The Bill Gross-PIMCO Exodus Continues
Morgan Myrmo - at Seeking Alpha - Tue Mar 10, 6:26AM CDT
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Thanks For The Corporate Bond Bubble, Fed
David Stockman - Seeking Alpha - Thu Mar 05, 7:15AM CST
Once upon a time businesses borrowed long term money--if they borrowed at all--in order to fund plant, equipment and other long-lived productive assets. That kind of debt was self-liquidating in the sense that it usually generated a stream of income...
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The Fed's Quandry With Uncle ED (Eurodollar)
The Nattering Naybob - at Seeking Alpha - Sat Feb 28, 3:45AM CST
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Global Macro Performance
The Short Side Of Long - at Seeking Alpha - Mon Jan 26, 1:43PM CST
Chart 1: Global bonds have outperformed all other major asset classes (click to enlarge) Source: Short Side of Long Let us quickly look at the 12 month performance of all major asset classes. Chart 1 shows three major equity regions: US,...
OUNZ: 11.79 (+0.12), WREI: 48.58 (+0.93), CEMB: 49.49 (+0.18), BNO: 20.47 (+0.31), BNDX: 54.07 (+0.05), IHY: 24.12 (+0.29), SCHH: 41.83 (+1.03), SGOL: 115.86 (+1.34), DRV: 19.91 (-1.64), FCOR: 50.90 (+0.24), DRW: 29.66 (+0.49), XOVR: 26.40 (+0.13), DNO: 63.87 (-1.37), DRN: 95.15 (+6.58), VNQI: 56.44 (+0.88), PICB: 26.63 (+0.38), BWX: 53.13 (+0.64), DTO: 115.21 (-3.60), WPS: 38.64 (+0.66), RWR: 97.05 (+1.96), RWO: 50.80 (+0.91), CBND: 32.94 (+0.08), RWX: 44.05 (+0.69), PSR: 77.48 (+1.51), IGOV: 92.00 (+1.25), IAU: 11.44 (+0.13), AGOL: 113.86 (unch), DWTI: 149.45 (-10.55), FRI: 23.86 (+0.59), OLO: 6.80 (+0.05), HYEM: 23.22 (+0.20), PGHY: 23.25 (+0.11), ANGL: 27.31 (+0.08), UJB: 58.51 (unch), GRI: 46.53 (+0.73), HYLD: 41.60 (+0.42), COBO: 100.48 (unch), HYXU: 46.74 (+0.59), JNK: 39.13 (+0.28), SUBD: 25.97 (+0.34), SJB: 27.38 (-0.22), IFGL: 31.66 (+0.56), REK: 19.01 (-0.44), EMCB: 70.75 (+0.18), OIL: 9.79 (+0.22), QLTC: 49.51 (+0.08), EMCD: 29.18 (+0.57), QLTB: 53.48 (+0.23), IYR: 81.96 (+1.94), QLTA: 52.46 (+0.08), URE: 119.25 (+5.43), OLEM: 22.25 (+0.59), HYLS: 50.30 (-0.15), VNQ: 87.03 (+2.13), CRED: 112.83 (+0.34), SRS: 10.96 (-0.53), RWXL: 35.80 (unch), REET: 27.50 (+0.55), IBND: 31.10 (+0.57), USO: 16.43 (+0.35), HYG: 90.44 (+0.70), EMHY: 47.46 (+0.45), UCO: 6.50 (+0.26), FFR: 45.93 (+0.51), EMRE: 24.15 (+0.60), UWTI: 2.07 (+0.13), IJNK: 22.26 (+0.10), FTY: 50.09 (+0.95), SCO: 93.38 (-4.24), ICF: 104.51 (+2.44), TAPR: 29.23 (-0.27), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), GLD: 113.57 (+1.28), LQD: 121.49 (+0.34), CORP: 104.40 (+0.75), IGU: 62.82 (+1.13), KBWY: 36.70 (+0.89), IGS: 27.91 (unch), GOVT: 25.50 (+0.04), USL: 23.65 (+0.47), PLW: 33.61 (+0.10)
Peak What? The Quadruple D - The End
The Nattering Naybob - at Seeking Alpha - Thu Jan 22, 7:16AM CST
EWI: 14.83 (+0.46), EWG: 30.26 (+0.79), DFE: 56.31 (+1.09), EFNL: 34.68 (+0.77), EMES: 49.55 (+2.35), DBEU: 29.69 (+0.31), EWD: 33.90 (+0.33), EUDG: 23.86 (+0.58), EWQ: 26.42 (+0.70), EWP: 34.42 (+1.53), EWO: 15.92 (+0.29), EWN: 25.90 (+0.56), EWL: 34.00 (+0.71), EWK: 17.00 (+0.37), DXPS: 27.22 (+0.19), EIRL: 38.17 (+1.00), DAX: 28.65 (+0.87), DBEZ: 29.79 (+0.37), DBUK: 26.06 (+0.17), ASHR: 40.53 (+0.83), ASHS: 46.11 (+0.93), BKF: 36.00 (+0.47), ADRU: 23.48 (+0.56), EOX: 0.86 (+0.01), CLB: 99.57 (+3.29), CPE: 6.89 (+0.06), EDEN: 51.40 (+1.13), ENOR: 22.92 (+0.41),
Peak What? The Quadruple D - Part 2
The Nattering Naybob - at Seeking Alpha - Wed Jan 21, 10:22AM CST
