Bonds

Eurodollar University’s Making Sense; Episode 21, Part 1: Actually Looking in the $$ Toolkit Because It’s Too Calm Over At China’s Central Bank

By |2020-08-10T13:06:01-04:00August 10th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

----------WHERE----------AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr ———-WHO———- Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski.  Artwork by David Parkins, operating with palette knives, color charts, painting palettes, tube wringers and paint rollers. ' ----------HOW---------- China's ForEx Reserves are Calm... Too Calm China, [...]

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Was Aristotle An Idiot? Welcome Back August 9, The Answer To That Question The Key To The Next Golden Age

By |2020-08-07T19:44:59-04:00August 7th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

Unlucky number thirteen. Sunday marks the thirteenth anniversary of the day in which everything changed. It hasn’t yet dawned on history because the history of this age hasn’t yet been written. It’s been scribbled down in notes and anecdotes, of course, as we’ve moved slowly along the X axis further toward the right. Yet it’s the Y axis where together [...]

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Purchasing Managers Indigestion

By |2020-08-05T19:21:37-04:00August 5th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

There’s already doubt given how the two major series supposedly measuring the same thing seemingly can’t agree. If the rebound was truly robust, it would show up unambiguously everywhere. But IHS Markit’s purchasing managers indices struggled to get back above 50 in July, barely getting there, suggesting the economy might be slowing or even stalling way too close to the [...]

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Buckets and Tookits, Empty Each

By |2020-08-05T17:17:55-04:00August 5th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

It’s incredible, in a way, because right from the start he’s got everything on his side. There are the media write-ups which all say the exact same thing, calling this an exact science being practiced by the wisest, most considerate stewards. The legend we’ve been raised with. Lore and scholarship (I repeat myself). Most of all, everyone. When everyone says [...]

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Eurodollar University’s Making Sense; Episode 20, Part 2: The Dollar Pitch They Can’t Meet

By |2020-08-05T15:59:18-04:00August 5th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———-WHERE———- AlhambraTube: https://bit.ly/2Xp3roy   Apple: https://apple.co/3czMcWN   iHeart: https://ihr.fm/31jq7cI   Castro: https://bit.ly/30DMYza   TuneIn: http://tun.in/pjT2Z   Google: https://bit.ly/3e2Z48M   Spotify: https://spoti.fi/3arP8mY   Castbox: https://bit.ly/3fJR5xQ   Breaker: https://bit.ly/2CpHAFO   Podbean: https://bit.ly/3enSAkr   Stitcher: https://bit.ly/2C1M1GB   Overcast: https://bit.ly/2YyDsLa   PocketCast: https://pca.st/encarkdt   PodcastAddict: https://bit.ly/2V39Xjr     ———-WHO———-   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for [...]

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Accusing the Accused of Excusing the Mountain of Evidence

By |2020-08-03T17:53:25-04:00August 3rd, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Why not let the accused also sit in the jury box? The answer seems rather obvious. While maybe the truly honest man accused of a crime he did commit would vote for his own conviction, the world seems a bit short on supply of those while long and deep offering up practitioners of pure sophistry in their stead.These others when [...]

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Eurodollar University’s Making Sense; Episode 20, Part 1: The Dollar Pitch They Can’t Hit

By |2020-08-03T17:23:33-04:00August 3rd, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

----------WHERE----------   AlhambraTube: https://bit.ly/2Xp3roy   Apple: https://apple.co/3czMcWN   iHeart: https://ihr.fm/31jq7cI   Castro: https://bit.ly/30DMYza   TuneIn: http://tun.in/pjT2Z   Google: https://bit.ly/3e2Z48M   Spotify: https://spoti.fi/3arP8mY   Castbox: https://bit.ly/3fJR5xQ   Breaker: https://bit.ly/2CpHAFO   Podbean: https://bit.ly/3enSAkr   Stitcher: https://bit.ly/2C1M1GB   Overcast: https://bit.ly/2YyDsLa   PocketCast: https://pca.st/encarkdt   PodcastAddict: https://bit.ly/2V39Xjr     ----------WHO----------   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, hidden in right field. Artwork [...]

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Those Three Weeks of Hysteria

By |2020-07-31T20:01:25-04:00July 31st, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

Is three weeks a new record? That’s about how long Jay Powell’s performance bought him across most major markets. It was May 17, a Sunday night, when he appeared on 60 Minutes and, pardon me again, lied his ass off. One right after another, starting with the most obvious falsehood that his gang at the Federal Reserve “saw it coming.” [...]

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Momentum Lost? Private Income Corroborates Possibility Presented By Claims

By |2020-07-31T18:14:52-04:00July 31st, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Entering 2020, before overreactions to COVID and the shutdown they brought, private income derived from all sources had slowed to the lowest rate since 2010 (not counting 2013, that year skewed by tax changes which were implemented finishing up 2012). According to the latest annual revisions for it, last year, 2019, was a bit more recessionary than previously thought especially [...]

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Eurodollar University’s Making Sense; Episode 19, Part 3: Gold, Dollars, and Bonds, Oh Yes

By |2020-07-31T15:42:14-04:00July 31st, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

----------WHERE---------- AlhambraTube: https://youtu.be/QjYJSF28W5QApple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ----------WHO---------- Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, slowing it way down à la Major Marquis Warren.  Artwork by David Parkins, descendant of Arthur Eld ancient King of All-World.   Podcast intro and outro is [...]

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