Market Observations on the Markets

FS Staff's picture
FS Staff
12/02/2016 - 16:17
The debate raging in the media about faulty election — and economic — forecasts has reached a fever pitch. Everyone wants to know, why were so many “experts” wrong. This time on FS Insider, we spoke with Andrew Zatlin with Moneyball Economics...
FS Staff's picture
FS Staff
12/01/2016 - 11:12
What a month it has been...but before I continue, let’s set a few things straight. One, whether you consider yourself a Democrat, Republican or Independent, let’s all agree that Mr. Trump needs to get rid of his Twitter account. And second, let’s...
Oil Price's picture
Oil Price
12/01/2016 - 10:06
Oil prices surged more than 8 percent on Wednesday as OPEC shocked the world and reached an agreement to cut production. If OPEC members succeed in implementing the deal, set to take effect in January, it could erase...
Doug Short's picture
Doug Short
12/01/2016 - 09:58
The New York Stock Exchange publishes end-of-month data for margin debt on the NYX data website, where we can also find historical data back to 1959. Let's examine the numbers and study the relationship between margin debt...
FS Staff's picture
FS Staff
11/30/2016 - 10:12
We’re increasingly inundated with news of digital attacks on private businesses and governmental institutions. Now, however, security experts have begun implementing novel techniques to tip the scales when it comes to cyberwarfare and cybercrime...
Matthew Kerkhoff's picture
Matthew Kerkhoff
11/29/2016 - 08:13
Part of the essence of Dow Theory has to do with confirmations, which at their root level look for congruencies in the marketplace. With many indicators frequently moving in different directions, alignments across key market barometers...
Jeffrey D Saut's picture
Jeffrey D Saut
11/28/2016 - 10:16
Two of the longest secular bull markets chronicled in our notes began following Republican “revolutions.” The 1953 to 1973 bull market sprung from Eisenhower’s election (1952) and the subsequent infrastructure spending. The 1982 to 2000 secular bull...
Kurt Kallaus's picture
Kurt Kallaus
11/28/2016 - 08:18
The dreaded recount has begun in this “mini-me” version of the 2000 Bush vs. Gore election. In 2000 there were merely hundreds of votes in one state deciding the election. Complicated by unclear ballots and court battles, it took 5 weeks to resolve...
FS Staff's picture
FS Staff
11/23/2016 - 15:03
When we spoke to leading macro analyst Jim Bianco of Bianco Research months before the election, he thought the odds of a Trump win were much higher than most expected and that, like Brexit, it would probably end up being bullish, not bearish, for...
Stratfor's picture
11/23/2016 - 08:31
Sluggish construction growth and skyrocketing debt, coupled with sharp reductions in debt maturity periods, could cause corporate defaults and bankruptcies to spike next year, testing Beijing's legal and institutional abilities to cope with them....