Author Archives: exantefactor

About exantefactor

capital market veteran of over 15 years covering multiple asset classes. Focused on analyzying markets ex ante (before the event).

We’re relocating!!!

check out our new website Vexant Advisors

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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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Pre-NFP Risk-On/Risk-Off Positioning Update

we’ve been away from posting for a couple of weeks, one because we have seen the market unfold exactly as planned with bonds rallying to new highs as we stated in the Internal Conflict Inside the Fed’s Bubble of Fear … Continue reading

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