Category Archives: Financial Markets

Around the Web; Economic Data Fest

Well, we have been thinking that the strength in USD could start to take the top off the party here in the US.  Today’s data, combined with the Semi Equip. book-to-bill data is backing that up.  The caveat is that no one day, week or month should be taken in a vacuum.  But still…

Around the Web

  • Saving Credit (PDF) by one of my personal heroes, Raghuram Rajan, head of the Reserve Bank of India.
  • Updated Thanksgiving week breakdown from QuantEdges.  Just as one little human in the machine, I have noticed over my years in the market that Black Friday almost always seems to be bullish.

 

Around the Web

[edit]  Let’s add a new post at NFTRH.com… Semi Equipment Book-to-Bill Ratio Moderating.

  • NFTRH Dovetails some public content (Stocks vs. CPI and vs. Gold) with some of what this weeks report discussed regarding a potential plan for stocks.
  • Josh Brown on how unfairly Jim Cramer was treated by Jon Stewart during the financial crisis.  Well Josh, I had to laugh at this bit… “Had Cramer pushed back and brought up his vigorously alerting the Federal Reserve to the markets’ problems in advance, it would have been entirely justified.”  I remember the screaming monkey show by a guy who became a made-for-TV alarmist after touting touting and touting stocks some more right into and through the top.  Spare me.  I have however, also been a Daily Show fan from day 1; going all the way back to Craig Kilborn.

 

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  • Crude Oil?  Jeff Saut’s latest note (Nov. 17)

 

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  • Ukraine/Russia back in the news from Bloomberg.  As usual, market players tune this out and gold players, that goes double for you.  There is still a tout or two out there willing to play to the cheap seats.
  • Zero Hedge seems to think GOFO still matters.  I think GOFO didn’t matter when I first heard the term years ago and I don’t think it matters now.  But that’s just me, an anonymous internet news compiler robot.