Welcome to the extended version of the BAM Market Note. We are not bloggers by nature but have had clients and friends inquire about our thoughts on the market in between our newsletters. The number and content of posts will likely be determined by the conditions of the markets and the interests of our readers. We would greatly appreciate your feedback and comments.
Friday, December 30, 2016
Friday, December 23, 2016
Sunday, December 18, 2016
Friday, November 11, 2016
Friday, November 4, 2016
Friday, October 28, 2016
Friday, September 30, 2016
Wednesday, September 28, 2016
Saturday, September 17, 2016
Tuesday, September 13, 2016
MORE OF THE SAME OR SOMETHING DIFFERENT
The highly regarded Mohamed El-Erian asks some compelling questions in this recent article.
Friday, September 2, 2016
Tuesday, August 30, 2016
Monday, August 8, 2016
Wednesday, August 3, 2016
Monday, August 1, 2016
WARNINGS FROM SOME UNLIKELY PLACES
Over the weekend, there were a couple of warnings (one from a very unlikely source) sounded. At the least, these should be considered by all investors.
Goldman Sachs Says to Raise Cash
Gundlach says to sell everything. Jeffrey Gundlach, CEO of DoubleLine Capital, has been prescient with some of his recent calls.
Goldman Sachs Says to Raise Cash
Gundlach says to sell everything. Jeffrey Gundlach, CEO of DoubleLine Capital, has been prescient with some of his recent calls.
Friday, July 22, 2016
Sunday, July 17, 2016
Friday, July 8, 2016
Friday, July 1, 2016
Friday, June 24, 2016
Monday, June 20, 2016
Friday, June 10, 2016
Friday, June 3, 2016
Friday, May 27, 2016
Friday, May 20, 2016
Friday, May 13, 2016
Monday, May 9, 2016
Friday, April 29, 2016
Friday, April 22, 2016
Friday, April 15, 2016
Friday, April 8, 2016
Friday, April 1, 2016
Friday, March 25, 2016
Friday, March 18, 2016
Sunday, February 28, 2016
Saturday, February 13, 2016
Thursday, February 11, 2016
Another Leg Down
The markets continue to struggle here and it looks like they may well take another leg down. The latest news is the prospect of negative rates in the U.S. Just when we thought the Fed would act like a responsible adult they bring out this prospect. It hasn't worked in Japan so why would it work here? The news caused interest rates in the US to plummet and the markets to sell off. If the Fed thinks things are so bad that we need to go negative on rates, then obviously the market thinks they know something that we don't! We will send out our weekly market note tomorrow but cash remains a good place to be.
Friday, February 5, 2016
Friday, January 29, 2016
Friday, January 22, 2016
Friday, January 15, 2016
Friday, January 8, 2016
Subscribe to:
Posts (Atom)