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Archive for May, 2009

US Bond Market Tipping Point?

Ever since the market turmoil of the last several years started to get peoples’ attention, bond watchers have been looking for a moment when things would go critical. While the stock market is well understood public indicator of the health of the general economy, it’s small potatoes. The bond market is no less than the [Continue]

I am short the U.S. Markets Again

…as of monday… it’s not a trade i would recommend following necessarily since there is very little technical confirmation….i’m just betting on inflation (or recovery) driving the markets much higher from here. so far, i’ve noticed a lot of market strength into “bad news”…that’s also not a [Continue]