“Sell” recommendation from Hedgeye pushes Kinder Morgan yield to 6.75% and I say it’s a “Buy”
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...And after the Fed meeting, budget and debt ceiling battle loom
The federal government runs out of spending authorization on September 30. Without a new budget or a continuing resolution or something, the U.S. government faces a shutdown on October 1.That deadline is even closer than it looks because the House of Representatives is scheduled to take the week of September 23-27 off for constituent services,
What surprises could Wednesday’s Fed meeting bring?
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Your Qs and my As: The Sixth Friday Night Video
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...What the reaction to the Summers’ withdrawal says about market psychology
The take away lesson from the markets’ reaction to the Summers withdrawal is how close to the surface the markets’ worry about an early Fed tightening is. The real threat to the markets, this reaction says, is not Wednesday’s Fed decision to taper/not to taper but an easy tip in market psychology into worry about tightening
Saturday Night Quarterback says, For the week ahead expect…
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...A deal in Russia could be about to end the potash fertilizer price wars
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Bottom approaching: sentiment gets more negative on emerging markets and gold
Looking for a bottom in emerging market stocks and gold, two of the worst performing assets in 2013? Sentiment continues to go from negative to negativ-er. In Bloomberg survey 25% of respondents picked Brazil as either the worst or next to worst market in the world over the next year. A huge 35% picked India. Gold, down 22% in 2013, got a thumbs down–and $1050 target price–from Goldman Sachs.