When the facts change, I change my mind. What do you do? -- John Maynard Keynes

Monday, October 26, 2015

Why Investors Should Not Wait for Rising Interest Rates (video)



Don't Wait for Rising Interest Rates - It may seem as if interest rates will never rise, but they probably will, and Morgan Stanley's Greg Vaughan explains why waiting for it to happen is a dangerous strategy. Published Oct 21, 2015


Monday, October 19, 2015

Commodities, Outflows, Emerging Markets Worry Anshu Jain (video)



Emerging Markets a ‘Worry’ for Anshu Jain - Anshu Jain, the former co-chief executive officer of Deutsche Bank AG, said some emerging markets that have been hurt by plunging commodity prices and an outflow of funds are a “worry.” “In certain parts of ex-Japan, ex-China, ex-India Asia we could have some bad news,” Jain said in an interview with Bloomberg News Editor-In-chief John Micklethwait at Bloomberg Markets Most Influential Summit 2015 in London. He pointed to Brazil, South Africa, Russia, Turkey as other emerging markets that harbor risks. Published on Oct 6, 2015

Wednesday, October 14, 2015

LIVE: Dem Debate, TRUMP Twitter Feed

TRUMP Twitter Feed Below:


Oh the debate? On CNN--a free internet live stream will be available for all at CNN.com starting at 8:30 pm ET (US).



Sunday, October 11, 2015

Apple's New Products: Are They Game Changers? (video)



Apple's New Products: Are They Game Changers? - Technalysis Research President and Chief Analyst Bob O'Donnell discusses the launch of the latest products from Apple, the new features and if they are worth the upgrade. He speaks to Bloomberg's Angie Lau on "First Up." Sept. 10, 2015

NASDAQ: AAPL

Sunday, October 4, 2015

Mohamed El-Erian video, Fed Missed Window, No October Rate Hike



Mohamed El-Erian: Oct. Fed Rate Hike Won't Happen - Mohamed El-Erian, Pimco's former chief executive officer and a Bloomberg View columnist, comments on what the September jobs report means for Federal Reserve monetary policy. He speaks with Bloomberg's Betty Liu on "Bloomberg Markets," October 2, 2015.

Jobs Report Is Lackluster, Raising Concern on Economy’s Course - The New York Times"“There’s nothing good in this morning’s report,” said Carl Tannenbaum, chief economist at Northern Trust in Chicago. “We had very low levels of job creation, wage growth isn’t budging and the unemployment rate would have risen if the labor force participation rate hadn’t fallen.”" (Oct 2, 2015)

Economists Can't Find the Silver Lining in Today's Jobs Report - Bloomberg Business"When the U.S. jobs report is released each month, there's typically enough nuance to offer something for everyone — the good and the bad. Today proved to be a feast for the bears. "When you look through all the details of the data, there just isn't anything good to hang your hat on," said Thomas Simons, a money-market economist at Jefferies LLC in New York. "It's been years since we've seen such an unambiguously bad report." Silver linings were tough to come by in the September jobs data. Payrolls came in at a much-weaker-than-forecast 142,000, while August and July figures were revised down. Wage growth was nonexistent for the month, with average hourly earnings actually falling by a penny on average. The softness in manufacturing endured, with factory payrolls falling by 9,000 when they were expected to show no change. With dollar appreciation and sluggish overseas growth providing headwinds, it was the biggest back-to-back decline since 2010... "

It's Been a Terrible Week for the Credit Market - Bloomberg Business: "According to Bank of America Merrill Lynch credit strategists led by Hans Mikkelsen: "The two weakest days in recent memory for high-grade credit occurred this week [on Monday and Thursday]." Meanwhile, Deutsche Bank Strategist Jim Reid pointed out that spreads on corporate debt are nearing levels usually seen during recessions. While credit has often been called the canary in the coal mine for global markets, because of its tendency to show signs of strain before stocks, the question now is whether bond investors are saying something important about deteriorating fundamentals or overshooting in their pessimism."

Gundlach warns of 'another wave down' - Business Insider""The reason the markets aren't going lower is people are holding and hoping," Gundlach told Reuters in a telephone interview. "The market bottoms out when people are selling and sold out — not when they are holding and hoping."

Traders Don't See Fed Moving Until at Least March, Futures Show - Bloomberg Business"“The Fed has been overoptimistic for a long time on their forecasts for growth,” said Gary Pollack, who manages $12 billion as head of fixed-income trading at Deutsche Bank AG’s Private Wealth Management unit in New York. Markets are also signaling expectations for a lower Fed target down the road, according to a note from Jim Vogel, an interest-rate strategist at FTN Financial Capital Markets in Memphis, Tennessee. Last month, the Fed forecast the tightening cycle will end with the funds rate at 3.5 percent. However, Treasuries now indicate a peak of 1.75 percent for almost five years, according to Vogel."

The Big Picture

Financial Crisis - The Telegraph

JohnTheCrowd.com | The Sailing Website

Craig Newmark - craigconnects