Looking To Volatility Futures For Answers

Looking To Volatility Futures For Answers

Video length: 00:07:24 The tone of the markets has changed. We are seeing higher levels of stock correlation and volatility products are all pointing towards risk. Watch tonight’s video as we look towards the volatility futures to answer the question; are we in store for a more serious downward move in markets?
Treasury Snapshot: 10-Year Yield At 2.17%, Lowest Since Late June

Treasury Snapshot: 10-Year Yield At 2.17%, Lowest Since Late June

Let’s take a closer look at recent activity in US Treasuries. The yield on the 10-year note ended the day at 2.17% and the 30-year bond closed at 2.75%, both their lowest since late June.   Here is a table showing the yields highs and lows and the FFR since 2007 as of today’s close. […]
U.S. Banks Precious Metals Derivative Exposure Surged In The Beginning Of 2017

U.S. Banks Precious Metals Derivative Exposure Surged In The Beginning Of 2017

According to the most recent report on the U.S. Financial Institutions Derivatives trading activity, the U.S. banks held a record amount of precious metals contracts in the first quarter of 2017. Not only did the U.S. banks report a record amount of precious metals contracts, they also held a record amount in notional value of […]
5 Cheap Dividend ETFs For An Uncertain Market

5 Cheap Dividend ETFs For An Uncertain Market

Volatility and uncertainty have raised the appeal for dividend investing lately. Though the broad equity markets are showing up after two consecutive weeks of losses on steady economic fundamentals and renewed hopes of U.S. tax reform, geopolitical tensions and doubts over Trump’s administration continue to weigh on stocks. In such a scenario, dividend-paying securities are […]
Intense Bargain Or Value Trap?

Intense Bargain Or Value Trap?

As value managers, we are often asked if a company whose stock price is down substantially is a value trap. This is especially true when we are auditioning new holdings. We like to buy a company with a long history of success when it falls deeply out of favor for one reason or another. We […]
$450 Billion Loophole To Cut Taxes

$450 Billion Loophole To Cut Taxes

Tax Cut Talk Heats Up The rally in stocks on Tuesday was said to have been caused by the tax cut talk. The S&P 500 rallied 0.99% and the Nasdaq rallied 1.36% as both inch closer to revoking the 2% selloff. I don’t know how much of the rally is about the tax cuts because the economic […]
Dr. Copper Is Back… Where’d He Go For 8 Years?

Dr. Copper Is Back… Where’d He Go For 8 Years?

“Davidson” submits: “Dr Copper” as an economic measure is becoming popular again, but where has it been the past 8yrs when the US economy has been in an uptrend since 2009 as shown by IndProd.   Commodity prices are priced in US$ globally and cycle pricing is more about the Trade Weighted US$ and global […]
A 12% Yield That Just Got A Big Upgrade

A 12% Yield That Just Got A Big Upgrade

Energy Transfer Partners (NYSE: ETP) is popular among income seekers because of its rich 12% yield. I’ve covered the stock several times in this column, most recently in January when the stock received an F for dividend safety. At the time, the big concern was that despite management’s goals of generating $1.05 in cash flow for every $1 […]
Hot Options Report For End Of Day – Wednesday, August 23

Hot Options Report For End Of Day – Wednesday, August 23