The Spiral Chartist

More on the VIX / Treasury Volume Index Correlation

The relationship is only worth a "talking point", tracking a regression is useful in this case. The term correlation implies more than that.

Fixing CNBC

I’m not sure the new “spicy” format at CNBC is all that distinguishable from that at the E! News channel. CNBC is a business trying to turn a buck, albeit occasionally annoying (who isn’t) and just following a common trend in the media to write and report in a style generally used by bloggers. I don’t know if it’s good, but it’s fun to watch. Media Matters is complaining because CNBC is a soft target, lots of supporters and detractors (i.e. web traffic). I suggest they focus on the folk’s at the NYT; that paper is reading like The Onion more and more each day.

Birinyi: New Dow Companies?

Your tone is clear. Let's face it the sequential YOY results that will appear in the third quarter will give the economy, not to mention the banks who MTM’d themselves to prosperity, the appearance of a lift. Economists are buying it, of course, and so are the armies of bean counters bent on returning clients to the good old times. In that light completely revamping the index compositions is part cosmetics, but I'm okay with it because it's also good if it helps us forget some of those miserable companies that botched their privilege of being in the index in the first place. Thanks

Mark Fisher: Analysis Doesn't Matter in This Market

Value investing is fine if there is someting of relative value to compare it to, I can tell more from a chart. I do agree that most technical analysis looks the past to project the future and that isn’t enough. Experience builds a more crucial skill, not to be confused with being smarter or luckier; it has to do with discipline maintaining clear judgment and even temper. I also think Fisher’s idea is interesting, but impractical.

Gold Breaks from Traditional Trading Versus Oil and USD, Looks Strong

Very informative, I have both gold exposure (GLD 8%) and Dollar exposure (UUP8%) and have seen perform even as i intedted to trade one at the expense of the other. Great Blog, Thanks