Monthly Archives: June 2012
We’re relocating!!!
check out our new website Vexant Advisors
Like Taking Candy From a Baby
you might recall on Saturday June 2 following the horrible NFP number that saw a 32 point drop (-2.4%) on the S&P 500 and a bond market spike to 1.45% all-time low yield, we tried to keep everything in perspective … Continue reading
John Taylor: just do the math
similar to what we’ve been saying… From his Blog Economics One Friday, June 8, 2012 Fed Bought 77% of Federal Debt Increase in 2011: The Data Source During an interview on CNBC Squawk Box this morning and in my Wall … Continue reading
Don’t Wake Up in a Roadside Ditch
When your investment portfolio has a negative annual returns for over a decade you get mad and when you get mad you turn on the TV and listen to CNBC. When you listen to CNBC you hear a lot of … Continue reading
can it be that easy?
if you think the market rallied on “hope”, QE 3 or Mario Draghi you don’t know how to trade. See Definition of Insanity and Pre-NFP Risk-On/Risk-Off Positioning Update now lets see if we get follow thru with Bernanke on stage … Continue reading
The Definition of Insanity
After Friday’s disastrous employment report the markets continued the trend we had been monitoring since March in what looked to be a climax type of move with treasuries making new all time highs, closing both the 10YR and 30YR at … Continue reading
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