MarketsMuse Editor Note: Below excerpt from this a.m.'s edition of macro-strategy newsletter Sight Beyond Sight.. [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] While commentators largely ignored the Financial Times article released yesterday it garnered a fair amount of attention by investors in our circle. The article stated that…Read More
Below extract courtesy of Neil Azous, founder of Rareview Macro LLC and publisher of Sight Beyond Sight, the macro-strategy newsletter. [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] Professionals Actually Sensitive to Weaker Risk Assets Over The Next Few Days • Model Portfolio Trade: Short NASDAQ • Partial Switch…Read More
Below extract from this a.m. edition of Rareview Macro's Sight Beyond Sight... "....The key objective we laid out at the end of April has, we are pleased to say, now materialized - don't sell in May and go away, as the S&P 500 will trade higher to a range of…Read More
Below extract courtesy of this a.m.'s edition of Rareview Macro's Sight Beyond Sight..(Re-published with permission from Neil Azous) [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] Here is an aggregation of the various statistics either sent to us from subscribers or we came across during our readings this weekend.…Read More
Excerpt below courtesy of this a.m.'s Sight Beyond Sight notes to newsletter subscribers. Today's edition from Rareview Macro LLC also includes the following talking point: "The True Pain Trade is Not SPX 1920-1950 but Beyond 1950" [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] Sell in May and Go…Read More
Below excerpt is hot of the press and courtesy of one of MarketsMuse's favorite outlets: FINalternatives.. Coin Capital Management is this week launching a Bitcoin-focused hedge fund, which will buy and hold the leading crypto-currency in an institutional grade environment. “We are pretty excited about Bitcoin…it is an exciting…Read More
Courtesy of one of our reader's sighting this a.m.'s comments from Rareview Macro LLC's "Sight Beyond Sight", we're compelled to cite the original source: [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] "...For the first time in months the setup is compelling enough for us to short US Fixed…Read More
A Fund-Company Chief Embraces Technical Analysis MarketsMuse Editor Note: In the course of rifling through the onslaught of today's mid-day trading desk talking points sent to us courtesy of top gun traders at major Wall Street firms, the theme has been ripe with "support levels" i.e. the most followed stocks…Read More
Extract below courtesy of NY Times and reporter David Leonhardt Relative to corporate earnings over the previous 10 years, the Standard & Poor’s 500-stock index is still less expensive than over much of the last 15 years. But it's more expensive than at any other time over the last century,…Read More
On April 24, Rareview Macro's Neil Azous had this to say about the notion of "Sell in May and Go Away.." Since that appearance Rareview's newsletter, "Sight Beyond Sight" has provided further insight to aforementioned "long held wisdom." [gigya src="http://plus.cnbc.com/rssvideosearch/action/player/id/3000269877/code/cnbcplayershare" ]Read More
For readers focused on expert views re: the precious metals, and in particular Gold, below a.m. note courtesy of macro-themed analyst Paul Krake to his "View From The Peak" audience of institutional investment managers provides a "bid-on" to market observations made last week by Neil Azous, principal of "bespoke macro…Read More
Excerpts from this a.m. edition of Rareview Macro "Sight Beyond Sight" could be comforting to those who "don't want to sell in May and go away" * tickers referenced in the a.m. note include : $SPY $QQQ $GLD #FX $TBT • The Argument for S&P 500 to march to…Read More
Below excerpt courtesy of this a.m. edition of Rareview Macro's "Sight Beyond Sight" "..The call today by the professional community for a retracement of the recent weakness in Equities is very loud... This viewpoint disregards the fact that S&P 500 futures are already 2.5% higher than Monday's intra-day low. The…Read More
Excerpt courtesy of MarketsMedia Providers of ETFs and mutual funds are using targeted marketing approaches to match the right products with the right customers. With ETFs use climbing among active investors, both retail and institutional, packagers of ETFs view the product as a low-cost vehicle for investors to access…Read More
Below excerpts courtesy of "Quigley's Corner", a daily summary of debt capital market activity from Mischler Financial Group's Ron Quigley On the “Backpedal”, “Reverse”, “Renege”, “U-Turn”, “About-Face”…………and the FED The week’s biggest data point belongs to the release of today’s FOMC Minutes. Here are the major talking points: o Several…Read More
For macro-strategy mindsets, the below excerpt from this morning's note courtesy of Sight Beyond Sight author Neil Azous provides a compelling read... [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] "...Sunday, April 6th is a "Bradley Turn Date". The Bradley siderograph - a device to predict the stock market…Read More
Below excerpt courtesy of Sight Beyond Sight a.m. notes from macro strategy expert Neil Azous. [caption id="1851" align="alignleft" width="150"] Neil Azous, Principal Rareview Macro LLC[/caption] "...Just because today is the start of a new quarter for investors that does mean anyone should expect a pause or a reversal in…Read More
MarketsMuse Editor Note: Below comments from this a.m.'s edition of "Sight Beyond Sight" were among several that jumped off the page.. [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] "..Conversely, Technology has moved to the “Weakening” from “Leading” quadrant and Healthcare is now exhibiting the same early stage relative…Read More