Tag Archives: China

Tuesday Links

Two great reviews of last week’s market activity:

On bank loans:

On volatility:


Short Work-Week Links

Happy Tuesday all… hopefully you got to enjoy a long weekend, but if not, forgive me for being a day late. 

Here are a few links I found this morning worth peeking at:


Sorry Steelers Fans

First, let me apologize for that dismal loss last night and the embarrassing 0-3 start in title town. At least the offense actually put up some stats last night… the good ones were just waaay overshadowed by the turnovers. 

Here are some great reads for your Monday:

Rebecca Black said it’s going down today

I don’t know about you, but the weather here in NC has been remarkable and I’m looking forward to drinking beer outside in a hoodie. Nothing is more relaxing to me than fall weather. Hopefully you have some smashing plans for your weekend. Here’s what I’ve been reading this morning:

Also, take a look at this chart depicting the yield of 10-year treasuries:

10 yr Treasury yield
Source: @MatthewPhillips https://twitter.com/MatthewPhillips/status/380693432189984769/

We could have some room to go on the downside. My take on the chart, all quotes from Bullard on tapering today aside, is that support should be met around 2.5%. If that level is broken we could probably revisit the 2-2.2% range.




It’s a New (mon)Day

My apologies on essentially neglecting my blog over the last week. While I made some tweets… or mainly re-tweets, I was very busy last week with work and didn’t have much time to make a post. I will try to be more resourceful with my time this week. 

Last week it appears that Emerging Markets began to come back to life, and today that narrative appears to be confirmed according to price action in $EFA, $EWZ, $RSX, $INDA, and $GXC. Most of this reincarnation seems to be based on data hinting that worries about China may be overblown.

While September is generally a weak month for US markets, we could see a positive performance if global data continues to turn more positive. This is especially possible in my eyes when you consider August’s extreme weakness. Here are a few articles I enjoyed this morning and I hope you will enjoy them also:

Have a great afternoon!

Not a post about The Backstreet Boys

That’s right, I’ve had to witness two days of facebook, twitter, and instagram posts about The Backstreet Boys who recently had two stops in NC. Quite frankly, it makes me sick to think that boy bands are able to make a reunion tour successful when there are great musicians out there creating actual music and not soppy pop.

So today I leave you with some great reads that will not play games with your heart:

This should fill the last 2 hours of your Friday


With jobless claims missing estimates, you would think the market may experience more turmoil… yet it appears to be clawing it’s way back to even for the end of week closing.

Here are a few links to read so you can appear “busy” at your desk for the remainder of your Friday:

Enjoy your weekends!

Thursday Afternoon Nap Material

On jobless claims, China PMI, and ECB rate comments, it appears the S&P 500 will close above 1,700 for the first time in history.

Here are a few links discussing those stories and a few others I find worth the time: