Financial News Aggregator and a little more!

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  • Can Russia stomach new US sanctions?
    After the summer break, the US Congress is scheduled to review various bills proposing additional sanctions on Russia. The proposals include additional ...
  • How vulnerable are Emerging Markets to Trade Wars?
    Emerging Markets Portfolio Manager Claudia Calich analyses the potential effects of an escalation of the US-China trade tensions on Emerging Markets. Despite the diplomatic rows ...
  • BVTV: Markets go cold turkey
    Market sentiment turned risk-off last week, largely due to the new US sanctions on Russia, which destabilised the ruble, and with the worsening of the ...
  • Risk-off is on
    Renewed political tensions between the US and Turkey and Russia increased uncertainty and led to a currency sell-off in both countries. Traditional safe-haven assets, such ...
  • Panoramic Weekly – Trade war survivors: High Yield, FRNs
    Despite a battery of central bank meetings, which left things more or less where they were – read: supportive of economic growth – global bond ...
  • Looking to the West
    Looking to the West Good Morning, It’s been an eventful week across the Atlantic following Trump’s decision to pull one out of the Nixonian playbook ...
  • Weekly Note – May steps into the unknown
    May steps into the unknown Good Morning, When it comes to negotiating the UK’s departure from the EU, the current size of the government’s majority ...
  • Daily Note – A Hopeful Diagnosis?
    Summary Systemic Financial Risk Brewing? Don’t expect banks to run out of money! Market’s overly pessimistic on growth? United States: Housing Data holding up Good ...
  • Daily Note – The man without a plan?
    Summary ECB has no plan and looking to surprise! Winging it with monetary policy! Municipal bond buying is still on the table Complexity in a ...
  • Daily Note – Mario’s Christmas gift?
    Summary Global market round-up ECB opens the door to easing in December What exactly will the ECB do? Good morning, Global equities rallied and EURUSD ...
  • Most overvalued EVER
    We are currently the most over valued the US stock markets have ever been according to methodology designed by John Hussman. I also found his ...
  • Embarrassing but …
    My last post on this site spoke of shorting the Crypto Bitcoin at around 7000, believing then like I do now that we are in ...
  • Bitcoin Short
    We are currently in a crypto currency mania bubble. I am a believer in Bitcoin and wrote a few years ago about my trade of ...
  • My Career on the Line
    Throughout my hedge fund career I have been willing to make bold moves. More than 2yrs ago I setup the Sefirot Freestyle strategy to outperform ...
  • This Time is Like No Other
    I know I am in the minority when I say that the world finances are on the brink of a major sea change. Of course ...
  • Doctor’s Orders
    SOME OF MY CLIENTS incur hefty medical expenses for themselves and family members. I tell them not to expect too much help from the IRS when ...
  • First Responders
    MY DOCTOR TOLD ME that my white blood cell count has been trending lower for the past five years. He was concerned there was something ...
  • Separated at Birth
    IF YOU’RE A FAN of basketball, you may be familiar with the Lopez twins—Brook and Robin. On the surface, they are identical in every way. Both ...
  • Low Fidelity
    WE HAVE FINALLY hit rock-bottom. Last week, Fidelity Investments announced that it was introducing two index funds with zero annual expenses, while also slashing expenses on ...
  • Say Something
    THE LATEST UPGRADE to HumbleDollar: We’ve improved the system used for commenting. Before, if you wanted to comment on the site, you needed a Facebook ...
  • Weekly Market Recap Aug 12, 2018
    Indexes spent the past week churning along as news flow was generally quiet...outside of Turkey and Russia that is. The NYSE McClellan Oscillator has ...
  • Weekly Market Recap Aug 05, 2018
    We began last week's recap with this chart regarding the percent of stocks in the NASDAQ over their 50 day moving average - it was ...
  • Weekly Market Recap Jul 29, 2018
    More weakness is creeping into the market on a technical basis, but it's not generally being seen at the index level. However under the surface ...
