The Fat Pitch
Tuesday, November 28, 2017
A Cautionary Signal After Today's Strong Gain
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Summary : US indices closed at new all time highs on Tuesday. The gain was so strong that SPX closed 25% above its Bollinger Band width. Th...
Sunday, November 26, 2017
The Flattening Yield Curve Is Not A Threat to US Equities
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Summary : On its own, a flattening yield curve is not an imminent threat to US equities. Under similar circumstances over the past 40 years...
Friday, November 17, 2017
Path To Higher Yields In 2018 Unlikely To Be Straight Forward
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Summary : Macro economic data is good. It seems likely that rates will be higher in a year and that suggests treasury yields will also be h...
Wednesday, November 15, 2017
Fund Managers' Current Asset Allocation - November
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Summary : Global equities have risen 18% so far in 2017 and yet, until this month, fund managers have held significant amounts of cash and b...
Tuesday, November 14, 2017
Solid Sales Growth and Margins At New Highs Drive 3Q17 Results
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Summary : For the third quarter (3Q17), S&P earnings rose 12% yoy, sales grew 6% and profit margins expanded to new all-time highs. Th...
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