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Tag Archives: Nikkei

Sell in May!

May 2, 2018by jsblokland Leave a comment

The Sell in May effect, refers to the market anomaly that pretty much all of the return on stocks is realized in the months November through April, while there is […]

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Week End Blog – #BrexitOrNot!

July 1, 2016by jsblokland Leave a comment

Well, this turned out to be quite an interesting week. A ‘boomerang’ week. First, we got ‘mayhem.’ Brexit was going to ruin us all. As expected the British Pound was […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Short Squeeze Japanese Style

April 8, 2016by jsblokland Leave a comment

An authentic short squeeze. That’s what this week’s major JPY move reflects. After years of riding along with the Bank of Japan, things completely reversed. The USDJPY exchanged rate crossed […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Wanted: Easy Monetary Policy

September 4, 2015by jsblokland Leave a comment

Didn’t you love the military parade in China? Not because of the military ‘gadgets’ that were showcased, but primarily because Chinese markets were closed for a couple of days. Some […]

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FINANCIAL MARKETS, MACRO

Seven Charts on Market Behavior in September

August 31, 2015by jsblokland Leave a comment

September is upon us! This means we are entering the calendar month that’s considered by many as the cruelest for equities. And this year, as a ‘bonus’, it follows an […]

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BONDS, EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Week End Blog – with Sharks, Fertility Rates, Chinese Gravity , and… Greece

June 26, 2015by jsblokland Leave a comment

Last week I surrendered and dedicated most of my blog to Greece. Perhaps that was under the (unknowingly) naive assumption that Greece would have gone away by now. But, of […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Greek Limbo, Chinese Lunacy & Nikkei Landmark

April 24, 2015by jsblokland Leave a comment

Obviously, more Greece in the Week End Blog. As time is running out, talks intensify, but so far without any tangible result. Also, more doubts are being raised about Greece’s […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Record Highs & Record Lows

March 13, 2015by jsblokland Leave a comment

This week we got to see more amazing stuff in the European bond markets. The ECB started its massive QE program on Monday, and that didn’t stay unnoticed. Several research […]

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FINANCIAL MARKETS, MACRO

Week End Blog – With China, Russia and of course… Apple!

September 12, 2014by jsblokland Leave a comment

Lots of China news in the Week End Blog. After a total collapse of new loans in July, aggregate financing strengthened somewhat in August. But, the change that occurred in […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Starring Mr. Draghi and many others

September 5, 2014by jsblokland Leave a comment

Draghi did it again. His words already proved very convincing, but now that the time for action has come, Draghi delivered as well. In what was quite a surprise, the […]

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FINANCIAL MARKETS, MACRO

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  • In case you really did miss it. US money supply is growing at a pace of roughly 70%(!) on an annual basis. That is… twitter.com/i/web/status/1… 15 hours ago
  • Is #bitcoin an asset class? 1 day ago
  • Retail traders have left #equities and moved on to #options instead. ht @sentimentrader https://t.co/AEWJo6eFDI 1 day ago
  • #Spain’s long road to a negative 10-year bond #yield! https://t.co/ZSLnb34m8Z 1 day ago
  • Want real #yields? Go to #Japan! https://t.co/aAyJj4uQbI 1 day ago
  • It takes a rise in #yields of just 0.2% to push your return on corporate bonds into negative territory! #duration c… twitter.com/i/web/status/1… 1 day ago
  • The velocity of money in one chart! What if it goes back to levels just before the #COVIDー19 outbreak? https://t.co/Z72W1g6yiO 2 days ago
  • Yieldless... https://t.co/h8eo7dvN0r 2 days ago
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