  • Weekly Market Recap Jul 22, 2018
    Generally a calm week for the indexes as most of the action was in individual stocks due to earnings. President Trump did roil things ...
  • Weekly Market Recap Jul 15, 2018
    The NYSE McClellan Oscillator flipped to black late in the week prior to the last, and usually that bodes well short term. Indeed that ...
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  • Bloomberg: Index Funds Will Be OK Confronting Cruel Markets
    Index Funds Will Be Fine Confronting Cruel Markets The claim that passive investors will suffer more in an equity slump doesn’t hold up. Bloomberg, August ...
  • Is Loss Aversion a Fallacy? (No)
    A Challenge to the Biggest Idea in Behavioral Finance Two professors make an interesting argument, but the theory of loss aversion isn’t dead yet. Bloomberg, ...
  • 10 Wednesday AM Reads
    My midweek morning train reads: • The evidence is in: Austerian economists got everything wrong. (TheWeek) • The hunt for the next Nostradamus (FT Alphaville) • We ...
  • 10 Laws of Insider Trading
    I love this set of advisory rules, as laid out in brilliant dry wit by the wonderful Matt Levine:   10 Laws of Insider Trading ...
  • John Oliver on Astroturfing
      Last Week Tonight with John Oliver August 12, 2018: Astroturfing       John Oliver’s YouTube channel Official Website: I am John Oliver     ...
  • Three reasons to ignore the Turkish Apocalypse hype
    Mid-week market update: Earlier in the week, Mark Hulbert wrote that "U.S. investors should see this Turkish crisis as a buying opportunity". Hulbert went ...
  • How far can stock prices fall in a bear market?
    One of the most frequently asked questions from last week's post (see Major market top ahead: My inner investor turns cautious) was my downside objective ...
  • Two gifts from the market gods
    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 ...
  • Traders: Market stalling, but buy the dip
    Mid-week market update: My inner trader remains constructive in his bullish view for stocks, but the recent advance appears to have gotten ahead of itself. ...
  • A bullish setup for gold
    As the stock market enters the late stages of its bull run (see my last post Market top ahead? My inner investor turns cautious), ...
  • Has The Bear Arrived?
    I initiated defensive action in client accounts today with a small purchase. You can read about the trade and my reasoning as to why I ...
  • Latest posts at TheMaven
    I’ve had a lot going on lately. I have resigned from AdvisorShares (I will have more on that soon) but have still been doing a ...
  • Final Random Thoughts
    I have resigned from AdvisorShares effective April 30th. This is my last regular blog post at Alpha Baskets, although I will be writing one more ...
  • Markets Don’t Close 4/20 On A High
    The weekly Market Update is posted at Alpha Baskets and includes the following; Barron’s devoted a lot of pixels to the latest goings on with ...
  • When Knowing What Will Happen Isn’t Enough
    My latest post at Alpha Baskets is up and includes the following; As I write this post on Monday afternoon Bitcoin is just under $6800. ...
  • Lies, Damned Lies, And Heuristics
    Ladies and Gentlemen, You are financing the greatest heist in American history. Of epic proportions. Currently, $8.6 trillion dollars is sitting in the top 5 ...
  • Vacation Arbitrage: Airbnb Diary
    #lifeHack
  • Fridays
    Originally published June 24, 2011   It’s 6:30am. Today is the day. Your broker is moving to a new firm. Maybe they told you. Probably ...
  • The Asset Of Gratitude
    “Gratitude is not only the greatest of virtues, but the parent of all others.” -Cicero The more I learn about sustaining happiness in my own ...
  • Spotify Saturday: Stay Up
    “Music gives a soul to the universe, wings to the mind, flight to the imagination and life to everything.” ― Plato // I hope you ...
  • Near-Term Shift to Low Vol
    Here’s an intra-day chart of the past few days. The gold line is the S&P 500 Low Vol ETF and the black line is the ...
