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Zenith Strategies

 
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  • Economic Strength, Not The FED, Is Pushing This Market Higher [View article]
    I appreciate the article but the strength is way overstated in GDP and unemployment is higher due to lack of participation. Bonds are in part selling with gold a little due to taper thoughts but a look at housing will send them back up.
    Nov 8 02:42 PM | 2 Likes Like |Link to Comment
  • Demand For Physical Gold Will Send Prices Above $1,500 [View article]
    The dollar weakness pillar of your thesis is very tough to gauge as today's strength due in part to ECB benchmark lower. If EM countries FX weakens due to a slowdown that lasts 12-18months and the ECB goes "abe", then the dollar could actually strengthen.
    Nov 8 01:38 PM | Likes Like |Link to Comment
  • It Ain't Gonna Be Ben's Fed For Much Longer [View article]
    Nice and we agree. They are no-where near their current thresholds and going from 140-120mph is still speeding. Take a look at the papers they presented to the IMF the last couple days and I am convinced they will have the petal to the metal for a while.
    Nov 8 01:26 PM | Likes Like |Link to Comment
  • People Are Still Looking For 'Green Shoots' In Economic Growth [View article]
    Nice insight. We here at Zenith feel similarly in that the allocation of capital to non-productive paper has and will continue to cause below trend growth for a long time. I am with David Einhorn and Thomas Hoenig generally speaking on Fed issues.
    Nov 8 11:34 AM | Likes Like |Link to Comment
  • The European Central Bank Meeting: Is This The Catalyst That Gold Has Been Waiting For? [View article]
    Does anyone have some numbers with regard to ECB easing vs the Fed? Are most of the liquidity measures sterilized or is the ECB balance sheet as large as the Feds but through more clever methods?
    Nov 6 10:49 AM | Likes Like |Link to Comment
  • MBA Mortgage Applications [View news story]
    We do not feel they taper unless they want to begin to deflate housing.
    Nov 6 10:22 AM | 1 Like Like |Link to Comment
  • Dividend Investors' Guide - Part IV - Inflation Or Deflation? [View article]
    Thanks for a nice article. What will be the major factors that send us deflationary in a couple years? If so then QE will likely increase BoJ style to get us to rampant inflation so taper is either off the table or will be reintroduced as CPI ticks negative.
    None of this bodes well for the productive sector of the economy garnering the money. It also sounds as though quality spread products in fixed income will do fair for now and then load up on duration in a year or so of high quality debt?
    Nov 1 12:14 PM | 1 Like Like |Link to Comment
  • New Unemployment Claims Fall Again [View article]
    From "y charts" they say over past 5 yrs 2.45% growth rate and 2.08% from a year ago. I assume that is the nominal rate and that once CPI is taken out the wages are flat at best?
    Nov 1 11:32 AM | Likes Like |Link to Comment
  • New Unemployment Claims Fall Again [View article]
    I would also add that real hourly earnings are very important as well. What types of jobs are these? High value added jobs that build nations or something less inspiring?
    Nov 1 11:19 AM | Likes Like |Link to Comment
  • Bonds Or Equities: Intended And Unintended Consequences Of Fed Policies [View article]
    I like the thought piece. What specific metrics would one look at to determine non-fed funds rate moves that would indicate tightening? Are Basel 3 rules part of your thesis?
    Oct 31 07:06 PM | 1 Like Like |Link to Comment
  • A Trading Opportunity In Bonds [View article]
    I like it and agree. Duration is under accumulation and yesterday's modest selling opens up a decent entry point. I also like long munis here as well. Maybe CEF at a discount.
    Oct 31 10:34 AM | Likes Like |Link to Comment
  • Gold- Don't Fight The FED [View article]
    Do you like the miners as well after the taper sell-off in the next few months?
    Oct 25 03:01 PM | Likes Like |Link to Comment
  • Printing Money Does Not Equal Higher Gold [View article]
    I would need to see a full factor model showing the sensitivity to this one factor and it true premium that you claim will dissipate.
    Oct 22 12:04 PM | Likes Like |Link to Comment
  • Gartman Sours On Gold: He's Right For Now [View article]
    Would you mind giving the trade on this? Do we sell now and then buy once it hits a reasonable range around $1100? Buy now before inflation hits but be early?
    Oct 17 03:45 PM | 1 Like Like |Link to Comment
  • Government Shutdown, Debt Ceiling And Other Bullish Factors For Gold [View article]
    What is the current premium on physical?
    Oct 4 03:05 PM | Likes Like |Link to Comment
COMMENTS STATS
442 Comments
261 Likes