Just follow the bonds
They have not let you down in this bizarre, contrary period.
The market has taken a benign view of the downing of Malaysian Airlines Flight 17, I think perhaps because it is so chilling that both sides have to tread more carefully. A needless escalation is good for no one.
Meanwhile, while any casualties are bad, attempts by the Israelis to stop the rocket-launching are, so far at least, surprising people in their lack of Arab street outcry.
With all that said, the crosscurrents remain great and the opportunities constrained by what can happen over the weekend.
Just keep in mind that we are back in the vise grip of the bond market. Anything that sends rates up is now somehow viewed as positive for the overall market, not just the financials, and that's coloring so much.
I keep thinking that what has happened is something I saw clearly at Delivering Alpha. The consensus is that rates must go higher. When rates go lower, the consensus feels repudiated and takes action that is distinctly negative for equities -- notably massive selling in the S&P 500 futures pits.
Just follow the bonds. They have not let you down in this bizarre, contrary period.
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How about... just follow the stink of this meaningless article
all the way back to Goldman Sachs alumni yearbook. Further,
look under the pages of those voted "Most likely to succeed
with Your money".
Sure, the bonds will tell the story in the end, but then again,
and in spite of the fear factor taking place throughout these
rambling columns, I wish to point out a strange anomaly :
Sometimes, when equities are too hot to handle, the crowd
flees to the relative safety of bonds and bond funds, unmindful
of the paltry yield-plays.
So, there really is no fixed direction in which we can securely
Again, why are Cramer and Kramer so synonymous....?
Because they are both in 'shows about Nothing'...Good day!
Follow the Bonds:
I believe "Look under Yellen's Dress"
would be a better way to determine the future of the DOW.
Yellen has shown that she has the balls of Bernanke ..
Until you see Congress call for an "Act of War" on someone,
Wall Street is a "GO"
And you are? Bond, James' Bond....yuk, yuk,
It was probably funnier the first time??
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