  • Good Retail Sales for July
    This morning, we got a decent retail sales report. For July, retail sales rose by 0.5%. Expectations were for up 0.1%. The data for June ...
  • Morning News: August 15, 2018
    How to Solve a Problem Like Elon? MoviePass Has Less Than Three Months Left Before It Runs Out of Cash — And Its Latest Changes ...
  • Morning News: August 14, 2018
    China-U.S. Trade Spat Is Just a Start to the Economic Cold War Brazil’s Farmers Dump Sugar for Soy as Trade War Boosts Chinese Demand Turkey’s ...
  • Zacks on Becton, Dickinson
    From Zacks: What’s Favoring BD? BD is focused on overseas expansion, in particular, emerging markets. In the recently reported third quarter of fiscal 2018, BD ...
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  • Minimum Viable Economy
    One of my favorite things about the cryptocurrency / blockchain space is that our conception of “what it all means” is still very much in ...
  • The path to decentralization: self-destructing companies
    In June, the SEC gave some of its most concrete guidance to date that cryptoassets can start out as centralized projects, possibly initially sold under ...
  • Trust and fairness
    I was at an event last night, where the moderator, Preeti Varathan from QZ observed that there seemed to be a lot of cynicism in ...
  • Compound interest goes in both directions
    There is no shortage of writing and punditry about the power of compound interest. As usual Naval has a pithy tweet about it: Play iterated ...
  • just_work = true
    One of my former colleagues, Rob Marianski, and I used to have a running joke — we would be building and debugging something, and he’d ...
  • Baku bleg
    What should I see and where should I eat?  I will be there soon, and any assistance or advice you can offer is much appreciated, ...
  • Sunday assorted links
    1. “Police in Germany rescue man being chased by baby squirrel.” 2. At the Iowa State Fair you can get 82 items on a stick. ...
  • 10 Things I Learned: Tyler Cowen
    That is a short interview with me from Northern Virginia magazine, here is one excerpt: When did you feel you had “made it”? Jan. 21, ...
  • *Prohibition: A Concise History*
    That is a new and truly excellent book by W.J. Rorabaugh.  It is a perfect 116 pp. of text and a model for what many ...
  • Saturday assorted links
    1. The spatial ability of a population in a given country is correlated with economic wealth. 2. “The most famous work of Scandinavian Noir is ...
  • The Best of the Aleph Blog, Part 35
    ==================== In my view, these were my best posts written between August 2015 and October 2015: Learning from the Past, Part 6 [Hopefully Final, But ...
  • The Best of the Aleph Blog, Part 34
    ========================= In my view, these were my best posts written between May 2015 and July 2015: Learning from the Past, Part 5b [Institutional Stock Version] ...
  • The Pips are Squeaking
    Photo Credit: sid================= This should be a short post.  I just want to note the degree of stress that many emerging market countries are under.  ...
  • Thoughts on Bank Debt
      I have long said that until an asset class goes through a “failure cycle,” risk-based pricing will be weak toward the assets in question.  ...
  • Why I Watch the Thirty
    ============= I like long bonds.  I am not saying that I like them as an investment.  I like them because they tell me about the ...
  • So long, farewell
    IT IS an enormous privilege, and responsibility, to write for The Economist and capture a small sliver of readers’ attention. All told, there have been ...
  • The flaws of finance
    BUSINESS school graduates do not all want to work in investment banking these days. The industry does not have the same kind of cachet it ...
  • Hope I save before I get old
    IF YOU reach the age of 65 in the OECD, you can expect to live for another 19 years or so (more if you ...
  • The best books on finance and economics
    THE late Hans Rosling is best known for his Ted talks (here is one on the wonders of the washing machine). Sadly he died last ...
  • Six precepts every investor should remember
    SIR ELTON JOHN has a three-year farewell tour planned. This columnist has only a few weeks to go, before heading off to a new Economist ...
