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marketwatcher23

marketwatcher23
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  • "We told you so." Seriously? Barron's thumps its chest in the sort of self-congratulatory, bullish article that could give a fan of stocks pause. "If there's a great rotation going on from bonds to stocks, we may be only in the top of the first inning," says Jason Trennert. The 60/40 stocks/bonds mix is out of favor with many institutional investors, notably big college endowments, which now have 27% of assets in stocks vs. 45% a decade ago. [View news story]
    Macro sometimes you make a lot of sense. Maybe it is when you are off the gold threads.
    Feb 2, 2013. 10:49 AM | 1 Like Like |Link to Comment
  • "We told you so." Seriously? Barron's thumps its chest in the sort of self-congratulatory, bullish article that could give a fan of stocks pause. "If there's a great rotation going on from bonds to stocks, we may be only in the top of the first inning," says Jason Trennert. The 60/40 stocks/bonds mix is out of favor with many institutional investors, notably big college endowments, which now have 27% of assets in stocks vs. 45% a decade ago. [View news story]
    Barrons got one right. It was about time.
    Feb 2, 2013. 09:30 AM | 4 Likes Like |Link to Comment
  • iShares Brazil ETF: An Olympic Opportunity? [View article]
    I kind of agree. I think some of the consumer stocks will get a boost from the traffic. I think stocks like Cummins already have some of this priced in. I don't have much faith in the industrial metals either.
    Feb 2, 2013. 08:39 AM | Likes Like |Link to Comment
  • Even though stock indexes are climbing, don't look for a "great rotation" out of fixed income into equities anytime soon, say bond fund managers. Why? Because economic growth remains anemic and interest rates remain low as Federal Reserve continues to print money. "Fixed-income investors are not happy with their returns," says RidgeWorth Capital's Alan Gayle. But on the flipside, they're also "happy they're not losing money." [View news story]
    It truly is.
    Feb 1, 2013. 09:39 PM | Likes Like |Link to Comment
  • Even though stock indexes are climbing, don't look for a "great rotation" out of fixed income into equities anytime soon, say bond fund managers. Why? Because economic growth remains anemic and interest rates remain low as Federal Reserve continues to print money. "Fixed-income investors are not happy with their returns," says RidgeWorth Capital's Alan Gayle. But on the flipside, they're also "happy they're not losing money." [View news story]
    Bernanke said QE3 in Sept was to lower rates. How's he doin?
    Feb 1, 2013. 09:12 PM | Likes Like |Link to Comment
  • January Nonfarm Payrolls: +157K vs. consensus +160K, 196K previous (revised from 155K). Unemployment rate 7.9% vs. consensus 7.8%, 7.8% previous. [View news story]
    Revisions up, GDP negative. The Shrodinger's cat economy continues.
    Feb 1, 2013. 08:55 AM | 1 Like Like |Link to Comment
  • January Nonfarm Payrolls: +157K vs. consensus +160K, 196K previous (revised from 155K). Unemployment rate 7.9% vs. consensus 7.8%, 7.8% previous. [View news story]
    stuck at 7.9%

    QE4eva
    Feb 1, 2013. 08:50 AM | Likes Like |Link to Comment
  • iShares Brazil ETF: An Olympic Opportunity? [View article]
    Hey Stephen I have used ewz in the past. I stay away now because PBR and Vale seem stuck in a rut. I completely agree with your theory though. ABV may be my favorite stock. I have also taken shots with Telefonica Brasil and Arcos Dorados. Should be interesting to see how it plays out.
    Feb 1, 2013. 06:51 AM | 2 Likes Like |Link to Comment
  • A Coming 'Rout' In U.S. Government Debt? [View article]
    The 4th Qtr GDP just printed a negative number. The 1st Qtr this year will be awful as well. It's QE4eva. There is no unwinding this balance sheet. Hedge accordingly.
    Jan 31, 2013. 05:19 PM | Likes Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    Tack, you honestly don't believe that banks (investment and commercial) are not active in equity markets? How are they making any profits in this economy? Their NIM is down. Zirp is killing them. You really need to hear it straight from their mouths to believe it?
    Jan 31, 2013. 02:21 PM | 4 Likes Like |Link to Comment
  • Transports Strength Over? [View article]
    Michael this market has not had a meaningful correction since when, 2011? Maybe Ben has worked out all the kinks and it is smooth sailing from here, even if no one is in the market? Maybe financial pro's that can't match the indexes because they look at fundamental analysis and the economy will become unnecessary with 85 bil a month fueling this market higher? Grab yourself an index fund and call it a day?
    Jan 31, 2013. 02:17 PM | 2 Likes Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    Tack the London whale lost billions on one single trade after everyone helped them unwind it so it did not end up being catastrophic. How many billions do you think were involved in that trade to throw off that kind of loss and where do you think that money came from to make that trade, and others?
    Jan 31, 2013. 02:06 PM | 4 Likes Like |Link to Comment
  • Endeavour Silver Forecasts Strong Year [View article]
    That was probably the answer I was seeking. Thanks to you both.
    Jan 31, 2013. 01:44 PM | Likes Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    I see you are on his payroll.
    Jan 31, 2013. 01:27 PM | 1 Like Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    who is "they"?
    Jan 31, 2013. 01:16 PM | Likes Like |Link to Comment
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