Financial News Aggregator

  • Daimler Sells Stake in Tesla
    In an announcement released after U.S. markets closed on Tuesday, Daimler AG, Germany-based maker of Mercedes-Benz and Daimler cars and trucks and smart cars, said ...
  • Broadcom Earnings and Guidance Set An Example
    Broadcom Corp. (NASDAQ: BRCM) reported its third-quarter earnings after the market closed Tuesday as $0.91 in earnings per share and $2.26 billion in revenue against ...
  • Yahoo! Earnings Get a Boost from Mobile
    Yahoo! Inc. (NASDAQ: YHOO) reported fiscal third quarter 2014 results after markets closed Tuesday afternoon. The Internet portal company reported quarterly adjusted diluted earnings per ...
  • Michigan Governor Outlaws Tesla Sales
    In a move that was expected by everybody, Governor Rick Snyder of Michigan Tuesday signed legislation banning Tesla Motors Inc. (NASDAQ: TSLA) from selling directly ...
  • The Plan to Drive Amgen Shares Up Over 70%
    Amgen Inc. (NASDAQ: AMGN) used to be the king of biotech by size. That was then, and now is the time for a break-up or ...
  • The 52-Week Low Club for Tuesday
    October 21, 2014: Here are four stocks among the 31 equities making new 52-week lows today. ARM Holdings plc (NASDAQ: ARMH) dropped about 9.2% today ...
  • Is This Obama's Watergate?
    To avoid a storm over the IRS-Tea Party scandal, no successor to former Attorney General Holder will be proposed until after elections.
  • The Bull Will Be Back
    America’s money managers say stocks will resume their climb after a short but needed time out, according to our latest Big Money Poll.
  • Stocks Slide on Indiscriminate Selling
    Investors fell into a herd mentality last week, sending stocks on a wild ride. But in all that selling, some good stocks got cheaper. Take ...
  • The Lessons of This Stock Market Selloff
    Investors can’t pretend the signs of a pullback weren’t staring them in the face for months.
  • Jana Buys $77 Million More of Walgreen Stock
    Jana Buys $77 Million More of Walgreen StockThe purchase this week lifts the investment firm’s stake in the drugstore chain to 1.4% from ...
  • Schlumberger Is Cheap
    The battered shares of the oil-services giant popped on a good earnings report. Here’s why they have further to climb, despite an energy glut.
  • Coke Promises Cost Cuts as Profit Falls
    Coca-Cola Co. continues to flail as soda consumption declines in the U.S., China, Brazil and elsewhere. Third-quarter profit fell 14%, volume targets were missed, and ...
  • Michigan Governor Signs Anti-Tesla Bill
    Michigan Gov. Rick Snyder signed a measure Tuesday that blocks Tesla Motors Inc. from selling cars directly to consumers in the state, siding with auto ...
  • Dish Network Dumps CNN
    Satellite TV provider Dish Network Corp. is no longer carrying several channels owned by Turner Broadcasting, including CNN and Cartoon Network, after the companies failed ...
  • McDonald's Earnings Plunge 30%
    McDonald’s vowed to make fundamental changes to its business after reporting a worse-than-expected 30% drop in quarterly profit driven by problems in nearly every major ...
  • Apple's iCloud Is Under Attack in China
    Apple’s iCloud service for users in mainland China has been hit by an attack that could allow perpetrators to intercept and see usernames, passwords and ...
  • Total to Select New CEO on Wednesday
    Total is expected Wednesday to name a successor to CEO Christophe de Margerie, who died in a Moscow plane crash. Mr. de Margerie moved the ...
  • AAPL: Approaching Key Supply – A Line In The Sand at $104.00
    As most of our long time followers know, at Dorsey Wright we are interested in keeping our analysis as simple as possible when making investment ...
  • Dorsey Wright Separately Managed Accounts
    Our Systematic Relative Strength portfolios are available as separately managed accounts at a large and growing number of firms. Wells Fargo Advisors (Global Macro available on ...
