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Finally. We have been counting the days of low volatility, and the markets are at least beginning to break loose.  At the time of this writing, the Spoos is down by about -1.49%.  Which isn’t much.  We’re not even to the lows of April yet, and a 10% correction is statistically normal about once every 14 months.   Perhaps we can see a VIX print over...

It’s no secret that we have been bearish on bond prices for months now. However, by looking at a few technical ‘highlighters’ we are beginning to wonder if the rout in bonds might be nearing an end?  At the same time, the market has had time to digest all news currently in play in the market.  The Fed rate hike.  A reflation’ possibility...

Posted on Dec 15 2016 - 7:58am by Dan
#2

Yesterday afternoon, Chairperson Janet Yellen unleashed an unholy barrage upon bond markets. No, not by raising the target rate a measly 25 BPS.  Seriously.  It’s 25 BPS.  Who gives a flying rip about 25 BPS? No, instead Fed junkies and market participants poured over the statement and inflation expectations by looking to the ‘dots’ If you are...

“Be where you are, stop over-thinking, and focus on what you are doing” – Roy T. Bennett As we perused the ol’ interwebs yesterday afternoon, we found the same question … over and over again … “Why is the Stock Market going higher?” I have a better question … Why ask why? (Video Included. If you’re seeing this...

Posted on Dec 1 2016 - 11:28am by Dan
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“ô Dieu! sois apaisé envers moi qui suis pécheur!” – Luc 18:13 I’ll admit it. Despite the bearish view we have had on bond prices for the last several weeks … I was tempted. A couple of days ago on the December 30’s, around 154’14 or so, I felt the ‘urge’ to buy long-duration.  An entry would have been published...