Rosenthal Blog

Top Shelf Tweets: US$,Physical Gold Buying,”Bad” Economic Numbers,Fed & More QE,FOMC Minutes More QE,CDS Curve Widening,

admin — Thu, 17 May 2012 18:40:12 +0000

BretRosenthal11:30am via HootSuite RT @zerohedge: Guest Post: How The U.S. Dollar Will Be Replacedzerohedge.com/node/447839 BretRosenthal10:31am via HootSuite Philly Fed Turns Negative for the First Time Since September 2011 BretRosenthal10:05am via HootSuite “Bad” economic numbers will put a cap on the US$ rally BretRosenthal10:04am via HootSuite Gold prices love the bad numbers and rally to high of the day up 1% BretRosenthal10:02am via HootSuite Fed [...]

News That Moves Markets: Bank of Japan Directly Manipulating Equity Market, MS Credit Downgrade Main Event Euro Woes Sideshow

admin — Wed, 09 May 2012 17:45:47 +0000

BOJ Flaunts Unwritten Rule Filed under the category ‘Things that make you go hummm’ I would like to submit the following story regarding the actions of the Central Bank of Japan. Apparently we have entered a brave new world of centralized control. In rather Orwellian fashion, the BOJ has decided to directly support the Japanese equity [...]

Top Shelf Tweets: BRICs Adding Liquidity,China Gold Correlation,Credit Outperforms Equity,Weak Econ Numbers More QE

admin — Fri, 20 Apr 2012 15:06:50 +0000

BretRosenthal9:05am via HootSuite Shanghai…+1.2% overnight Brazil strong as well. The BRICs are adding liquidity. Expect up mkts and commodities BretRosenthalApr 19, 10:23am via HootSuite China, Brazil, India all adding liquidity in some fashion. Expect Gold/Silver and commodities in general to outperform. BretRosenthalApr 19, 10:21am via HootSuite FCX: Global copper inventories low; industry faces supply constraints BretRosenthalApr 19, 10:02am via HootSuite March Existing [...]

Top Shelf Tweets:China CB Easing, China Increases Foreign Investment, China Gold Imports,RCM Investing Axiom,LTRO Failure,

admin — Wed, 11 Apr 2012 19:47:24 +0000

BretRosenthal3:31pm via HootSuite RT @zerohedge: Global Systemic Risk Is Rising Rapidly Again zerohedge.com/node/446244 BretRosenthal1:32pm via HootSuite RCM Investing Axiom: The less CNBC carries a story, the more important the story. BretRosenthal1:33pm via HootSuite RCM Investing Axiom: The more CNBC carries a story, the less significant the story. BretRosenthal1:34pm via HootSuite Have you heard this story on CNBC today? China Imported 40 metric Tonnes [...]

Stalking The Bear: European Weakness Spreads And Accelerates

admin — Fri, 30 Mar 2012 15:43:46 +0000

Guest Post by ZeroHedge European equity prices fell for the third day in a row and pulled back near six week lows, breaking below the 50DMA for the first time since it crossed above on 1/16. Today’s drop was the largest in three weeks as Italian banks were halted (and Spanish banks sold hard), plunging their most [...]

Guest Post: With $700 Billion In QE3 Already Priced In, Who Will Blink First?

admin — Mon, 26 Mar 2012 17:42:22 +0000

Brilliant Must Read From ZeroHedge Something interesting happened when the ECB announced last week that its balance sheet was about to rise by €1 trillion gross, and hit a record €3 trillion net earlier today: the EURUSD barely budged. Why? Because as a reminder, the key driving relationship for relative risk performance of 2012 as we forecast [...]

Guest Post: “We Have Entered The Most Favourable Era For Gold Prices In Our Lifetime”

admin — Mon, 26 Mar 2012 17:38:38 +0000

Submitted by Tim Price, Director of Investment at PFP Wealth Managmenet, courtesy of ZeroHedge We Have Entered The Most Favourable Era For Gold Prices In Our Lifetime Acclaimed screenwriter William Goldman (The Princess Bride, among many others) famously began his autobiography with three telling words: “Nobody Knows Anything.” The same logic would seem to apply to much [...]

FOMC Announcement: Fed Speak Revealed

admin — Tue, 13 Mar 2012 18:48:11 +0000

Courtesy of Briefing.com Notable Differences in FOMC -Update- March 13- Information received since the Federal Open Market Committee met in January suggests that the economy has been expanding moderately… Jan 25- Information received since the Federal Open Market Committee met in December suggests that the economy has been expanding moderately, [...]

Stock Market Strategy: CDX 17 IG Index Direction and Implication, Greece PSI Explained

admin — Tue, 06 Mar 2012 20:10:28 +0000

MJ the Credit Guru had this to say today about credit markets…. 9:27 a.m. Similar to yesterday, credit is underperforming the equity market. The CDX IG17 Index is trading wrapped around 97.5bps – about 2 1/8th basis points wider on the day. The index is still within its recent trading range, and we do not expect [...]

Stalking the Bear: Transport Trouble A Closer Look

admin — Fri, 24 Feb 2012 21:15:44 +0000

Part 2 of a Series Before we begin with a detailed look at the Transportation group, I’d like to remind the reader this series is titled, “Stalking the Bear” not skinning it….. The rest of this article can be viewed on SeekingAlpha.com. Please click the “Stalking the Bear” title above and then here to read the article [...]