Tony Pallotta

Contributor since: 07 Mar 2011

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• What Is SPX Fair Value

  Published 14 August 2011 | viewed 0 times

  Credit and commodity markets are saying one thing while equities are saying another and only time will tell which market(s) were right. History though is…

• Credit Markets Point To A Major Equity Correction

  Published 12 August 2011 | viewed 0 times

  Credit is like a black box to most retail investors. It's a shame CNBC gives Rick Santelli only 10-15 minutes a day to report on…

• Where Is This Market Headed?

  Published 08 August 2011 | viewed 0 times

  "He observed that human emotions collectively had major impacts on the movement of stock prices and Markets in general, ultimately creating patterns that kept repeating."…

• Where Are The Markets Headed Next

  Published 04 August 2011 | viewed 0 times

  Being honest, no one knows. But, using the current road map it appears we may have a little more selling before a decent move higher.…

• QE3 Coming Soon? Treasury TIPS Say No

  Published 03 August 2011 | viewed 0 times

  Using the Treasury TIPS (Treasury Inflation Protected Securities) one can determine inflation expectation simply by subtracting the treasury yield for the same maturity. As an…

• Q2 GDP The Numbers Don't Add Up

  Published 30 July 2011 | viewed 0 times

  Q1 2011 GDP was revised one final time from 1.9% to 0.4% and Q2 2011 GDP the first estimate was 1.3%. Before analyzing the data…

• Ominous Similarities

  Published 27 July 2011 | viewed 0 times

  Dramatic title I realize but look at the charts below and ask yourself if this is purely coincidence or something more telling. Regulars to this…

• Trouble Brewing In Credit Markets

  Published 22 July 2011 | viewed 0 times

  Credit markets continue to signal either a weakening economy or outright recession yet equities refuse to pay attention. With daily market volume dominated by intraday…

• Summarizing Bank Earnings With Two Charts

  Published 19 July 2011 | viewed 0 times

  Now that the big banks have reported below are two charts that sum up how they are doing aside from the noise of "beating expectations."…

• The US Economy Is Extremely Vulnerable To Recession in 2011

  Published 16 July 2011 | viewed 0 times

  "Everything should be made as simple as possible..." - Albert Einstein You don't need a degree in macro economics to understand an economy. Just because…

• Maybe The Debt Ceiling Won't Be Raised Before August 2

  Published 14 July 2011 | viewed 0 times

  I came across a very interesting quote today. Should the US economy either enter recession or fail to improve before the 2012 presidential election (both…

• How An Equity Market Prices In Recession (Updated)

  Published 13 July 2011 | viewed 0 times

  Recently I compared the 2007 equity topping pattern to that of the current market. The premise being today as in 2007 the US economy is…

• Comparing The 2007 Topping Pattern To Now - Updated

  Published 08 July 2011 | viewed 0 times

  Remember one simple truth, 91.8% of ES Futures daily volume is attributed to day traders and computer algorithms. And since not one single person within…

• Keeping Things In Perspective

  Published 07 July 2011 | viewed 0 times

  The calls for an economic soft patch are growing louder in the face of the ADP print today above expectations. The 13 weeks of weekly…

• How Commercial Paper Prices In Economic Recession

  Published 05 July 2011 | viewed 0 times

  In what is becoming a multi part series on how various products price in recession tonight it is time to check out the commercial paper…

• How A Credit Market Prices In Economic Recession

  Published 01 July 2011 | viewed 0 times

  In a prior post I compared the 2007 SPX topping pattern to the current May 2011 high. The assumption being the US economy is on…

• How An Equity Market Prices In Recession

  Published 29 June 2011 | viewed 0 times

  I'm not going to even begin to try and make sense out of today's market. Watching fires burn and teargas fired in Greece, 100 pip…

• IV Skew Still Shows Complacency

  Published 29 June 2011 | viewed 0 times

  I continue to "obsess" about the volatility skew. For those new to the skew and what is means please read here first. After the May…

• Illusions Versus Reality

  Published 25 June 2011 | viewed 0 times

  "Illusions commend themselves to us because they save us pain and allow us to enjoy pleasure instead. We must therefore accept it without complaint when…

• US Economic Contraction And The Pending Greek Default

  Published 19 June 2011 | viewed 0 times

  This week saw further confirmation of a deteriorating US economy as both the Empire State and Philly Fed surveys continued their reversals and showed outright…