http://marketminds.esecfutures.com Market Analysis from Market Masterminds Thu, 11 Mar 2010 22:40:21 +0000 http://wordpress.org/?v=2.7.1 en hourly 1 http://marketminds.esecfutures.com/2010/03/us-30-year-treasury-bond-direct-bidders-see-value-step-up-to-the-plate-and-buy/ http://marketminds.esecfutures.com/2010/03/us-30-year-treasury-bond-direct-bidders-see-value-step-up-to-the-plate-and-buy/#comments Thu, 11 Mar 2010 22:40:21 +0000 http://marketminds.esecfutures.com/2010/03/us-30-year-treasury-bond-direct-bidders-see-value-step-up-to-the-plate-and-buy/ http://marketminds.esecfutures.com/2010/03/us-30-year-treasury-bond-direct-bidders-see-value-step-up-to-the-plate-and-buy/feed/ http://marketminds.esecfutures.com/2010/03/make-markets-be-markets-conference-videos/ http://marketminds.esecfutures.com/2010/03/make-markets-be-markets-conference-videos/#comments Thu, 11 Mar 2010 21:15:00 +0000 http://marketminds.esecfutures.com/2010/03/make-markets-be-markets-conference-videos/ http://marketminds.esecfutures.com/2010/03/make-markets-be-markets-conference-videos/feed/ http://marketminds.esecfutures.com/2010/03/great-moments-in-tax-preparation/ http://marketminds.esecfutures.com/2010/03/great-moments-in-tax-preparation/#comments Thu, 11 Mar 2010 20:05:26 +0000 http://marketminds.esecfutures.com/2010/03/great-moments-in-tax-preparation/ http://marketminds.esecfutures.com/2010/03/great-moments-in-tax-preparation/feed/ http://marketminds.esecfutures.com/2010/03/fed%e2%80%99s-flow-of-funds-a-quick-recap/ http://marketminds.esecfutures.com/2010/03/fed%e2%80%99s-flow-of-funds-a-quick-recap/#comments Thu, 11 Mar 2010 20:00:17 +0000 http://marketminds.esecfutures.com/2010/03/fed%e2%80%99s-flow-of-funds-a-quick-recap/ The trendline for Debt-to-Income is at about 114% which, absent rising Personal Disposable Income, implies a need to shed an additional $1.5 trillion in liabilities.   A (bullish) wirehouse has come out with some observations, among them this troubling nugget: Household assets rose 1.0%, or $657 billion, to $68.2 trillion. The rise in assets was driven entirely by financial assets – the continued recovery in the equity market. Household equity assets rose 4.6%, or $534 billion, to $12.1 trillion. Meanwhile, in a sign that the recovery in home prices may have run out of steam, the value of real estate assets fell 0.3% to $18.2 trillion. ]]> http://marketminds.esecfutures.com/2010/03/fed%e2%80%99s-flow-of-funds-a-quick-recap/feed/ http://marketminds.esecfutures.com/2010/03/elizabeth-warren-on-consumer-protection-mmbm/ http://marketminds.esecfutures.com/2010/03/elizabeth-warren-on-consumer-protection-mmbm/#comments Thu, 11 Mar 2010 19:43:38 +0000 http://marketminds.esecfutures.com/2010/03/elizabeth-warren-on-consumer-protection-mmbm/ http://marketminds.esecfutures.com/2010/03/elizabeth-warren-on-consumer-protection-mmbm/feed/ http://marketminds.esecfutures.com/2010/03/debt-levels-moving-lower-but-at-a-snails-pace/ http://marketminds.esecfutures.com/2010/03/debt-levels-moving-lower-but-at-a-snails-pace/#comments Thu, 11 Mar 2010 19:13:14 +0000 admin http://marketminds.esecfutures.com/2010/03/debt-levels-moving-lower-but-at-a-snails-pace/ http://marketminds.esecfutures.com/2010/03/debt-levels-moving-lower-but-at-a-snails-pace/feed/ http://marketminds.esecfutures.com/2010/03/aaii-asset-allocation-survey/ http://marketminds.esecfutures.com/2010/03/aaii-asset-allocation-survey/#comments Thu, 11 Mar 2010 18:00:02 +0000 