Market Observations on the Markets

Matthew Kerkhoff's picture
Matthew Kerkhoff
09/27/2016 - 09:00
Groupthink can be a dangerous phenomenon in the financial markets, but it can also provide an advantage in some circumstances. If we know what key price levels other traders are watching, and how they’re likely to react if and when those levels are...
Christopher Quigley's picture
Christopher Quigley
09/26/2016 - 11:08
Since May 2007 Deutsche Bank shares have dropped from 150 US Dollars to around 12 US Dollars as we speak. Suddenly “the wires” are going viral with updates on the catastrophic state of the bank’s balance sheet. Here is what Kenny...
Daniel Amerman CFA's picture
Daniel Amerman CFA
09/23/2016 - 10:45
The California Public Employees Retirement System is the largest public pension in the United States. It is considered to be the bellwether for pensions nationwide, and among the most sophisticated of long-term investors.
Tom McClellan's picture
Tom McClellan
09/22/2016 - 08:04
We have an unblemished 21-year track record of predicting what the Fed should do, with 100% accuracy. What the FOMC actually does is often different from what it should do. As of the Sep. 21 FOMC meeting announcement...
FS Staff's picture
FS Staff
09/21/2016 - 16:22
Those of us with a deep interest in economics and financial issues often try to peer into the future and speculate about what’s to come. Sometimes, this exercise is meant to produce tangible investment advice, but other times, we’re...
FS Staff's picture
FS Staff
09/20/2016 - 16:21
We try our best to stay away from sensationalism here at Financial Sense but this chart speaks for itself. Medical care costs have skyrocketed this year and are now at the highest annual growth rates since 2007, just prior to the last recession...
ValueWalk's picture
ValueWalk
09/20/2016 - 08:27
When Jim Chanos called China Dubai times 1000 in 2010, many chuckled – now that opinion has slowly become the consensus or at least a matter of serious debate. What is perhaps most interesting about Nomura’s September...
FS Staff's picture
FS Staff
09/19/2016 - 16:32
Wantrobski: "If you take that view as we do and agree with us and our thesis, then any seasonal weakness we get over the next several weeks should be looked at as a gift to overweight equities vs., in my opinion, the Treasury markets, which we...
Sober Look's picture
Sober Look
09/19/2016 - 09:10
When the Federal Reserve's Open Market Committee (FOMC) meets this week, there will be pressure from various quarters to raise the federal funds rate. Jamie Dimon, chairman of JP Morgan, has stated blankly “Let’s just raise rates."
Ben Hunt PhD's picture
Ben Hunt PhD
09/16/2016 - 13:22
The central idea of "Essence of Decision" is this: the dominant academic theory to explain the world’s events is a high-level, rational expectations model based on formal economics, a theory that ignores the impact of bureaucratic imperatives and...

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