Financial News Aggregator

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  • ETF Market Vital Signs: October 31
    European Pressphoto Agency   Daily Performance: iShares MSCI Japan ETF  (EWJ): +4.96% *Biggest one-day gain for EWJ since August 2011 iShares MSCI EAFE ETF (EFA): ...
  • Earnings, Abe Nurture WisdomTree Shares
    Shares of WisdomTree Investments (WETF) are soaring on Friday after the company announced shareholder-friendly policies and analysts touted the prospects of the firm’s best-known fund. ...
  • Stock Funds Net Biggest Weekly Inflow in Over a Year
    One thing is clear from parsing the latest reading on mutual and exchange-traded fund flows: investors were buying the dip. That should seem obvious given ...
  • Gold, Miners Buried Under Waves of Selling
    Gold prices plunged to their lowest levels in over four years and metals miners were body slammed again early Friday in the face of a ...
  • Abenomics Strikes Back
    Bloomberg News Global markets are in rally mode Friday after a surprise announcement from the Bank of Japan that it will ramp up its monetary ...
  • Five Likely Prospects for Global Macro
    With the recent launch of the Arrow DWA Tactical ETF (DWAT), which tracks our Global Macro strategy, we wanted to provide some ideas for some ...
  • Commodities Corner: Cocoa Prices Displaying Signs of Weakness
    In a recent blog post we discussed the agricultural markets (corn, soybeans, & wheat) were beginning to exhibit improving relative strength characteristics when compared to ...
  • Relative Strength Spread
    The chart below is the spread between the relative strength leaders and relative strength laggards (universe of mid and large cap stocks).  When the chart ...
  • From Gut Instinct to Repeatable Processes
    As the saying goes, “the only constant is change.”  That very much applies to investors as a group who are largely taking a different approach ...
  • Tweet of the Week
    Sometimes (all the time in our case) it is best to not to overthink things and to just systematically follow the trends.
  • Friday links: solar returns
    Quote of the day Daniel Gross, “In fact, financial engineering has turned solar into a rather conservative, low-risk investment.”  (Slate) Chart of the day A ...
  • Podcast Friday: taking on Google
    Every week brings a slew of new podcasts and videos. Meb Faber argues that podcasts are the perfect medium for discussions about finance and investing. ...
  • Thursday links: averaging in and out
    Quote of the day Fred Wilson, “It goes back to optimizing versus satisficing. If you want to find the optimal entry price or the optimal ...
  • Q&A with Tobias Carlisle author of Deep Value
    Earlier this week we had a two-part Q&A with Wes Gray, one of the co-authors of Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment ...
  • Wednesday links: mean reversion revisions
    Quote of the day Ben Carlson, “Mean reversion is conceptually simple to grasp, but harder to figure out in real-time as the mean for most ...
  • S&P 500 = 2,018.05
    The S&P 500 closes the week and month at 2,018.05. That’s the highest close ever. The S&P 500 is up 9.18% for the year. The ...
  • The Stock Market Soars Above 2,000
    Today is a very good day for stocks. The big news was that Japan announced massive new stimulus measures. The S&P 500 has been as ...
  • Moog Earns $1.12 per Share
    Moog ($MOG-A) just reported earnings of 93 cents per share for its fiscal fourth quarter (the September quarter). That includes a 19-cent ...
  • CWS Market Review – October 31, 2014
    “Sometimes the hardest thing to do is to do nothing.” – David Tepper I’m happy to report that my favorite investment strategy, doing absolutely nothing, ...
  • Morning News: October 31, 2014
    Yen Declines to Six-Year Low on BOJ Monetary Easing; Ruble Drops RBS Takes $640 Million Forex Charge and Warns of More to Come BNP Paribas ...
  • Tony Robbins, The CEO Whisperer
    Link to article: Tony Robbins, The CEO WhispererMultibillionaire Bridgewater Associates founder Dalio, who manages money exclusively for institutional clients, had some ...
  • Walter Isaacson interview with Elon Musk
    Link to video..................Related book: 
  • Links
    Howard Marks' comments on Oaktree's call (LINK)Michael Lewis on Charlie Rose discussing the 25th anniversary edition of Liar’s Poker (LINK)
  • Links
    Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK)Talks at Google: Steve J. Martin discussing the book
  • Links
    Larry Cunningham gives a Google Talk on his book Berkshire Beyond Buffett (video) [H/T ValueWalk] (LINK)Capitalize For Kids Conference Notes ...
  • Constellation of Cygnus
    Located just beyond the tip of the tail of the constellation of Cygnus (The Swan), this butterfly-shaped cloud of glowing gas and dust is the ...
  • Succinct Summations of Week’s Events 10.31.14
    Succinct Summations week ending October 31st. Positives: 1. Q3 GDP rose 3.5% vs expectations of 3.1%. 2. The Fed officially ended QE, the market stood ...
  • Random Thoughts for October
    Over the course of each month, I end up with quite a few random thoughts. They are the interesting tidbits that are not quite meaty ...
  • Halloween: The Chemistry of Candy
    Source: Compound Chem
  • 10 Friday Reads
    Japan is sending us a treat – or is it a trick? Its Halloween, and here are my morning train reads: • The U.S. recovery ...
  • The Colder War
    The story of energy is the story of human expansion. From the days when we roamed the African savanna, we tamed first fire and then ...
  • A Scary Story for Emerging Markets
    The consequences of the coming bull market in the US dollar, which I’ve been predicting for a number of years, go far beyond suppression of ...
  • Hoisington Investment Management – Quarterly Review and Outlook, Third Quarter 2014
    I featured the thinking of Dr. Lacy Hunt on the velocity of money and its relationship to developed-world overindebtedness and the potential for deflation in ...
  • The Flat Debt Society
    International Monetary Fund chief Christine Lagarde says the global economy is facing “the risk of a new mediocre, where growth is low and uneven.”…  Lagarde ...
  • Calling into Question
    A note has been circulating among economists, calling into question the wisdom of another group of economists who wrote an open letter to the Federal ...
  • In Perpetuity
    I am not a stranger to disappointment. There have been plenty of times in my life when reality did not meet expectations. This probably gives ...
  • Perspective
    I guess I don’t have to whine about not hanging on to this option anymore.
  • Trick or Drink
  • Oh, Yeah? Well Chang YOU!
    I had made a profit shorting ChangYou a while ago, and I figured it would just keep drifting lower. Well, the stock has actually rocketed ...
  • Swing Trading Watch-List: CRM, SPLS, QIHU, PIR, IP
    Here’s today’s swing-trading watch-list: Long Salesforce.com (CRM) Long Staples (SPLS) Long Qihoo 360 Technology (QIHU) Long Pier 1 Imports (PIR) Long International Paper (IP) Be sure to ...
  • Credit - Pascal's Wager
    "One person with a belief is equal to ninety-nine who have only interests." - John Stuart MillWatching ...
  • Credit - A Descent into the Maelström
    "You drown not by falling into a river, but by staying submerged in it." - Paulo Coelho
  • Credit - Actus Tragicus
    "We live in an age of mediocrity." - Lauren BacallLooking at the dismal European data coming out ...
  • Credit - Sprezzatura
    "When you can't make them see the light, make them feel the heat." - Ronald ReaganListening with ...
  • Is art a good investment?
    “Nothing great in the world has ever been accomplished without passion.“- Georg Wilhelm Friedrich HegelMiss ...
  • Fees of the Top Advisors
    I was updating an old table I used to post on the blog called “A Survey of the Money Manager Space”.  It examined a lot ...
  • Time Machine: 2010
    I’ve been digging through the archives and came across this old post with a fun piece from Paul Tudor Jones, who wrote the foreword to ...
  • Login
    I added a simple one time email login to the blog.  It should work such that you only have to type your email in once ...
  • The All Seasons Portfolio (aka The Tony Robbins Portfolio)
    Like I wrote about the other day, I’ve really taken to podcasts.  One of the recent podcasts I listened to was an interview between Tony ...
  • Look Who Decided to Show Up to the Party…
    I mentioned on Twitter the other day that trendfollowing is my desert island strategy.  Trendfollowing had a great Sep, and is having a great 2014 ...
  • A trillion here, a trillion there...
    IF THE markets were suffering from withdrawal symptoms after the Fed's halting of QE on Wednesday, they did not have to wait long for their ...
  • Letting go of Daddy's hand
    THE ending of QE3, the third phase of the Federal Reserve's quantitative easing programme, was hardly a big surprise. For the markets, the more alarming ...
  • Three to tango
    WHILE the UK dodged the bullet of Scottish independence in September's vote, there is plenty of political risk ahead. In May next year, there will ...
  • Feeding the beast
    IN HER excellent play about Enron, Lucy Prebble portrays the shadow companies set up by the energy giant as raptors, kept in the basement, ...
