A Rareview View: Small vs. Large Caps: $SPY/$IWM
In ETF News, Global Macro Strategy> By MarketsMuse Staff Reporter
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 IWM) on the top each […] Read More

29 July, 2014

A Rareview Macro Strategy View: US Dollar and China
In Global Macro Strategy> By MarketsMuse Staff Reporter
Below excerpt from July 25 edition of “Sight Beyond Sight” is courtesy of Rareview Macro LLC Overnight Commentary Strongly Centered on US Dollar, China, and NASDAQ US Dollar China – Operation Fox Hunt NASDAQ US Dollar In the July 16th edition of Sight Beyond Sight we doubled the long US Dollar index exposure in the […] Read More

25 July, 2014

Hedge Fund Industry Leaders Whispering About Israel-Palestine “Events”
In People Profiles> By MarketsMuse Staff Reporter
This is a MarketsMuse Editorial Comment in response to a group email sent yesterday by Paul Singer of Elliott Management to his DL. That email sought to raise awareness about both the recent “under-reported” events in France in which 2 synogogues were burned by so-called Pro-Palestinian youth..who are presumably Islmaic fundamentalists, and the broader topic […] Read More

23 July, 2014

Semiconductor ETFs: Having Sight Beyond Sight; Look Out Below?
In ETF News, Global Macro Strategy> By MarketsMuse Staff Reporter
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, cut Taiwan Semiconductor (symbol: 2330 […] Read More

17 July, 2014

Chasing Yield Chapter 3: High-Yld Corporate Bond ETFs v.…
In ETF News> By MarketsMuse Staff Reporter
Below extract courtesy of  ETF.com and reporter Cinthia Murphy When it comes to capturing yield in the corporate debt space, ETF investors are showing a preference this year for senior bank loans over high-yield corporate bonds. That preference, some argue, is largely due to what looks like an overvalued junk corporate bond segment, but it […] Read More

17 July, 2014

Bitcoin: Now Coming To a Trading Screen Near You?
In ETF News, Tech Talk> By MarketsMuse Staff Reporter
  MarketsMuse Editor Note: On the heels of the recent announcement that the proposed Bitcoin ETF aka “Winklevoss Bitcoin Trust” with slated ticker symbol COIN is about to be bankable by ETF traders and investors, below extract courtesy of Traders Magazine Online News, July 15, 2014, written by Gregg Wirth Bitcoin, the crypto-currency that initially became […] Read More

15 July, 2014

Bulge Bracket Veteran Enlists With Veteran-Owned Boutique’s International Equities…
In People Profiles> By MarketsMuse Staff Reporter
Mischler Financial Adds To International Equities Team; Global Bank Trading Veteran Appointed to Senior Role for 24/6 Agency-Only Platform Immediate News Release Stamford, CT July 14, 2014—Mischler Financial Group (“MFG”), the securities industry’s oldest investment bank/institutional brokerage owned and operated by service-disabled veterans announced that Eric Michalisin, a close on 20-year sell-side industry veteran and […] Read More

14 July, 2014

A Rareview Macro View: “There’s NO Gold in Them…
In ETF News, Global Macro Strategy> By MarketsMuse Staff Reporter
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 an impossible dream. “There’s gold […] Read More

14 July, 2014

Markets Mauled Today: A Rareview Macro-Strategy View
In ETF News, Global Macro Strategy> By MarketsMuse Staff Reporter
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 S&P 500 futures were down ~1.0% at one point this morning, the 57-day streak […] Read More

10 July, 2014

Rareview’s Macro-Strategist: 3-Day Trickle Down Rule in Play; Pros…
In Global Macro Strategy> By MarketsMuse Staff Reporter
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.. Three Day Trickle Down Rule in Play…This is Not Same as Late March Correction • Conundrum Across Asset Classes […] Read More

9 July, 2014

Finra Steps Up Investigation Of Broker-Dealer Order Routing Rebate…
In ETF News, Tech Talk> By MarketsMuse Staff Reporter
NYSE CEO Says “Not Good” while appearing before Senate on the topic of equities market structure and Maker-Taker Rebate Schemes. Bowing to increasing pressure from regulators, law makers and law enforcement officials, Finra, the securities industry “watchdog” has launched its own probe into how retail brokers route customer orders to exchanges, according to recent reporting […] Read More

9 July, 2014

Go With The Flow? ETF Execution Expert Says This…
In ETF News, People Profiles> By MarketsMuse Staff Reporter
Agency-Execution firm WallachBeth Capital’s Andy McOrmond, a recognized expert in ETF order execution for leading investment managers and RIAs appearing on CNBC with his [personal] thoughts as to whether  now is, or is not the time to “go with the flow.” Talking points: SPY v. VYM…$HEDJ and more..  Click on the image below to launch […] Read More

2 July, 2014

July 4 Reading Material for ETF’ers : A Closer…
In ETF News, People Profiles> By MarketsMuse Staff Reporter
MarketsMuse Editor Note: Below excerpt courtesy of ETF Industry Icon Ron Delegge from his best selling Gents with No Cents is a great teaser for any and all wing-tip types who are looking for a fun read while enjoying the July 4 holiday weekend. Ron’s day job includes publishing the ETF Guide and providing The […] Read More

2 July, 2014

Black Gold v. Yellow Metal: Macro-Strategy Perspective
In ETF News, Global Macro Strategy> By MarketsMuse Staff Reporter
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 Sight summarizes the current correlation […] Read More

2 July, 2014

Macro-Strategist Says: Funeral Services for Volatility Premature; Second Half…
In Global Macro Strategy> By MarketsMuse Staff Reporter
Below excerpt courtesy of this a.m.’s edition of Rareview Macro’s “Sight Beyond Sight” macro-strategy newsletter. “….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 the first. Over the last three years, for example, we saw major changes from […] Read More

1 July, 2014

Want GoPro? Go to These ETFs..
In ETF News> By MarketsMuse Staff Reporter
Courtesy of Benzinga via MarketWatch The hotly-anticipated initial public offering of GoPro GPRO +8.52% this week is one of the largest consumer electronics debuts of the decade. Shares surged more than 30 percent on Thursday from its IPO opening price of $24 per share, as the company raised $427 million in cash. The initial success […] Read More

27 June, 2014

Wall St Execs Do The Flip-Flop While Being Grilled…
In ETF News, Global Macro Strategy, Tech Talk> By MarketsMuse Staff Reporter
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 HFT, and with specific focus […] Read More

17 June, 2014

Fretting About The Fed’s Plan to Impose Exit Fees…
In Global Macro Strategy> By MarketsMuse Staff Reporter
MarketsMuse Editor Note: Below excerpt from this a.m.’s edition of macro-strategy newsletter Sight Beyond Sight.. 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 “Federal Reserve officials have discussed imposing exit fees on bond funds to avert a […] Read More

17 June, 2014