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By John Caiazzo |
June 17, 2013
"Grasping at straws." Investors spent market session hours searching frantically for a reason to buy or sell equities, Treasury bonds, currencies and other dollar and interest rate based criteria on which to develop a trade.
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By John Caiazzo |
June 10, 2013
On Friday the jobs data provided the "snake oil" for equity investors but was received with mixed feelings going forward. Of course that assessment completely overlooked the Thursday first time unemployment data showing 346,000 jobs lost.
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By John Caiazzo |
June 3, 2013
Investors are finding that “fear” may be appropriate now that their worst fears are coming to fruition as U.S. interest rates rose this week creating the potential for “stalling” what has been an “economic improvement” in the markets.
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By John Caiazzo |
May 29, 2013
Sporadic indications of a modest recovery have failed to garner the kind of support necessary after a recession. Our general view is that any semblance of a true economic recovery is not evident.
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By John Caiazzo |
May 2, 2013
You cannot be happy about creating 150,000 (quality doubtful) jobs in a month while “losing” 350,000 weekly or 1.2 million during the same period.
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By John Caiazzo |
April 22, 2013
We continue to warn investors of an impending major correction in equities and to implement hedging strategies as soon as possible.
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By John Caiazzo |
April 8, 2013
With analysts and economists invariably incorrect in their reported expectations of important data, I must reiterate: "Better to keep ones mouth shut and be considered ignorant, than to open it and remove all doubt."
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By John Caiazzo |
April 1, 2013
The threat of war emanating from the North Koreans is of grave concern to the public as well as the marketplace. Whether or not the young leader of the North “means what he says” remains to be seen.
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By John Caiazzo |
December 10, 2012
And the budgetary standoff saga continues. With recession on the line, most markets are paying close attention to the fiscal cliff negotiations taking place in Washington.
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By John Caiazzo |
December 4, 2012
The enormity of the current U.S. budgetary standoff is in the forefront of strategic thinking by the global financial community