Extremely Unbalanced Long Bond Market CIGA Eric
While massive net outflows in the Treasury bond market by connect players as open interest spikes doesn’t necessarily imply a immediate trend change, it does reflect an extremely unbalanced market. An extremely unbalanced with rising open interest (participation) tends to associated with hot markets. Hot [...]

Jim,
The Editor-in-Chief of MarketWatch raises some interesting questions on why some of the largest hedge funds are closing up shop. While his article focuses on the dangers of the bond market and appears to dismiss OTC derivatives as a threat in the future, nevertheless some of Wall Street’s biggest players are seeing dark days ahead [...]

Jim Sinclair`s Commentary
The last humanoid here is known as the "Virtual Value to Maturity OTC Derivative Manufacturing and Distributing Clan, " the clan who ended the economic world thinking it was in their personal best interest.

Jim Sinclair’s Commentary
Yra, my former partner, makes two extremely important points.
The first is the nationalization of the mortgage market which [...]

Housing starts rise less than expected CIGA Eric
The 2009, stimulus induced up trends have been clearly broken.
Building Permits And Change YOY:
Housing Starts And Change YOY:
Housing starts rose but to a much weaker rate than expected in July, while permits for future [...]

Capital Flow Transition from Public to Private Sector CIGA Eric
Any record, especially ‘Junk" bond issuance, during periods of aggressive currency devaluation is always dangerous.
U.S. companies issued risky "junk" bonds at a record clip this week, taking advantage of keen investor appetite for returns amid declining interest rates and tepid stock markets.
The [...]