Tag Archives: Fed


DITMo: What Is Missing From The Presidential Economic Debate?

29Sep16 The candidates have released their economic plans and the expected results of their fiscal policies are the subject of great debate and analysis. The choice of which plan will produce growth finds its distinction in tax policy. One model is presented as pay-as-you-go redistribution; the other, a supply-side solution to spur growth using tax incentives. The focus is on […]

DITMo: QE TO PREVENT AN INVERSION AND RECESSION?

The following article proposes the fed take action to prevent a yield curve inversion that is imminent causing a massive recession. Can monetary policy manipulating the yield curve fool the market into avoiding an otherwise determined recession? http://www.zerohedge.com/news/2016-08-30/if-fed-doesnt-restart-qe-yield-curve-inversion-economic-dislocation-imminent So in 2008 there was TARP to bail out banks (who followed government policy into the abyss) buying their bad mortgages forcing […]

DITMo Hedge Strategy Monthly (June12, Issue11) New Release

DITMo Hedge Strategy Monthly Jun12-Issue11Attributions, Rankings and Performances for Hedge Fund Classes and Indexes with Probabilities, Graphs, and pullout Color Matrices. By Pj de Marigny, PM DITMo Strategies / Renovatio Asset Management

DITMo Special Commentary 6/12

Portfolio Manager Commentary The June2012 report was delayed about a week to allow for commentary on Obamacare and EU election outcomes. SCOTUS delayed their decision until as late as 29June post the date of this report. The June Commentary will focus instead on our eristic speculation of certain geopolitical events potentially to occur imminently and considerations of these events on […]

Saving Europe

There are almost 40 billion euro reasons that Germany wants to replace Merkel. Since the 1992 Maastrich Treaty, the EU was a dream that portended great things – create a trading bloc and a currency. By 2002 the Euro was created with rules that capped GDP deficit spending to 103%. The rules were almost immediately broken and in the same […]

Stock Market Strategy: Liquidity, Yen Carry and the New Paradigm

A paradigmatic shift in market behavior occurred after the collapse of 2008. The commonly accepted drivers of market direction, most especially economic cycles, no longer applies in this post apocalyptic financial farce. In fact, constant Fed / Government intervention and outright manipulation has produced a parallel universe where “good” economic news is bad for the markets and “bad” economic news […]

Stock Market Strategy: Understanding Fed Speak & Economic Statistics

Guest Post: M.S. Howells & Co. Jose Mazas – ‘The Art of Lying’ To be the top economist in the nation, you have to be a good manipulator. Greenspan let it slip once. He said, “‘I know you believe you understand what you think I said, but I am not sure you realize that what you heard is not what […]

News that Moves Markets: Further Evidence of Government Manipulated Credit Markets & Continued Evidence of the Phase II Precious Metals Bull Market

Reducing the Noise: A look at the stories that really matter Evidence of a Government Manipulated Credit Market: ZeroHedge writes: “…over the past 30 years, the 1 Year inflation expectations has tracked the moves in the 2 Year bond very closely. Until today: the 1 year inflation expectations jumped from 3.4% to 4.6%, a 1.2% jump in one month, this […]

Understanding the Government Manipulated Credit Market Evolution

The fall and financial destruction of 2008 launched a brand-new era for the credit markets. An era marked by government intervention and outright manipulation all committed in broad daylight under the protection of financial apocalyptic prophecies. Our self-styled financial superheroes (Treasury Secretary Geithner and Fed Chairman Ben “Helicopter” Bernanke), wield their collective financial imagination and money printing press like Thor’s […]

Precious Metals Outlook,Stock Market Strategy and Worldwide Liquidity Update

Precious Metals Outlook: Bloomberg TV Headline: Goodby Gold Bloomberg TV ran the above story yesterday morning, interviews were conducted and a consensus was formed. Based on this simple indicator I would say that Gold Prices bottomed yesterday at around $1159.  We will call this indicator the ‘Fin. TV’ indicator. You may recall how unbelievably accurate the Fin. TV indicator was in […]