  • Investigating The Crypto Cheaters
      The US Justice Department has just launched an investigation into the manipulation of cryptocurrency prices.  According to Bloomberg : "The illicit tactics that the Justice Department is looking ...
  • Themis Trading Announces New Head of Sales
      Themis Trading is excited to welcome Tyler Platte as our new Head of Sales . Tyler has been a buyside trader nearly his entire career in ...
  • NYSE – The Great Fragmenter
      When we first heard the news of the recent collapse of the acquisition of the Chicago Stock Exchange by a Chinese-led investor group, we ...
  • The Return of Haim Bodek
      Do you remember Haim Bodek?  We first wrote about Haim back in October 2012 in a post titled "Who is Haim Bodek?".  Haim was the ...
  • NYSE Fined Again By The SEC
      NYSE was fined $14 million yesterday by the SEC for five serious violations.  This note will focus on the fifth violation since we think it ...
  • June 3, 2018
    The market gave investors a bit of the bucking bronco act over the past two days, selling off on higher volume Thursday before rebounding sharply ...
  • May 30, 2018
    The futures were jacking higher Monday evening on news that the U.S.-North Korea summit was back on, and were near their highs when I posted ...
  • May 27, 2018
    After a bullish recovery on Wednesday following the release of the latest Fed meeting minutes, the major indexes are all back to the top of ...
  • May 23, 2018
    My Sunday video report made the point that the market and many leading stocks were starting to look somewhat late-stage. By Sunday afternoon, however, futures ...
  • May 21, 2018
    The following was written Sunday, May 20. Stocks give a good account of themselves overall as participants contend with a rising-rate environment. Leadership has been ...
  • Replay: Talking About the Economy and Stock Market
    Last week I stopped in at KTVI Fox 2 St. Louis to share some thoughts on the economy and stock market. Click the image below ...
  • Is Your Advisor a Fiduciary?
    The word fiduciary is all over the financial community. In fact, some businesses throw the word around so much it almost starts to lose its ...
  • How Markets Work
    People tend to respect the power of supply and demand in markets in their everyday life, but that respect seems to break down when it ...
  • Investopedia Top 100 Financial Advisors
    It is such an honor to be included among Investopedia's 100 Most Influential Advisors.  The post Investopedia Top 100 Financial Advisors appeared first on ...
  • What You Need to Know About Estate Planning
    Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one of the most important pieces of anyone’s ...
  • Oh, What a Stupid Trade War
    Paul Krugman: Oh, What a Stupid Trade War (Very Slightly Wonkish), by Paul Krugman, NY Times: So, the trade war is on. And what a ...
  • Links
    Trump’s Manchurian Trade Policy - Paul Krugman Trump is enabling a predatory economy - Helaine Olen Is GDP Overstating Economic Activity? - FRBSF Interview of ...
  • Is GDP Overstating Economic Activity?
    From an Economic Letter at the FRBSF: Is GDP Overstating Economic Activity?, by Zheng Liu, Mark M. Spiegel, and Eric B. Tallman: Two common measures ...
  • Links
    Trump’s Manchurian Trade Policy - Paul Krugman Actually, the U.S. Can Afford Welfare - Justin Fox The Economics of Disintegration of the Greenland Ice Sheet ...
  • Does Economics Matter?
    Chris Dillow: Does economics matter?: Does economics matter? I ask because I suspect I would understand political debate better if I realized that it doesn’t. ...
  • Talking to Mr. Money Mustache about the US Digital Service
    Last week, I passed my one year anniversary as head of the US Digital Service (USDS). So when Mr. Money Mustache asked for an interview, ...
  • Staying with the US Digital Service
    A few months ago, I took a leave of absence from Google to do a stint with the US Digital Service. A lot of people ...
  • A brief update
    Over the last couple years, I’ve seen more and more people in technology trying to make government work better. They’re idealists who are also making ...
