Financial News Aggregator and a little more!

  • Candy Land
    ACCLAIMED AUTHOR Malcolm Gladwell talks about the importance of adding “candy” to his writing. By this, he’s referring to the asides, trivia and factoids that ...
  • Low Blows
    THE INDEX FUND fee-cutting battle reached its seemingly inevitable conclusion more than a year ago, when Fidelity Investments launched four zero-cost index funds. You can’t ...
  • Good for You?
    IS SUSTAINABLE investing a fad? Everyone seems to be talking about it—not least product providers eager to persuade us that their sustainable funds are so ...
  • Durn Furriners
    A BURNING QUESTION has only gotten hotter as foreign stocks have lagged disastrously over the past dozen years: Should any of your stock market money ...
  • The Aftermath
    AFTER LEAVING the hospital, our family met up at a favorite neighborhood restaurant. “What’s next?” the teenagers asked. “Now begins the parade of covered dishes,” ...
  • Using highs and lows
    How do we know how that market is doing on any day? If we turn on the news, we will hear something like “the Dow ...
  • Do you really want to know what’s happening with the Economy?
    I want to share something pretty cool with you: the quarterly macro piece I publish for my institutional advisory clients at Talon Advisors. This report ...
  • Bear flags in cryptos
    This morning, Tom says to me “Cryptos are looking like good shorts.” He’s right. Take a look at the daily chart of Bitcoin Cash: Recently ...
  • Tracking the Economy: a scorecard
    As I said in my recent post, I’ll be focusing a bit more on fundamental and macroeconomic factors over the next few months. Every week, ...
  • What to expect here… soon
    As we slowly move out of summer and into the end of the year, you’ve probably noticed my blog has picked up in activity. I ...
  • Book Bits | 14 December 2019
    ● Advances in Active Portfolio Management: New Developments in Quantitative Investing By Richard C. Grinold and Ronald N. Kahn Summary via publisher (McGraw-Hill Education) From ...
  • Lessons Learned From The Recent Recession Scare
    Earlier this year a number of economic analysts were convinced that a US recession was imminent. So far, however, the economy has continued to expand, ...
  • Macro Briefing | 13 December 2019
    Trump OKs partial trade deal with China: WSJ China’s foreign ministry backs trade deal… sort of: SCMP Vote on impeachment articles abruptly postponed: The Hill ...
  • Will The US Economy Accelerate In 2020?
    The recent economic slowdown has fanned worries that the US is headed for a rough year in 2020. But some analysts are practicing the art ...
  • Macro Briefing | 12 December 2019
    House prepares for impeachment vote on Trump: Reuters Here’s the outlook for today’s new ECB head’s first policy meeting: MW UK goes to polls today ...
  • The Man Who Saved New York City
      “My Municipal Assistance Corporation (MAC) bonds got called. Find me something to replace them with. They pay 14% tax free…”   That’s how a ...
  • 10 Sunday Reads
    My easy like Sunday morning policy reads: • Ubering Through the Anthropocene Ride-sharing is a mundane example of planetary destruction. (Slate) • The Age of ...
  • BBRG: 10 Books on Thinking About Thinking
    10 Books on Thinking About Thinking Here’s a winter reading list that might give a little more insight into why we get so many things ...
  • MIB: Peter Mallouk, Creative Planning
    This week, we speak with Peter Mallouk, CEO of Creative Planning, and author of The 5 Mistakes Every Investor Makes and How to Avoid Them. He ...
  • 10 Weekend Reads
    The weekend is here! Pour yourself a mug of Compass Rwanda Blend coffee, grab a seat by the fire, and get ready for our longer ...
  • Adventures in banking
    Preface: Explaining our market timing modelsWe maintain several market timing models, each with differing time horizons. The "Ultimate Market Timing Model" is a long-term ...
  • Here comes the beta chase
    Mid-week market update: Notwithstanding any issues traders may have with short-term volatility, the market is setting up for a year-end beta chase Santa Claus rally. ...
  • The market is oversold? Already?
    I was not at my desk and out at some meetings on Monday. When I returned near the end of the day, I nearly fell ...
  • How far can Tariff Man dent the stock market?
    Preface: Explaining our market timing modelsWe maintain several market timing models, each with differing time horizons. The "Ultimate Market Timing Model" is a long-term ...
  • Assessing the technical damage
    Mid-week market update: The stock market weakened on Monday when Trump's early morning tweet indicated that he was slapping on steel and aluminum tariffs on ...
  • Testing
  • The Asset of Time (Hacking)
    I can’t remember where I picked up what I’m about to share. Maybe it was something I heard or a study I read. The source ...
  • Hacking Happiness
    Who doesn't like being happy? Grumpy people that's who. I've been there. You have too, grumpy pants McGhee.& It's okay. We all get grumpy from ...
  • Investing In Yourself: Input/Output
    In investing (and life), pretty much every decision you make has a nuanced outcome. That is to say, there is very little black or white ...
  • Summer Daze
    It was a hot, humid east coast summer day. We were the kids of 1984. Back then the parents in our neighborhood had the same summertime rule. ...
  • Cerner Increases Share Repurchase Program
    Here’s the press release: Cerner Corporation (CERN), a global health care technology company, today announced that its Board of Directors declared a cash dividend to ...
  • CWS Market Review – December 13, 2019
    “The labor market remains strong and that economic activity has been rising at a moderate rate.” – This week’s FOMC policy statement Wall Street is ...
  • Morning News: December 13, 2019
    Johnson Wins Crushing Majority in Election That Upends Britain British Election, Advancing Brexit, Heralds End of a Global Trade Era Brexit Once Meant a Weaker ...
  • Jobless Claims Rise to Two-Year High
    I wouldn’t worry about this just yet, but it does catch my attention: The number of Americans filing applications for unemployment benefits jumped to more ...
  • New All-Time High
    The stock market is up to another new all-time high today. Lately, the financial sector has been particularly strong. The financials have been leading for ...
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  • 3Q 2019 Market Overview
    Global stock markets were again a bit tumultuous this quarter as July turned into August. The S&P 500 fell from a high of 3027 to ...
  • 2Q 2019 Market Overview
    Markets gave investors a brief scare in May with a mid-period decline of around 7% attributed to ongoing trade war concerns, but recovered quickly. Once ...
  • 1Q 2019 Market Overview
    If the last quarter of 2018 was scary, the first quarter of 2019 has been quietly wonderful, and most people haven’t noticed. Stocks across the ...
  • Wrecking the Curve
    Inside the industry there are a fair amount of studies done to show what the average Registered Investment Advisory firm looks like. What is average ...
  • The problem of N=1
    I am big on evidence, big on reason. Probably at times bordering on psychopathic in how much I try to rely on reason over emotion. ...
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  • Time to Do the Hard Thing
    We choose to go to the moon in this decade and do the other things, not because they are easy, but because they are hard, ...
  • Inflationary Angst
    According to the dictionary, the word angst refers to “a feeling of deep anxiety or dread, typically an unfocused one about the human condition or ...
  • Advice Worth Taking
    We’ve reached the Thanksgiving weekend, and as always, I’m thankful for loyal readers like you. I hope you are enjoying some quality time with family ...
  • Muddling for Solutions
    Those who experienced the 1930s as adults are mostly gone now, but they left notes. We have a pretty good record of what that period ...
  • The Road to Default
    Nothing is forever, not even debt. Every borrower eventually either repays what they owe, or defaults. Lenders may or may not have remedies. But one ...
  • narratives everywhere
    As investment professionals, we are faced with stories big and small. We should spend more time evaluating how we analyze and react to them.
  • the future of analysis
    The field of intelligence analysis can offer important analogies to those involved in investment decision making. The former, says one expert, "is at an ...
  • pay to play
    There are many behind-the-scenes agreements and relationships that affect the quality of information that we have about investments, potentially driving investor behavior in detrimental ways.
  • mind the gaps
    Long-term excellence in investment organizations comes from continuous improvement and the willingness to identify and remedy the shortfalls that exist.
  • watching you
    With the emergence of new surveillance capabilities, there are questions about what constitutes productive investment work and where the lines of oversight should be drawn.

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