The Fat Pitch
Wednesday, December 14, 2016
The Set Up In Bonds As The FOMC Considers A Second Rate Increase
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Summary : Bond yields usually rise as the FOMC raises rates. This is one of the mostly strongly held consensus views in the market right now...
Tuesday, December 13, 2016
Fund Managers' Current Asset Allocation - December
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Summary : Global equities are more than 20% higher than in February. A tailwind for this rally has been the bearish positioning of investors...
Monday, December 12, 2016
Market Watch: Top 50 Twitter Accounts for Investors to Follow in 2017
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Many thanks to the people at Market Watch for including us on their list of the Top 50 Twitter Accounts for Investors to Follow in 2017. The...
Tuesday, December 6, 2016
Weekly Market Summary
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Summary : US equities have made new all-time highs in the past week. Breadth is good. But there is a set-up for price gains to be limited (o...
Friday, December 2, 2016
December Macro Update: Employment Growth Is Decelerating
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Summary : T he macro data from the past month continues to mostly point to positive growth . On balance, the evidence suggests the immine...
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