Financial News Aggregator and a little more!

  • Net worth and risk aversion
    Recent releases of estimates of households' balance sheet and financial burdens (as of June '19) reveal that net worth continues to rise at the same ...
  • Stall speed? No. Risk aversion? Yes
    Do a search for "economy stall speed" and for at least the past 8 years you will find no shortage of people periodically worrying that ...
  • Truck tonnage update: still looking good
    I've made a series of posts on this subject over the years, and they have apparently captured the interest of many readers, so here's another installment.
  • No housing market bubble
    The worst you can say about the US housing market is that home prices appear to be consolidating after   almost ...
  • 50 years of failed climate doomsday warnings
    I strongly recommend reading Mark Perry's recent blog post which documents how climate alarmists have repeatedly and disastrously failed to predict future eco-apocalypses. He ...
  • Financial Pilates
    NOTHING COMPARES to the human body when it comes to the combination of strength, flexibility and control. Build a strong core, and the possibilities are ...
  • Waiting Game
    HOW DO DEFERRED income annuities work and how do they fit into a retirement portfolio? I’m a fan of DIAs—sometimes also called longevity insurance—because of ...
  • Battling Time
    AS I GROW OLDER, I realize how important money and good health are. If we have sufficient income to pay our retirement expenses and if ...
  • It’ll Cost You
    IT’S IRONIC that we often shortchange retirement savings during the first half of our working lives, because that’s when we can buy future retirement dollars ...
  • Solo Effort
    SHORTLY AFTER I retired in March 2017, I was asked to consult on some projects. I knew it was going to be a more complex ...
  • The Myth of Income Stagnation, Again
    The key to a happy economic outlook and a continuation of the bull market in stocks is productivity ...
  • No Recession In Purchasing Managers Report
    One of my favorite songs is “We Didn’t Start the Fire” (1989), by Billy Joel, who is one year older than I am. The ...
  • As Germany Sinks, Draghi Promotes MMT
    Germany's Homegrown Problems. IHS Markit has released its flash estimates for September’s Purchasing Managers’ Indexes (PMIs) in the Eurozone along with those for France ...
  • US Bond Yields Made in Germany
    Another round of central bank easing is underway. So why are bond yields rising? The 10-year US Treasury bond yield rose from a ...
  • From FOMO to FONIR
    I visited with our accounts in Atlanta and Chattanooga recently. They seemed relatively calm. Most of them believe that the US economy can continue ...
  • 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 ...
  • Ag Exports to China, 2014-2019
    Source: United States Department of Agriculture     Wow, thats quite the hit taken by American farmers — post-harvest exports in October, November and December ...
  • 10 Friday AM Reads
    My end of week, Chicago-bound, morning plane reads: • Investors Get Path to Buy Into Major League Baseball Teams (Bloomberg) • A Eulogy for the ...
  • 2020 BMW M8 Coupe Competition
    The BMW 6 series is no more, and so the new flagship for the Bavarian automaker is the 8 series. I have suggested these are ...
  • Robert Cialdini Behavioral Summit 2018
    Dr. Robert Cialdini has long been recognized as a leading voice in the fields of persuasion, compliance, and negotiation. Daniel Pink is the author of ...
  • Taxi Medallion Owners Demand a Bailout
    New York Cabs Shouldn’t Get a Government Bailout The city can’t be in the business of offering do-overs for people who made bad investments. Bloomberg, ...
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  • 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. ...
  • The Heart: Lunch With Jim O’Shaugnessy
    When I first started writing here on I heart Wall Street, it was simply out of frustration. The title came to me serendipitously while talking ...
  • Net worth and risk aversion
    Recent releases of estimates of households' balance sheet and financial burdens (as of June '19) reveal that net worth continues to rise at the same ...
  • Stall speed? No. Risk aversion? Yes
    Do a search for "economy stall speed" and for at least the past 8 years you will find no shortage of people periodically worrying that ...
  • Truck tonnage update: still looking good
    I've made a series of posts on this subject over the years, and they have apparently captured the interest of many readers, so here's another installment.
  • No housing market bubble
    The worst you can say about the US housing market is that home prices appear to be consolidating after   almost ...
  • 50 years of failed climate doomsday warnings
    I strongly recommend reading Mark Perry's recent blog post which documents how climate alarmists have repeatedly and disastrously failed to predict future eco-apocalypses. He ...
  • Signature Bank Beat Estimates
    This morning, Signature Bank (SBNY) reported Q3 earnings of $2.75 per share. Net interest margin on a tax-equivalent basis was 2.68%. total deposits rose to ...
  • Q3 2019 Earnings Calendar
    Twenty of our 25 Buy List stocks are due to report their Q3 earnings over the next few weeks. Here’s a list of reporting dates, ...
  • Morning News: October 17, 2019
    EU and U.K. Reach Agreement to Put Brexit Within Boris Johnson’s Grasp China Says it Hopes to Reach Phased Trade Pact with U.S. as Soon ...
  • Vox Misleads on Share Buybacks
    There’s been a lot of criticism lately of share buybacks. Some politicians even want to ban them. I think there’s some confusion as to what ...
  • Eagle Bancorp Earned $1.08 per Share for Q4
    EagleBank announced quarterly net income of $36.5 million for the three months ended September 30, 2019, a 6% decrease from $38.9 million net income for ...
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  • Halloween 2018: Crab claws!
    Do you need something to cheer you up? You got it: I should explain this costume a little bit. At the US Digital Service, we ...
  • Some terrible personal news
    Cindy Cutts, my wife and best friend, passed away earlier this week. While I was traveling for work recently, Cindy went to visit her family ...
  • 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 ...
  • 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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  • Our Nuts Are in Danger
    Life would be so much easier if we didn’t have to worry about our financial futures. Though I suppose we don’t have to worry. Animals ...
  • Social Security Is Dying Because Baby Boomers Aren’t
    I’m filing this letter on the day I turn 70 which, among other things, means I start receiving Social Security benefits this month.
  • Quantum Economics
    I often say a writer is nothing without readers. I am blessed to have some of the world’s greatest. Your feedback never fails to inspire ...
  • That Time Keynes Had a Point
    “Practical men, who believe themselves to be quite exempt from any intellectual influence, are usually the slaves of some defunct economist. Madmen in authority, who ...
  • Black Hole Investing
    Scientists say the rules change in a cosmic “black hole” at what astrophysicists call the event horizon. How do they know that? Not by observation, ...
  • 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.
  • Animal Spirits: The Undies Indicator
    Michael & Ben discuss the streaming wars, the NBA-China kerfuffle, what a CFA means today and much more.... The post Animal Spirits: The Undies Indicator appeared ...
  • When Performance Leads Assets
    When performance causes outsized flows into and out of funds.... The post When Performance Leads Assets appeared first on A Wealth of Common Sense. Click ...
  • Re-Kindled: Malcolm Gladwell
    On this edition of Re-Kindled, we re-read Malcolm Gladwell’s first two books, Tipping Point and Blink. We discuss: Why is there so much backlash against Gladwell The ...
  • Terrible Business Plans, Wonderful Businesses
    Business plans that sound ridiculous until you realize how well they worked in real life.... The post Terrible Business Plans, Wonderful Businesses appeared first on A ...
  • Where Have all the Stock Market Wizards Gone?
    Why we're unlikely to see many new stock market wizards in the coming decades.... The post Where Have all the Stock Market Wizards Gone? appeared first ...

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