Today's Commentaries

Chart Presentation: Offsets and Other Thoughts

One of our views is that the bond market represents the next bubble to burst. 10-year Treasury yields in the vicinity of 2% only make sense if the markets are truly giving even odds to the prospect of a deflationary outcome. The argument is that a 2.0% 10-year yield repre... Full story ›



Recent Commentaries
Feb 25 2012

Weekly GBP USD Finishes with Upside Bias

The GBP USD closed higher after selling pressure failed to drive the market into a 50 percent retracement level at 1.5580. The strong finish gave the market a bullish bias while putting it in a position to challenge a retracement level at 1.5925 and a minor top at 1.5928. Based on the main range ...


Read More » Tags: british-pound | the-forex-pattern-price-amp-time-report | gbp-usd


Feb 25 2012

Weekly EUR USD Set Up for Further Upside Action

After three weeks of consolidation, the EUR USD blasted off to the upside, closing slightly better than a key 50 percent retracement level. Based on the weekly main range of 1.4247 to 1.2623, the first upside target was 1.34350. Now that the market has regained this level, the market may straddle...


Read More » Tags: euro | the-forex-pattern-price-amp-time-report | eur-usd


Feb 25 2012

Eventos SharkOpciones

Hola a todos, estos son los eventos pr?ximos dentro de SharkOpciones: 1. Lanzamiento de SmartMoney Flow El pr?ximo viernes 02 a las 19.00h, haremos un webinar de lanzamiento para explicar con detalle el funcionamiento de la web (www.smartmoneyflow.


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Feb 25 2012

Proposal to the SEC on Money Market Funds

To readers at the blog, I have formally submitted this to the SEC.-=-=-=-==-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-==-=-=-==-=-==-=-=-=-=-=-=-=-To those analyzing policy for money market funds at the SEC:Greetings. My name is David Merkel, and I run Aleph Investments, LLC, a Maryland RIA. I manage s...


Read More » Tags: bonds | macroeconomics | public-policy


Feb 25 2012

End of Month Games

Bears tried early, but we closed very near the high. Range was extra tight and volume very low. While we can extrapolate the negatives, we also have big POMO activity and LTRO II early next week. They are both conveniently scheduled for end of the month and after that we may look forward to ne...


Read More » Tags: uncategorized | ltro | pomo


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