13 Mar 2018

Perfect Timing Tool They Are Not, But Several Metrics Stretched In 9-Year-Old Bull

by | posted in: Credit, Economy, Equities | 0

The bull market in U.S. stocks is nine years old.  While this alone does not necessarily sound the death knell for this aging bull, this is not a time to remain unambiguously sanguine either. Last Friday, the bull turned nine, … Continued

20 Sep 2017

Unwinding Of Balance Sheet News – Real News Is When Fed Reverses Decision

by | posted in: Credit, Economy, Equities | 0

It is probably a foregone conclusion that the Fed later today leaves interest rates unchanged, and will announce a plan to gradually shrink its massive portfolio of mortgage and Treasury bonds. The question is, how would the markets react?  The … Continued