Wednesday, November 10, 2010

Tuesday, November 9, 2010

Cameron Hanover Daily Oil Recap (11/9/2010)

Cameron Hanover Daily Oil Recap (courtesy of www.fmxconnect.com ) The oil complex was completely mixed on Tuesday, with crude oil prices l...

50% Tariffs on Chinese Imports? Didn't This Fuel the Great Depression?

Alan Tonelson, a fellow at the United States Business and Industry, was on Tech Ticker the other day saying the U.S. needs to put a 50% tar...

Higher Yields Hurt SPY and GLD But Boost Dollar Crosses - Market Update 11/9/2010

Market technical update by  @Dvolatility  for 11/9/2010 I'm only looking at equities, Treasury...

Shady XLF Black Box Quote Stuffing

See an XLF black box get sent to the ETF pit (courtesy of optionmonstertv ). How does all of this stuff work? Related: XLF Sets World Record...

USDJPY (Dollar/Yen) Chart Update +0.91% to 81.68 (FXY, UUP)

USD/JPY (Dollar/Yen) broke a few resistance levels. Watch USD fight JPY on the shelf going forward. ...

Doug Kass: "Cash for Stock Market Gains" Market Has Peaked, Watching Interest Rates (CNBC Video, $TYX, $TNX, $SPX)

Doug Kass of Seabreaze remains skeptical of QE2 and believes the S&P has topped out, but admits ...

Marc Faber on U.S. Exports, Emerging Market Growth via U.S. Monetary Policy (CNBC 11/9/2010)

Marc Faber (Dr. Doom) was on CNBC's Squawk Box on 11/9/2010. He thinks emerging economies should send Ben Bernanke a thank you card sinc...

$UUP (Dollar ETF) and $WTIC (Crude Oil) at Support/Resistance - Charts

$UUP (US Dollar Index Bullish ETF) is testing $22 support for the third time and oil is testing the ...

John Hussman's Thoughts on S&P Valuation and Effective Duration

Read John Hussman's new weekly market comment titled " Bubble, Crash, Bubble, Crash, Bubble... ".  On valuation. "Eve...

Monday, November 8, 2010

Inside Job (Official Trailer) - Movie About the 2008 Financial Crisis

I saw Inside Job today and it was good. Remember the global financial system collapsed 2 years ago? ...

Cameron Hanover Daily Oil Recap (11/8/2010)

Cameron Hanover Daily Oil Recap (courtesy of www.fmxconnect.com ) The oil complex was mixed to higher on Monday, with crude oil and heatin...

Dennis Gartman: Gold is Overbought (Upper Bound of GLD Price Channel Hits 148-154 - Chart)

Dennis Gartman (Gartman Letter) was interviewed at HardAssetsInvestor.com : "My bet is that we...

$SPY (S&P ETF) at 61.8% Fibonacci Retracement Level Again, Above 50-Month Moving Average, Pierced April High (Charts)

SPY technical update: The S&P ETF is at the 61.8% retracement level, broke above the 50 month mo...

Michael Burry Warns of Another Fed Failure

Must read from 11/5/2010: Bernanke Will Fail in Bid to Use `Poison as Cure,' Ex-Fund Head Michael Burry Says - Bloomberg.com . Burry ra...

BAL, JJC, GLD, SLV Are Down 38%+ Priced in Netflix Since March 2009 (Cotton, Copper, Gold, Silver), NFLX Price/Book Ratio

Is Netflix (NFLX) the "realest" asset out there? Also look at NFLX's price/book ratio ...

S&P Priced in the Commodities Index is Down 70% Since 2000 ($SPX:$CCI)

I did a post about this a few days ago but this chart is way better (from  Gregor Macdonald via St...

Monday, November 1, 2010

Roubini Sees a "Fiscal Train-wreck" With Congressional Gridlock (CNBC)

Nouriel Roubini (NYU Prof and Chairman of Roubini Global Economics) sees a "fiscal train-wreck" ahead (CNBC video 10/29/2010).

Yale's Robert Shiller on the Liquidity Trap, Home Price Index (Buttonwood Gathering)

Yale Professor and co-creator of the S&P Case Shiller Home Price Index was on Tech Ticker (w/ Aaron Taks) outside the Buttonwood Confere...

Watching Credit Spreads During QE2, LQD Has 30,000 March 2011 $100 Puts Open, Thoughts?

I'm watching bonds and credit spreads during QE2 week. LQD, the investment grade corporate bond ...

SEC Investigating JP Morgan/Magnetar "Squared" CDO of CDOs Deal

After the SEC collected $150 million from the Goldman "Abacus" CDO (collateralized debt obligation) investigation, they are now ...

S&P 500 at 50 Month Moving Avg Resistance Again (30 Year SPX Chart)

The S&P is testing the 50 month moving average again. It failed at that level in April. The 50MM...

December VIX Options Active, Will Market See a Volatile Rally or Fall? - Video

Hat tip to optionMONSTERtv / @coffeygrinds [big buys December 20 Puts, December 22 Calls, VIX spot at 21.6].

Marc Faber Sees Asset Price Correction, Dollar Rally, China Gloom (UUP, SPY, FXI)

Marc Faber, author of the Gloom Boom and Doom Report, was on Bloomberg on 10/26/2010. He said if QE2 (quantitative easing 2) is less than $1...