Category Archives: Uncategorized

Weekend Lecture: Keynes and the Crisis of Capitalism

Posted on March 15, 2013 by

“The ideas of economists and political philosophers, both when they are right and when they are wrong, are more powerful than is commonly understood. Indeed the world is ruled by little else. Practical men, who believe themselves to be quite … Continue reading →

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Weekly Eurozone Watch – Markets “Revert Back”

Posted on March 8, 2013 by

Key Data Points German 10-year Bund 12 bps higher; France 10 bps tighter to the Bund; Belgium 11 bps tighter; Ireland 19 bps tighter; Italy 31 bps tighter; Spain 46 bps tighter; Portugal 56 bps tighter; Greece 61 bps tighter; … Continue reading →

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Global Trend Indicators

Posted on March 2, 2013 by

(click here if tables are not observable)

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Italian Elections

Nice graphic from the Guradian, which illustrates five potential scenarios of Italy’s elections slated for Sunday and Monday.   We think the editors at Bloomberg nail it as Italians prepare to vote in one of their country’s most important elections, … Continue reading →

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Overbought and Oversold Markets – February 8

Posted on February 10, 2013 by

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 oversold when below 30.  Note … Continue reading →

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Daily Interest Rate Monitor – February 4

Posted on February 4, 2013 by

Five Headlines That Mattered Spain/Italy Weigh on Overbought Markets Spanish corruption scandal and Italian election spook markets – Guardian Rajoy storm blasts Spanish bonds – FT Brazil Drives Emerging Stock Decline as Oil Retreats – Bloomberg Factory Orders and Employment … Continue reading →

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Tech More Than An “Alternative Virtual Universe” – P. Thiel

Posted on January 26, 2013 by

Peter Thiel, one of favorite billionaire, venture capitalist, and hedge fund managers, really nails the future and raison d’etre  of technology, in our opinion.  Recall his famous line,  “We wanted flying cars, instead we got 140 characters.”    Amen to that! … Continue reading →

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Global Risk Indicator Species: Hang Seng and Aussie/$

Posted on January 12, 2013 by

Messing around with the charts while watching the game and came across this. The Hang Seng and Aussie/$ are important — sometimes leading and sometimes confirming – risk indicators that should be monitored. We have written about both.  See here … Continue reading →

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Week in Review: Markets Scream Overbought

Posted on January 6, 2013 by

We’ve added Spain’s IBEX, Italy’s MIB, the Russia Market Vectors ETF, the Australian dollar to the list of equity indices and currencies we monitor.   In addition, we have switched to the CRB Continuous Commodity Index, which is less energy heavy … Continue reading →

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Construction Employment Starting to Rebound

Posted on January 4, 2013 by

Though payrolls came in just below expectations, one positive take away from this morning’s data was the 30 thousand increase in construction jobs.   Almost all of the increase was in residential.   These are relatively well paying jobs compared to … Continue reading →

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