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marketwatcher23

marketwatcher23
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  • Game Over For High Yield Debt [View article]
    " The Fed’s aggressive purchases of 15-year and 30-year MBS have depressed yields for the “bread and butter”investment in most bank portfolios; banks seeking additional yield have had to turn to in investment options with longer durations, lower liquidity, and/or higher credit risk. Finally,the regressive nature of the artificially compressed savings yields creates pent-up demand within bank deposit portfolios; these deposits may be at risk once yields begin to rise and competitive pressures increase."

    http://bit.ly/14hXaFy
    Jun 1, 2013. 10:34 AM | Likes Like |Link to Comment
  • 6 Fed Tightening Points In History Examined - What Happened? [View article]
    Or is someone sending a message to the fed.
    May 29, 2013. 08:07 AM | Likes Like |Link to Comment
  • 6 Fed Tightening Points In History Examined - What Happened? [View article]
    Has anyone on here learned from today that the market will tighten long before the fed ever will? Still going to wait for the Bernak to ring the bell?
    May 28, 2013. 06:36 PM | 3 Likes Like |Link to Comment
  • Growing thoughts of a tapering and then ending of QE∞ triggers panicky selling in the mREIT sector (MORT -2.3%) as Treasury yields hit their highest level in more than a year (the 10-year at 2.12%), and mortgage prices slide as well (MBB -0.4%). Leading the way is a 5.3% decline in American Capital Agency. Annaly (NLY -2.7%), Two Harbors (TWO -3%), Anworth (ANH -2.2%), Western Asset (WMC -4.7%), Apollo Residential (AMTG -3.7%), Javelin (JMI -4.3%), Invesco (IVR -1.8%), MFA Financial (MFA -1.5%). [View news story]
    Guys the MREITS will hedge by selling treasuries, if the are not doing so already. This should be fun to watch.
    May 28, 2013. 06:32 PM | Likes Like |Link to Comment
  • Minutes from the BOJ's April 26 meeting show some board members believe the link between inflation expectations and actual inflation is tenuous, underscoring the notion that inflation will remain below the BOJ's official forecast of 1.9% in 2016. Additionally, some members noted the apparent contradiction in buying bonds to keep rates low while simultaneously promoting inflation (which would put upward pressure on yields). Some commentators have flagged this perceived inconsistency as a contributing factor to recent volatility in the market for Japanese government bonds (JGBL). [View news story]
    persevere right into that iceberg
    May 27, 2013. 06:38 PM | 1 Like Like |Link to Comment
  • The U.S. economy may suffer from high unemployment, mediocre productivity gains and stagnant earnings for households, but George Mason University's Tyler Cowen provides five indicators that "the future is starting to brighten." These are: an increase in high-school graduation to 78% in 2010, the most since 1974; the falling cost of further education; slowing healthcare inflation; the "new era of cheap energy;" and the increasing ability of innovators around the world to supply new technology to the U.S. [View news story]
    " the falling cost of further education; slowing healthcare inflation; the "new era of cheap energy;"

    LOLOLOLOLOLOLOL
    May 26, 2013. 09:01 AM | 3 Likes Like |Link to Comment
  • What Does It Really Costs To Mine Gold: The Yamana Gold First Quarter Edition [View article]
    Hebba, something has to give right? Physical demand...miners demanding higher pay...

    I was reading yesterday that it seems like many of the bullion banks were able to transfer their massive short positions on to certain hedge funds during the slamdown. So now they would benefit if a short squeeze took place. Have you heard anyything regarding that?
    May 23, 2013. 01:27 PM | Likes Like |Link to Comment
  • There is no precedent for the current market, writes The Fat Pitch. Consider: 1) The S&P (SPY) has been up 56 of 88 trading sessions this year 2) It's up an uncorrected 24% since the post-election low - the longest streak in over 3 decades 3) The Nasdaq (QQQ) is on pace for a 7th straight up month, an occurrence with a 3-in-100 probability. Long term it's bullish, writes Ukarlewitz, as this sort of strength is rarely the end of a trend. Short term? Stay nimble. [View news story]
    I agree long tail. That phrase will sucker in the last of the suckers. Once they decide they want out and realize everyone else locked the doors on their way out it will get interesting.
    May 19, 2013. 10:48 AM | 1 Like Like |Link to Comment
  • There is no precedent for the current market, writes The Fat Pitch. Consider: 1) The S&P (SPY) has been up 56 of 88 trading sessions this year 2) It's up an uncorrected 24% since the post-election low - the longest streak in over 3 decades 3) The Nasdaq (QQQ) is on pace for a 7th straight up month, an occurrence with a 3-in-100 probability. Long term it's bullish, writes Ukarlewitz, as this sort of strength is rarely the end of a trend. Short term? Stay nimble. [View news story]
    Or you could be taking paper gains in stocks and buying beat down PM's....oh wait no one does that.
    May 19, 2013. 10:42 AM | 1 Like Like |Link to Comment
  • There is no precedent for the current market, writes The Fat Pitch. Consider: 1) The S&P (SPY) has been up 56 of 88 trading sessions this year 2) It's up an uncorrected 24% since the post-election low - the longest streak in over 3 decades 3) The Nasdaq (QQQ) is on pace for a 7th straight up month, an occurrence with a 3-in-100 probability. Long term it's bullish, writes Ukarlewitz, as this sort of strength is rarely the end of a trend. Short term? Stay nimble. [View news story]
    "Where else can money go?"

    Tomasviewpoint is 100% correct. This is not about bull/bear or recession or economic growth anymore. A whole bunch of factors have put a tsunami of capital in motion and right now they are heading into stocks. This market could go way higher from here. That does not mean that money could ultimately decide to go somewhere else at some point. If it does it's going to be amazing to watch.
    May 19, 2013. 10:21 AM | 3 Likes Like |Link to Comment
  • Beware Long-Term Damage From Stock Market Bubble Forming Now [View article]
    It's going to be funny when Goldman and JPM etc have finally handed off this bag completely to retail again only tro watch this market go bidless when retail realizes who the fool at the table was...again
    May 18, 2013. 07:11 PM | 1 Like Like |Link to Comment
  • The Future For Gold Supply Looks Grim: An Opportunity For Gold Investors [View article]
    If you don't hold it.....
    May 18, 2013. 07:00 AM | Likes Like |Link to Comment
  • MLPs And Interest Rates, How Right Is Mr. Gundlach? [View article]
    that is some beautiful scenario.
    May 18, 2013. 07:00 AM | Likes Like |Link to Comment
  • Are We Close To Selling The USD? [View article]
    It's funny that it did not gain against crude.
    May 17, 2013. 10:49 PM | 1 Like Like |Link to Comment
  • MLPs And Interest Rates, How Right Is Mr. Gundlach? [View article]
    I believe Gundlach every day and twice on Sunday.
    May 17, 2013. 10:42 PM | 1 Like Like |Link to Comment
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