Bank of Japan supplies funds after bonds plunge; BoJ to meet w/ market participants May 29 to smooth out volatility http://t.co/45Mj2B1Gj0
about 1 hour ago
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Bonds Bonds and More Bonds!
With 10 year yields in Europe and the US now sitting at or below 2% questions regarding “Operation Twist” and positioning ahead of and after remain in the frame.
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On Earnings Valuations and Economy
Aug. 19 (Bloomberg) — Lincoln Ellis, chief investment officer at Strategic Financial Group, talks about the performance of the U.S. stock market, the outlook for equities and corporate earnings, and the European debt crisis. He speaks with Carol Massar, Matt Miller and Julie Hyman on Bloomberg Television’s “Street Smart.” (Source: Bloomberg)
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3.7% for 30? – No thanks Ben
On Tuesday after the close of trading we sent our pals a chart and some reasons as to why we wouldn’t own 30 year bonds. In the face of 30′s making a run a new post-crisis highs and equities only half of their initial crisis decline we weren’t met with much favor. Here’s what we [...]
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Ellis & Co on Kudlow & Co on Crazy Market Week
Going lower and slower…
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A Quick Little Thought on Markets and the S&P Downgrade
Most of what we witnessed this week in global markets – across all asset classes – was the rather orderly reshuffling of risk. This reshuffling has been in the card for some time and if you click through to older posts you will notice that we have been identifying themes as to what they might [...]
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Lincoln Ellis on Nightly Business Report After Thursday’s Massive 500 pt DOW Drop
Watch the full episode. See more Nightly Business Report. TOM HUDSON: We`ve got full market coverage for you this evening, including analysis from Kathleen Gaffney, she manages a $20 billion bond fund, and a look at the wreckage in stocks with equity strategist Lincoln Ellis in Chicago. And, Lincoln, let`s begin with you. Any trigger [...]
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The Debt Ceiling and Market Issues, and Bloomberg Interview
Markets have begun to come to grips with the idea that the US may face the following: 1) Credit rating downgrade and 2) A need to prioritize who gets paid from the US Treasury. Both issues have been the on the horizon for some time. In fact two of the major agencies, Moody’s and S&P, [...]
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Ellis Fox Business Interview – Why Gold Is a Ponzi Scheme
Fox Business — July 26, 2011 [4:59] MoKa Investments’ Gil Morales and Strategic Financial Group CIO Lincoln Ellis debate whether gold will continue its rise. Watch the latest video at video.foxbusiness.com
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The Persistent Issues in Over Leveraged Balance Sheets
Since our last post and holiday break (the reason for very low levels of activity at Gmac of late) there has been both a slew of economic data as well as a number of studies and opinion pieces that we feel the need to aggregate into a single collective thought. Authors whom we are parroting [...]
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Here It Goes Again
Observations from Tuesday….Here It Goes Again – OK GO! The irony of referencing one of the more infectious pop songs of the last decade rests, of course, in the video that accompanies the track. The site of the bank, OK Go, on a series of tread mills will not be lost on any readers or [...]
