Bond Focus

Bond Focus

This report has pieced of what I have submitted to Real Vision and I will be taping a Real Vision Trade Idea later today in NYC.  Here’s the replay link for today’s webinar on recent short interest report.  I’ll send tomorrow the promised link from Geoff on more short...
Bond Focus

First Call: June 26, 2019

S&P futures up 0.4% after Mnuchin said US-China deal 90% complete at 5amET on CNBC – this helped spark a rally in the US futures and Eurozone stocks BUT keep in mind US officials were using the same "90% complete" phase back in April and May too (before...
Bond Focus

The No Spin Zone

Today is a good day to talk about my no spin zone.  I’m transparent, intellectually honest, disciplined and will go against any narrative, position, or idea no matter who comes up with an idea IF my indicators tell me to.   I continue to use what I have employed for...
Bond Focus

First Call: June 25, 2019

S&P futures down 0.1%.   Asian markets weaker overnight with Hong Kong and China the big decliners. European markets mostly lower, though pullbacks limited. Treasuries little changed with 10-year yields still flirting with the 2% level. Dollar stronger vs euro but...
Bond Focus

Can You Hear Me Now?

In the last few days we noticed our internet was cutting out and then earlier today it flat out died.  I thought it was some Iranian cyber hack but when I called Verizon  they sent someone and he determined we needed all new equipment.  Back up and running faster than...