Trader’s Narrative

The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:

German consumer climate will see further improvement in September 2010, following a strong rise in August sentiment. Largely driven by a strong rise in economic and […]

The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:
Initial Jobless Claims: Survey 490K Actual 473 Prior 500 Revised 504

Last week’s spike in claims likely reflected GM’s failure to hire back workers not laid off in the first place […]

Greece’s sovereign debt problem has fallen off most people’s radar or it has been replaced with other, fresher concerns like the housing market in the US, the possibility of a ‘Double Dip’, etc.
At what turned out to be the April top for the S&P 500 index, I mused whether the Greek bond market was […]

The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. I welcome your feedback in the comments:

The largest egg recall in U.S. history comes during recent consolidation in the industry, as a shrinking number of companies produce most of the eggs found […]

The following is a guest post by Charles H. Dow Award winner, Wayne Whaley (CTA) of Witter & Lester. If you would like to be privy to his daily market comments and model ratings via daily email, free of charge, email him at wayne[AT]witterlester.com with the subject title “ADD ME TO DAILY EMAIL”.
I may be […]