Jan

25

Here is a fascinating "CIBOARD" series from the St. Louis Fed.

Mr. Krisrock writes:

It's clear that inventories are peaking and that seasonals can't account for the extreme cold weather and the probability of a weather slowdown in European and North American sales which the Russell2000 underperforming the Dow may demonstrate…so the need to borrow cash right now is high with inventory raw material costs rising in many items. Right now there are many similarities to 2007 patterns, including the rising volatility in stat arb fund counter funds. Finally, there is high likelihood of higher ranges in the week after a democrat delivers a state of the union. With the market above its 50 and 200 day MA, theories of 1220 gold and lower crude are making the rounds…


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