as the government coming to agreement with regard to the fiscal cliff …