Sell in May!
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]