21 July, 2014 by The TZ Newswire Staff Comments Off on To bond ETF or not: an excerpt from Rational Expectations by William Bernstein
To bond ETF or not: an excerpt from Rational Expectations by William Bernstein
I, like many in finance, am a big fan of William Bernstein’s prodigious output of books on investing (and economic history).
21 July, 2014 by The TZ Newswire Staff Comments Off on Vietnam Says China Backing Down In Oil Rig Dispute
Vietnam Says China Backing Down In Oil Rig Dispute
Submitted by Andy Tully via OilPrice.com,
A leading Vietnamese military officer said July 16 that China’s decision to remove a huge oil rig from waters claimed by both countries shows that it is backing down in a dispute that has raged since May.
21 July, 2014 by The TZ Newswire Staff Comments Off on Chipotle and Netflix Move Higher After Hours
Chipotle and Netflix Move Higher After Hours
The two companies showed why they’re their respective industry’s leaders in their latest quarterly report.
21 July, 2014 by The TZ Newswire Staff Comments Off on Spot The China Liquidity Crisis
Spot The China Liquidity Crisis
Presented with little comment aside to ask, if everything’s so hunky-dory over in China then why, on the first day in a while that the PBOC decides not to conduct repo operations (i.e. inject a bucketload of cheap money), does the 7-day repo rate (the cost of borrowing money) spike to 6-month highs? (Hint: it’s a rhetorical question)
21 July, 2014 by The TZ Newswire Staff Comments Off on Monday Market Wrap
Monday Market Wrap
The post Monday Market Wrap appeared first on UpsideTrader.
21 July, 2014 by The TZ Newswire Staff Comments Off on Citi: "Asset Markets Are Ill-Prepared For Any Risk-Negative Shock"
Citi: "Asset Markets Are Ill-Prepared For Any Risk-Negative Shock"
This is a tricky period for asset markets, warns Citi’s Steven Englander. Positioning still reflects a risk-on view but the risk-on enthusiasm is in EM, equities and Asia rather than peripheral Europe. Investors are still long risk, despite the geopolitical tensions and Fed Chair Yellen’s modest nod to the risk of faster than expected tightening, Englander cautions, concluding that investors continue to anticipate a soft landing despite all the discussion to the contrary.
Via Citi’s Steven Englander,