EWI: 14.83 (+0.46), EWG: 30.26 (+0.79), DFE: 56.31 (+1.09), EFNL: 34.68 (+0.77), EMES: 49.55 (+2.35), DBEU: 29.69 (+0.31), EWD: 33.90 (+0.33), EUDG: 23.86 (+0.58), EWP: 34.42 (+1.53), EWO: 15.92 (+0.29), EWN: 25.90 (+0.56), EWL: 34.00 (+0.71), EWK: 17.00 (+0.37), DXPS: 27.22 (+0.19), EIRL: 38.17 (+1.00), DAX: 28.65 (+0.87), DBEZ: 29.79 (+0.37), DBUK: 26.06 (+0.17), ASHR: 40.53 (+0.83), ASHS: 46.11 (+0.93), BKF: 36.00 (+0.47), ADRU: 23.48 (+0.56), EOX: 0.86 (+0.01), CLB: 99.57 (+3.29), CPE: 6.89 (+0.06), EWGS: 40.17 (+0.98), EDEN: 51.40 (+1.13), ENOR: 22.92 (+0.41),
Peak What? Christmastime In Hell? Part 6
The Nattering Naybob - at Seeking Alpha - Tue Jan 13, 3:35AM CST
EWI: 14.83 (+0.46), EFNL: 34.68 (+0.77), DFE: 56.31 (+1.09), EWG: 30.26 (+0.79), EMES: 49.55 (+2.35), DBEU: 29.69 (+0.31), EWD: 33.90 (+0.33), EUDG: 23.86 (+0.58), EWQ: 26.42 (+0.70), FEP: 31.62 (+0.65), EWP: 34.42 (+1.53), EWO: 15.92 (+0.29), EWN: 25.90 (+0.56), EWL: 34.00 (+0.71), FEU: 36.03 (+0.69), EWK: 17.00 (+0.37), DXPS: 27.22 (+0.19), EIRL: 38.17 (+1.00), DAX: 28.65 (+0.87), DBEZ: 29.79 (+0.37), DBUK: 26.06 (+0.17), ASHR: 40.53 (+0.83), ASHS: 46.11 (+0.93), BKF: 36.00 (+0.47), ADRU: 23.48 (+0.56), EZU: 39.08 (+1.08), EWU: 18.82 (+0.43), EWGS: 40.17 (+0.98), EDEN: 51.40 (+1.13), FDD: 13.58 (+0.29), ENOR: 22.92 (+0.41), BZQ: 101.02 (-8.93), DBGR: 28.93 (+0.24), FEUZ: 32.88 (+0.78), EWUS: 39.69 (+0.99), EPV: 54.01 (-2.86), EPS: 73.15 (+0.64), FCG: 10.25 (+0.12), DIA: 180.96 (+1.30), ESTX: 47.80 (+1.54), BP: 40.10 (+1.13), EMB: 111.69 (+1.20), ERUS: 12.97 (+0.50), EUMV: 24.39 (+0.43), BRZU: 5.16 (+0.58), FEEU: 115.60 (+6.09), EURL: 34.21 (+2.36), DXGE: 31.68 (+0.38), CHIX: 15.82 (+0.15), CHIM: 14.91 (unch), CHIQ: 13.13 (+0.14), CORP: 104.40 (+0.75), CHIE: 13.14 (+0.04), CHII: 14.15 (unch), EPOL: 23.39 (+0.55)
More Dollar Hegemony In The Land Of Oz - Part 6
The Nattering Naybob - at Seeking Alpha - Fri Dec 12, 2:30PM CST
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Dollar Hegemony In The Land Of Oz - Part 5
The Nattering Naybob - at Seeking Alpha - Tue Dec 09, 12:08PM CST
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Debauchery In The Land Of Oz - Part 4
The Nattering Naybob - at Seeking Alpha - Wed Dec 03, 5:21AM CST
HYG: 90.44 (+0.70), IEF: 108.31 (+0.44), UUPT: 29.72 (-0.06), FXY: 80.98 (+0.65), UUP: 25.82 (-0.35), JNK: 39.13 (+0.28), SPY: 210.41 (+0.91), QQQ: 108.53 (+0.45), LQD: 121.49 (+0.34), CORP: 104.40 (+0.75), DIA: 180.96 (+1.30), EMB: 111.69 (+1.20), FXE: 106.32 (+1.63), IWM: 125.99 (+1.10), UDN: 21.61 (+0.26), UDNT: 10.33 (-0.15), BKF: 36.00 (+0.47)
Disingenue In The Land Of Oz - Part 3
The Nattering Naybob - at Seeking Alpha - Wed Dec 03, 3:59AM CST
HYG: 90.44 (+0.70), IEF: 108.31 (+0.44), UUPT: 29.72 (-0.06), FXY: 80.98 (+0.65), UUP: 25.82 (-0.35), JNK: 39.13 (+0.28), SPY: 210.41 (+0.91), QQQ: 108.53 (+0.45), LQD: 121.49 (+0.34), CORP: 104.40 (+0.75), DIA: 180.96 (+1.30), EMB: 111.69 (+1.20), FXE: 106.32 (+1.63), IWM: 125.99 (+1.10), UDN: 21.61 (+0.26), UDNT: 10.33 (-0.15), BKF: 36.00 (+0.47)
Disinformation In The Land Of Oz - Part 2
The Nattering Naybob - at Seeking Alpha - Wed Dec 03, 2:37AM CST
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Deflation And Dichotomy In The Land Of Oz - Part 1
The Nattering Naybob - at Seeking Alpha - Wed Dec 03, 1:12AM CST
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U.S. corporate bond sales break annual record
Seeking Alpha - at Seeking Alpha - Tue Dec 02, 4:09AM CST
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