---
title: "Saturday Optimism"
url: https://independentstockanalysis.com/saturday-optimism/
description: "Traders, Who are You ? Kirk Report The bond kings head to the stock market. Reuters The amazing yield conundrum at Scott Grannis . Household debt service…"
published: 2013-01-26
updated: 2013-01-26
---

# Saturday Optimism

Published 2013-01-26

Posted on

by

J.J. Butler

Traders, Who are You? [Kirk Report](http://www.kirkreport.com/13/2013Jan/who_are_you.pdf)

The bond kings head to the stock market. [Reuters](http://www.reuters.com/article/2013/01/23/us-investing-bondfirms-equities-idUSBRE90M1DY20130123)

The amazing yield conundrum at [Scott Grannis](http://scottgrannis.blogspot.com/2013/01/the-amazing-yield-conundrum.html).

Household debt service payments as a percent of disposable personal income is falling markedly. [St. Louis Fed](http://research.stlouisfed.org/fred2/series/TDSP)

The end of cheap China is positive for the U.S. and elsewhere ([CME Group](http://openmarkets.cmegroup.com/5092/why-were-at-the-end-of-cheap-china-qa-with-author-shaun-rein)).

Hoisington Investment Management – Quarterly Review and Outlook at [Mauldin](http://www.mauldineconomics.com/images/uploads/pdf/OTB130118.pdf).

**Why housing permits keep me optimistic about 2013 at [Bonddad](http://bonddad.blogspot.com/2013/01/why-housing-permits-keep-me-optimistic.html).**

The widely read Ambrose Evans-Pritchard calls for European politicians to print wildly at the [Telegraph](http://www.telegraph.co.uk/finance/comment/ambroseevans_pritchard/9819701/Central-bankers-should-be-brought-to-heel-by-elected-parliaments.html).

Gold – Visualized in Bullion Bars at [Democracy Info](http://demonocracy.info/infographics/world/gold/gold.html).

Metals over the miners: [All Star Charts](http://allstarcharts.com/metals-vs-miners/)

Enjoy the weekend.