Untitled
November 30, 2010
Mutual Fund Flows Update Tables updated through October 31, 2010 with data released November 29, 2010. Comments on Stock Funds, Bond Funds and Hybrid Funds.
Our Research
Sample Our Reports, Presentations, & Market Insights
Untitled
November 19, 2010
Commitments of Traders Update/Analysis Statistics cover the CoT report for November 16, 2010. Further charts and comments include: Eurodollar Futures: Commercials Cover Shorts Canadian Dollar Futures: Large Speculators Add To Net Longs Wheat Futures:...
Untitled
November 16, 2010
U.S. Treasury’s International Capital Statistics Update Tables and comments detailing foreign investment through September 30, 2010 with data released on November 16, 2010. Now that QE2 has officially begun, the Federal Reserve could easily...
Untitled
October 29, 2010
Commitments of Traders Update/Analysis Statistics cover the CoT report for October 19, 2010. Further charts and comments include: Long Treasury Bond Futures: Large Speculators Net Short Australian Dollar Futures: Large Speculators Liquidating Longs...
Untitled
October 1, 2010
September Total Return Review:So Much For Seasonal Patterns – Best September For Stocks Since 1939 The attached tables and comments update the total returns through September. ?? This past month proved to be the best September to own the S&P...
Untitled
September 30, 2010
Mutual Fund Flows Update Tables updated through August 31, 2010 with data released September 29, 2010. Comments on Stock Funds, Bond Funds and Hybrid Funds.
Untitled
September 29, 2010
Charts of the Week Topics Covered This Week Include: Is China Responsible For The Divergence In FNM & FRE? Is China Responsible For The Divergence In FNM & FRE? – 2 Ireland Keeps Widening Sovereign CDS Costs Not A Matter Of Immediate Concern Comparative U.S.-German Long-Term Note Yields Revisited U.S. Equities’ Negative Correlation With The… Continue reading
Untitled
September 24, 2010
Commitments of Traders Update/Analysis Statistics cover the CoT report for September 21, 2010. Further charts and comments include: Two-Year Treasury Note Futures: Small Traders Carry The Torch For Shorts Australian Dollar: Large Speculators Build...
Untitled
September 17, 2010
Inflation Watch Update The attached tables update inflation rates through August 2010. We also update last month’s comments on OER.
Untitled
August 11, 2010
Conference Call Presentation/Charts of the Week Topics Covered This Week Include: QE 1A The Federal Reserve’s Holdings Of Government Securities Big Owners Of Government Securities Should We Worry About Deflation? Owners’ Equivalent Rent: An Update Economic Indicators That Lead vs. Coincident ECRI – Slowdown or Double Dip? Economic Indicators That Lead Do Stocks Predict Recessions?… Continue reading
Untitled
July 28, 2010
Charts of the Week Topics Covered This Week Include: Bank Funding – The Next Issue For European Banks Gulf of Mexico Rigs Continue To Plummet Global Petroleum Inventories Case Shiller Update OER Opens A Window On A Societal Change Owners’ Equivalent Rent: An Update The Deficit Foreigners Purchase $910 Billion Of U.S. Assets In Past… Continue reading Untitled
Untitled
July 16, 2010
Commitments of Traders Update/Analysis Statistics cover the CoT report for July 13, 2010. Further charts and comments include: Eurodollar Futures: There Is Good Resistance At 100 Yen Futures: What Is The Toughest Trade? Corn Futures: Buy In July And...