  • Weekly RS Recap
    The table below shows the performance of a universe of mid and large cap U.S. equities, broken down by relative strength decile and quartile and ...
  • Unconstrained Fixed Income
    “Why do we own bonds?” Investor in 2013 “Why don’t we own more bonds?” Same investors, now The sharp equity market declines in recent weeks ...
  • High RS Diffusion Index
    The chart below measures the percentage of high relative strength stocks that are trading above their 50-day moving average (universe of mid and large cap ...
  • Tuesday links: gimmicky guidance
    Quote of the day Herb Greenberg, “I have no idea why companies give short-term guidance, let alone long-term guidance — let alone five-year forward guidance.”  ...
  • Monday links: global market turbulence
    Markets What is global market turbulence telling us?  (Gavyn Davies) Signs of an oversold stock market.  (The Short Side of Long) On the high yield-emerging ...
  • Top clicks this week on Abnormal Returns
    Thanks for checking in with us this weekend. Here are the most clicked on items on Abnormal Returns for the week ended Saturday, October 18th, ...
  • Saturday links: the halo effect
    The weekend is a great time to catch up on some posts that were either too long or simply didn’t fit in during the week. ...
  • Friday links: all the tools you need
    This is an early edition of the linkfest. We will catch back up this weekend. Enjoy. Quote of the day Ben Carlson, “You can’t simply ...
  • The VIX Rallies and Crashes
    In two weeks, the Volatility Index rallied from the mid-teens to the low-thirties — and back down again to the mid-teens.
  • Competition and Monopolies
    Last month, Peter Thiel wrote a provocatively titled op-ed for the Wall Street Journal, “Competition is for Losers.” In it, Thiel says that textbooks are ...
  • S&P 500 Breaks Above 200-DMA
    The S&P 500 is now back above its 200-DMA, though still short of its 50-DMA. This doesn’t necessarily mean the storm has passed, but the ...
  • The Bounce Back
    The S&P 500 is up to 1,927 this morning. The index has gained more than 100 points since last Wednesday. It’s interesting that the market ...
  • Q3 Earnings Season Calendar
    We’re now in third quarter earnings season. Sixteen of our 20 Buy List stocks have quarters that ended in September. Here’s a list of the ...
  • 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 ...
  • Sea Change
    You don’t need a weatherman To know which way the wind blows. – Bob Dylan, “Subterranean Homesick Blues,” 1965 Full fathom five thy father lies. Of his bones are ...
  • The world’s greatest stock picker? Bet you sold Apple and Google a long time ago.
    My good friend Barry Ritholtz, famous for launching The Big Picture blog (and since graduating to being a regular Bloomberg columnist as well as writing ...
  • The Wayback Machine Birthday Tour
    “That men do not learn very much from the lessons of history is the most important of all the lessons that history has to teach.” – ...
  • Asset allocation reflects risk appetite
    Despite ongoing volatility, investors continue to remain overweight on equities and increasingly positive on commodities and real estate, while government bonds continue to be out ...
  • Central bankers need to learn respect
    For a chance at economic recovery, Europe’s central bankers must learn to respect money markets like their US and UK counterparts, says Rowan Dartington Signature’s ...
  • China focuses on quality as growth slows
    Craig Botham, Emerging Markets Economist at Schroders, comments on China’s Q3 GDP figures and economic outlook: “Chinese GDP expanded 7.3% year on year in the third ...
  • Neuberger Berman launches three funds in Italy
    Neuberger Berman has made three funds available on Skandia Vita platform in Italy, reportedly used by 25 networks of local financial advisers, 15 local banks ...
  • German monthly funds inflows hit €8.5bn
    The German fund industry has seen inflows of €8.5bn, including €5bn to the institutional side in August, according to the latest data provided by the ...
  • 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 ...
  • Credit - Wall of Voodoo
    "It is enough that the people know there was an election. The people who cast the votes decide nothing. The ...
  • Single Best New Site For Investors
    I am super happy to announce that Research Affiliates has build out a pretty killer new capital market forecast site, complete with CAPE updates! Enjoy! ...
