“Undoubtedly, the Trump administration will be igniting many ‘fires’ on its front door and around the world. Let’s wait and see when it will be China’s turn.”
Day: January 22, 2017
Is The Record Treasury Short A Contrarian Indicator? This Scatter Plot Has The Answer
One of the most asked questions (well, I don’t have any data on that, but I assume a lot of people are asking) is this: is the record short a contrarian indicator?
“Time To Get Creative”: This Isn’t The Place For Joe ETF
With spreads having come in as much as they have, there’s not much left for average investors.
Stocks Bore Me, But People Sure Do Love A Good Bullish Thesis
One thing to note at the outset: the idea that because piling fiscal stimulus atop an overheating economy is likely to drive inflation and therefore people will buy stocks, has a major flaw. Namely that if most of the “benefit” from fiscal stimulus goes to inflation and not growth, then it’s exceedingly likely that you’ll get a poor growth-inflation outcome (i.e. stagflation).
Sunday Humor (“Facts”)
“You’re saying it’s a falsehood, and Sean Spicer, our press secretary, gave alternative facts to that.â€
Chart Check (Theory Vs. Reality)
For the history buffs…
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