Monday, June 25, 2007

A note from Brad Sullivan

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Dear Friends, I would like to announce that earlier this month I accepted a trading position at a proprietary firm here in Chicago and ...

SubPrime Worries Persist

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Sally Limantour Last week the main focus was on the subprime mortgage mess, hedge fund blowups and widening credit spreads. The contagion ef...
Sunday, June 24, 2007

HOTS Weekly Options Commentary

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Peter Stolcers I’ll start by saying that I am bullish over the next six-month period. Earnings are strong, valuations are in-line, interest ...
Thursday, June 21, 2007

US Equity Indices & Bonds

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Jason Roney Yesterday was a very dynamic day in markets of course. Let’s first note where we are in the cycle for equities. It’s the week af...
Wednesday, June 20, 2007

SPX at a Critical Conjuncture (Monthly Pivot)

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Fari Hamzei Notice in the chart below, that for the last 11 months, only during last March, SP500 Cash Index (SPX) traded below its Monthly ...
Tuesday, June 19, 2007

HOTS Weekly Options Commentary

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Peter Stolcers In the last two weeks we've seen a 50 point decline and a 40 point rally in the S&P 500 futures. Earnings season has ...
Monday, June 11, 2007

Pork n’ Bonds

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Sally Limantour Various commentaries over the weekend point to many reasons why interest rates rose recently. Bill Gross throwing in the tow...

Outlook on Gold, US & Global Equities

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Frank Barbera Our medium term Outlook on Gold is now bearish, and we are bearish on Gold Stocks. Over the next few months, we expect Gold to...

HOTS Weekly Options Commentary

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Peter Stolcers This has been a bloody week and I suspected that we were in trouble Monday when the market completely discounted the 10% drop...
Thursday, June 7, 2007

Timer Digest: We are SHORT SPX from 1490.72

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Fari Hamzei In the chart below we are using the Weekly SPY (as a proxy for S&P-500 Cash Index). The run-up in S&P-500 Cash Index ca...