-
Archives
- June 2020
- May 2020
- March 2020
- February 2020
- January 2020
- November 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- August 2018
- June 2018
- March 2018
- December 2017
- June 2017
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- March 2015
- February 2015
- January 2015
-
Meta
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
Posted in Uncategorized
Leave a comment
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
Posted in Uncategorized
Leave a comment
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
Leave a comment
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
Posted in Uncategorized
1 Comment
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
Posted in Uncategorized
Leave a comment
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
Posted in Uncategorized
Leave a comment
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
