Sorry!! The article you are trying to read is not available now.
Thank you very much;
you're only a step away from
downloading your reports.

Answers I Really Wanna Know: Rotation From Commodities to Financials?

By

...is the grabby greenback, coupled with the recent crunch in crude and morning meltage in metals, giving Boo an equity wink?

PrintPRINT
  • Through the lens of "asset class deflation" vs. "dollar devaluation," is the grabby greenback, coupled with the recent crunch in crude and morning meltage in metals, giving Boo an equity wink?

  • Or is it a healthy rotation out of commodity-based stocks into the financials, which remain much lower on the year?

  • Was the DJIA breakout a necessary precursor to the "Pop-N-Drop" path of maximum frustration?

  • Can I get long Pop-N- Drop and short In-N-Out on a pairs?

  • So, Citigroup and KKR set up an off-balance sheet vehicle with $5 billion in equity and $10 billion in debt to buy impaired loans?

  • Some of which could include inventory from Citigroup's investment bank?

  • Uh, really?

  • With the Loonie at parity to the dollar, is the Toronto-Dominion acquisition of Commerce Bank a close-to-home example of the transfer of wealth?

  • Be that as it may, will that deal, coupled with last night's closing of FLEX-SLR and yesterday's Nokia purchase, buoy M&A and, in turn, market sentiment?

  • Or has the market, as a leading indicator, priced that in after the 13% lift from the August lows?

  • Speaking of our neighbors to the north, did you see the Bank of Canada injected $1 billion into the overnight market (to defend its key interest rate) for the third day in a row?

  • Y'all see that Northern Rock fell like a stone, down 10% in overnight trading?

  • Are the Patriots that good?

  • Was yesterday's pre-market flat action in the futures (in the face of over negatives) all we needed to know for the day?

  • Bank America initiates BIDU with a $400 price target?

  • Is anyone else having déjà vu?

  • Who would have thought that K-Fed was telling the truth?


R.P.

No positions in stocks mentioned.

Todd Harrison is the founder and Chief Executive Officer of Minyanville. Prior to his current role, Mr. Harrison was President and head trader at a $400 million dollar New York-based hedge fund. Todd welcomes your comments and/or feedback at todd@minyanville.com.

The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

Copyright 2011 Minyanville Media, Inc. All Rights Reserved.

PrintPRINT
 
Featured Videos

WHAT'S POPULAR IN THE VILLE