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How the Market Works

How the Market Works

France Sets a New (Bad) Record

Posted by kdadmin on December 1st, 2014

Let’s consider President Hollande’s current economic policies: Raise taxes to record-high levels. Target these taxes primarily at those people who make a considerable amount of money and/or those people trying to start/run small businesses. Create a HUGE and ESCALATING number of pensioners, retiring in their mid 50’s, who are dependent…

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How the Market Works

Central Bank Stimulus ‘R Us

Posted by kdadmin on November 21st, 2014

I like charts because they can reduce complex financial rhetoric down to a single, ten second glance. Have a look…

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How the Market Works

You, Me & the ECB

Posted by kdadmin on November 10th, 2014

“Imitation is the sincerest form of flattery,” wrote Charles Caleb Colton in his horribly titled Lacon, Or, Many Things in…

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How the Market Works

Wicked

Posted by kdadmin on October 23rd, 2014

Fittingly, it’s been a wicked two weeks in the October earnings season. I’ve heard or read everything from “it’s the…

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How the Market Works

Hunt the Black Swan

Posted by kdadmin on October 14th, 2014

Black Swan events are completely unpredictable, revolutionize the venue in which they occur, and are rationalized with hindsight after the…

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How the Market Works

Rock & Roll High School

Posted by kdadmin on October 10th, 2014

Think back to the irrational days of high school. Remember those awkward, hormonal days when everything was the most-important-thing-in-the-world-at-this-particular-moment-oh-my-god-as-if-no-way? So…

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How the Market Works

Donkey (Hong) Kong

Posted by kdadmin on October 2nd, 2014

Imagine this: You are sitting in a quiet, elegant, first class section of a bullet train from Zurich to Lucerne,…

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How the Market Works

Ka ^ Boom

Posted by kdadmin on September 25th, 2014

And we’re down. The short term options markets are a fun place to track the market sentiment. Yesterday, for example,…

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How the Market Works

The Last 17 Minutes: Russia

Posted by kdadmin on September 23rd, 2014

During market selloffs, I like to watch the last thirty minutes of the trading session. Sometimes there can be clues…

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How the Market Works

Two Words: P/E Ratio

Posted by kdadmin on September 22nd, 2014

The S&P 500 was just at record highs. The P/E Ratio is just over 20, the average is 16. So,…

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How the Market Works, Live The Life You Love

Swan Lake: Russia

Posted by kdadmin on August 16th, 2014

On day eight of my trek through western Austria, I found myself in Hallstatt, a tiny town stubbornly etched into…

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How the Market Works

Teeter Totter

Posted by kdadmin on August 11th, 2014

Remember playing on the teeter totter when you were a child? The best part was going up so quickly that…

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How the Market Works

Ta Da! This Guy!

Posted by kdadmin on August 1st, 2014

As if to underscore my Wednesday blog post, The Seven Year Itch, the market plummeted just shy of 2% the…

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How the Market Works

The Seven Year Itch

Posted by kdadmin on July 30th, 2014

If you’ve been in a long term relationship, you’ve probably heard of The Seven Year Itch. Supposedly, around year seven,…

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How the Market Works

School Zones & the Bond Market

Posted by kdadmin on June 26th, 2014

Let’s talk about speeding. You’re much more apt to speed on a deserted highway in the middle of nowhere than…

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How the Market Works

Investment Change: 2014 Q2

Posted by kdadmin on June 9th, 2014

I think we’ve milked high yield bonds for about as long as I’d like. More and more the phrase, “Pigs…

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