The Fed and the VIX

The Federal Reserve released the minutes from the July 26-27 meeting.  The market was waiting on baited breath for something, anything to cause a ruckus.  The VIX Index, or Fear Index, was up 1.07 at one point, to 13.71.  After the release of the minutes though, it crumpled down to 12.19.  Most of you are … More The Fed and the VIX

Absolute Return – Absolutely

One of the principal challenges in managing investment strategies, or even quantitative strategies for that matter, is understanding why they can under perform.  This week, the market was struck by increased volatility in Gold and Silver prices, before and after improved labor data announced on today.   As volatile long bond and precious commodities can be, it is fascinating to see … More Absolute Return – Absolutely

Thoughts on USD Index

This post is inspired in part by Josh Brown (@ReformedBroker), CEO of Ritholtz Wealth Management.  On his website this morning, he reprinted a tweetstorm regarding Glass-Steagall, when it started, when it was repealed and how the US has fared since then. In this case, I am reprinting a conversation held with a couple of other Twitter users, regarding the … More Thoughts on USD Index