- Find a Hedge Fund
- Hedge Fund News
-
Hedge Fund Service
Providers
Top 10 Service Provider Categories
Featured Service Provider
- Hedge Fund Conferences
- About HedgeCo
As the graph above illustrates, a serious correlation between the US$ and the US equity markets has developed over the last 9+ years. This correlation is strong and for policy makers in Washington, rather disturbing. The relationship is as follows: If the US$ loses value the equity markets have rallied and if the US$ strengthens equity markets have sold off. […]
The American people are receiving a true education from our president regarding the various uses of the baffling word that is ‘Change‘. First, during Obama’s campaign for presidency, we were led to believe that change meant ‘out with the old, in with the new’. Old representing all that was bad and new all that was good. Then, after obtaining the […]
The stories below offer further concrete evidence that major issues persist in the US economy. When making investment decisions, we prefer to place more weight behind this type of data than “leading” economic indicators the government likes to laud and CNBC types love to regurgitate. The rally in the US$ last week stalled this week right at the resistance of […]
Today’s consumer sentiment numbers offer immediate confirmation that the issues I raised in yesterday’s post are clear and present dangers to the continued recovery of the debt and equity markets. As of this post, equity markets are down about 1.5% across the board, which is not surprising. However, the rally in the US$ and the US treasury market are in […]
Second quarter earnings can be best characterized as light on revenue but strong on cost cutting, leading to better than expected EPS. The more positive bottom line results have helped fuel the equity market rally over the last couple of months. Meanwhile, Aug. 13 (Bloomberg) — The Libor–OIS spread narrowed to a level former Federal Reserve Chairman Alan Greenspan said […]
We have been following this “flash” trading story closely and need to remain vigilant. The fallout from a clampdown on High Frequency Trade (HFT) could be far reaching and is difficult to predict. However, I’ll take a stab at a couple of results that seem like obvious issues: 1) If HFTs are banned we should witness a disturbing collapse in […]
President Obama says US may be seeing beginning of end of recession -DJ Sure, and the emperor was wearing clothes… ECONX Summary of Fed’s Beige Book Reports suggest that economic activity continued to be weak going into the summer, but most Districts indicated that the pace of decline has moderated since the last report or that activity has begun to […]
Geithner’s Rant, Obama Administration’s Desperation?, Ramifications of the Clunker Plan
This story is quite disturbing. The Obama administration is sliding down a slippery, or should I say, slimy slope. In Q4 of last year fear mongering was the tactic of choice to push policy (e.g. auguring global financial ruin if senators didn’t quickly pass questionable legislation.) In Q1 & Q2 of this year financial market manipulation was the potion incorporated […]