  • The bear case for EM
    WHATEVER happened to emerging markets? They were supposed to bail the developed economies out of the financial crisis. And they were also supposed to provide ...
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  • Eric Sprott
    Eric Sprott: Chairman, CEO & Portfolio Manager of Sprott Asset Management - Eric has over 40 years of experience in the investment industry and manages ...
  • Bill Fleckenstein
    Bill Fleckenstein: President of Fleckenstein Capital - Bill also writes a popular column ‘Contrarian Chronicles’ for MSN Money as well as the daily Market Rap ...
  • Rick Santelli
    Rick Santelli: CNBC’s Business News On-Air Editor - Rick Santelli stepped away from the floor of the Chicago Board of Trade to give King World ...
  • Rick Rule
    Rick Rule: Chairman / Founder of Sprott Global Resource Investments Ltd. - Global manages over a billion and through recent acquisition is now part of ...
  • Michael Pento
    Michael Pento: President of Pento Portfolio Strategies - Michael is a well-established specialist in the “Austrian School” of economics. A regular on CNBC, Bloomberg, Fox ...
  • Twitter Digest: 2013-06-09
    Given that I block NSA & PRISM tweets, was entertaining tuning into twitter & trying to figure why everyone was on about Lord Snowdon -> ...
  • Twitter Digest: 2013-06-07
    Photo-set: Flooding Across Central Europe – http://t.co/8G6j8teCbd -> CDC Update: Severe Respiratory Illness Associated with Middle East Respiratory Syndrome Coronavirus – http://t.co/hWqN1338VN -> Col Flagg: ...
  • Twitter Digest: 2013-06-05
    FRED: Free Energy Data – http://t.co/90H7GVDazO -> Solipsisms ‘r’ us, courtesy of my friends at @thinkup: I apparently mention me a lot – http://t.co/9rTRXvBM9D -> ...
  • Twitter Digest: 2013-06-04
    The new Google Maps is truly Windows-ishly slow loading. I find myself non-clicking map links to avoid the dot-dot wait screen. -> Looking at 1980 ...
  • Book Bits | 1 November 2014
    ● Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk By Gary Antonacci Review via Alpha Architect If there is such a ...
  • US Consumption Declined In September
    Today’s US personal spending and income report for September fell short of projections. Economists overall were looking for a 0.3% rise in the headline income number, ...
  • Initial Guidance | 31 October 2014
    ● German retail sales see biggest fall in more than seven years | Reuters German retail sales posted their biggest monthly decline in more than ...
  • Personal Consumption Expenditures: September 2014 Preview
    Tomorrow’s update on US personal consumption spending for September is projected to rise 0.3% vs. the previous month, based on The Capital Spectator’s median econometric ...
  • Another Round Of Upbeat US Macro Reports
    The US economy grew faster than expected in this year’s third quarter, according to this morning’s “advance” GDP estimate for the July-through-September period. Economic activity ...
  • The Ten Pillars of Cutthroat Zen
    Dan Harris turned to meditation after a panic attack on live TV in front of millions of people. In the back of his excellent book, ...
  • What Is Time?
    St Augustine, the theologian and philosopher, famously posed the question ‘What is time?’ in The Confessions. After waxing on for a bit about what he ...
  • John Steinbeck on Love
    Nobel laureate John Steinbeck is best known as the author of The Grapes of Wrath and Of Mice and Men but we can pull from ...
  • How Sugar Affects The Brain
    When you eat something loaded with sugar, your taste buds, your gut and your brain all take notice. This activation of your reward system is ...
  • What Matters Most
    The Holstee Manifesto sits above my fireplace. A reminder to live a life of purpose and meaning. This is your life. Do what you want ...
  • Weekend Top 100
    Here is your weekly look at the top 100 ranked stocks inside The PPT. Please note that the following list is sorted by volume not ranking: CLICK ...
  • HAPPY HALLOWEEN
    Let the festivities begin. Halloween is one of my favorite holidays, I’ll have you know. This is the last weekend to sign up for the ...
  • Weekly Scorecard
    Here’s a look at the top industries on the week, judging by the change in hybrid score: ____________________ Here are the top individual hybrid movers ...
  • Waiting it Out
    “Waiting it out” is an interesting phenomenon in a bull market, as the stigma of sitting in cash is often seen as a worse investing/trading ...
