An interesting divergence has been building between stocks and Treasury bonds lately. Typically, stocks and Treasury bond yields move together as money moves back and forth between stocks and “safe” bonds. Lately however, they have not. Money is actually going into both stocks AND bonds, and unfortunately the bond market is usually correct, indicating stocks…
Market Update – Food on the rise!
Those clients that have been with me the past few years know how big I am on commodities right now. The combination of Central Banks around the world printing money, limited supply and insatiable demand from many of the emerging nations (e.g. China) has been driving this Bull market the past 10-12 years. I still like…
Market Update – June 29th, 2012
Europe surprised everyone overnight with a new deal to aid their ailing banks. They’re basically changing the rules since no one can follow them anymore. Stocks reacted positively and the S&P 500 is up a little over 2% at the time of this post. While this will help with a lot of the uncertainty –…
What’s to come
For my first post, I figured I would provide a preview of what’s to come. I’m planning to post every week to give a quick update on the markets and what I’m seeing. Posts will be a combination of text and videos. If you’d like to follow consistently, I recommend either subscribing with your email…