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Sameer Advani  

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  • What The Fed Should Have Said
    Mon, Mar. 23 DIA, SPY, QQQ 7 Comments

    Summary

    • Rates will stay on hold for longer than market participants currently expect.
    • Productivity shock and changes to labor demographics are significant headwinds to raising rates.
    • Convergence of labor costs globally is constraining wage growth domestically.
    • Export competitiveness and the current account are being watched for their domestic implications.
    • Deleveraging relative to output still has a ways to go before reaching a long run equilibrium.
  • Why I'm Holding On To My Bonds
    Jul. 9, 2013 AGG, IEF, TLT 18 Comments
  • There Is Nothing Rotten About This Apple
    Apr. 23, 2013 AAPL 45 Comments
  • 1 Ounce Of Gold And A Decent Men's Suit
    Apr. 4, 2013 5 Comments
  • Get Ready For A Correction
    Mar. 18, 2013 SPY, DIA, QQQ 17 Comments
  • Where Do We Go From Here?
    Nov. 15, 2012 Comment!
  • What's Debt Got To Do With It? A Lot
    Editors' Pick • Aug. 26, 2012 270 Comments
  • Why Bill Gross Should Stick To Bonds
    Aug. 1, 2012 SPY, BOND 18 Comments
  • 5 Industrial Titans To Buy Instead Of Bonds
    Jul. 30, 2012 ETN, UTX, ITW 7 Comments
  • Why The Market Just Won't Fall
    Editors' Pick • Jul. 24, 2012 SPY, QQQ, DIA 93 Comments