  • Five Stocks Cooking Up the Good Stuff for Halloween
    Courtesy of The PPT algorithm, here are the most current top five readings from my “12631 RELATIVE STRENGTH” custom-made screen, identifying which stocks are exuding ...
  • amplifiers
    Is today's structure of the investment ecosystem what it once was? If not, should we expect the historical experience to reflect that of the ...
  • training by osmosis
    The leaders of investment organizations need to develop a pool of qualified professionals. How that happens much of the time may surprise you.
  • decaying beliefs
    We are at a certain place. What came before was formative, but not forever. Some thoughts on change in investment matters small and ...
  • never delegate understanding
    With layers of intermediaries implementing the plans of institutional and individual investors, it is hard to judge whether the beliefs and practices that are promised ...
  • the ironic triumph
    A new essay by a legendary member of the investment profession about the life cycle of "performance investing" demands your attention and your response.
  • The Halo Effect
    After posting about the Collins book, Good to Great, some people mentioned the book The Halo Effect: . . . and the Eight Other Business ...
  • Buffett on Market Valuation
    I don't really spend too much time on market valuation, but I do think about it and post about it every now and then. ...
  • Good to Great: The Stockdale Paradox
    After watching a video of Carlos Brito pounding the table on the book, Good to Great by Jim Collins, I had to reread it.  I ...
  • WL Ross Holding Corp (WLRH)
    As I was looking through the new lows list in the newspaper, I stumbled upon WL Ross Holdings Corp (WLRH).  Wilbur Ross is a very ...
  • Value Stocks In Market Corrections
    So with all of this talk of a market correction coming and people wondering what to do in this toppy market, Pzena put out an ...
  • Fed Watch: Another Kocherlakota Dissent
    Tim Duy: Another Kocherlakota Dissent, by Tim Duy: Minneapolis Federal Reserve President Narayana Kocherlakota released a statement regarding his dissenting vote at this week's FOMC ...
  • Paul Krugman: Apologizing to Japan
    What are the lessons we should learn from Japan?: Apologizing to Japan, by Paul Krugman, Commentary, NY Times: For almost two decades, Japan has been ...
  • Links for 10-31-14
    Economic Lessons Not Learned - NYTimes.com In praise of macroeconomists (or at least one of them) - mainly macro Wikipedia: The value of open content ...
  • 'BEA: Real GDP increased at 3.5% Annualized Rate in Q3'
    Calculated Risk: BEA: Real GDP increased at 3.5% Annualized Rate in Q3: From the BEA: Gross Domestic Product, Third Quarter 2014 (Advance Estimate) Real gross ...
  • Fed Watch: FOMC Recap
    Tim Duy: FOMC Recap, by Tim Duy: In broad terms, the FOMC meeting concluded as I had expected. To the extent there were any surprises, ...
  • Why should you be able to make money?
    This is an obvious issue, but one that is often ignored […] The post Why should you be able to make money? appeared first ...
  • Reader question: what’s the music?
    I recently received a couple questions on the same topi […] The post Reader question: what’s the music? appeared first on Adam ...
  • When markets go wild
    Markets normally move in alternating waves of with-tren […] The post When markets go wild appeared first on Adam H Grimes. Related ...
  • What works?
    I post a lot of critical thoughts, and spend a lot of t […] The post What works? appeared first on Adam ...
  • That trend indicator, is it helping or hurting?
    Continuing from my previous post on moving averages, le […] The post That trend indicator, is it helping or hurting? appeared first on
  • Weekly Market Summary
    While equities have recently become volatile, the underlying fundamentals have not changed.Companies are nearly halfway through their 3Q reporting period. Since the end ...
  • Weekly Market Summary
    After 27 months, SPX experienced its first 10% correction this week.As we have detailed many times, this was an exceptionally long and uncorrected ...
  • Fund Managers' Current Asset Allocation - October
    Every month, we review the latest BAML survey of global fund managers. Among the various ways of measuring investor sentiment, this is one of the ...
  • Weekly Market Summary
    SPX has gone 476 days without touching its 200-dma. Outside of 1998, this is the longest stretch since the 1950s. On Friday, after a 3% ...
  • Weekly Market Summary
    The bottom-line is this: if the pattern of the past two years is still driving the market's playbook, then a re-test of recent highs is ...
  • Post Felix
    Today is Felix’s last day at Reuters. Counterparties may have been the brainchild of Felix and the recently departed Ryan McCarthy, but the blog, site, ...