  • Omaha, Process, & Skin in the Game
    Every time Peyton Manning steps up to the line of scrimmage he is prepared to audible.  He has spent thousands of hours of film study ...
  • A New Medium
    I have spent more and more time listening to podcasts. They are the perfect medium for chats on investing – really the exact opposite of ...
  • Notes from Bhutan
    I’ve been spending a few days in Bhutan with my Mom (photo below), and it’s been a truly special trip.  I’ve had a little time ...
  • I’m Hiring!
    If you are an A+ candidate, incredibly sharp, gritty, and super hungry, come join us!  We are looking for: National Director of ETF Sales Internal/External ...
  • Curiosity killed the copycat
    CAN active managers outperform? Clearly, the answer, on occasion, is yes. But can they be relied upon to do so? That is a much ...
  • A blessing in disguise?
    WHEN Winston Churchill, having led Britain to victory in the second world war, was defeated in the 1945 ...
  • Deflation fears or toddler tantrum?
    MAY you live in interesting times. The old curse seems apposite today, as markets get lively again. As I write (and things can change rapidly) ...
  • Is there a limit to revenue-raising?
    THERE has been a lot of debate about austerity in recent years and about the long-term viability of developed government finances, given their aging populations. ...
  • Through a glass, weakly
    FINALLY the penny (or should it be the pfennig) is dropping. The global economy isn't really doing that well. Your blogger has been banging ...
  • 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 ...
  • Egon von Greyerz
    Egon von Greyerz (EvG): Founder and Managing Partner of Matterhorn Asset Management AG & GoldSwitzerland - EvG forecasted the current economic problems over 10 years ...
  • Dr. Paul Craig Roberts
    Dr. Paul Craig Roberts - Former US Treasury Official, Co-Founder of Reaganomics, Economist & Acclaimed Author - Dr. Paul Craig Roberts is an American economist, ...
  • Gerald Celente
    Gerald Celente: Founder & Director of the Trends Research Institute - Gerald has had a long track record of making some of the most controversial, ...
  • 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 ...
  • Initial Guidance | 21 October 2014
    ● China’s growth slowest since global crisis, annual target at risk | Reuters China grew at its slowest pace since the global financial crisis in ...
  • US Economic Profile | 20 October 2014
    Economic worries for the global economy are again taking a toll on sentiment these days, but the US macro trend shows few signs of stress, ...
  • Initial Guidance | 20 October 2014
    ● World stocks advance on strong data, earnings | Reuters Global stocks climbed on Monday, with strong U.S. data and encouraging third-quarter earnings easing concerns ...
  • Book Bits | 18 October 2014
    ● Forging Capitalism: Rogues, Swindlers, Frauds, and the Rise of Modern Finance by Ian Klaus Summary via publisher (Yale University Press) Vice is endemic to ...
  • Housing Construction Increases In September
    Housing starts rose 6.3% last month, primarily due to construction of multi-family units, according to this morning’s update from the US Census Bureau. The single-family ...
  • Night Owl Open Forum
    For you night owls out there, feel free to drop me any market/trading-related topics you would like me to cover in a weekend video. In ...
  • Late Night Strategy for Tuesday
    After a few days of bouncing, I have my eye on the mega cap semiconductor Intel as a short setup into Tuesday. On the daily ...
  • Monday Night Charts
    Here’s a look at Monday’s high volume hybrid movers inside The PPT, over 200+ names. For those that feel like doing a little bit of chart ...
  • EMERGENCY ASSHAT AWARD: COLLIN GILLIS
    This man, this reprobate of a human being, had the audacity to speak on the Fast Money today and compare Apple to Blackberry. Yes, gents, ...
  • Stock #Market Recap 10/20/14 {Video}
    If you enjoy my blog posts and videos, then I would encourage you to please click on this 12631 hyperlink for more details about joining our ...
  • STTG Market Recap October 20, 2014
    Monday's action in the indexes is more typical of how a bull market rally behaves; early selling is met with a rush of buyers. ...
