The Bonddad Blog

It's that time of the week. It's time to not think about the markets and move into anything else but the markets. To that end.... ...

From CNBC: Lobbyists for the U.S. automakers—General Motors, Ford Motor and Chrysler—briefed White House officials, as well as U.S. Rep. Joh...

From the NBER (on what they look for in order to date a recession): The committee places particular emphasis on two monthly measures of act...

On the weekly chart, notice the following: -- The dollar broke through the downward sloping trend line that started at the beginning of 2006...

Let's look at the macro environment to remember where we are: Since the end of last summer, the market has made a series of lower lows a...

Over the last few weeks, I've noted that with oil coming down in price we should also expect a drop in inflation. Here are the relevant...

Let's start with the macro-view. The oil market started a rally in early 2007. Prices are now at that trend line started in early 2007...

On this chart, notice the following: -- Prices are below all the SMAs -- Prices are below the trend line that started in early July -- The l...

From Bloomberg: Fannie Mae and Freddie Mac tumbled in New York trading to the lowest valuations since at least 1990 as speculation increased...

Considering this is Wednesday, let's take a look at the gold market. I use the gold market as an inflation proxy, meaning gold's pr...

Let's start with the macro-level view: -- The CRB started to rally at the end of last summer, and has risen about 58% from low to high. ...

This is the big news today -- a possible break of the upward trend. The market started to rally on July 15 and has been in a clear uptrend ...

The PPI number came in really hot yesterday, printing a 10% year over year number. But... My guess is that so long as we have commodities dr...

From Reuters: The worst of the global financial crisis is yet to come and a large U.S. bank will fail in the next few months as the world...

Let's first look at the macro-level picture to put the latest action in perspective. On the year long chart the credit crunch rally is ...

Although the market dropped hard today, the real issue is where is the market in relation to the uptrend that started in mid-July. As the c...

From Bloomberg: Confidence among U.S. homebuilders was unchanged in August at a record low, signaling there is no relief in sight from the w...

From IBD: It's the 5th bank [Wachovia] to agree to repurchase auction-rate securities under pressure from federal and state regulators w...

Let's start with a macro-level view of the market -- where we are in the bigger picture. The market is clearly in a downward sloping tre...