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September data reveals increased risk appetite among ETF investors
Tracking flows in and out of major exchange-traded funds (ETF) can reveal investors’ risk appetite. […]
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European car engine stuttering
According to data released by ACEA (European Automobile Manufacturers’ Association) new passenger car registrations fell […]
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“Who moved my recession?”
Lakshman Achutan, ECRI (Economic Cycle Research Institute) made a recession call for the US on […]
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Analyze this: The Fed is not printing enough money!
Before you trash me in the comments, hear me out. It started off with Ray […]
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The “beautiful” deleveraging
Some of my clients like to challenge my (admittedly gloomy) views, forcing me to think […]
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You got Bernanked: Three years gone in three weeks
US Bond market: Over the last three weeks, 10-year US government bond yields increased from […]
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Volatility ETFs’ crazy churn
Two volatility ETFs (VXX and UVXY) are having almost half of the trading volume in […]
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Who wants to own Investment Banks?
I went through the latest available 10-Q filings of major US investment banks. I was […]
Author: Alexander Gloy
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