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EconMatters

By EconMatters
San Francisco Fed’s John Williams is part of the Problem at the Federal Reserve
Sure enough the S&P 500 drops 6% from its all-time highs, and all the idiots start talking about another round of QE when we haven`t even finished with the latest one (still buying bonds through October). The latest lemming who this time isn`t some …

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By EconMatters
San Francisco Fed’s John Williams is part of the Problem at the Federal Reserve
Sure enough the S&P 500 drops 6% from its all-time highs, and all the idiots start talking about another round of QE when we haven`t even finished with the latest one (still buying bonds through October). The latest lemming who this time isn`t some …

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By EconMatters
2 Cases of Ebola
From the ‘news’ network that covered and beat the Missing MalaysiaAirlines Flight 370 story to death comes the latest hysteria promoting journalistic approach to the 2 cases of Ebola here in the United States. These people should literally lose their broadcasting license as although many Americans have the ability to rationally think about the …

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By EconMatters
3-5 Months Ahead of Fed Forecasts for Employment Levels
What has sort of gone under the radar recently with Ebola fear mongering, Europe throwing a tizzy fit until they get their ‘stimulus fix’ and everything is miraculously all well again, profit taking in front of earning`s season here in the US, and oil on one of its customary …

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By EconMatters
Over a year ago, Netflix CEO Reed Hasting got into trouble with the SEC when Netflix stock price spiked 21% after Hasting boasted on his Facebook page that Netflix monthly viewing exceeded 1 billion hours 3 weeks before the company’s scheduled earnings release.  At the time, we opined that Ever since the collapse of Enron and Lehman Brothers, corporate executive behavior…

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By EconMatters
We Cannot Raise Rates Because…
This is starting to become outright laughable if it wasn`t so incompetent and irresponsible interest rate policy, or lack of policy by the Federal Reserve. Forget unemployment, GDP, Structural Economic Issues, Wages, or Inflation now the reason the Federal Reserve cannot raise interest rates from recession era levels is because the dollar is …

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By EconMatters
Good Year Performance Wise
We closed out our bond short this week and are up 42% so far this year. The reason we closed out our bond short is that we are trying to make money and control risk as much as possible in a market that frankly speaking is off its rockers! Who knows what “Fair Market Value” is …

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By EconMatters
Strategically Shorting Bonds
I have been shorting the 10 year Treasury strategically the last 6 months buying the oversold yield conditions right before the employment report ramp up in yields, it has been quite an effective trading strategy this year, and has contributed in part along with some oil and equity trades to being up over 30% versus …

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By EconMatters
Inflation Isn`t Moderating, It is Consolidating before the Next Leg Up
Inflation numbers of late have been helped by the drop in fuel costs, the agricultural grains have been brought down in the futures market by the overplanting of corn, but eating out for the weekend where shrimp, steak, other seafood and vegetables are consumed at dinner brings …

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By EconMatters
How to properly value European Bonds
This seems to be the biggest question in financial markets for me right now because the math just doesn`t add up any way you slice it. When you look at the pricing for European bonds this conclusion jumps out from an analyst perspective, either European bonds were analyzed and incorrectly priced two …

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By EconMatters
Sleepy August Closes Out
Lost in what is one of the lowest trading volume weeks of the year, and a really sleepy August month in general where many folks are getting to use some vacation time before markets start getting serious again in September after the Labor Day Holiday was another week of better than average economic data.  …

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By EconMatters  
Janet Yellen is the wrong Chairperson for this Monetary Phase
It is obvious in Janet Yellen`s brief tenure as Fed Chairperson that she is too dovish to be an objective leader at the Federal Reserve, she isn`t even the most qualified representative on the current configuration of the voting members. Her approach and economic philosophy might be acceptable

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