Chris Ciovacco

Contributor since: 26 Feb 2010

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• Is Obama’s Black Swan Coming Soon?

  Published 29 August 2013 | viewed 0 times

  Summers 'Likely' To be Named My guess is many on Wall Street thought "no way" when they first heard the name Larry Summers mentioned as…

• Could Financial Engineering Backfire?

  Published 28 August 2013 | viewed 0 times

  Experienced investors know we are in an era where central banks are playing a much larger than normal role in the financial markets. The Fed…

• Market's Assumption of Easy Money May Be Flawed

  Published 26 August 2013 | viewed 0 times

  QE-Bashing at Jackson Hole In the words of the always bubbly Marc Faber, "Ben Bernanke is a money printer". We share Mr. Faber's view on…

• QE: The Beginning of the End

  Published 23 August 2013 | viewed 0 times

  Three Months Of Taper Talk Since Ben Bernanke uttered the word "taper" before the summer kicked-off, the tone in the financial markets has been markedly…

• Fed Tapering: Not If, But When

  Published 21 August 2013 | viewed 0 times

  As we noted recently, the Federal Reserve has explicitly mentioned tapering in their recent communications, and President Obama has commented numerous times on avoiding another…

• Fed Minutes Could Spook Markets

  Published 20 August 2013 | viewed 0 times

  The Federal Reserve knows the market examines every word from a governor's mouth or included in a formal policy statement. Therefore, when the Fed starts…

• Obama's Comments Concerning For Stock Bulls

  Published 19 August 2013 | viewed 0 times

  With the primary focus on the Fed, many market participants may have missed President Obama's repeated calls for avoiding another round of asset bubbles. When…

• Four Reasons To Respect The Bearish Case

  Published 16 August 2013 | viewed 0 times

  Stock market bears have accumulated four feathers in their caps, which tells us to remain flexible and open to additional weakness in stocks: Four Feathers…

• Stocks, Bonds, or Short? - The Million Dollar Question

  Published 14 August 2013 | viewed 0 times

  In the 1990s, tech stocks were the place to be. After the dot-com bust, those who placed their money in bonds or shorted stocks did…

• Can Bears Capitalize On Fed-Induced Momentum?

  Published 13 August 2013 | viewed 0 times

  Fed Backed Into Low Rate Corner The Fed has taken extreme measures to kick start the economy. With fears of inflating another round of asset…

• Tapering vs. Economy And Trends

  Published 08 August 2013 | viewed 0 times

  Fed Remains Coy We continue to believe (a) tapering is about bubble management, and (b) the base case is for a September tapering announcement from…

• Despite Weakness, Big Picture Remains Bullish

  Published 06 August 2013 | viewed 0 times

  Bears Calling For Another Top Since the S&P 500 bottomed on June 24, the calls on Twitter for an imminent peak have been frequent. At…

• Do Stocks Have 2007-Like Problems?

  Published 05 August 2013 | viewed 0 times

  After seeing stocks drop over 50% in both the 2000-2003 and 2007-2009 bear markets, investors are understandably hesitant to redeploy their hard-earned money back into…

• Bullish Trifecta Says Stocks Can Move Higher

  Published 02 August 2013 | viewed 0 times

  Can Bullish Gains Hold This Time? Wednesday's trading session featured a 32 point zig zag affair intraday that resulted in almost no change vs. Tuesday's…

• Fed's Tapering Is About Bubble Management

  Published 30 July 2013 | viewed 0 times

  Strong Economy or High Inflation? The purpose of Fed money printing is to help support economic growth and job creation. The negative side effects can…

• Are Bonds Calling A Top In Stocks?

  Published 29 July 2013 | viewed 0 times

  Investors Migrating to Riskier Debt One of the many tenets on Wall Street is that debt investors are often a step or two ahead of…

• Fed Misstep Opens Weak Economy Door

  Published 26 July 2013 | viewed 0 times

  Ben Had Just Reestablished Order After tapering comments spooked the markets in May, Ben Bernanke spent weeks trying to jawbone the markets back into a…

• Scared of Stocks? There Are Ways To Monitor Risk

  Published 25 July 2013 | viewed 0 times

  'Great Rotation' Includes Safe Money Markets The equity side of Wall Street coined the term great rotation to describe what they hoped would be a…

• Fed Haunted By Past Overconsumption

  Published 24 July 2013 | viewed 0 times

  Backing Off Stimulus Is Hard To Do As the Federal Reserve moves closer to tapering their monetary stimulus program, you can bet they are keeping…

• Fed Expected To Taper Bond Purchases By 24%

  Published 23 July 2013 | viewed 0 times

  On Track For September Taper As noted on July 15, our guess is the tapering dialogue at the Fed is more about escalating fears of…