squark62's Comments squark62's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/211159/comments And just like that, the Dow's triple-digit advance is gone. Dow now just into the negative, -1.74 to 10,364.41. S&P 500 dives, down 0.2% to 1,099.57, and Nasdaq on its way, now down 0.2% to 2,170. Basic materials, especially miners and metals, have been the drag so far. http://seekingalpha.com/news/market_currents/post/37687?source=feed#comment-790449 790449
whether you like them or not, this is what the "bond kings" at pimco contend - the market is still on a sugar high. pimco is probably selling bonds and the market right now as far as i'm concerned. i have no material evidence of this, just a hunch.]]>
Fri, 04 Dec 2009 12:02:29 -0500
whether you like them or not, this is what the "bond kings" at pimco contend - the market is still on a sugar high. pimco is probably selling bonds and the market right now as far as i'm concerned. i have no material evidence of this, just a hunch.]]>
Seeking Alpha Completes Series B Funding Round http://seekingalpha.com/instablog/3-david-jackson/38030-seeking-alpha-completes-series-b-funding-round?source=feed#comment-786404 786404 Wed, 02 Dec 2009 10:49:06 -0500 Bond Expert: I'm Moving On, With Thanks http://seekingalpha.com/article/175334-bond-expert-i-m-moving-on-with-thanks?source=feed#comment-783226 783226 Mon, 30 Nov 2009 16:45:37 -0500 Toward Economic Recovery in Dubai http://seekingalpha.com/article/174158-toward-economic-recovery-in-dubai?source=feed#comment-778929 778929 Thu, 26 Nov 2009 20:49:44 -0500 The bond market swallowed billions more in Treasurys today with little ill effect on prices, and more sales to come this week. The 30-year yield +0.01 to 4.41%; 10-year -0.01 to 3.47%; 5-year -0.01 to 2.29%; 2-year -0.02 to 0.84%. Dollar +0.1% against euro; +0.2% against pound; -0.1% against yen. http://seekingalpha.com/news/market_currents/post/36253?source=feed#comment-754301 754301 Tue, 10 Nov 2009 16:10:35 -0500 Bond Expert: Wednesday Outlook http://seekingalpha.com/article/171127-bond-expert-wednesday-outlook?source=feed#comment-744244 744244
made sense to me. -cheers!]]>
Wed, 04 Nov 2009 10:23:45 -0500
made sense to me. -cheers!]]>
The Treasury expects to borrow $276B in the fourth quarter - $209B lower than it estimated in August. The number compares to $393B borrowed in the third quarter, and an expected $478B for the first quarter of 2010. Today, Treasurys are moving lower: the 30-year yield now +0.04 to 4.27%; 10-year +0.04 to 3.42%; 5-year +0.02 to 2.33%; 2-year +0.02 to 0.92%. http://seekingalpha.com/news/market_currents/post/35620?source=feed#comment-740896 740896 Mon, 02 Nov 2009 15:20:54 -0500 Why You Shouldn't Hold Leveraged ETFs Long-Term http://seekingalpha.com/article/170189-why-you-shouldn-t-hold-leveraged-etfs-long-term?source=feed#comment-738736 738736 Sat, 31 Oct 2009 19:08:07 -0400 Bonds headed still higher, with the 30-year yield -0.10 to 4.24%; 10-year -0.10 to 3.39%; 5-year -0.12 to 2.32%; 2-year -0.08 to 0.90%. Dollar +0.7% against euro, +0.6% against pound, -1.5% against yen. http://seekingalpha.com/news/market_currents/post/35518?source=feed#comment-737421 737421 Fri, 30 Oct 2009 15:20:26 -0400 Nasdaq Breaks 50-DMA, S&P on the Brink http://seekingalpha.com/article/169547-nasdaq-breaks-50-dma-s-p-on-the-brink?source=feed#comment-734359 734359 Wed, 28 Oct 2009 15:07:14 -0400 Traders Intuition: Market Euphoria About to Come Crashing Down http://seekingalpha.com/article/168913-traders-intuition-market-euphoria-about-to-come-crashing-down?source=feed#comment-731227 731227 Mon, 26 Oct 2009 16:13:16 -0400 Wonder if the sudden plunge has anything to do with this: Richard Bove downgrades Wells Fargo (WFC) to Sell. WFC -3.6%. Dow -0.6%. S&P -0.5%. Nasdaq -0.3%. http://seekingalpha.com/news/market_currents/post/34679?source=feed#comment-724039 724039 Wed, 21 Oct 2009 15:51:04 -0400 Strategists have raised their S&P 500 price targets for year-end to an average of 1,050 - which is where the targets were at the beginning of the year, and is 3.8% below the current value. http://seekingalpha.com/news/market_currents/post/34253?source=feed#comment-716617 716617 Thu, 15 Oct 2009 14:34:14 -0400 Ugly trainwreck for T-Mobile (DT) Sidekick users, with Microsoft-owned subsidiary Danger (MSFT) saying the likelihood of customers getting their data (contacts, calendars, etc.) back is "extremely low." Cloud computing is only as good as its proprietors' redundancies, which in this case weren't very good at all. http://seekingalpha.com/news/market_currents/post/33985?source=feed#comment-712179 712179 Sat, 10 Oct 2009 22:18:30 -0400 Paul Krugman sees the difficult thaw in the credit market and wonders, if banks have such excess reserves, what's wrong with old-fashioned lending? Why does the Fed's policy answer seem to be to go back to shadow banking? http://seekingalpha.com/news/market_currents/post/33833?source=feed#comment-708052 708052 Wed, 07 Oct 2009 22:18:26 -0400 Bond Expert: Wednesday Wrap http://seekingalpha.com/article/165370-bond-expert-wednesday-wrap?source=feed#comment-708040 708040 Wed, 07 Oct 2009 22:07:14 -0400 Treasurys are stepping up late in the day, with the 30-year yield now -0.08 to 3.99%; 10-year -0.08 to 3.18%; 5-year -0.08 to 2.16%; 2-year -0.05 to 0.86%. Euro -0.4% against dollar; yen +0.3%. http://seekingalpha.com/news/market_currents/post/33813?source=feed#comment-707404 707404 Wed, 07 Oct 2009 15:14:27 -0400 Why Keeping an Eye on Treasury ETFs Is Important http://seekingalpha.com/article/163922-why-keeping-an-eye-on-treasury-etfs-is-important?source=feed#comment-695334 695334
Average Bid Ask Ratio: 0.06% for IEF according SA
Average Bid Ask Ratio: 0.96% for EDV according SA]]>
Tue, 29 Sep 2009 11:48:06 -0400
Average Bid Ask Ratio: 0.06% for IEF according SA
Average Bid Ask Ratio: 0.96% for EDV according SA]]>
The Recovery Was Too Expensive http://seekingalpha.com/article/162110-the-recovery-was-too-expensive?source=feed#comment-682831 682831 Fri, 18 Sep 2009 15:05:53 -0400 Why Natural Gas ETFs Should See Big Gains This Week http://seekingalpha.com/article/161316-why-natural-gas-etfs-should-see-big-gains-this-week?source=feed#comment-677251 677251 Tue, 15 Sep 2009 09:43:52 -0400 FINRA to Raise Leveraged ETF Margin Requirements http://seekingalpha.com/article/159569-finra-to-raise-leveraged-etf-margin-requirements?source=feed#comment-658943 658943 Wed, 02 Sep 2009 15:30:22 -0400 Weekly ETF Rewind: Short Term Top or Consolidation Before Pop? http://seekingalpha.com/article/158941-weekly-etf-rewind-short-term-top-or-consolidation-before-pop?source=feed#comment-653374 653374 Sun, 30 Aug 2009 12:27:08 -0400 The Rise of Inflation Premiums http://seekingalpha.com/article/158662-the-rise-of-inflation-premiums?source=feed#comment-649084 649084

