HFT Chapter 3: U.S. Senate To Hear About Payment-For-Order-Flow,…
In ETF News> By MarketsMuse Staff Reporter
MarketsMuse Editor Note: Finally, the topic of payment for order flow, the questionable practice in which large brokerage firms literally sell their customers’ orders to “preferenced liquidity providers”, who in turn execute those orders by trading against those customers orders ( using arbitrage strategies that effectively guarantee a trading profit with no risk) will now […] Read More

17 June, 2014

Volatility Bets and ETNs: Be Careful What You Bet…
In ETF News> By MarketsMuse Staff Reporter
Extract courtesy of Spencer Jakab, Wall St. Journal. Full article available via clicking on WSJ logo on left side.. “..Now that volatility has emerged not only as a concept but an investment in its own right, there probably is no putting the genie back in the bottle. And while portfolio managers largely welcome the products, […] Read More

12 June, 2014

Risk OFF : A Macro Strategy Rare View From…
In Global Macro Strategy> By MarketsMuse Staff Reporter
Below extract courtesy of Neil Azous, founder of Rareview Macro LLC and publisher of Sight Beyond Sight, the macro-strategy newsletter. Professionals Actually Sensitive to Weaker Risk Assets Over The Next Few Days • Model Portfolio Trade: Short NASDAQ • Partial Switch ofFunding Leg of Carry Trade Impacting Risk Assets • China MSCI A-share inclusion update, […] Read More

11 June, 2014

Trading Professionals Disgusted By Today’s Data: A Rareview Macro…
In Global Macro Strategy> By MarketsMuse Staff Reporter
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 1920-1950. What is needed now […] Read More

6 June, 2014

The Anger Indicator: A Rareview
In ETF News, Global Macro Strategy> By MarketsMuse Staff Reporter
Below extract courtesy of this a.m.’s edition of Rareview Macro’s Sight Beyond Sight..(Re-published with permission from Neil Azous) Here is an aggregation of the various statistics either sent to us from subscribers or we came across during our readings this weekend. 1.  Japan Government Pension Fund (GPIG):  Apple (AAPL), Exxon and Microsoft have the heaviest […] Read More

2 June, 2014

BlackRock CEO Roils ETF Audience: “Leveraged ETFs Can Blow-Up…
In ETF News> By MarketsMuse Staff Reporter
Courtesy of Reuters News May 28 (Reuters) – BlackRock Inc Chief Executive Larry Fink said on Wednesday that leveraged exchange-traded funds contain structural problems that could “blow up” the whole industry one day. Fink runs a company that oversees more than $4 trillion in client assets, including nearly $1 trillion in ETF assets. “We’d never […] Read More

28 May, 2014

Dark Pool IEX Seeks To Transform to Major Exchange;…
In Tech Talk> By MarketsMuse Staff Reporter
Extract below courtesy of WSJ Weekend Edition (May24-25) and reporters Bradley Hope, Telis  Demos and Scott Patterson IEX Group Inc., an upstart trading venue that aspires to be a haven from high-frequency trading, wants to become the only stock exchange that isn’t dominated by speedy dealers. The firm is in talks with potential investors to […] Read More

24 May, 2014

Soothsayers Soliloquy “Sell In May…” Is Just Plain Silly…
In Global Macro Strategy> By MarketsMuse Staff Reporter
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” Sell in May and Go Away? Historically, we despise the advice to “sell in May and go away”. The […] Read More

13 May, 2014

Batter Up: New Hedge Fund For Bitcoins
In Global Macro Strategy, People Profiles> By MarketsMuse Staff Reporter
  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 payment technology,” said Samuel Cahn, […] Read More

12 May, 2014

Macro Muse: Expert Says: Short USTs, Yields Poised to…
In ETF News, Global Macro Strategy> By MarketsMuse Staff Reporter
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: “…For the first time in months the setup is compelling enough for us to short US Fixed Income. Earlier this morning the model portfolio sold short enough 30-year bond futures (symbol: […] Read More

8 May, 2014

Let’s Get Technical: Wasatch Funds’ Fundamentalist Embraces Chartism
In ETF News, Global Macro Strategy, Tech Talk> By MarketsMuse Staff Reporter
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 and ETFs that are approaching, […] Read More

6 May, 2014

Time to Worry About Stock Market Bubbles (?): Nobel…
In ETF News, Global Macro Strategy> By MarketsMuse Staff Reporter
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, save the 1920s. While the […] Read More

6 May, 2014

“Sell in May and Go Away” ? Macro-Strategist Says…
In Global Macro Strategy> By MarketsMuse Staff Reporter
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

5 May, 2014

Market Structure: The Great “Flash Boys” Debate and Putting…
In ETF News> By MarketsMuse Staff Reporter
  MarketsMuse Editor Note:  Though we typically focus on using a high-touch approach to aggregating the more topical  and poignant ETF, Options and Macro-Strategy news items, the  nearly never-ceasing diatribes re market structure and the impact of “high-frequency trading” which has either been incited or simply elevated by Michael Lewis’s book “Flash Boys” inspires us […] Read More

25 April, 2014

Smart Money Says: No Gold Needed As Capex Spending…
In ETF News, Global Macro Strategy, People Profiles> By MarketsMuse Staff Reporter
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 strategy boutique” Rareview Macro LLC, […] Read More

23 April, 2014

Finally: Debate re High-Frequency Trading Includes A Tangible Solution
In Tech Talk> By MarketsMuse Staff Reporter
Excerpt courtesy of TABB Forums April 21 submission by Chris Sparrow, CEO of “Market Data Authority” a consultancy that provides guidance within the areas of equities market structure, transaction cost analysis and “best execution.” MarketsMuse Editor note:  below snippet is a good preview to the most recent “short-form white paper” written by Mr. Sparrow in […] Read More

23 April, 2014

Don’t Sell in May and Go Away…
In ETF News, Global Macro Strategy> By MarketsMuse Staff Reporter
   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 1950 and beyond … the […] Read More

21 April, 2014

ETF “BackTesting” Often = “Over-Fitting”: Is It Bait and…
In ETF News, Tech Talk> By MarketsMuse Staff Reporter
  Below excerpt courtesy of Brendan Conway’s April 17 Focus on Funds   MarketsMuse Editor Note: Brendan’s article deserves front page focus, but in the process of publishing this piece, a bigger story has emerged and the internet has been overwhelmed by stories that suggest pro-Putin militants in East Ukraine are distributing flyers that purport […] Read More

17 April, 2014