Monthly Archives: June 2012

We’re relocating!!!

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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

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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

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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

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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

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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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