Tuesday, June 16, 2015

Some Tuesday news

Hooray! My Intro Micro class uses a Krugman textbook.

Of course they should be using Kruggers for teaching Macro, not Micro. God knows where they came up with the idea.

Anyway, here's some news:

Bespoke - homebuilder sentiment blows the doors off. So quit whining and buy SPY.

Liz Ann Sonders - market commentary. Summary: the market might go down, but after that it will go up. Gee thanks Liz.

BI - how the market has responded to past tightening cycles. Summary: very well, so quit whining and buy SPY.

FT Alphaville - crazy numbers for A shares hold times. Crazy crazy. It really does look bubbly after all.

Mining.com - hedge funds now short gold. Basically, they're now more short than January, and since January was a price surge, that means the hedgies are buying high and selling low. Good work Whitey!

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