Relative Strength Update... Easy Money Edition

Below is an update of a relative strength chart I presented last August , a point which turned out to be right near the bottom of the summer...

Relative Strength

I present below the " EconomPic Data Relative Strength Index". What it shows is the percent that a variety of ETFs are above and...

QE2 is Coming

QE as in quantitative easing. The "money" sentence from the FOMC statement: The Committee will continue to monitor the economic o...

Long Fixed Income. Short Almost Anything Else

I think it's fair to classify today's market performance as simply a reversal of Monday (the one exception being gold). It may be w...

Risk Assets vs. Money Market Flows...

I must say the below chart is interesting, but as we all know "correlation does not imply causation"... So did the fear that cause...

Quality Spread Rotation...

Earlier this week EconomPic took a look at the relative returns of high yield vs. investment grade corporate bonds given the spread betwee...

Investing with a Steep Yield Curve

World Beta with some great analysis on how a variety of asset classes have historically performed given the steepness of the 3 month to 10 ...

Where to Hide?

Any concerns within broader credit markets need to start with sovereign risk (per The Star ). The sovereign debt crisis contagion is spreadi...

Market Recap (2/08/10)

As long as markets remain as interesting (volatile) as they've been, I'll occasionally be posting these daily updates. The story of ...

Asset Class Performance: It's Been All E.M.

Jeremy Grantham details asset class performance over the past decade in his latest missive What a Decade (bold mine) : The efficient market...

An Equity Correction?

Equity futures are pointing up this morning and chatter is that this is the end of the "correction". While I personally do believ...