Category Archives: Uncategorized

Five markets charts for investors – FT

The FT markets team’s focus this week: a Chinese stocks rally, the sovereign debt market being crowded by central banks’ bonds re-purchasing programmes, trades with zero yield climb to $11tn, and US money supply growth might mean the bull market … Continue reading

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Tweets of the Day: Trickle Down

And that's also where the phrase "for the birds" comes from, because some of the seeds go through undigested, and birds eat them. So the meaning of that phrase is that while a subject might have some value, what you … Continue reading

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Manhattan Retail: The New Rust Belt

Bleecker Street, said Faith Hope Consolo, the chairwoman of the retail group for the real estate firm Douglas Elliman, “had a real European panache. People associated it with something special, something different.” Ms. Consolo, who has negotiated several deals on … Continue reading

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The Ease of Doing Business Index

We have put together the following ginormous country table of “The Ease of Doing Business” for each of the world’s economies.  The data is from the World Bank and looks at the 11 indicators listed in the below table.   First … Continue reading

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Sector ETF Performance – November 10

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Global Risk Monitor – November 10

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Week Ahead – FT

The FT’s Daniel Garrahan previews the big stories in the week ahead, including Theresa May preparing to give a foreign policy speech after another difficult week for the UK prime minister; Walmart earnings; the fifth round of Nafta talks and … Continue reading

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QOTD: President Trump, The Risk Taker?

Context:  China’s Americanologists trying to understand President Trump’s North Korea policy : “There is a major debate in the US right now about whether the US president is really a risk taker or just playing a risk taker,” said Mr Harold. … Continue reading

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Another Divergence That Makes Us Nervous

Take a look at the divergence between the high-yield ETF (JNK) and the investment grade ETF (LQD).   This makes us a bit nervous – though no panic as JNK in only 1.28 percent off its high vs. the LQD, … Continue reading

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There They Go Again: Dow Transports/Industrials Divergence

The Dow Transports are selling off as the Industrials are making new highs.  That’s a no no in Dow Theory.   We pointed out a similar divergence on August 1st. Not as relevant as it used to be,  but something … Continue reading

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