Markets

Feb 04, 2011 at 16:02

U.S. Treasuries sold off another 4-9bps on Friday, bringing the 10y yield up to a 9-month high of 3.64%. And remember, that's with the Fed showing a $600bln bid! In…

Feb 04, 2011 at 15:55

In a heated debate on the February 1st episode of CNBC's "The Kudlow Report", financial commentator Donald Luskin offered his "textbook" definition of inflation as "an overall rise in the…

Feb 04, 2011 at 14:09

Commodities are a very volatile asset class and unlike stocks, high prices will reduce demand while low prices will reduce production and supply. While buying breakouts and momentum in stocks…

Feb 04, 2011 at 13:20

For most people, there are some surefire luxuries that signify wealth, a few pearls of conspicuous consumption that say you've made it. For me, it's always been a second home.…

Feb 04, 2011 at 13:01

Even though January 2011 brought a lot of profit-taking to mining stocks and precious metals, the leadership of Newmont (NEM) has used this pullback in prices to purchase one of…

Feb 04, 2011 at 12:22

Political and social unrest in the Middle East was the most discussed topic during the week. Restlessness and riots could inflate food prices in the region and worsen the economic…

Feb 04, 2011 at 12:00

A bit of recent news that hasn't gotten enough press is the fact that the Federal Reserve has surpassed China in total U.S. Treasury holdings and is now the largest…

Feb 04, 2011 at 08:59

When exhaustively researching any sector of stocks, a lot can be learned about a given industry, its constituents, and its fundamentals. And indeed at Zeal we've learned a lot about…

Feb 04, 2011 at 08:37

I would describe the current price action in the equity market as meaningless. It doesn't impart any information to me as the dip is always bought albeit on persistently shorter…

Feb 04, 2011 at 08:06

We are periodically reminded just how small the gold market still is like we were this past week when the hedge fund SHK Asset Management folded. Of course it's a…