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Tuesday, June 7, 2016

Some morning reading


Stuff:

Barron's - y u so negative? They point out the S&P is a hair's breadth from an all-time high, yet negativity is at extreme levels. That suggests to me that a breakout could fly 10-20% in a couple months as all the panty-piddlers rush to jump back in... then again, maybe that will create increased chances of volatility when the UK votes to leave the EU? But at the same time, isn't everyone else already thinking this?

Da Fed - Lael Brainderd's speech. Provided for you because she seems to be the one who has the most brains on the Fed board.

Tim Duy the Fed Guy - June is off the table. He sums up all the positions advanced publicly by Fed members over the past few weeks.

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