Market Observations on the Markets

Bob Eisenbeis's picture
Bob Eisenbeis
07/28/2015 - 07:58
Correspondence with a longtime Camp Kotok fishing partner concerning some interesting omissions from the Fed’s most recent semiannual report to Congress piqued my curiosity as to how feasible would it be...
Sober Look's picture
Sober Look
07/27/2015 - 09:36
Back in February numerous equity investors refused to believe that a crude oil recovery is likely to be unsustainable. Many viewed this as a buying opportunity - just as they did in 2011 when such "bottom fishing" strategy worked.
Patrick O'Hare's picture
Patrick O'Hare
07/24/2015 - 08:31
You might have heard that the Federal Reserve is thinking about raising the fed funds rate before the end of the year. The Treasury market certainly has and you can see as much at the front of the yield curve. What's happening at the back end of the...
Chris Puplava's picture
Chris Puplava
07/21/2015 - 02:03
While it is hard to imagine, this year has been the most uneventful first half on record for the S&P 500 going back to 1927. During the first half of this year the S&P 500 never traded up or down more than 3.5% year-to-date (YTD) on...
Urban Carmel's picture
Urban Carmel
07/16/2015 - 09:26
The average monthly gain in employment during the past year was 245,000, the highest since the 1990s. Annual growth in employment is the best in 15 years. Hourly earnings growth in April and May was the highest since the recession; it fell to 2% in...
John Mauldin's picture
John Mauldin
07/15/2015 - 08:39
For the vast majority of investors, portfolio returns are generated by the equity markets or at a minimum heavily influenced by the equity markets. We have enjoyed an almost six-year bull market run in the stock market...
Cris Sheridan's picture
Cris Sheridan
07/15/2015 - 08:12
I recently stumbled across a series of educational videos that provide probably the best and easiest to understand explanation of complexity theory I have ever seen. Since Didier Sornette and I just touched upon this subject and how it is part of a...
FS Staff's picture
FS Staff
07/13/2015 - 16:25
The recent crash in Chinese stocks is unlikely to upset other markets but may have more downside to go until longer-term institutional investors help set a new price floor, Robin Griffiths, Chief Technical Strategist at ECU Group in London, told...
FS Staff's picture
FS Staff
07/10/2015 - 17:14
Massively underfunded public pensions are driving an epic credit boom in the corporate bond market that will likely accelerate in the coming years. Lawrence McQuillan of the Independent Institute explained on Financial Sense Newshour this week...
Andrew Zatlin's picture
Andrew Zatlin
07/10/2015 - 08:04
Jobless claims are a superior indicator for the economy not only because they lead economic growth and correlate so closely with it, but they also get reported much earlier. The high concentration of the US economy is one...