|Filed Under:||Business & Finance / Economics|
|Posts on Regator:||7422|
|Posts / Week:||15|
|Archived Since:||June 7, 2008|
I got a great comment this week from reader Steve, on my post about why the appointment of new Fed Chair Jay Powell just doesn't matter. Steve wrote: Lee your commentary is always intended to be fact based and well informed. Thanks. It does appear at the moment that your shorting call based upon liquidity is too early. Show More Summary
The selection algo generated 36 longs and 9 shorts today. Some of the longs looked pretty compelling. I added 5 of them to the list. There are no new shorts. Trades closed this month have yielded an average profit of just 2% with an average holding time of 15 calendar days. Show More Summary
As I've told you many times, the news is either misleading, or just irrelevant. What's relevant is Rule Number One, "Don't fight the Fed, and Rule Number 2, "The trend is your friend" aka "Don't fight the tape." So I concentrate my work in attempting to get a handle on the market strictly on liquidity analysis and technical analysis. Show More Summary
Puerto Rico has had its share of tragedies. First, they are fiscally incompetent (regularly spending more than they take in). The post Puerto Rico Defaulted 8% Bond Slumps To $24, Yield Rises To 32.878% (Population and Home Prices Continue To Decline) was originally published at The Wall Street Examiner. Follow the money!
Bubbles always look unstoppable, yet they always burst.When times are good, the impact of the marginal buyer, borrower and renter on the market is often overlooked. By "marginal" I mean buyers, borrowers and renters who have to stretch their finan... The post Beware the Marginal Buyer, Borrower and Renter was originally published at The Wall Street Examiner. Follow the money!
The economic data of the last two weeks was generally better than expected, the Citigroup Economic Surprise index near the highs of the year. Still, as I’ve warned repeatedly over the last few years, better than expected should not be confused with good. Show More Summary
The National Association of Realtors (NAR) estimates sales of existing homes rose 2% in October 2017 from a downwardly revised September estimate. The trade group tries its best to put recent results in the best possible terms, claiming...Show More Summary
There are a few popular names for what brick-and-mortar retail is going through right now: "Amazon-ization," the "Retail Apocalypse," or, my own personal favorite, the "Retail Ice Age." The post The Hottest Way to Trade the “Retail Ice Age” was originally published at The Wall Street Examiner. Follow the money!
In a recent post, I wrote about the AI breaching the key dimension of 'intelligence' - the ability to self-acquire information and self-replicate knowledge The post Your Family Doc, Called AI… was originally published at The Wall Street Examiner. Follow the money!
There is a much-discussed in the crypto-sphere chart making rounds these days, plotting Bitcoin price dynamics against the historical bubbles of the past: The post Bitcoin: an Unknowable Bubble? was originally published at The Wall Street Examiner. Follow the money!
Fakery and trickery are not solutions; they are a form of self-delusional madness that destroys the nation's ability to face reality squarely and choose real solutions, no matter how painful the choice and path might be. The nation has lost its common... The post Our National Madness was originally published at The Wall Street Examiner. Follow the money!
Chris Whalen posted an interesting articile this morning entitled “Is Multifamily Lending a Threat to US Banks? The post Is Multifamily Lending a Threat to US Banks? (Fed Froth, Not Safety And Soundness, Is The Problem) was originally published at The Wall Street Examiner. Follow the money!
Behavioral biases come in all shapes and forms. Many of these, however, relate to the issue of imperfect information (e.g. asymmetric information, instances of costly information gathering and processing that can distort decision-making,...Show More Summary
Fed Study Says San Francisco Fed research blames low inflation, neutral rate The post This Flat Yield Curve Is No Greenspan Conundrum (Low Inflation Prevails) was originally published at The Wall Street Examiner. Follow the money!
The price of gold last week reached its highest level in one month. The post Why the Price of Gold Could Push Higher from Last Week’s 1-Month High was originally published at The Wall Street Examiner. Follow the money!
In the context of the ongoing Chinese debt bubble crisis (yet to explode into a full crisis, but the timer is ticking ominously), The post Wait till rates normalization hits the property markets was originally published at The Wall Street Examiner. Follow the money!
The market sold off, then bounced last week. But by dipping on Friday it created a potential downtrend channel. But cycle projections still point higher. Here’s what we need to follow for the signal for the next big move. Market Update Pro subscribers click here to download the report. Show More Summary
Daily trades list update for November 20, 2017. New buys, sells, short sales, cover shorts, and updated stops. Market Update Pro subscribers click here to download the report. The Weekly Market Update will be posted later this morning. Show More Summary
In economics, two key market asymmetries/biases lead to the severe reduction in markets efficiency often marking the departure from theoretical levels of efficiency (speed, with which markets incorporate new relevant information into...Show More Summary
November 15 – Bloomberg (Nishant Kumar and Suzy Waite): “Hedge-fund manager David Einhorn said the problems that caused the global financial crisis a decade ago still haven’t been resolved. The post Doug Noland: Not Clear What That Means" was originally published at The Wall Street Examiner. Follow the money!