Archive for May, 2012

• The Charts of the Day
  Posted by Robert Sinn on May 31st, 2012 at 4:02 pm, Comments: 0

  “Investors will lose all hope, most particularly in their belief that policymakers have any idea what they are doing.” Albert Edwards In the face of [...]

• The Steamroller
  Posted by Robert Sinn on May 31st, 2012 at 11:17 am, Comments: 0

  Equities are getting clobbered again and the euro ($EURUSD $FXE) is still getting sold with the same fervor we have seen for weeks, however, it [...]

• The Facebook Reverse Quantitative Easing
  Posted by Robert Sinn on May 31st, 2012 at 8:33 am, Comments: 0

  Quantitative easing as practiced by the Federal Reserve has a primary purpose of removing financial assets (Mortgage backed securities MBS and US Treasury Bonds $TLT) [...]

• A Fog of Uncertainty
  Posted by Robert Sinn on May 30th, 2012 at 1:06 pm, Comments: 0

  While the chart of gold priced in US dollars ($GC_F $GLD) has turned rather ugly technically and is at risk of falling substantially should support [...]

• Divergences Amid the Deluge
  Posted by Robert Sinn on May 30th, 2012 at 10:54 am, Comments: 0

  Markets have been hit with a deluge of ugly news this morning, even the one piece of somewhat positive news (the EU Commission’s statement that [...]

• How Long Can the Crowd Be Right?
  Posted by Robert Sinn on May 30th, 2012 at 6:22 am, Comments: 0

  What strikes me as most prominent in the current global market environment is the emergence of several strong trends that appear as though they may [...]

• Sage Weekly Letter – 5/28/2012
  Posted by Robert Sinn on May 28th, 2012 at 6:25 am, Comments: 0

  Last night as we were discussing the euro crisis over dinner and a bottle of Italian white wine my father proclaimed: “In five years we [...]

• Not A Pretty Picture
  Posted by Robert Sinn on May 26th, 2012 at 3:50 pm, Comments: 0

  My Weekly Letter will be published on Monday morning but I wanted to check in before I travel to Italy tomorrow. Looking over several dozen [...]

• First Level Thinking
  Posted by Robert Sinn on May 25th, 2012 at 10:39 am, Comments: 0

  I came across an interesting survey by Gallup on American’s top long-term investment picks (h/t @abnormalreturns). One table and one chart in particular really stood [...]

• The Fear of Missing Out
  Posted by Robert Sinn on May 24th, 2012 at 2:33 pm, Comments: 0

  “The desire for more, the fear of missing out, the tendency to compare against others, the influence of the crowd and the dream of the [...]