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Someone would like to see Greece burn
After the close of European equity markets the Sueddeutsche Zeitung ran the following story: Without […]
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IMF stops bailout talks with Greece
Some headlines rattling markets a bit, citing IMF spokesperson Rice: * Greek bailout talks stopped […]
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VIX and subsequent performance
How many times do you read “the VIX is so low, everybody is complacent, a […]
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Amazingly, 89% of bull market performance can be explained by time
Stock market performance during bull markets is mainly (89%) explained by the duration of the […]
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Monetary Policy – The N-Word
In this excerpt from the December 2012 “Letter to Investors” we look at what looms […]
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Lighthouse Macro Report – November 2012: Introducing LRPI
Frustrated by shortcomings of available tools I have created an indicator yielding timely and exact […]
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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 […]
Category: Stock Market
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