Bill Gates Retakes World’s Richest Title From Carlos Slim http://t.co/kFQtc2gyzJ via @BloombergNews
18 minutes ago
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Seasons of the Bernanke
As we embark on QE3 and prepare for the 4th quarter of 2012 it seems worth taking a renewed look at Central Bank policy and its effect on asset prices in the commodity complex. This is the third summer in a row that we have watched commodity specific sectors make a mid-summer bet that a [...]
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EconoGmac Launches Commodity Commons Focusing on the Commodity Complex
We are re-launching our thought platform on EconoMonitor with a more discrete focus on the commodity complex. In so doing we hope to unpack a number of themes that we have grown to uncover over the past five years. When we sat down to create a series of long/short investment vehicles in the commodity complex [...]
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Weekend Update – Not of the SNL Kind
Apologies to the team for not writing for some time. To be honest there really hasn’t been much to say. Stocks took a hickey ten days ago only to finish up on the week for the 10th straight week in a row. Yawn And in the “Yawn” lays the problem. I am becoming more and [...]
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Does This Look Familiar ?
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Negative Fatigue (or, The Power of Asset Allocation Rebalancing)
Blistering! Amazing! Astounding! Terrifying! We start off the New Year with no shortage of adjectives to describe the month in markets that was January. While it remains unclear how broad the participation has been and to what degree the strength is sustainable, there is no question that investors, helped by the world’s central banks, moved [...]
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Ellis CNBC Video – Is a Disorderly Greek Default Priced into the Market?
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Lincoln Ellis, Barry Knapp on U.S. Stocks Bloomberg Video
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10 x 12 – Our Global Macro Thoughts for 2012
Strategic Financial Group’s 10 x 12* A set of macro thoughts for the Year 2012 A single theme guides our thoughts in 2012: There are no more surprises in this Topsy-Turvey world. In fact, it would be a surprise to us if there were no surprises in 2012. 1) Market v. The Fed – [...]
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Maybe the Group Is Wrong?
Look, the EU faces a very simple set of questions and some “owning up to” a set of rather bad decisions. We, too, in the US are in a similar position and we should be watching Europe with a fair amount of interest. I believe the higher cost of financing is heading our way and [...]
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Ellis Video Interviews on Jobs, Equity Markets, and Copper Markets
