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Category Archives: Uncategorized
Heads Up, I’m Now “The Market Cyclist”
I am now The Market Cyclist. This blog will continue to feature posts on markets and investing. Afterall, Market is in the title (and markets do have cycles). I anticipate adding personal finance related content and other, non-finance related, content. … Continue reading
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Fear Itself?
As 2018 fades to black, we find ourselves in more volatile markets than we have seen in a while. Multiple large daily drops, at times followed by enormous upswings like the 5% surge on December 26th, are par for the … Continue reading
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Banking the Fire
The narrative of the current market downturn, bear market, correction or whatever you prefer to call it had been about oil, China and the emerging markets. Now the banks have been put into play. Year to date their decline has outstripped … Continue reading
Posted in Banks, China, Credit, Equities, Uncategorized
Tagged Banks, China, Credit, Equities
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Corporate Bonds: The Risk May Not Be What You Think
Rates have been low for the last several years. Investors have been chasing yield; income über alles! This search for yield plus relatively unlevered corporate balance sheets going into the global financial crisis proved to be the perfect conditions to spawn a … Continue reading
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Gold, What Is It Good For?
Given the recent volatilty in gold, I think it’s a good time to raise the title question. Why? Because I, for one, have often wondered about the answer. The answer may not be absolutely nothing, as in the Edwin Starr song, but … Continue reading
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Beyond Greece or The Leftovers
As the Greek pageant plays out, I decided to have a look at what has happened to the other Euro-zone countries that have been the targets of market angst. For simplicity, I thought it would make sense to look at growth and debt … Continue reading
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Time to Raise Rates?
James Bullard, President of the St. Louis Fed, thinks that the Fed should raise rates. He cites the low jobless rate, inflation near target, ex-oil, and the need to move early, rather than be late. I think he is alarmist, but … Continue reading
The Experts, the Oil Price and the Wisdom of the Market
A well known Wall Street economist once told me that when he entered the financial arena his boss said to him that “markets make forecasts, forecasts do not make markets”. At the time, that observation was hard for him to swallow, … Continue reading
