Joseph Stuber

Research analyst, macro, deep value
Joseph Stuber
Research analyst, macro, deep value
Contributor since: 2012
9/20/14
Joseph Stuber
Anatomy Of A Market Bubble http://seekingalpha.com/a/1hr9v
7/24/14
Joseph Stuber
Why This Is The Most Hated Bull Market Of All Time - Understanding The Folly Of Financial Engineering $SPY http://seekingalpha.com/a/1e4ul
4/3/14
Joseph Stuber
How The Fed Has Exported Inflation And What Happens To Risk Assets When The Money Flows Reverse http://seekingalpha.com/a/19jqx
3/26/14
Joseph Stuber
The Fed Is Backed Into A Corner With No Way Out http://seekingalpha.com/a/197t7
3/14/14
Joseph Stuber
The Feds Reverse Repo Actions In 2014 Means QE Effectively Ended In December But They Forgot To Tell Us http://seekingalpha.com/a/18ser
3/11/14
Joseph Stuber
Things You Probably Don't Understand About Russia's Agenda And Why You Need To Understand Them http://seekingalpha.com/a/18lyt
2/26/14
Joseph Stuber
Using The 90/10 Strategy For Protecting And Increasing Portfolio Value In A Bear Market http://seekingalpha.com/a/17zdr
2/26/14
Great Article Joseph, I like you have been expecting a bigger decline I'm in the buy and hold group mostly with about 20-30% of my port in
2/26/14
short term spec plays, just not really sure how to hedge all my longs without losing the shares to covered calls getting called away.
2/19/14
Joseph Stuber
The Least Understood Dynamic In Today's Economy And What It Means For Investment Assets http://seekingalpha.com/a/17igj
2/11/14
Joseph Stuber
Why A Gold Play Finally Makes Sense $GLD http://seekingalpha.com/a/175ej
1/28/14
Joseph Stuber
Oxfam Report Suggests The NWO Is Almost Upon Us http://seekingalpha.com/a/169wn
1/22/14
Joseph Stuber
A Solution For Creating Stable Economic Growth And Why We Will Never Implement It - Part 2 Defining The... http://seekingalpha.com/p/1jrnl
1/22/14
Joseph Stuber
A Solution For Creating Stable Economic Growth And Why We Will Never Implement It - Part 1 Defining The... http://seekingalpha.com/p/1jqyv
1/10/14
Joseph Stuber
Why We Are Not OK And Not On A Sustainable Trajectory $SPY http://seekingalpha.com/a/15k5f
1/2/14
Joseph Stuber
The Fed's Betrayal Of The Middle Class http://seekingalpha.com/p/1ih7n
3/25/13
Joseph Stuber
S&P failed today at all time highs, Euro has fallen .015 from last night highs. This is shaping up for a really bad day.
3/25/13
Capital controls in EU/EZ plausible next step? Affect on treasury auctions, USD, inflows to US stock market?
3/25/13
Joseph Stuber
Italian bank stocks halted according to Fox. Just because the market isn't reacting to this in a big way don't ignore it.
3/22/13
Joseph Stuber
Markets are positioned fundamentally and technically to break. Just need a catalyst and the EU has manufactured one.
I agree, Joseph.....but the market clearly hasn't gotten the message yet. Quite an afternoon lift today.
3/22/13
Joseph Stuber
Thereafter, a gradual flight from the euro as the whole zone suffers mini bank runs.
3/22/13
Joseph Stuber
Here's how it might go. Cyprus ends up taking deal and hits depositors. Banks open long enough for funds to be taken out and then close.
3/19/13
Joseph Stuber
What was that rally for.
Stick save, Baby ! Stairs going up and elevator going down ... it's coming.
3/19/13
J. the rally (if you want to call it that) was nothing more than a means for jacking volatility.
3/19/13
Joseph Stuber
The ECB will provide liquidity to the extent they can legally do so as Cypriot depositors start the run on the bank on Thursday.
3/19/13
Joseph Stuber
My goodness. Does anybody know what "liquidity within existing rules" means? It sure doesn't mean bailout on different terms.
Cyprus - not Cypress. Sorry.
3/19/13
mia spell culpa
12/21/12
Joseph Stuber
Maybe they are expecting some magic words from Boehner.
12/21/12
the market will realize that, despite unprecedented intervention, the fundamentals' trajectory is down, an inexorable force unable to be
12/21/12
held back. This realization will be the trigger of the steep market drop.
12/21/12
Joseph Stuber
Amazing. I guess some see this dip as a buying opportunity.
12/21/12
acknowledgment will be the impetus for panic selling, a soaring Vix, and a sharp and rapid decline in the stock market.
12/21/12
I think the markets will actually go up before the steep market decline in February, possibly breaching 1475 first before falling steeply.
12/18/12
Joseph Stuber
Are they getting ready to slam the euro?
euro, gold, oil and stock futures are all unfortunately up this morning - i was beginning to enjoy the conspiracy theories..sigh.
gold is not up. it is now down 5.20 and that is with the euro up again this morning. don't give up on the conspiracy theory yet (lol)
12/18/12
Joseph Stuber
Somebody is dumping gold and bonds big time. 10 yr is up to 1.82. Gold down 29. All the while the dollar is plunging. Looks fishy to me.
. . . at least neither one of us is hedging on our call here.
12/18/12
BTW, I'm always the one in the room asking the dumb question.
12/18/12
Joseph Stuber
Bond traders are not liking this process much. Wonder if they see the next US credit downgrade lurking around the corner.
12/18/12
Joseph Stuber
Won't they?
12/18/12
Joseph Stuber
Well, it only took an hour to get the President to reject Boehner's vote plan. Oh well, who cares - they will come up with something.
Gold off 27 now as the dollar continues to plummet. Bond prices tanking and stocks soaring. That is disconnect. Baffles me.
Looks like the grand finale/blow off top to a well orchestrated manipuation of stock prices to me. Can this rally hold?
12/18/12
Joseph Stuber
Well, Boehner's dead end deal to vote on something Obama won't sign is generating another nice rally in stocks. Amazing.
12/12/12
Joseph Stuber
Wonder why bond yields are climbing. Has Ben lost ALL his credibility?
Another good point.
12/13/12
J.S. Would this be a good time to rent the TLT based on your mean reversion trade strategy (closed below lower Bolinger Band)?
12/6/12
Joseph Stuber
I wonder what kind of filter stock market participants are using when they listen to the news.
12/7/12
And Europe doesn't even make the list.... what a change from a year ago.
12/18/12
JS - I read your info daily. Try marketanthropology.com and http://bit.ly/T4B0oG I think you'll find these authors of interest.