Category Uncategorized

Market Anthropology: Yield Notes

Wednesday, March 12, 2014 Yield Notes Since testing and ultimately being rejected by the upper limits of last September’s highs, 10 year yields have consolidated in a narrow 20 basis point range between ~ 2.6-2.8%.  Our general take on long-term…

Market Anthropology: Y2K=QE2

Monday, April 18, 2011 Y2K=QE2 History shows us that each bubble needs a tragic muse.  The Nasdaq Bubble had both the allure and fear of a new millennium. Y2K was on one hand a software and infrastructure motivator, as well…

Market Anthropology: Winning

Sunday, April 10, 2011 Winning As we spring from the financial armageddon that was 2008, market sentiment has been swinging as wildly as Charlie Sheen’s public persona. One week the sky is falling in Europe – the next it’s a…