April Bull and Baird Blog

April 30, 2013
Let’s make a list of all the things that were supposed to knock us down 1) the Italian election 2) sequestration 3) earnings 4) a deflation scare 5) Cyprus 6) tepid economic data 7) China slowdown 8) “sell in May” / seasonality 9) defensive stocks leading 10) valuation. Read more >

April 26, 2013
When was the last time GDP beat? Can anyone remember? Is it WW2? I just picture Bernanke sitting in a lounge at the Fed watching his Bloomberg terminal and saying “………I gotta have more cowbell!” Read more >
 
April 24, 2013
I want to address this Twee-pocalypse we saw yesterday. Right around noon central time, as I ate my overpriced cafeteria salad, the market decided to perform a Crazy Ivan. Read more >

April 17, 2013

On Monday we melted down like Nazis staring at the Ark of the Covenant and on Tuesday we ripped like owning stocks reduces your waistline. Whoa, what the heck is going on here? Read more >

April 15, 2013

Gold is the bigger story so allow me to ramble a bit about the lustrous metal. Read more >

April 12, 2013

I started writing it in early 2009 and since then it has evolved into quite the circus. The firm in which I toil away on a daily basis in return for U.S. currency has decided to take my writings public, launch it as a blog and promote it on Twitter. Read more >

April 10, 2013

last night so they were forced to pump ‘em out at 9am ET this morning. What did they say? Basically more of the same: employment slowly improving, we are ready to act, some of us want to halt QE, the muffins at Treasury are super dry, etc. Will the Fed halt QE this year? Read more >