The S&P 500 Index has soared 120% since March 2009 and the millions of individual investors that abandoned the market during the financial crisis are now pouring more money than they have in years into stock mutual funds. Perhaps it’s the overkill of the phrase “Great Rotation” from their brokers or the host of sell side notes calling for an end to the Bond vs. Equity switch that has lasted for years given accommodative monetary policy...
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The Myth About Oil Demand – Where Does It Really Come From?
We all know about the impact China has had on world commodities, especially energy denominated ones, given its thirst for resources during its urbanization over the last few years. Most think of oil or any other commodity for that matter, and immediately quote the Chinese economy and monitor its progress to forecast where it is headed. Where that may be true in most instances, there is a distinction to be made in the case of oil: the US is...
Where Have All the Traders Gone?
Perhaps Paula Cole should consider a rewrite of her song “Where have all the cowboys gone?” to “Where have all the traders gone?” to address the issue facing the markets currently. Since 2009, post the financial crisis, the European markets (Eurostoxx) have mean reverted around a level of 2500, ranging from sub 2000 to a high of 3000. Certainly long only funds may not have done much given these have not been investable markets, but for...
