The Ticker District

Peter: Updates on Asset, Equity and ETF Ideas

By - - Macro on March 16, 2017 11:31 AM Follow-Ups screen-shot-2017-03-15-at-1-27-41-pm

I’ve done an update to my ideas page. This week’s write-up includes specific equity, ETN, and ETF commentary. I include this to show what specifically I am looking at on a risk/reward basis as well as idea generation that can then be applied to your own investments and risk analysis. This will be a permanent, but just the latest, addition to Peter’s Ideas on The Boock Report. More additions to come:

Screen Shot 2017-03-15 at 1.27.41 PM

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0 Follow-Ups

Peter: Yellen speaks but says nothing new

By - - Macro on May 22, 2015 1:27 PM 2 Follow-Ups Peter Initial There was nothing new at all out of Yellen’s speech today. She expects rates to rise this year but repeats again that the pace of gains after the first hike will be gradual. Again we hear “actual course of monetary policy to be determined by incoming data.” She repeats what was said in the Apr... Read More →

Yellen: The FED Will Make a Mistake

By - - Macro on May 26, 2015 10:21 AM 1 Follow-Ups BKInitial Yellen: The FED Will Make a Mistake While Janet Yellen did not say those exact words she did imply that the FED will push on with monetary tightening despite having no ability to predict the future. This reminds BK of a quote from Yogi Berra: "It's tough to make predictions, especially about ... Read More →

Oil, Dollar, Bonds and Equities. Oh My.

By - - Macro on May 26, 2015 2:23 PM 0 Follow-Ups CCinitial To state the obvious, we're seeing a lot of movement across multiple asset classes today. Crude oil is down more than 3%, the U.S. dollar is up more than 1% and U.S. equities are down more than 1%. What's driving these moves after the long weekend? I got some quick comments from Tim, BK and Guy ... Read More →
This is Part of a 3 part Debate on Macro