'Fast Money' Recap: Stocks Fall After Disappointing Labor Report
at The Street - Sat Jan 10, 4:00AM CST
The trading panel discussed oil company stocks to consider and whether Twitter and Google are attractive investments.
TIP: 113.05 (-0.03), RIG: 15.51 (-0.59), LGF: 30.50 (-0.25), XOM: 90.33 (-1.77), LLY: 69.42 (-0.51), GOOGL: 497.06 (-3.66), SDRL: 9.52 (-0.43), TWTR: 39.37 (-0.80), CVX: 105.88 (-2.33), SLB: 78.05 (-3.17), XLE: 74.16 (-2.20)
One More Wall Of Worry That We'll Likely Overcome
Calafia Beach Pundit - Seeking Alpha - Fri Jan 09, 3:58AM CST
(click to enlarge) The stock market has faced three "walls of worry" in as many months. The first worry was centered around the Ebola crisis, and the second and third were "fueled" by collapsing oil prices. All three involved...
TIP: 113.05 (-0.03), IPE: 56.49 (+0.04), SIPE: 19.31 (unch), TIPX: 19.27 (unch), STIP: 99.11 (-0.01), ILB: 46.03 (+0.16), TDTF: 24.65 (unch), WIP: 56.65 (+0.09), TIPZ: 57.43 (+0.03), ITIP: 44.10 (-0.18), LTPZ: 69.05 (+0.14), VTIP: 48.32 (-0.03), GTIP: 49.68 (-0.21), SPY: 202.65 (-1.60), SCHP: 54.66 (-0.02), STPZ: 51.79 (-0.03), TDTT: 24.34 (-0.01), TPS: 27.22 (+0.12)
TIPS Investors: Why The Inflation Breakeven Rate Is Your Friend
Tipswatch - at Seeking Alpha - Thu Jan 08, 12:55PM CST
As the stock market tumbles a bit from all-time highs, the Treasury market is soaring, with yields dropping to 1.96% yesterday on the 10-year nominal Treasury. It is hard to believe that the US is seeing: 1) better-than-average economic growth, 2)...
TIP: 113.05 (-0.03), IEI: 123.83 (+0.27), AGG: 111.12 (+0.09)
Long-Term Treasury Bonds Are My Largest Position, Should It Be Yours?
Left Banker - at Seeking Alpha - Tue Jan 06, 11:41AM CST
TIP: 113.05 (-0.03), HYG: 89.99 (-0.11), IJS: 113.49 (-0.75), IJR: 111.23 (-0.38), EFFE: 26.10 (-0.04), IEFA: 54.31 (-0.09), FUTY: 30.61 (-0.03), TLT: 131.82 (+0.75), SPY: 202.65 (-1.60), LQD: 121.13 (+0.23), GLD: 118.56 (+1.30), AGG: 111.12 (+0.09), EEMV: 56.55 (-0.27), SHY: 84.73 (+0.05), IVE: 91.76 (-0.77), IYR: 80.56 (+0.44), EMB: 109.40 (-0.64), IJJ: 124.49 (-1.05), VNQ: 85.78 (+0.65)
iShares TIPS Bond ETF Experiences Big Inflow
ETFChannel.com - Tue Jan 06, 10:19AM CST
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares TIPS Bond ETF where we have detected an approximate $67.7 million dollar inflow -- that's a 0.5% increase week...
TIP: 113.05 (-0.03)
Yield Curve Bleg
Scott Sumner - at Seeking Alpha - Tue Jan 06, 4:51AM CST
I notice that 5-year Treasuries are currently yielding 1.56% and 10-year yields are 2.04%. I was taught two theories of the yield curve: Expectations hypothesis-> Long term yields are an average of expected future short term yields. Term...
