Morsi Spurned Deals to the End, Seeing the Military as Tamed - NYTimes.com
Kudus to this fantastic piece of investigative journalism. This is why the Times is still irreplaceable in a world of social media nonsense. I never have invested in frontier markets but the…
Why the average person is horrible at investing in the stock market
This recent article from Monday July 8th Barron's is a good example why the average person is horrible at investing. For example, read the small print or better yet look up the funds for yourself.…
Apache Shares Set to Rebound - Barrons.com
I agree with the article but unlike the analyst I see the military takeover with broad popular support as a plus not a negative for price action. Furthermore I expect APA to announce some kind of…
US bond yields soar on robust jobs growth - FT.com
US bond yields soar on robust jobs growth Robust US employment figures sent bond yields soaring on Friday as the labour market showed it was healthy enough for the Federal Reserve to slow its $85bn a…
Bar a minor miracle, June will be first losing month this year- Thank God
Thank God is all I can say. After going up every month of the year, the market is finally set to close with a losing month. The count is nearly over and unless we have a 91 point Dow up day Friday…
Move in rates, really unprecedented
I took the liberty of posting this email from Dan Greenhaus of BTIG As of this morning, with the yield on the 10 year at 2.59%, yields are up (on a percentage basis) nearly 60% since hitting a…
MLPs and junk bonds, a good idea now that the market has sold off?
The rout in interest rate sensitive stocks, exchange traded funds (ETFs). publicly traded master limited partnerships (MLPs) and bonds presents some opportunities but not across the board. Some…
Don't Fear the Taper, Stocks Still Strong: Tepper
Don't Fear the Taper, Stocks Still Strong: Tepper Text Size Published: Friday, 21 Jun 2013 | 8:31 AM ET By: Jeff Cox | CNBC.com Senior Writer David Tepper President and Founder Appaloosa…
What Bond-Fund Flows Say: ‘Total Capitulation’ - Income Investing - Barrons.com
I perk up when I hear the words total capitulation. That's usually a short term change in direction. In this case bonds should rally if really all the sellers have thrown in the towel. I don't…