Hill: Money Still Cheap, But Investors Are Nervous
June 11 (Bloomberg) — TF Market Advisors Managing Director Jeremy Hill discusses Japanese markets and his investment strategy with Carol Massar on Bloomberg Television’s “Lunch Money.” (Source: Bloomberg)
Outlook for The Treasury Market
June 5 (FoxBusiness) — TF Market Advisors managing partner Jeremy Hill gives his outlook for the Treasury market (Source: FoxBusiness) Watch the latest video at video.foxbusiness.com
Fed Not a Gamechanger: What Happened Today?
May 1 (Bloomberg) — Bloomberg’s Michael McKee, TF Market Advisors’ Jeremy Hill, Graham Fisher & Co’.s Josh Rosner and Cantor Fitzgerald’s Brian Edmonds discuss Federal Reserve monetary policy on Bloomberg Television’s “Street Smart.” (Source: Bloomberg) http://www.bloomberg.com/video/fed-maintains-pace-of-qe-for-now-L8i3ke30TQ6~MWBAxsHZyg.html
What Risks Lie Ahead for Europe?
http://www.bloomberg.com/video/what-risks-lie-ahead-for-europe-iV75MQasTM6IMR5OKtokQg.html
How Will Italy Affect the Markets?
http://www.bloomberg.com/video/how-will-italy-affect-the-markets-XBQssCFhS7aApdsIrEj2vg.html
The T-Report: The Rule of Three and Pain Trades – Delayed
The Rule of Three Before digging in, I just wanted to remind people that I am a strong believer in the “rule of 3” or alternatively “by the time my mother knows it” rule. It is simple, sometimes it doesn’t even seem serious, yet I think it is in play here. The pattern I see […]
YTD Fixed Income Summary – Updated
Risk On, Off, and On Again On January first, I mentioned that we might get some wild gyrations on the back of the cliff agreement. Rarely have I been so right. The market started the year in complete “risk on” mode, followed by a lull, even a bit of weakness, only to close this week […]
Monday’s T-Report: 10% Returns in a 4% Yield Environment
Sorry for the delay today, but just getting used to mountain time (and the extreme cold morning right now). What caught my eye today was story that funds are more leveraged then they have been in awhile. I take all these with a grain of salt as I don’t think the numbers mean as much […]
