TraderFeed: How the U.S. Dollar Rise is Impacting the Stock Market

We have the unusual situation in which many central banks–most notably in Japan and Europe–are pursuing monetary policies of quantitative easing, while the U.S. has been in the mode of exiting its program. The result is that interest rate differential trends across the world–as well as relative economic growth–increasingly support the U.S. dollar. Indeed, as we can see from the […]

Yellen Capital LP Was ‘Half-Right’ In H2 2014

On July 15th 2014, The Federal Reserve uttered the following warning to exuberant equity investors, “Valuation metrics in some sectors do appear substantially stretched — particularly those for smaller firms in the social-media and biotechnology industries.” 5 months later, Yellen Capital LP is half right…As Bloomberg reports,

Social-media shares declined after the report, as shown above, which tracks the performance of […]