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D&D Note (9-19-2012) The Initial jolt in both Gold and Equities from the recently announced QE3 seems to be running out of oomph. In other words most of the QE related gains were already baked into the market. The current rally is running out of steam, although we can still slowly melt up leading into … Continue reading
D&D Note (9-14-2012) The FED yesterday delivered the next round of sugar for the markets. The new program will see $40 Billion of mortgage-backed bonds each month with an unlimited amount of months. They also extended short-term interest rates until mid-2015. Also included was an extension of Operation Twist. All together the FED’s balance sheet … Continue reading
D&D Note (9-12-2012) Every investor has their sights focused only on what act the FED will l take tomorrow. More QE… QE3. Change in communication extended the low rates further. Or nothing. Most likely is the change in communication, less likely is full blown QE. The other end of it is whats the time table … Continue reading
D&D Note (8-31-2012) Today was the day that every investor, trader, economist, politician, you name it was waiting for. The day when Helicopter Ben gave his speech at Jackson Hole Wyoming. What came out was essentially… more of the same. Immediately the algorithms brought the market straight down. But then we humans… yah people who … Continue reading
D&D Note (7-11-2012) Stocks were trading positively until the FED released their minutes from the last meeting. The minutes showed that the central bank is still cautious of risk. No signs were given to any potential further QE – or QE3. This sent stocks straight down, but the markets did rally back a bit heading … Continue reading
D&D Note (7-6-2012) Proving that the ADP jobs report is often way off, today the government announced only 80,000 jobs were created in June (ADP number was 176,000). The unemployment rate did hold steady though at 8.2%. Economists had been looking for 95,000 jobs created in June. The one upside to the report is that … Continue reading
D&D Note (6-20-2012) The FED decided today to extend Operation Twist (a policy in sell short term treasuries and buy long term notes) through the end of the year. The markets sharply sold off after hearing no outright QE3 (Quantitative Easing – commonly know as printing money) then rallied hard up to when Chairman Ben … Continue reading
D&D Note (6-19-2012) This week has seen extremely low volume on the NYSE allowing stocks to drift higher ahead of the conclusion of the 2 day FED meeting. Investors will most likely be disappointed from what comes out of the FOMC with likely no QE3 being announced. An extension of Operation Twist is already baked … Continue reading
D&D Note (6-15-2012) Investors bid up equities today before the Greeks head to the polls to elect a new government. Yesterday we had the markets gain on hope of Central Bank stimulus. The question now is have the markets once again got ahead of themselves. Even if the Greeks vote for a pro-bailout government, there … Continue reading
D&D Note (6-7-2012) China cuts interest rates for the first time since 2008 sparking a rally in the morning of trading. However later in the day FED Chairman Ben Bernanke gave testimony to Congress and didn’t give any definite announcement of further stimulus causing the rally to quickly deflate. If we do get further easing … Continue reading
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