Year: 2010

Bond Bubble? Perhaps – Initiating Position in (TBT)

A speculative short of 5% or 10% synthetic position of the 2x Inverse of the Barclays Aggregate 20+ Year Bonds with ticker symbol (TBT) has been included in the portfolio.   We are currently seeing some of the highest bond prices and lowest yields since March of 2009 which is...

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3 Reasons We Are Staying Away From Most Banks

1. Do we need to say more about the housing market? It is in a shambles and not looking like it will be picking up anytime soon.

2.Bank’s profitability is in serious question. There is so much that can be made at the current yield curve.

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China Cuts U.S. Treasury Holdings – Big Time !

While U.S. Treasuries are in hot demand, it appears that some of the largest holders are scaling back. China, in particular.

Looking at the total data may show that back in December 2009 there was a great in both dollar and percentage terms, but the biggest sell-off came at the longer...

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Rosenberg – Video: Economic Cycle of Uncertainty

Uncertainty, Confusion and HUH! Here we go again…

While they may be right, isn’t a bit spooky that when the market comes down, the media brings out all of the bears and dommsayers. I just read another article by Robert Prechter who is looking for the S&P 500 to...

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Links and Reading for August 17th

Some of the more interesting and important items for August 17th :

Which Way is The “Smart Money” Going? –
Japan Cannot Allow Yen to Appreciate – Policy Action Awaits –
J.C. Penney Lowers Profit Forecast, Citing Consumer Outlook – Seems to be a continuing saga…
Consumer Prices Rise in U.S.,...

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