Pre Fed Speak Chop

Dow: +49.51…
Nasdaq: -28.82… S&P: -1.48…

So we did get some less dovish-minded commentary from a few Fed officials in the Fed minutes that were released yesterday.  The market opened higher than dive-bombed for a bit, but the bulls did end up stepping up to buy the dip. It was really a  non-event.

Being too long or short in front of an “event” day like tomorrow is like buying a stock the day before earnings.  You just don’t know.

Powell speaks at 10 AM, we’ll regroup then.

In other news, Germany sold the world’s first 30-year bond offering a zero-coupon, with an effective yield of -0.11%. Demand was pretty weak.

As of mid-June, over 50% of European government bonds have a negative yield. The total is higher now.

An  AA+ rated Austrian 100-year bond has returned 65% in 2019.  It had a 2.1% coupon maturing in 2117 when issued.   That’s a  better return than 99% of the S&P 500 components.  Hey, don’t knock it til you try it.

This one reminds me of Oscar Wildes’s great quote….” Always borrow money from a pessimist.  He won’t expect it back”.

 

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