Month: June 2017

Picking Up Nickels

If you saw a nickel on the ground, would you pick it up? Would your answer change if it was a $1 bill? How about a bag of $100 bills? Thus far in 2017, short volatility traders have been picking up the equivalent of industrial-sized garbage bags filled with $100 bills. In shorting equity volatility […]

The Nasdaq 100 ETF is in the midst of its longest uptrend in history: 138 consecutive trading days above its 50-day moving average. On CBNC today (click here to view) I discussed a number of factors that are signaling a potential end to this historic run (click here for my recent post on gray skies). […]

Is This 1929 or 1997?

The CAPE Ratio or “Shiller PE” just crossed above 30. In layman’s terms, what does that mean? Stock valuations in the U.S. are high. How high? Going back to 1871, the only periods in history with a CAPE above 30 were as follows (data from Robert Shiller): August to September 1929 June 1997 to March […]

Link to slides: Pension Partners – Markets Call – June 2017 This webinar is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Pension Partners, LLC in any jurisdiction in […]

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From Silver Linings to Gray Skies

“I think it was a long step forward in my trading education when I realized at last that when old Mr. Partridge kept on telling the other customers, “Well, you know this is a bull market!” he really meant to tell them that the big money was not in the individual fluctuations but in the main movements – that […]