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How much longer will stocks be able to ignore signals from the bond market?
FOMC (Federal Open Market Committee) met today, announced the reinvestment of maturing mortgage-backed securities into […]
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A failed auction at the ECB spells trouble
The European Central Bank just experienced a failed auction. A failed auction means that you […]
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G20 bond victory – stock market ignores reality?
The G20 meeting in Toronto brought a slight victory for bond owners as governments agreed […]
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Who is right – the bond or the stock market?
Since six months the correlation between 10yr Treasury bond yields (purple, left hand scale) and […]
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Another red flag: Commercial Paper (CP)
What are CP’s? They are unsecured “promissory notes”, sold by large companies and banks with […]
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Is BP worth a buy after losing 50%?
Take a look at CDS (credit default swap) for BP (British Petroleum): because of the […]
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A rising TED spread signals red flag for banks
Introducing: the TED spread. It’s the difference between (formerly) risk-free 3-months Treasury Bills (hence the […]
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LQD: sold all positions, closed short puts
Update May 5, 2010: We have closed all our short puts on LQD (June 105, […]
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Investor Presentation: Outlook March 2010
Investment Outlook 2010 03 For Public View more presentations from Gloeschi.
Category: Stock Market
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