Is a Short Squeeze in Bonds Upon Us?
We have been writing about interest rates, bonds, and the Fed a little more than normal lately. We have been doing this because we think short bonds are one of…
Shedding Some Light on Acuity Brands (AYI)
Acuity Brands, Inc. (NYSE: AYI) is a leading provider of lighting and building management solutions for commercial, industrial, infrastructure, and residential applications throughout North America and some international markets. Individual…
Can PPL Continue to Power Higher?
PPL Corporation is a traditional electric and gas utility company. The electric utility business is broken into three segments, (1) generation, (2) transmission and (3) distribution. While PPL has some…
The FED Does Not Set Interest Rates & Is Not Data Dependent
If you listen to the investment strategists, fixed-income specialists, financial press, politicians, and employees of the Federal Reserve System, you would think that interest rates are under control of the…
Low Risk Bullish Trades Getting Hard to Find
When looking for investment opportunities, we prefer bullish opportunities to bearish ones. If we were to describe our ideal investment it would have a number of characteristics, which are listed…
Bitcoin’s Growing Pains
Bitcoin continues to experience growing pains. The price of Bitcoin was jolted after the SEC rejected the Winklevoss Brothers application to sponsor an issue a Bitcoin ETF. The price of…
Portfolio Update, Roll AIZ
Friday was options expiration and it is time to update and review our results. The following table provides the summary statistics of all the trading ideas published since the inception…
Investor Complacency Everywhere You Look
Ever since the election, the equity markets have moved higher day after day. Merrill Lynch Global Research recently pointed out, for example, that the S&P 500 Index has gone 105 days…
The Name’s Bond, Treasury Bond
(Image Source | Wikimedia Commons) Yesterday afternoon, the Federal Reserve did as the financial media and most investor’s expected. They raised the price of borrowing money by raising the discount…
Ackman Gives Up On a Valeant Effort
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Canadian Dollar Versus Crude Oil
The Canadian economy is a very interesting one. According to the US State Department, the two countries share the longest international border between two countries on the planet, one would…
A Time to Hedge?
The equity market has been ripping higher since the election. Investors seem to be responding to the possibility of tax cuts for both individuals and corporations and a reduction in…