TBX: 29.81 (-0.16), DFVS: 33.00 (-0.13), TBZ: 29.10 (-0.37), DFVL: 64.12 (+3.60), SINF: 47.80 (unch), SIPE: 19.31 (unch), TIPX: 19.27 (unch), STIP: 99.11 (-0.01), TDTF: 24.65 (unch), TIPZ: 57.43 (+0.03), RINF: 31.54 (unch), FINF: 42.47 (-0.64), TYO: 17.64 (-0.16), ITE: 60.35 (+0.12), SCHP: 54.66 (-0.02), INFL: 39.28 (+0.47), GSY: 49.93 (+0.01), SCHR: 54.26 (+0.15), UINF: 27.79 (+0.01), TDTT: 24.34 (-0.01), SYTL: 88.37 (+0.18), TPS: 27.22 (+0.12), FIVZ: 80.25 (unch), DEFL: 58.00 (+2.23), VGIT: 65.30 (+0.16), TIP: 113.05 (-0.03), IEI: 123.83 (+0.27), DTYL: 73.60 (+0.67), TYD: 47.12 (+0.57), PST: 23.74 (-0.16), IEF: 108.35 (+0.38), UST: 57.93 (+0.39), IPE: 56.49 (+0.04), DTYS: 19.88 (-0.49), TYNS: 30.21 (-0.17), LTPZ: 69.05 (+0.14), VTIP: 48.32 (-0.03), STPZ: 51.79 (-0.03)
Ivy Portfolio Year End Update
Scott's Investments - Seeking Alpha - Fri Jan 02, 1:48PM CST
Scott's Investments provides a daily Ivy Portfolio spreadsheet to track the 10-month moving average signals for two portfolios listed in Mebane Faber's book The Ivy Portfolio : How to Invest Like the Top Endowments and Avoid Bear Markets. Faber...
VTI: 104.52 (-0.75), TIP: 113.05 (-0.03), VB: 114.69 (-0.54), DBC: 17.34 (-0.39), RWX: 42.27 (+0.04), VWO: 39.74 (-0.36), VEU: 45.93 (-0.19), VNQ: 85.78 (+0.65), BND: 83.30 (+0.11), GSG: 19.52 (-0.55)
Recapping 2014: The Year In Treasury Inflation-Protected Securities
Tipswatch - Seeking Alpha - Fri Jan 02, 10:46AM CST
After suffering through a miserable 2013, holders of mutual funds based on Treasury Inflation-Protected Securities enjoyed a rather pleasant 2014. The iShares TIPS Bond ETF (NYSEARCA: TIP ) - a big fund that is diversified through maturity dates -...
LTPZ: 69.05 (+0.14), VTIP: 48.32 (-0.03), TIP: 113.05 (-0.03), IPE: 56.49 (+0.04), SIPE: 19.31 (unch), STPZ: 51.79 (-0.03), SCHP: 54.66 (-0.02), TDTT: 24.34 (-0.01), TIPX: 19.27 (unch), TPS: 27.22 (+0.12), STIP: 99.11 (-0.01), TDTF: 24.65 (unch), TIPZ: 57.43 (+0.03)
Interest Rates In 2015
John M. Mason - at Seeking Alpha - Sun Dec 28, 9:34AM CST
TIP: 113.05 (-0.03), IEF: 108.35 (+0.38)
More Signs Of Strength
Calafia Beach Pundit - Seeking Alpha - Wed Dec 24, 1:36AM CST
Today's revision to Q3/14 GDP growth was surprisingly strong (+5.0% vs. an expected 4.3%) and figures prominently in a series of indicators pointing to an acceleration of growth from the relatively miserable 2.3% trend that has prevailed for most of...
LTPZ: 69.05 (+0.14), VTIP: 48.32 (-0.03), TIP: 113.05 (-0.03), IPE: 56.49 (+0.04), SIPE: 19.31 (unch), STPZ: 51.79 (-0.03), SCHP: 54.66 (-0.02), TDTT: 24.34 (-0.01), TIPX: 19.27 (unch), TPS: 27.22 (+0.12), STIP: 99.11 (-0.01), TDTF: 24.65 (unch), TIPZ: 57.43 (+0.03)
Bleak Global Inflation Backdrop: Sell TIPS ETFs? - ETF News And Commentary
Zacks Equity Research - ZACKS - Mon Dec 22, 11:00AM CST
With inflation expectations staying low, is it time to get rid of TIPS ETFs?
LTPZ: 69.05 (+0.14), TIP: 113.05 (-0.03), VTIP: 48.32 (-0.03), ILB: 46.03 (+0.16), TDTF: 24.65 (unch), ITIP: 44.10 (-0.18)
Why Gold Could Continue To Fall
Andrew Sachais - at Seeking Alpha - Sun Dec 21, 6:56AM CST
TIP: 113.05 (-0.03), IEF: 108.35 (+0.38), GLD: 118.56 (+1.30), UUP: 24.38 (unch)
U.S. Inflation Fell 0.3% In November
Tipswatch - Seeking Alpha - Thu Dec 18, 2:25PM CST
The Consumer Price Index for All Urban Consumers (CPI-U) declined 0.3% in November on a seasonally adjusted basis, the U.S. Bureau of Labor Statistics reported today . Over the last 12 months, the all items index - also called "headline...
