Sample Our Reports, Presentations, & Market Insights
Commitments of Traders Update/Analysis Statistics cover the CoT report for December 28, 2010. Further charts and comments include: 10 Year Treasury Note Futures: Large Speculators Add To Short Positions Yen Futures: Some Tenuous Non-Commercial Buying...
Charts of the Week Topics Covered This Week Include: Are Rates Rising For The Wrong Reasons? More on Inflation Expectations Muni Update Capital Gains And The Deficit Hedge Fund Returns 1998 – Current A Few More Interesting Charts On Hedge Funds ETF Assets Update European Borrowing Costs Threaten Lower Equity Returns European Short-Term Rates In… Continue reading Untitled
November Total Return Review: A Long Term Look At Stock Returns The attached tables and comments update the total returns through November. ?? Also, a look at the total return of the S&P 500 on a 1 and 10 year rolling basis.
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.
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:...
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...
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...
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...
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.
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
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...
Inflation Watch Update The attached tables update inflation rates through August 2010. We also update last month’s comments on OER.