The Man Who Is Transforming Equities Market Structure: Dark…

For those who might have missed it, Jeffrey Sprecher (pictured above), the CEO of Intercontinental Exchange, which owns the NYSE, is determined to put the genie back in the bottle by turning back the market structure changes that have taken place over the past 10 years, including the surge of “dark pools” hosted by leading […] Read More

19 December, 2014

Best ETFs for 2015 

After yesterday’s post regarding 2014’s Best and Worst ETFs, NASDAQ has release a list of the 5 best ETFs to buy for 2015. Below are excerpts from the article.  With the clock about to roll past 2014 and into the New Year, it’s time for investors to be looking ahead with regards to their portfolios. […] Read More

18 December, 2014

Crude Oil: An Objective View From Rareview: Let’s Not…

Below excerpt is courtesy of today’s Rareview Macro a.m. edition of global macro strategy commentary “Sight Beyond Sight”… Crude Oil The professional community is honing in on to two crude oil observations overnight – one “temporary” and one “transitory”. Ali Al-Naimi, Saudi Arabia’s oil minister, said the global economic slowdown has contributed to a temporary […] Read More

18 December, 2014

Goldman Sees Gold in ETF Market-

Extract below courtesy of Forbes.com In what comes as the latest move by Goldman Sachs to grab a larger share of the rapidly-growing exchange-traded fund industry, the investment banking giant is looking to launch as many as 11 new ETFs in the near future. Goldman filed a request with the SEC last Friday (December 12) to […] Read More

17 December, 2014

New Year Brings Review of 2014’s Best and Worst…

Bloomberg’s Eric Balchunas reviewed the best and worst of ETFs in 2014. Below are excerpts from Balchunas’s article. The pace of new ETF launches has also picked up, and the 196 new offerings in 2014 is a 29 percent jump over 2013. There are now ETFs for about everything you can think of — and 1,000 more […] Read More

17 December, 2014

Thailand Tanks; The Russian Connect ($RSK): A Macro-Strategy View…

Below is excerpt only from today’s edition of macro-strategy commentary courtesy of Rareview Macro LLC publication “Sight Beyond Sight” Firstly, the Stock Exchange of Thailand SET Index (symbol:  SET) is showing the largest negative and the Dollar-Rupiah (USD/IDR) is showing the largest positive risk-adjusted returns across regions and assets. Of note, Thai stocks fell almost […] Read More

17 December, 2014

Bomb Throwers Aim At China: ETF Fuse is Short…

Below excerpt from Dec 10 edition of global macro strategy newsletter “Sight Beyond Sight” includes insight for those tracking events in Asia and China-related ETFs. When scrolling to the bottom of this post, MarketsMuse readers will appreciate why we regularly cite the Sight Beyond Sight newsletter—the conclusion of this post displays the out-performance of SBS […] Read More

11 December, 2014

Chinese-Flavored ETFs: Shanghai-Hong Kong Stock Connect

MarketsMuse extends our thanks re: below extract, courtesy of AsianInvestor.net China Asset Management and China Southern Asset Management are racing to list the first exchange-traded fund via the Shanghai-Hong Kong Stock Connect, after getting regulatory approval last week. But this comes amid muted initial volumes for the trading link, leading to suggestions that the mainland […] Read More

11 December, 2014

Talking Trading Technology: This BrokerDealer Has Buyside Clients’ Back

Below extract courtesy of 08 Dec edition of MarketsMedia.com; reporting by Steve Marlin Agency Broker WallachBeth Raises Tech Bar WallachBeth Capital, a provider of institutional execution for buy-side investment managers, recently appointed quantitative trading veteran Matthew Rowley to the newly created role of chief technology officer, signaling the firm’s commitment to delivering customized services that […] Read More

11 December, 2014

IndexIQ Future is Insured: Acquired by New York Life

Extract courtesy of reporting by FinAlternatives.com New York Life Investment Management has acquired IndexIQ, a leader in the liquid alternative exchange-traded fund industry, for an undisclosed amount. The high-profile acquisition is NYLIM’s first foray into the ETF space. Upon closing of the transaction, IndexIQ will be integrated into NYLIM and marketed through New York Life’s […] Read More

11 December, 2014

Macro Trading View: Short Gold v. Long Silver; Long…

Below excerpt from a.m. edition of Sight Beyond Sight, is courtesy of global macro think tank, Rareview Macro LLC New Strategy – Short Gold vs. Long Silver This morning we sold 3000 GLD 12/20/14 P112 at .63 to close. We rotated our short Gold bias using put options into a short Gold versus long Silver […] Read More

11 December, 2014

Global Macro Trading: Why It’s a Timeless Tactic

MarketsMuse Editors Note: Giving credit when due and in connection with below excerpt, MarketsMuse extends a “shout-out” to UK-based publication CampdenFB, one of several ‘banners’ serving the family office universe and operated under the Campden Wealth media umbrella. “….With such pitiful returns, is it any wonder why global macro investing has fallen out of favour […] Read More

11 December, 2014
neil azous-global-macro

Wisdom: Is $HEDJ The New Vogue Trade?

Below extract courtesy of a.m. edition of “Sight Beyond Sight”, the global macro trading commentary published by Stamford, CT-based macro strategy think tank Rareview Macro LLC. “…For most of the second half of the year we have seen a surging dollar, and a falling euro.  Nothing seems to be coming that will disrupt that. Now […] Read More

11 December, 2014

The US Dollar – Novus Ordo Seclorum

Below excerpt courtesy of Hedge Fund Insight Nov 17 2014 by Neil Azous Managing Member of Rareview Macro LLC Most of us hand over dollar bills every day without ever really looking at them very closely. They are too familiar. But if you pause to look closely at the one dollar bill, you will see, […] Read More

19 November, 2014

China Marts Open For Lunch & Dinner: ETFs Hot…

A MarketsMuse special update, courtesy of compiling various columns from Bloomberg, ETF.com, Fortune and a special treat: this piece was sponsored by Mr. Chow’s! (see below) After much fanfare, the “Shanghai-Hong Kong Stock Connect” is officially connected and ostensibly, this will be the link between brokers, dealers, ETF Issuers and global investors seeking access to […] Read More

18 November, 2014
neil azous-global-macro

Global Macro Trading Update: Euro Short-Covering Inspires US Dollar…

MarketsMuse coverage courtesy of out takes from a.m. edition of commentary produced by global macro trading guru Neil Azous, principal of macro-strategy think tank Rareview Macro LLC.. Editors Note: Aside from the prescience of “Sight Beyond Sight” outlooks throughout the past year (including select/specific and since successful trade ideas i.e. FX, Commodities (e.g. gold) and […] Read More

18 November, 2014

Options Mart Innovation: Now a 20-Minute Contract

What will they think of next? Is trading options with a weekly expiration too long? According to latest news, the newest binary option contract from Nadex, the 20 minute option, might suit some traders’ needs. The North American Derivatives Exchange (Nadex), a regulated online binary options exchange in the U.S. announced the launch of 20-minute […] Read More

14 November, 2014

US Equities: Lower Is More Likely Than Higher: A…

Below is excerpt from opening lines of today’s edition of “Sight Beyond Sight”, the macro-strategy commentary courtesy of Stamford, CT-based think tank Rareview Macro LLC. Our thanks to firm principal Neil Azous for the following observations. Model Portfolio Update:   Significantly Reduced Equity Net Long Exposure Our inspiration level today is almost as low as […] Read More

12 November, 2014