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Posts in the Category: Market Sentiment

BK: If Oil Breaks $50 The Investing Game Could Change

By - - Market Sentiment on February 8, 2017 2:26 PM 0 Follow-Ups
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The predominant theme in the markets is the “reflation” trade. For those who have been living in a Scientology compound since November 2016, the reflation narrative goes something like this -> the global economy was improving before the election; Trumponomics (infrastructure spending and tax cuts) will be supportive of a strong economy; asset prices will […]

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BK: Dollar is the New VIX, and There’s a Problem

By - - Market Sentiment on January 26, 2017 2:17 PM 0 Follow-Ups
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US Dollar is the New VIX… and There is a Problem The VIX Index is broken. It no longer provides an accurate measure of the amount of leverage in the financial system. This poses a problem because central bankers, regulators, policy makers and economic forecasters all use the VIX as a the central measure of […]

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