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"How Is This Possible" Deutsche Bank Asks, Looking At The Canary In The Junk...
When it comes to recent inexplicable and notable market divergences, few are as disturbing as the gaping spread between equities and junk bonds, best shown on the chart below.While we have been...
View ArticleFrontrunning: November 25
European stocks up, oil slides as concerns ease over Russia-Turkey tension (Reuters)ECB discusses two-tiered bank charges, broader bond buys (Reuters)Skies Darken for Accord on Syria With Turkish...
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"On The Cusp Of A Staggering Default Wave": Energy Intelligence Issues...
The Energy Intelligence news and analysis creator and aggregator is not one to haphazradly throw around hyperbolic claims and forecasts. So when it gets downright apocalyptic, as it did this week in a...
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Another Hedge Fund Bites The Dust: Trafigura Shuts Down Its Flagship Metals Fund
Two months ago, with everyone focusing on Glencore, we urged readers to "Forget Glencore: This Is The Real "Systemic Risk" Among The Commodity Traders" in which we profiled the "other" major...
View ArticleFrontrunning: December 2
Yellen, in back-to-back appearances, could close out era of zero rates (Reuters)ECB stimulus hopes keep Europe stocks at three-month high (Reuters)ECB to Test the Limits of Its Bond-Buying Program...
View ArticleFrontrunning: December 3
Mario Draghi Is About to Become the World's Market Risk Manager (BBG)Five Things to Ask Mario Draghi From Negative Rates to QE (BBG)Leaving behind baby and bombs, couple sows panic in California...
View ArticleFrontrunning: December 4
The Jobs Report Probably Won't Change the Fed's Mind on Liftoff (BBG)U.S. authorities look for militant links to shooters in California mass slaying (Reuters)Neighbors, Acquaintances Shocked That...
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Central Banks Continue To Rule Equity And Commodity Markets
Submitted by Leonard Brecken via OilPrice.com,First, let’s review 2015 to see what could occur in 2016. What was most noteworthy was the continuation of investor focus on central bank interventions vs....
View ArticleFrontrunning: December 11
Futures down sharply as oil hits seven-year low (Reuters)Oil slides to new seven-year low as IEA warns of worse glut (Reuters)But... but... they all said... Cheap Oil Gives Little Help to U.S. Spending...
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NRG Energy is a Definite Takeout Candidate
By EconMatters David Crane ResignsIn case you missed it David Crane resigns Thursday and the stock gets hammered on Friday to the likes of almost 20% at one point in trading, putting in a low print...
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3 Signs We've Reached 'The Top' In The Financial System
Submitted by Simon Black via SovereignMan.com,It was 1720, and Paris was completely mad.The city’s brand new stock exchange, located at the ultra-swanky Hotel de Soissons, swarmed with citizens of all...
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Market Panics As "China's Warren Buffett" Detained In "Richter Scale 9 Event"
As several CSRC officials have learned over the past four months, being a “connected guy” vis-a-vis the Politburo does not necessarily mean you are immune when Xi and the Party decide it’s time to make...
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It's Firesale Time For Brazil's Fake Goldman; The Real Goldman Answers 6 Key...
When last we checked in on BTG Pactual, “people were afraid.” Why? Because the once proud investment bank that billionaire Andre Esteves boasted would be “better than Goldman” is scrambling to raise...
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Bill Ackman Warns 2015 May Be "The Worst Performance Year In Pershing...
With Bill Ackman's Pershing Square increasingly becoming a levered bet on the fate of Valeant, which moments ago, ahead of its investor day, cut both its revenue and profit forecasts for both the...
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Obama Abruptly Waives 1980 Foreign Investment in Real Property Tax Act
Submitted by Gordon T. Long of the Financial Repression AuthorityObama Abruptly Waives 1980 Foreign Investment in Real Property Tax Act The Financial Repression Authority has consistently shown that...
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Santa Rally Lifts Global Stocks For Third Day: Will Volumeless Levitation...
With memories of last week's high-volume, post-Fed, quad-witching selloff fading fast, overnight the Santa rally defined as no volume, no breadth levitation, has continued for a third day and moments...
View ArticleFrontrunning: December 23
Oil up after U.S. crude stocks drop, still close to 11-year lows (Reuters)Global Stocks Rally; Mining, Metals Shares Lead Gains (WSJ)OPEC Sees Demand for Its Crude Oil Falling for Rest of Decade...
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Oil Bankruptcies Hit Highest Level Since Crisis And There's "More To Come",...
“Two things become clear in an analysis of the financial health of US hydrocarbon production: 1) the sector is not at all homogenous, exhibiting a range of financial health; 2) some of the sector...
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The Number Of Young Adults Living With Their Parents Has Never Been Higher...
Back in 2012, the bullish thesis for US housing (the one everyone was hoping for, instead of the fake housing "recovery" driven by the parking of dirty foreign oligarch money in NYC triplexes aka the...
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How to play into higher interest rates, an investment strategy with a hedge
Higher interest rates going through 2016 will have implications for most asset classes Past levels of Treasuries and how to play the move into new interest rate regime Assets that benefit from higher...
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