http://marketminds.esecfutures.com/2010/03/aaii-asset-allocation-survey/ Liquidity is a powerful tool. Given liquidity goes hand in hand with sentiment liquidity tends to be at its highest when equities are at their lows and investor sentiment is extremely dour; conversely liquidity tends to be at its lowest when stocks are at their highs and investors are exuberant. As seen above the recent correction saw equities get almost back to a 5.00 % allocation above the mean allocation, typically this is an area vulnerable to shallow corrections. Hence it was not a surprise to see a minor pullback recently. Currently individual investor allocations toward equities is slightly below the mean, which puts us in a zone where though reduced, buying power is still somewhat ample. With buying power relatively strong and the AAII Bull Sentiment Survey still at a relatively neutral reading it’s hard to see a big correction here. What may be a likely scenario is as follows: the market continues to move up and investors, even the non believers, become triggered to chase stocks, putting their last bit of buying power into the market. ]]> http://marketminds.esecfutures.com/2010/03/aaii-asset-allocation-survey/feed/ http://marketminds.esecfutures.com/2010/03/petroleum-development/ http://marketminds.esecfutures.com/2010/03/petroleum-development/#comments Thu, 11 Mar 2010 17:56:35 +0000 http://marketminds.esecfutures.com/2010/03/petroleum-development/ http://marketminds.esecfutures.com/2010/03/petroleum-development/feed/ http://marketminds.esecfutures.com/2010/03/the-turbid-ebb-and-flow-by-george/ http://marketminds.esecfutures.com/2010/03/the-turbid-ebb-and-flow-by-george/#comments Thu, 11 Mar 2010 16:58:58 +0000 http://marketminds.esecfutures.com/2010/03/the-turbid-ebb-and-flow-by-george/ http://marketminds.esecfutures.com/2010/03/the-turbid-ebb-and-flow-by-george/feed/ http://marketminds.esecfutures.com/2010/03/hardball-in-new-jersey-no-balls-in-virginia-brass-balls-in-las-vegas/ http://marketminds.esecfutures.com/2010/03/hardball-in-new-jersey-no-balls-in-virginia-brass-balls-in-las-vegas/#comments Thu, 11 Mar 2010 16:43:42 +0000 http://marketminds.esecfutures.com/2010/03/hardball-in-new-jersey-no-balls-in-virginia-brass-balls-in-las-vegas/ http://marketminds.esecfutures.com/2010/03/hardball-in-new-jersey-no-balls-in-virginia-brass-balls-in-las-vegas/feed/ http://marketminds.esecfutures.com/2010/03/diane-garnick-blames-homebuyers-for-the-collapse/ http://marketminds.esecfutures.com/2010/03/diane-garnick-blames-homebuyers-for-the-collapse/#comments Thu, 11 Mar 2010 16:30:15 +0000 http://marketminds.esecfutures.com/2010/03/diane-garnick-blames-homebuyers-for-the-collapse/ http://marketminds.esecfutures.com/2010/03/diane-garnick-blames-homebuyers-for-the-collapse/feed/ http://marketminds.esecfutures.com/2010/03/the-way-of-the-world-in-one-easy-lesson/ http://marketminds.esecfutures.com/2010/03/the-way-of-the-world-in-one-easy-lesson/#comments Thu, 11 Mar 2010 16:20:16 +0000 http://marketminds.esecfutures.com/2010/03/the-way-of-the-world-in-one-easy-lesson/ http://marketminds.esecfutures.com/2010/03/the-way-of-the-world-in-one-easy-lesson/feed/ http://marketminds.esecfutures.com/2010/03/behavioral-vulnerabilities/ http://marketminds.esecfutures.com/2010/03/behavioral-vulnerabilities/#comments Thu, 11 Mar 2010 15:30:52 +0000 http://marketminds.esecfutures.com/2010/03/behavioral-vulnerabilities/ chart courtesy of Butler/Philbrick > Thanks, Kevin! ]]> http://marketminds.esecfutures.com/2010/03/behavioral-vulnerabilities/feed/ http://marketminds.esecfutures.com/2010/03/individual-investor-sentiment-the-most-bullish-since-jan-14th/ http://marketminds.esecfutures.com/2010/03/individual-investor-sentiment-the-most-bullish-since-jan-14th/#comments Thu, 11 Mar 2010 15:25:16 +0000 http://marketminds.esecfutures.com/2010/03/individual-investor-sentiment-the-most-bullish-since-jan-14th/ http://marketminds.esecfutures.com/2010/03/individual-investor-sentiment-the-most-bullish-since-jan-14th/feed/ http://marketminds.esecfutures.com/2010/03/in-between-days-and-two-rectangles/ http://marketminds.esecfutures.com/2010/03/in-between-days-and-two-rectangles/#comments Thu, 11 Mar 2010 15:24:44 +0000 http://marketminds.esecfutures.com/2010/03/in-between-days-and-two-rectangles/ http://marketminds.esecfutures.com/2010/03/in-between-days-and-two-rectangles/feed/ http://marketminds.esecfutures.com/2010/03/starcruiser-hm3-horological-machine/ http://marketminds.esecfutures.com/2010/03/starcruiser-hm3-horological-machine/#comments Thu, 11 Mar 2010 15:00:42 +0000 http://marketminds.esecfutures.com/2010/03/starcruiser-hm3-horological-machine/ > > Thanks JoAnne! ]]> http://marketminds.esecfutures.com/2010/03/starcruiser-hm3-horological-machine/feed/ http://marketminds.esecfutures.com/2010/03/groundhog-day-again-weekly-unemployment-claims-at-462000-4-week-moving-average-at-475500/ http://marketminds.esecfutures.com/2010/03/groundhog-day-again-weekly-unemployment-claims-at-462000-4-week-moving-average-at-475500/#comments Thu, 11 Mar 2010 14:59:57 +0000 http://marketminds.esecfutures.com/2010/03/groundhog-day-again-weekly-unemployment-claims-at-462000-4-week-moving-average-at-475500/ http://marketminds.esecfutures.com/2010/03/groundhog-day-again-weekly-unemployment-claims-at-462000-4-week-moving-average-at-475500/feed/ http://marketminds.esecfutures.com/2010/03/elizabeth-warren-why-did-we-save-gmac/ http://marketminds.esecfutures.com/2010/03/elizabeth-warren-why-did-we-save-gmac/#comments Thu, 11 Mar 2010 14:05:57 +0000 admin http://marketminds.esecfutures.com/2010/03/elizabeth-warren-why-did-we-save-gmac/ http://marketminds.esecfutures.com/2010/03/elizabeth-warren-why-did-we-save-gmac/feed/ http://marketminds.esecfutures.com/2010/03/return-of-the-consumer/ http://marketminds.esecfutures.com/2010/03/return-of-the-consumer/#comments Thu, 11 Mar 2010 14:00:42 +0000 http://marketminds.esecfutures.com/2010/03/return-of-the-consumer/ http://marketminds.esecfutures.com/2010/03/return-of-the-consumer/feed/ http://marketminds.esecfutures.com/2010/03/china-matters/ http://marketminds.esecfutures.com/2010/03/china-matters/#comments Thu, 11 Mar 2010 12:00:46 +0000 http://marketminds.esecfutures.com/2010/03/china-matters/ http://marketminds.esecfutures.com/2010/03/china-matters/feed/ http://marketminds.esecfutures.com/2010/03/time-to-regulate-derivatives-like-every-other-financial-instrument/ http://marketminds.esecfutures.com/2010/03/time-to-regulate-derivatives-like-every-other-financial-instrument/#comments Thu, 11 Mar 2010 11:26:34 +0000 http://marketminds.esecfutures.com/2010/03/time-to-regulate-derivatives-like-every-other-financial-instrument/ http://marketminds.esecfutures.com/2010/03/time-to-regulate-derivatives-like-every-other-financial-instrument/feed/ http://marketminds.esecfutures.com/2010/03/mentally-unbalanced/ http://marketminds.esecfutures.com/2010/03/mentally-unbalanced/#comments Thu, 11 