  • Thanks, Amit
    Amit Singhal just announced that he’s retiring toward the end of the month. Amit has been a formative part of Google’s search team, but he’s ...
  • Solving a Verizon issue (Nexus 5X)
    I solved a problem today and figured that I’d document it for the rest of the world. Every time someone left me a voicemail on ...
  • 2017 In Review
    (Since it’s the most pressing and biggest topic right now, I’m going to flip the script and start with updates on taxes and legislation out ...
  • Lower future returns: What’s an investor to do?
    Corey Hoffstein over at Newfound Research put up a great presentation on how investors should respond to lower expected returns in the future. First I’ll ...
  • Tiny Steps
    I have a bit of an obsession lately with the idea of incremental change and its cousin, compounding. It started about a year ago with ...
  • Insurance Premiums for a Nonexistent Death Benefit
    It’s late 2017, and we’ve been riding a pretty stellar bull market in (at least) US stocks for over 8 years. Markets are up, and ...
  • 19 Questions
    Jason Zweig recently wrote a piece titled “The 19 Questions to Ask Your Financial Advisor.”  I love Jason’s stuff and who doesn’t like lists?  So ...
  • How to Dodge the Debt Train
    Standing in front of a speeding train is rarely a good idea, but most investors are doing it right now. They survive only because the ...
  • The Debt Train Will Crash
    We are approaching the end of the debt Train Wreck series. I’ve spent several weeks explaining why I think excessive debt is dragging the world ...
  • An American Story
    I hope everyone had a happy Fourth of July, whether it was a holiday for you or not. The United States’ birth as an independent ...
  • Unfunded Promises
    In describing the global debt train wreck these last few weeks, I’ve discovered a common problem. Many of us define “debt” way too narrowly.
  • EUROPE HAS TRAIN WRECKS, TOO
    Italian dictator Benito Mussolini at least made the trains run on time, according to legend. But other sources say the nation’s railway system remained horrible ...
  • slings and arrows
    Failure seems to be all the rage these days, but how well do organizations embrace the learning that can come from making mistakes and avoid ...
  • compounding knowledge
    Competitive advantage for an organization stems from the alignment of resources within a structure and culture that are designed to produce results. The "how" ...
  • the culture factor
    How do you go about understanding the hidden but important aspects of an organization? Here's a simple place to start.
  • a cycle called yourself
    As a long trip together ends, it's time to get more personal and think about the lessons learned from the ups and downs along the ...
  • analysis itself
    Diagrams of investment process invariably illustrate the functional elements and steps of decision making. But what lies deeper within?
  • Overjoyed
    In spite of a rather wide audience – -and particularly in spite of my role as a professional polemicist – – I get very, very ...
  • A Good Option?
    As a change of pace, here’s a long idea – – CBOE seems to have been battered down to an important supporting trendline.The post
  • Ctrip International
    This content is only available to Slope+ users.The post Ctrip International appeared first on Slope of Hope.
  • Gold Blows
    It’s not like I was quiet about it………gold and silver broke their trendlines weeks ago, and the entire sector is a total train wreck. Do ...
  • Timgarry Tim Ross
    My PLUS (AKA Slope GOLD) post for subscribers last week, on the 7th, must have been the timeliest of the year. Emerging markets have been ...
  • Agtech Investment and the Future of Food
    Finistere Ventures, a venture capital firm that describes itself as in the business of helping “ambitious founders transform food and agriculture,” has teamed up with ...
  • Liquidity: The Taxi-onomy of Supply and Demand 
    By Bill Kelly, CEO, CAIA Association The CAIA Association has partnered with AIMA to develop a series of educational papers designed to equip trustees and other fiduciaries with the proper ...
  • Central banks: Hedge fund friend or foe?
    Are central bankers friends or foes of hedge funds and other seekers of alpha? In particular, what is the answer to this friend-or-foe question for ...
  • Hedge Funds Arms Race for Alpha
    By Don Steinbrugge It is no secret that the vast majority of investors, including hedge funds managers, have underperformed market indices over time. However, some ...