  • The Piketty pessimist
    Her syllogism runs something like this: -Capitalism has survived this far because it delivered strong, widely-shared growth. -If capitalism fails to continue to deliver ...
  • The most expensive lottery ticket in the world
    The real winners are the happy and well-paid engineers, enjoying their lives and their youth while working for great companies like Google. In the world ...
  • The problems of HFT, Joe Stiglitz edition
    The most interesting and provocative thing to be written of late about financial innovation in general, and high-frequency trading in particular, comes from Joe Stiglitz.
  • Private equity math, Nuveen edition
    If Madison Dearborn really is breaking even on this deal, that only goes to show the enormous disconnect between the economics of private equity companies ...
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  • October 29, 2014
    QE officially ended today, and the world did not come to an end. Today’s Fed policy announcement contained no surprises. The market more or less ...
  • October 26, 2014
    The NASDAQ Composite Index and the S&P 500 Index have both moved up to their 50-day moving averages, with the NASDAQ just barely closing above ...
  • October 22, 2014
    The NASDAQ Composite Index and the S&P 500 Index both posted fifth-day follow-throughs yesterday, as the daily chart of the NASDAQ shows below, after news ...
  • October 19, 2014
    “Learn as much as you can. Read and listen to experts, but keep a degree of healthy skepticism about everything.” – Dr. Alexander Elder   ...
  • October 19, 2014
    The market staged a very logical oversold reaction rally and bounce over the past two trading days, but, as the daily chart of the NASDAQ ...
  • Boom goes the dynamite
    No Fed LSAPs?  No problem!  Team Japan delivered a double-barreled assault on the nattering nabobs of negativity last night, with an aggressive expansion of the ...
  • Get in there
    "Although inflation in the near term will likely be held down by lower energy prices and other factors, the Committee judges that the ...
  • It's all about inflation
    So.  Today's the day when markets will, presumably, be freed from the yoke of Fed QE for the first time in two years.  After the ...
  • Automated Lift (song for QE)
    With apologies to Elton John..... Goodbye, then, QEThough I never liked you at allYou ensured financial marketsAnswered the Fed's each ...
  • Stress-free
    Well, the Sunday reaction to the European bank stress test results seems to have been one of relief.   Like Rocky Balboa to Clubber Lang, analysts ...
  • Chinese Equities Ready To Move
    Chart 1: Chinese equities are poised for a huge move very very soon…   Source: Short Side of Long I’ve discussed Chinese equities for a few ...
  • Precious Metals Update
    Chart 1: Gold mining companies were decimated in this weeks sell off!  Source: Bar Chart This week we saw mini turmoil in the Precious Metals ...
  • FOMC ends QE (for now…)
    The post FOMC ends QE (for now…) appeared first on Short Side of Long.
  • Portfolio: Reviewing A Recent Trade
    While we wait for the FOMC decision, I thought it would be an interesting learning experience to present a recent trade I’ve been apart of. ...
  • Critical FOMC Meeting
    In an article on Financial Sense website, Chris Puplava recently put forward various quotes by central bankers who recently expressed their view that ending stimulus right ...
  • Making my way
    (Recently there’s been a good run of financial bloggers talking about their start in the industry, including Cullen, Ben and Patrick. I thought I’d take a turn ...
  • 2015 Adjustments for Retirement Plans & Social Security
    Announcements are rolling out for cost-of-living adjustments to retirement plan limits, Social Security benefits and other tax calculations, as below. The official adjustment for Social ...
  • The Trouble with “Active Share”
    It is becoming a well-accepted fact that the majority of mutual fund managers underperform their respective benchmarks. There is simply too much data on the ...
  • Stocks fall
    It’s true.  Stocks went down.  They do that, you know.  Maybe we’ve forgotten.  We’ve had something over 1,000 trading days without a 10% decline (which, ...
  • Diversification sucks
    Let’s face it.  Being a diversified investor is terrible. 1) You will always be worse than the best performing asset class (and you will always ...
  • Company Notes Digest 10.30.14
    Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important ...
  • Company Notes Digest 10.23.14
    A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook ...
  • Length of Bear Market Rallies
    Bear Market Rallies (times that the market rises during a bear market) are some of the sharpest types of advances that markets experience.  They are buying ...
  • Company Notes Digest 10.16.14
    A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook ...
  • Average Duration of Economic Recession
    As the market falls, it’s looking more and more like we have to start pondering the idea that we may be entering a new recession. ...

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