Does the Jumpy VIX Indicate a Volatile September Ahead?
“You should sit in meditation for twenty minutes every day, unless you’re too busy; then you should sit for an hour.” — Old Zen adage In terms of volatility, what a difference a month makes. Back at...
View ArticleInvestors Unimpressed With Sound of War Drumbeat
“Life is like riding a bicycle. To keep your balance you must keep moving.” — Albert Einstein Wall Street seems to be in a bit of a holding pattern, not quite sure which way to go as it ponders how...
View ArticleReactive Market Responds to Fed’s Mixed Tapering Signal
“You must live in the present, launch yourself on every wave, find your eternity in each moment. – Henry David Thoreau Well, that party didn’t last long, and the hangover was on the nasty side....
View ArticleExpect Stormy Q3 Earnings Season as Washington’s Maelstrom Proceeds
“I am always doing that which I can not do, in order that I may learn how to do it.” – Pablo Picasso So now the fun really begins. That is, if you consider fun the sort of thing that happens when...
View ArticleRiding the D.C.-to-Wall Street Volatility Express
“You should sit in meditation for twenty minutes every day – unless you’re too busy; – then you should sit for an hour.”–Old Zen adage Batten down the hatches. The Congress critters are at it...
View ArticleSentiment on Main Street at Odds with Jubilation on Wall Street
“Thunder is good, thunder is impressive; but it is lightning that does all the work.” — Mark Twain If you go by Wall Street’s scorecard, the economy seems to be going gangbusters, as evidenced by...
View ArticleWeak Eurozone Growth Offers Little Support for Stagnant U.S. Economy
“Do not seek to follow in the footsteps of the wise. Instead, seek what they sought.” – Basho While investors may be getting a stiff neck looking up at the recent string of new market highs, they...
View ArticleLow Volatility Levels Provide Hedge Opportunity at Discount Rates
“Education is the ability to listen to almost anything without losing your temper or your self confidence.” – Robert Frost Right now, it looks like it would take a major downside event to prevent...
View ArticleIs This a Good Time to Short the Eurozone?
“It is a mistake to look too far ahead. Only one link in the chain of destiny can be handled at a time.” – Winston Churchill With the US equity markets hitting new highs on what seems a daily basis...
View ArticleSanta Claus Rally? Maybe, But Hedge Just In Case
“Experience is not what happens to a man. It is what a man does with what happens to him.” – Aldous Huxley Wall Street made a nice little recovery on Friday, as positive jobs numbers helped bring...
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