A Second Look at the Minutes (RealMoney Silver $)
The specter of stagflation grows daily.
03:36PM 11/24/09
Stuck in a RUT (RealMoney Silver $)
Once again the Russell is diverging negatively from the senior averages.
02:39PM 11/24/09
Stellar Auction Is a Warning (RealMoney Silver $)
The five-year U.S. note auction was an A+. ~The bond market's message is clear -- the path to self-sustaining economic growth is full of potholes.
01:18PM 11/24/09
A New Tell (RealMoney Silver $)
My new market tell for short-term equity trades is gold.~When gold climbs the market falls.~And vice versa.
01:02PM 11/24/09
A Happy Thanksgiving to All! (RealMoney Silver $)
I would rather be able to appreciate things I cannot have than to have things I am not able to appreciate!
12:07PM 11/24/09
Pressing Some Longs and Shorts in Financials (RealMoney Silver $)
We're going shorter on Franklin Resources and T. Rowe Price.~And we're going longer on State Street and JPMorgan.
11:49AM 11/24/09
Building a Position in Short Treasury ETF (RealMoney Silver $)
We're averaging into a long position in TBT.
11:25AM 11/24/09
Case-Shiller Is a Downer (RealMoney Silver $)
Prospects for a sustained increase in home prices is well out into the future.~For that matter, the prospects for a self-sustaining economic recovery also is well out into the future.
10:17AM 11/24/09
Running Against the Herd (RealMoney Silver $)
I believe there is now almost a unanimity that investors are bullish short term and bearish long term.~l am obviously fading that consensus in expanding my short book recently.
09:52AM 11/24/09


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