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
MarketsMuse Editor Note: For those with a "macro mindset", i.e. investment strategy with focus on global economic events and related opportunistic and/or risk reduction themes, a.m. note from Rareview Macro's Neil Azous in the "Sight Beyond Sight" note struck a chord, if only because Azous seems to be continuously ahead of…Read More
Courtesy of Josh Brown, "The Reformed Broker" market pundit for Stocktwit and CNBC MarketsMuse Editor Note: We don't often reference stock jockeys or media pundits, but hats off to Josh for his Mar 13 blog--its timeless! Click the logo to left to visit his blog site Why did the stock…Read More
MarketsMuse is pleased to profile market insight provided by Rareview Macro's "Sight Beyond Sight" aka "SBS", a daily debriefing of global market events, related impact on various asset classes and highlights of trading strategies proffered to some of the trading world's "smartest folks in the room." This morning's e-blast to…Read More
Excerpt courtesy of Mar 1 ETF STRATEGY columnist Simon Smith, CFA Fixed income ETFs are poised to take on a bigger role in institutional portfolios, according to a new report from Greenwich Associates. Institutional investors are making sweeping changes to their fixed income portfolios in response to the post-crisis regulatory…Read More
Courtesy of this a.m.'s edition of Neil Azous and Rareview Macro's "Sight Beyond Sight": "Despite bold central bank decisions over the last 48 hours, the real narrative is not what most investors walking into their offices today believe it is. After opening up over 2%, the Turkish stock market gradually…Read More
In the spirit of "..It takes one to know one..." and notwithstanding the "late print," one leading Wall Street broker who specializes in ETFs (and, who typically prefers to play down price predictions and remain focused on best execution vs. best picks) has an interesting 2014 outlook for a select…Read More
Courtesy of Dennis Hudacheck, Index Universe WisdomTree’s new long-dollar currency ETF is truly one for the ages, literally. I’ve long felt that we’ve needed an alternative to the decades-old US Dollar Index, which was created back in 1973. So how does the WisdomTree Bloomberg US Dollar Bullish Fund (USDU) differ…Read More
Courtesy of 12.26.13 CNBC interview with Andrew McOrmond, Managing Director/WallachBeth Capital [youtube=http://www.youtube.com/watch?v=N6xlH1rTr30&w=420&h=315]Read More
Excerpt from Nov 22 edition of Rareview Macro's "Sight Beyond Sight" morning commentary; courtesy of macro market trading expert Neil Azous.. At a micro level in the US, all one has to do is look at the iShares U.S. Home Construction ETF (ITB) and SPDR S&P Homebuilders ETF (XHB) to…Read More
Courtesy of TradersMagazine Women Trailblazers, Entrepreneurs, Mentors, Rising Stars and Others Honored for Their Achievements October 17, 2013 – Trading is and always has been a man's world. But there are exceptions to every rule. Women in trading have made their imprint on an industry that has not always been…Read More
Who can't love innovative initiatives for the under-served retail investor who likes to drive his own car at his own pace at his own time? Link to this Video Clip below is courtesy of YHOO Finance..and CNBC interview of Motif Founder Hardeep Walia By the company's definition, a motif custom…Read More