Thoughts

China’s September PMI Lacking Despite Stimulus

China‚Äôs just-released Sep mfg PMI edged up just 0.1 pct….

Take Trump Seriously

Investors ought to take Donald Trump seriously on trade for…

SPX Market Technicals Musing

In what historically has been the worst week of the…

Macro Update and Market Risk

In our note on September 6th, we called for an…

BoJ and Fed Recap

BoJ and Fed Recap

THE IMPLICATIONS OF WHAT WE LEARNED YESTERDAY FROM THE BOJ…

Latest Hawk vs Dove Chart from Morgan Stanley

BOJ Action Next Week Thoughts $YEN $SPY $NIKKEI

BOJ Action Next Week Thoughts $YEN $SPY $NIKKEI

In July the BOJ indicated that it will undertake a…

Quick Facts and Market Thoughts $SPY

S&P 500 down 2% on Friday and up 1% on…

S&P 500 2016 Breakdown Analysis $SPY

S&P 500 2016 Breakdown Analysis $SPY

ONE OF THE TIGHTEST TRADING RANGES IN THE S&P 500…

Are These Good Investments? $SPY $QQQ $IWM

Are These Good Investments? $SPY $QQQ $IWM

The pictures below speak for themselves, would you want to…

Chinese August PMI Was Good But Nothing’s Changed $FXI

Chinese August PMI Was Good But Nothing’s Changed $FXI

Chinese exports increased 2.7% m/m in August, but to a…

Market Risk: Volatility to Increase

Outlook for Market Risk: Volatility to Increase Central Banks and…

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