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My Gut Feeling for Today, September 24, 2012 ($)


We survived the ultra mega multi quarterly derivative expiration without any major dislocations. The hangover this morning is likely to be mild to non-existent. Overall the markets were slightly lower but virtually unchanged last week. Today’s news is some of the old European and Chinese stories that are getting dug up on an otherwise slow […]

My Gut Feeling for Today, September 14, 2012 ($)


The FOMC delivered PIMCO its Christmas and Hanukah presents early when the monetary body announced a new program of mortgage back purchases. Speaking to my contacts at the NY Fed, this was a strong message from the FOMC but was not really QEIII, although the media will be called it such. The $40 billion of […]

Buy Kraft Before Ex-dividend Tomorrow


I have recommended to my newsletter subscribers to purchase Kraft Foods (KFT) today before the stock goes ex-dividend tomorrow. You can access the newsletter issue here. This will be the last complimentary issue of the newsletter that will be published on Wall Street All-Stars. I hope that you have enjoyed the sneak peak into the LakeView Restaurant […]

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