Archive for May 2013

Fed Panic Points

In looking at our Risk On / Risk Off indicator since the March 2009 market low, we see four points where it would appear that the Fed panicked and made big moves.  The last one was on April 18, 2013…Continue Reading →

Potential Game Changer

Today’s employment report surprise has the potential to make things a lot different, think very different in a macro sense. 1) Interest rates could start moving sharply higher and bond prices decline, possibly ending the whole interest rate decline since…Continue Reading →