Category Archives: Uncategorized

Oil and gas discoveries, China capital controls – FT

Seb Morton-Clark has Monday’s top stories from around the world, including oil and gas discoveries at a 60-year low, China reassuring on capital controls and Canadian PM Justin Trudeau meeting US president Donald Trump. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

Posted in China, Crude Oil, Uncategorized | Tagged , , | Leave a comment

French Oat-German Bund 10-year Spread

. .

Posted in Eurozone Sovereign Spreads, Politics, Uncategorized | Tagged , | Leave a comment

US Sector ETF Performance – Feb 10

 

Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment

POTD: KD N OKC

Posted in Sports, Uncategorized | Tagged | Leave a comment

Is This Why Gold and Bonds Sold Off?

Truly a mug’s game to try and retrofit fundamentals to short-term market moves, but ain’t gonna stop us! We’ve noted the comovement of the U.S. 10-year T-Note with gold over the past few months, driven, we believe, mainly by geopolitical … Continue reading

Posted in Gold, Uncategorized | Tagged , , , | Leave a comment

The U.S. By Best Selling Music

The map [below] shows the best selling singer, musical artist or band from each of the 50 US states. While many expected names make the list such as Elvis, Prince, Madonna, etc. there are quite a few surprises.  – Brilliant … Continue reading

Posted in Charts, Uncategorized | Tagged | Leave a comment

Quote of the Day: Underfunded California Pensions

If the Dodgers fall short, though, fans will be merely disappointed. If CalPERS or CalSTRS falls short, those same fans (and everyone else in California) will have to pay extra to make up the shortfall.  – Reason.com

Posted in Economics, Uncategorized | Tagged , , | Leave a comment

COTD: Oil Prices Surging!

Just not the oil you think.   Should be good for Italy, Spain, Greece, and….California. . (COTD = Chart of the Day)

Posted in Commodities, Uncategorized | Tagged | Leave a comment

The Resurgence of the State in the Chinese Economy? – PIIE

Probably one of the most productive hours you will spend all year understanding the Chinese economy.   The Peterson Institute is very good. . Published on Feb 7, 2017 PIIE experts assess the degree of resurgence of the state in the … Continue reading

Posted in Economics, Uncategorized | Tagged , | Leave a comment

European bonds suffer from uncertainty – FT

Keep some powder dry to buy the French Dip.    That is,  the market panic over the  Euro elections,  if there is one. The French will hold the populist “Maginot Line” and Le Pen will lose in the second round, “bigly“.  … Continue reading

Posted in Eurozone Sovereign Spreads, Politics, Sovereign Risk, Uncategorized | Tagged , , , | Leave a comment