Below extract is courtesy of Oct 13 edition of ETFtrends.com and senior editor Todd Shriber The United States Oil Fund (NYSEArca: USO) is off 6.4% in the past month as West Texas Intermediate, the U.S. benchmark oil contract, ominously descents to $80 per barrel. Oil’s slide has wrought havoc for…Read More

If this week's volatility has unnerved you, take a deep breathe, sit back and consider the following assessments courtesy of global macro strategy think tank Rareview Macro and extracts of this a.m. edition of "Sight Beyond Sight." The Puzzle [caption id="attachment_1904" align="alignleft" width="200"] Neil Azous, Rareview Macro LLC[/caption] Today's edition…Read More

Below commentary is courtesy of Oct 8 a.m. notes from macro-strategy think tank Rareview Macro LLC's "Sight Beyond Sight" and is provided as a courtesy to MarketsMuse readers who embrace smart insight.  For those with interest in or exposure to the assortment of globally-focused ETFs across asset classes, we think…Read More

MarketsMuse Editorial Note: Below is extract from Oct 1 edition of macro-strategy commentary courtesy of Rareview Macro LLC's daily publication "Sight Beyond Sight"..We often profile this content from macro strategy expert and author Neil Azous, simply because since we first started following SBS commentary, it has become one of those…Read More

 MarketsMuse Editor Note: We tip our hat to the folks at Rareview Macro LLC, whose 'sightings' we have been allowed to cite courtesy of extracts from that global macro strategy think tank's daily newsletter Sight Beyond Sight... Why? When eyeballing the 18 Sept edition, our staff noticed that Rareview's model…Read More

MarketMuse.com post made possible through FINalternatives.com and Neil Azous   The 2008 financial crisis exposed institutional money managers to a range of risks for which they were not prepared. Some of these were market risks, in which the value of their investments declined more than they had previously imagined possible.…Read More

Below courtesy of extract from a.m. edition of Rareview Macro's "Sight Beyond Sight"...   MarketsMuse Editor note: notwithstanding the 'caveat' immediately below re: focus on FX, for those who are chewing on Apple ($APPL), MarketsMuse editorial team recommends a full read of below [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro…Read More

Below extract courtesy of this a.m. edition of Rareview Macro LLC's daily publication "Sight Beyond Sight" Editor Note: Performance Speaks Louder Than Words, and the SBS model portfolio as of Aug 15 is a noteworthy +3.72% YTD (and 0.33% WTD) when compared to the universe of macro strategists who, according…Read More

Below courtesy of excerpt from Mark Hulbert's column in the WSJ Weekend Journal (Aug2-Aug3) Over the past 45 years, the stock market has lost more than 20% each time three warning signs flashed simultaneously. After a selloff this past week dragged the Dow Jones Industrial Average into negative territory for…Read More

Below is excerpt courtesy of 07.29 edition of Rareview Macro's "Sight Beyond Sight" Small vs. Large Caps Below are two charts of the ratio of the S&P 500 (symbol: SPY) to the Russell 2000 (symbol: IWM). The first chart shows the performance of the ratio (i.e. long SPY vs. short…Read More

Below excerpt from July 25 edition of "Sight Beyond Sight" is courtesy of Rareview Macro LLC [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] Overnight Commentary Strongly Centered on US Dollar, China, and NASDAQ US Dollar China - Operation Fox Hunt NASDAQ US Dollar In the July 16th edition…Read More

Below extract courtesy of today's a.m. edition of macro-strategy commentary from Rareview Macro's "Sight Beyond Sight" 1. Taiwan equities were cut to equal-weight from over-weight at Morgan Stanley (Jonathan Garner) on valuation concerns. 2. Morgan Stanley recently cut Asia's semiconductor industry to equal-weight from over-weight. 3. Maybank, a local house,…Read More

It was in early 1849 that the director of the Mint at Dahlonega, Dr. M. F. Stephenson spoke from the steps of the mint building in a futile attempt to convince the miners to remain in Georgia to mine rather than to flock to California to chase what might be…Read More

[caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] Below excerpt courtesy this a.m.'s edition of macro-strategy newsletter "Sight Beyond Sight" Today is the first time in recent memory that investors are waking up to a meaningful gap down in US equity index futures. By virtue of the fact that…Read More

Below is the lead-in to this morning's edition of Rareview Macro's "Sight Beyond Sight"; the 'read more' link below provides additional extracts that caught the eye of more than a few folks who follow macro-strategy themes.. [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] Three Day Trickle Down Rule…Read More

As if it were a segment in "Orange is the New Black," the price correlation between Crude Oil (aka Black Gold) and the Yellow Metal continues to swing like a chandelier in a windy mansion. Below extract courtesy of Neil Azous, from today's a.m. edition of Rareview Macro's Sight Beyond…Read More

Below excerpt courtesy of this a.m.'s edition of Rareview Macro's "Sight Beyond Sight" macro-strategy newsletter. [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] "....We start the second half of 2014 well aware that over the last few years the second half of the year has had little resemblance to…Read More

Conflict of Interest is Of Interest to Senate Panel Members "just learning about" industry-rampant Payment For Order Flow Schemes . Market Structure To Be Re-Structured? Excerpts below courtesy of The Wall Street Letter's on the spot coverage of the U.S. Senate investigation of Wall Street's affection for high-frequency trading aka…Read More