TIP: 113.05 (-0.03)
5-Year TIPS Reopening Auctions With A Yield Of 0.395%, Highest In 4 1/2 Years
Tipswatch - Seeking Alpha - Thu Dec 18, 2:13PM CST
The Treasury just announced that its reopening of CUSIP 912828C99 - creating a 4-year, 4-month Treasury Inflation-Protected Security - auctioned with a yield to maturity of 0.395%. This is the highest yield - and first positive yield - for any 4-...
TIP: 113.05 (-0.03)
The Fed Remains Optimistic On The U.S. Economy For 2015
James Picerno - Seeking Alpha - Thu Dec 18, 12:01PM CST
Yesterday's update of the Federal Reserve's quarterly economic forecast is a minor triumph for optimism. The central bank still expects that U.S. GDP in 2015 will increase in the range of 2.6% to 3.0%, unchanged from its previous estimate in...
LTPZ: 69.05 (+0.14), VTIP: 48.32 (-0.03), TIP: 113.05 (-0.03), IPE: 56.49 (+0.04), SIPE: 19.31 (unch), STPZ: 51.79 (-0.03), SCHP: 54.66 (-0.02), TDTT: 24.34 (-0.01), TIPX: 19.27 (unch), TPS: 27.22 (+0.12), STIP: 99.11 (-0.01), TDTF: 24.65 (unch), TIPZ: 57.43 (+0.03)
Pimco 2015 outlook: Drop in oil most important new development
Seeking Alpha - at Seeking Alpha - Thu Dec 18, 11:11AM CST
LDUR: 99.94 (unch), SIPE: 19.31 (unch), FBND: 50.46 (+0.10), TIPX: 19.27 (unch), STIP: 99.11 (-0.01), TDTF: 24.65 (unch), IUSB: 101.55 (unch), TIPZ: 57.43 (+0.03), GBF: 115.48 (+0.26), SCHP: 54.66 (-0.02), AGG: 111.12 (+0.09), TDTT: 24.34 (-0.01), DI: 48.90 (+0.25), TPS: 27.22 (+0.12), SCHZ: 52.81 (+0.09), TIP: 113.05 (-0.03), PDI: 30.04 (+0.04), BOND: 108.79 (+0.24), IPE: 56.49 (+0.04), FWDB: 25.72 (+0.01), VBND: 50.38 (+0.11), SAGG: 32.94 (-0.15), LTPZ: 69.05 (+0.14), VTIP: 48.32 (-0.03), STPZ: 51.79 (-0.03), LAG: 59.05 (+0.24), BND: 83.30 (+0.11)
How U.S. Inflation Is Affecting The Dollar
Andrew Sachais - at Seeking Alpha - Thu Dec 18, 3:20AM CST
TIP: 113.05 (-0.03), IEF: 108.35 (+0.38), UUP: 24.38 (unch)
Enhancing The Permanent Portfolio With Simple Quantitative Techniques
Evangelos Maderakis - Seeking Alpha - Wed Dec 17, 8:24AM CST
(click to enlarge) There is something very attractive about vintage items that just won't die. They just keep coming back. Same philosophy but better up-to-date technology. It's not just cars. It's investment strategies, too. And like the VW...
VTI: 104.52 (-0.75), VOO: 185.84 (-1.39), TIP: 113.05 (-0.03), PCY: 28.08 (-0.21), SPY: 202.65 (-1.60), GLD: 118.56 (+1.30), CWB: 46.54 (-0.34), SHY: 84.73 (+0.05), IAU: 11.94 (+0.12), SCHB: 49.09 (-0.38), IVV: 204.09 (-1.56), TLT: 131.82 (+0.75)
Chart Of The Day: TIPS Yield Curve Is Flattening Out
Tipswatch - at Seeking Alpha - Tue Dec 16, 8:57PM CST
(click to enlarge) Source: Bloomberg My reaction: "Are my eyes deceiving me?" A 5-year TIPS is trading on the secondary market with a yield to maturity of 0.31%, just 17 basis points below the yield on a 10-year TIPS, and only 54...
LTPZ: 69.05 (+0.14), VTIP: 48.32 (-0.03), TIP: 113.05 (-0.03), IPE: 56.49 (+0.04), SIPE: 19.31 (unch), STPZ: 51.79 (-0.03), SCHP: 54.66 (-0.02), TDTT: 24.34 (-0.01), TIPX: 19.27 (unch), TPS: 27.22 (+0.12), STIP: 99.11 (-0.01), TDTF: 24.65 (unch), TIPZ: 57.43 (+0.03)