Mar 2010 07:34:01 +0000 http://marketminds.esecfutures.com/2010/03/mentally-unbalanced/ http://marketminds.esecfutures.com/2010/03/mentally-unbalanced/feed/ http://marketminds.esecfutures.com/2010/03/miami-dade-hospital-in-death-spiral-county-on-the-hook-for-union-salaries/ http://marketminds.esecfutures.com/2010/03/miami-dade-hospital-in-death-spiral-county-on-the-hook-for-union-salaries/#comments Thu, 11 Mar 2010 04:47:46 +0000 admin http://marketminds.esecfutures.com/2010/03/miami-dade-hospital-in-death-spiral-county-on-the-hook-for-union-salaries/ http://marketminds.esecfutures.com/2010/03/miami-dade-hospital-in-death-spiral-county-on-the-hook-for-union-salaries/feed/ http://marketminds.esecfutures.com/2010/03/enlisting-federal-employees-could-cut-us-budget-deficit/ http://marketminds.esecfutures.com/2010/03/enlisting-federal-employees-could-cut-us-budget-deficit/#comments Thu, 11 Mar 2010 03:32:07 +0000 http://marketminds.esecfutures.com/2010/03/enlisting-federal-employees-could-cut-us-budget-deficit/ http://marketminds.esecfutures.com/2010/03/enlisting-federal-employees-could-cut-us-budget-deficit/feed/ http://marketminds.esecfutures.com/2010/03/peak-oil-nonsense/ http://marketminds.esecfutures.com/2010/03/peak-oil-nonsense/#comments Thu, 11 Mar 2010 02:59:45 +0000 http://marketminds.esecfutures.com/2010/03/peak-oil-nonsense/ http://marketminds.esecfutures.com/2010/03/peak-oil-nonsense/feed/ http://marketminds.esecfutures.com/2010/03/bank-of-america-took-her-parrot/ http://marketminds.esecfutures.com/2010/03/bank-of-america-took-her-parrot/#comments Thu, 11 Mar 2010 01:38:53 +0000 http://marketminds.esecfutures.com/2010/03/bank-of-america-took-her-parrot/ http://marketminds.esecfutures.com/2010/03/bank-of-america-took-her-parrot/feed/ http://marketminds.esecfutures.com/2010/03/a-persistent-favorite-of-mine/ http://marketminds.esecfutures.com/2010/03/a-persistent-favorite-of-mine/#comments Thu, 11 Mar 2010 01:07:49 +0000 http://marketminds.esecfutures.com/2010/03/a-persistent-favorite-of-mine/ http://marketminds.esecfutures.com/2010/03/a-persistent-favorite-of-mine/feed/ http://marketminds.esecfutures.com/2010/03/vrx-breakout/ http://marketminds.esecfutures.com/2010/03/vrx-breakout/#comments Thu, 11 Mar 2010 00:24:59 +0000 http://marketminds.esecfutures.com/2010/03/vrx-breakout/ http://marketminds.esecfutures.com/2010/03/vrx-breakout/feed/ http://marketminds.esecfutures.com/2010/03/stocks-that-only-go-up-by-ryan-mallory/ http://marketminds.esecfutures.com/2010/03/stocks-that-only-go-up-by-ryan-mallory/#comments Wed, 10 Mar 2010 22:56:46 +0000 http://marketminds.esecfutures.com/2010/03/stocks-that-only-go-up-by-ryan-mallory/ http://marketminds.esecfutures.com/2010/03/stocks-that-only-go-up-by-ryan-mallory/feed/ http://marketminds.esecfutures.com/2010/03/mid-day-minute-ycs/ http://marketminds.esecfutures.com/2010/03/mid-day-minute-ycs/#comments Wed, 10 Mar 2010 21:30:54 +0000 http://marketminds.esecfutures.com/2010/03/mid-day-minute-ycs/ http://marketminds.esecfutures.com/2010/03/mid-day-minute-ycs/feed/ http://marketminds.esecfutures.com/2010/03/moorestown-new-jersey-unions-highlight-union-arrogance/ http://marketminds.esecfutures.com/2010/03/moorestown-new-jersey-unions-highlight-union-arrogance/#comments Wed, 10 Mar 2010 19:08:21 +0000 http://marketminds.esecfutures.com/2010/03/moorestown-new-jersey-unions-highlight-union-arrogance/ http://marketminds.esecfutures.com/2010/03/moorestown-new-jersey-unions-highlight-union-arrogance/feed/ http://marketminds.esecfutures.com/2010/03/the-market-anthropomorphized/ http://marketminds.esecfutures.com/2010/03/the-market-anthropomorphized/#comments Wed, 10 Mar 2010 19:04:31 +0000 http://marketminds.esecfutures.com/2010/03/the-market-anthropomorphized/ http://marketminds.esecfutures.com/2010/03/the-market-anthropomorphized/feed/ http://marketminds.esecfutures.com/2010/03/an-epidemic-of-laziness/ http://marketminds.esecfutures.com/2010/03/an-epidemic-of-laziness/#comments Wed, 10 Mar 2010 19:00:32 +0000 http://marketminds.esecfutures.com/2010/03/an-epidemic-of-laziness/ http://marketminds.esecfutures.com/2010/03/an-epidemic-of-laziness/feed/ http://marketminds.esecfutures.com/2010/03/bears-got-no-clothes/ http://marketminds.esecfutures.com/2010/03/bears-got-no-clothes/#comments Wed, 10 Mar 2010 18:53:43 +0000 http://marketminds.esecfutures.com/2010/03/bears-got-no-clothes/ http://marketminds.esecfutures.com/2010/03/bears-got-no-clothes/feed/ http://marketminds.esecfutures.com/2010/03/whats-our-credit-limit-again/ http://marketminds.esecfutures.com/2010/03/whats-our-credit-limit-again/#comments Wed, 10 Mar 2010 18:18:00 +0000 http://marketminds.esecfutures.com/2010/03/whats-our-credit-limit-again/ http://marketminds.esecfutures.com/2010/03/whats-our-credit-limit-again/feed/ http://marketminds.esecfutures.com/2010/03/slvs-ma-configuration-very-intriguing/ http://marketminds.esecfutures.com/2010/03/slvs-ma-configuration-very-intriguing/#comments Wed, 10 Mar 2010 18:07:28 +0000 http://marketminds.esecfutures.com/2010/03/slvs-ma-configuration-very-intriguing/ http://marketminds.esecfutures.com/2010/03/slvs-ma-configuration-very-intriguing/feed/ http://marketminds.esecfutures.com/2010/03/crb-index-dramatically-underperforming-the-spx-is-it-china/ http://marketminds.esecfutures.com/2010/03/crb-index-dramatically-underperforming-the-spx-is-it-china/#comments Wed, 10 Mar 2010 17:18:16 +0000 http://marketminds.esecfutures.com/2010/03/crb-index-dramatically-underperforming-the-spx-is-it-china/ http://marketminds.esecfutures.com/2010/03/crb-index-dramatically-underperforming-the-spx-is-it-china/feed/ http://marketminds.esecfutures.com/2010/03/nasdaq-near-multi-decade-resistance/ http://marketminds.esecfutures.com/2010/03/nasdaq-near-multi-decade-resistance/#comments Wed, 10 Mar 2010 17:13:27 +0000 http://marketminds.esecfutures.com/2010/03/nasdaq-near-multi-decade-resistance/ http://marketminds.esecfutures.com/2010/03/nasdaq-near-multi-decade-resistance/feed/ http://marketminds.esecfutures.com/2010/03/an-80-chance-youll-fail/ http://marketminds.esecfutures.com/2010/03/an-80-chance-youll-fail/#comments Wed, 10 Mar 2010 17:08:20 +0000 http://marketminds.esecfutures.com/2010/03/an-80-chance-youll-fail/ http://marketminds.esecfutures.com/2010/03/an-80-chance-youll-fail/feed/ http://marketminds.esecfutures.com/2010/03/regional-employment-report-unemployment-rate-up-in-30-states-down-in-9-manufacturing-states-benefit-most/ http://marketminds.esecfutures.com/2010/03/regional-employment-report-unemployment-rate-up-in-30-states-down-in-9-manufacturing-states-benefit-most/#comments Wed, 10 Mar 2010 16:39:16 +0000 http://marketminds.esecfutures.com/2010/03/regional-employment-report-unemployment-rate-up-in-30-states-down-in-9-manufacturing-states-benefit-most/ http://marketminds.esecfutures.com/2010/03/regional-employment-report-unemployment-rate-up-in-30-states-down-in-9-manufacturing-states-benefit-most/feed/