  • New SEC Commissioner Dissents on a Bitcoin ETF
    The U.S. Securities and Exchange Commission recently (on July 26) disapproved of proposed rules changes that would have greenlit listing of the Winklevoss Bitcoin Trust ...
  • Company Notes Digest 11.17.17
    Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some ...
  • Company Notes Digest 11.10.17
    Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some ...
  • Company Notes Digest 11.3.17
    Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some ...
  • Company Notes Digest 10.27.17
    Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some ...
  • Company Notes Digest 10.20.17
    Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some ...
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  • Links
    "Competency is a relative concept.... What I needed to get ahead was to compete against idiots, and luckily there’s a large supply." --Charlie ...
  • Links
    "I’ve always said that the way to get a reputation for being a good businessman is to buy a good business.... It’s much ...
  • Yuval Harari - The Challenges of The 21st Century
    Link to video..........Related book: 21 Lessons for the 21st Century
  • Links
    The Leader of the Future: Why Sergio Marchionne Fit the Profile ($) (LINK)John Morgan: Operating With An Ace Up His Sleeve (
  • Links
    The Dangers of Persistence - by Vishal Khandelwal (LINK)The above reminded me of a Kahneman quote worth frequently thinking about:"When ...
  • The Worst Advice I Ever Got
    My first job out of college was working in a sales role at an insurance company. They liked to think they were doing holistic wealth ...
  • Animal Spirits- Wave Pools and Market Inefficiencies
    On today’s show, Ben and I speak about how career risk creates inefficiencies in the market, signs of froth, the Vanguard of alternatives, and ETF price ...
  • These Are the Goods
    Articles Saving is passive, prioritizing is active. By Mike Dariano The process for producing legal filings runs like an assembly line for making widgets. By ...
  • Chart Crimes
    Stretching a linear axis vertically to prove a point. Don’t do this. Some things should be shown as a level, not a percent change. The ...
  • These Are the Goods
    Articles An accelerating number of Americans are now recipients of independent advice and are talking to their friends about it By Shirl Penney  The look ...
  • ‘It’s Time To Call Bullshit’
    Bullshit Mark Baum: It’s time to call bullshit. Vinnie Daniel: Bullshit on what? Mark Baum: Every fucking thing. -The Big Short There may be no ...
  • An Old-Fashioned Income Play
    Earnings season is over so the blackout window has closed and insiders are once again allowed to trade. One company that has had some interesting ...
  • A Plethora Of Short-Term Sell Signals
    In addition to the daily DeMark Sequential sell signal triggered in SPY recently, we also now have sell signals triggered in all of the other ...
  • ‘No Skid Marks’
    Oh, The Irony! There’s a classic story on Wall Street that seems to repeat time and time again. It’s the story of a brilliant academician ...
  • A Recipe For Mean Reversion
    We now have a number of DeMark Sequential sell signals for the S&P 500 ETF (SPY) lining up across almost every major time frame. The ...
  • Feel the Lift?
    The global expansion continues to gather steam and slowly, but surely, it is making its way through to supply and prices.
  • Dividend is Easy to Find. Yield is Not.
    An exhaustive search of “Dividend” funds leads to an interesting discovery and one that not every fund manager would want you to know.
  • Exclusive Q&A with Tom Clarke of William Blair – Part 1
    In this exclusive interview with Tom Clarke, partner and co-portfolio manager of the William Blair Macro Allocation Fund, we discuss a range of topics including ...
  • Riding Investment Waves For Risk Averse Investors
    Bill Hortz of the Institute for Innovation Development recently sat down with Dan Darchuck, Co-Founder and CEO of Topturn Capital, an independent financial advisory firm, ...
  • The Case for Global Multi-Assets
    Brian Singer, head of William Blair’s Dynamic Allocation Strategies team, discusses the case for global multi-assets in today’s environment, why the team’s approach to global ...

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