On Aug 27 11:50 AM Larry House wrote:

> "Expectations" do not prove the point. I agree with your main idea,
> and I have used ACITX in the past. We don't have the key ingredient
> for inflation--full employment and rising wage pressures. It is
> hard to have inflation with 10% unemployment and 20% unused production
> capacity. Consumers are not ardent at the moment. If they don't
> like the price, they just won't buy. How many retailers are making
> huge discounts to get people into the stores to spend a little?
> We may have an inflation problem down the road (meaning years), but
> it is not here now. It is okay to hold TIPS, but don't think they
> are going to pay off right away.]]>
Thu, 27 Aug 2009 12:01:47 -0400

On Aug 27 11:50 AM Larry House wrote:

> "Expectations" do not prove the point. I agree with your main idea,
> and I have used ACITX in the past. We don't have the key ingredient
> for inflation--full employment and rising wage pressures. It is
> hard to have inflation with 10% unemployment and 20% unused production
> capacity. Consumers are not ardent at the moment. If they don't
> like the price, they just won't buy. How many retailers are making
> huge discounts to get people into the stores to spend a little?
> We may have an inflation problem down the road (meaning years), but
> it is not here now. It is okay to hold TIPS, but don't think they
> are going to pay off right away.]]>
The Fed buys back $2.3B in Treasurys maturing between 2026 and 2039 out of the $7.44B dealers offered, in its last repurchase operation this week; Treasurys remained flat before the upcoming record-tying $39B auction of five-year notes. http://seekingalpha.com/news/market_currents/post/31311?source=feed#comment-647426 647426 Wed, 26 Aug 2009 11:53:51 -0400 Robert Reich's advice: Don't freak out about the deficit. Economic growth - or lack of it - can render 10-year projections meaningless. http://seekingalpha.com/news/market_currents/post/31308?source=feed#comment-647262 647262 Wed, 26 Aug 2009 10:54:43 -0400 Did Bernanke Save the World? http://seekingalpha.com/article/157868-did-bernanke-save-the-world?source=feed#comment-644520 644520 Mon, 24 Aug 2009 21:57:15 -0400 Fibonacci Stops Rally in China? http://seekingalpha.com/article/156467-fibonacci-stops-rally-in-china?source=feed#comment-634148 634148 Mon, 17 Aug 2009 23:29:13 -0400 The SEC proposes a revised uptick rule that would be easier to monitor, as it disregards the sequence of bids, and has reopened public comment. http://seekingalpha.com/news/market_currents/post/30700?source=feed#comment-633548 633548 Mon, 17 Aug 2009 14:57:30 -0400 In the final hour, stocks keep ratcheting downwards after brief pauses. The DJIA -0.4% to 9242; S&P -0.7% to 996; Nasdaq -1% to 1974. Crude -0.1%; Gold flat. http://seekingalpha.com/news/market_currents/post/30030?source=feed#comment-618511 618511 Thu, 06 Aug 2009 15:23:20 -0400 After a day in the doldrums, the Dow and S&P make a sudden run toward positive territory as the last hour begins. DJIA -0.2% to 9302. S&P -0.1% to 1005. Nasdaq -0.8% to 1995. Crude now +0.5%. Gold -0.1%. http://seekingalpha.com/news/market_currents/post/29878?source=feed#comment-616751 616751 Wed, 05 Aug 2009 15:13:42 -0400