5 Dec 2020

CoT: Peek Into Future Through Futures, How Hedge Funds Are Positioned

by | posted in: Commodities, Credit, Currency, Derivatives, Economy, Equities, Technicals | 0

Following futures positions of non-commercials are as of December 1, 2020. 10-year note: Currently net long 25.7k, down 89.2k. Once again, the 10-year Treasury yield (0.97 percent) is back at testing the one percent level. Friday, rates rose as high … Continued

30 Nov 2020

Stocks Rapidly Pricing In Growth/Profit Tailwind From Inventory Cycle, Among Others

by | posted in: Economy, Equities | 0

After the sharp contraction in economic activity in the early months this year, inventories are running low. Growth gets a tailwind as they get rebuilt. There is tight correlation between economic growth and corporate profits. Stocks are anticipating this. Home … Continued