The following are futures positions of non-commercials as of March 24, 2015. Change is week-over-week. 10-year note: After what these traders heard out of the FOMC last week, they decided to step on the accelerator. Net shorts went up 67 … Continued
Small-caps relative outperformer past several weeks Hard to make fundamental case, but technically RUT acts very well Ideal, and probable, scenario: RUT pulls back for successful retest of recent breakout There is something very interesting going on in the small-cap … Continued
Equity bulls seek to justify why Nasdaq of 2015 is not as bubbly as was Nasdaq of 2000 Bubble elsewhere – in VC, in biotech, and most importantly, in easy money Excesses driven by ‘this time is different’ psychology never … Continued