Higher Yields Are Bad For Stocks Today And Maybe We Can Blame Commodities 😡



Trader: ‘Don’t Hold Out For Peak P/E’

“Yet, like all good things, it eventually ended.”

A Unified Theory Of Everything: From The Fed, To Volatility, To LIBOR To BTFD

Got all of that? 

Breaking The Bank.

Beleaguered banks, commodities on the come up, golf, the usual…

Euphoria No More.

Curb your enthusiasm. 


When You Lose Jeremy: Siegel Says ‘These Gains You’re Talking About’ Might Be Unrealistic

“…I just don’t think they’re going to be realized.”

Truly Fine Gentlemen.

In good hands.

‘A Taste Of The High (Vol.) Life’, Courtesy Of Goldman

Again, please: “We’re not in Kansas anymore.”

Go Long.

And it’s only Monday.

Trader: ‘Investors Know Central Banks Are Just As Deeply Into These Trades As They Are’

“It has been just too great a strategy to call the bluff of those advising caution.”

‘It’s Not Like We’re In This Spectacular Market’: Shiller Delivers Reality Check

“The United States is the most expensive market in the world.”

‘Oh, My God’: Full Week Ahead Preview

Plenty to fret about (and laugh at).

Epsilon Theory: ‘The Stage Is Set For An Explosive Market Re-evaluation Of Inflation’

“The day-to-day and intraday market swings over the past six weeks have been absolutely ferocious.”

Pick A Fire, Any Fire!

“Annette, Annette”…

Is It Time To Add Risk? One Bank Thinks Maybe

“We think it is overdone and has created opportunity for long and short term investors.”