  • STTG Market Recap October 17, 2014
    Indexes gapped up Friday and held steady most of the day as yesterday's jawboning by the Federal Reserve continued forward a day as investors hoped ...
  • STTG Market Recap October 16, 2014
    Indexes dipped at the open once again but stabilized as the day went by on jawboning from the Fed. That said, it was more ...
  • STTG Market Recap October 15, 2014
    We mentioned a couple of troubling items in yesterday's recap - first the nature of yesterday's bounce was feeble and second the spike down in ...
  • STTG Market Recap October 14, 2014
    We saw a bounce today in the indexes but considering how oversold the market is, it was not a very impressive one. The S&P ...
  • 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 ...
  • Links for 10-21-14
    Will Americans ever vote for a far-reaching wealth tax? - Roger Farmer How big should central bank balance sheets be? - Cecchetti & Schoenholtz Enhancing ...
  • ''State 'Income Migration' Claims Are Deeply Flawed''
    Differences in income taxe ratess across states have little impact on migration: State “Income Migration” Claims Are Deeply Flawed, by Michael Mazerov, CBPP: Some proponents ...
  • Paul Krugman: Amazon’s Monopsony Is Not O.K.
    I've been harping on the lack of concern about market power since I began blogging almost 10 years ago. Nobody much listened or cared -- ...
  • Links for 10-20-14
    A Q&A With San Francisco Fed’s John Williams - WSJ Volatility Unlikely to Alter Fed’s Policy Course - NYTimes.com Keynes’ asset management: King’s College, 1921–1946 ...
  • 'When a Stock Market Theory Is Contagious'
    Robert Shiller's narrative: When a Stock Market Theory Is Contagious: Since Sept. 18, the stock market has fallen more than 6 percent. An abrupt decline ...
  • Thou Shalt Not Hit Send in Anger
    Recovery from a snippy email is possible, experts say, but prepare to grovel. Set rules for yourself so next time you can calm down, think, ...
  • IPhone 6 Recharges Apple's Growth
    Apple said its quarterly profit rose 13%, and it predicted record holiday sales, as strong demand for its new larger-screen iPhones helped to overcome sluggish ...
  • Virtual Reality Therapy Shows New Benefits
    A treatment for war veterans with PTSD now also helps sexual-assault and car-crash survivors. The videogame-like technique forces people to confront hard emotions.
  • IBM Faces Another Overhaul
    IBM, two decades after successfully shifting its emphasis to software and computer services from hardware, is showing signs of needing another overhaul.
  • British Chip Designer's Profit Swings Higher
    ARM Holdings has reported a 34% rise in third-quarter profit, saying it saw strength in demand for high-tech chips for mobile phones and a pickup ...
  • Gold: Its History and Recent Trends
    During festivals such as Diwali, the demand for gold in India increases because it is considered auspicious.  Traditionally, people invested in physical gold bars, coins ...
  • A Lesson in Last Week’s Turmoil
    The market action in US stocks and Treasuries last week, especially on Wednesday, may be an experience that many investors would like to forget.  On ...
  • REITs – A Mature Asset Class in the U.S. and Growing Interest Globally
    Over the past two decades, real estate investment trusts (REITs) have emerged as a popular and efficient way for investors of all stripes to access ...
  • Colombia — Innovation in Indexing
    If the world were a simpler place, we would have one index per market. However, this is far from the case. Markets have multiple indices, ...
  • A Quick Look at SPIVA India
    The SPIVA India Scorecard reports on the performance of actively managed Indian mutual funds versus that of their benchmarks, showing equal-weighted peer averages.  The mid-year ...
  • America is Becoming Less Religious
    No matter how you slice it, the U.S. population is still mostly Christian, and mostly Protestant. But a certain sector of the religious landscape has ...
  • Stepping off the Golden Gate Bridge
    On a ledge high above the San Francisco Bay, Kevin Berthia prepared to jump to his death. Then he heard a voice.
  • Mechanical Turk: The New Face of Behavioral Science?
    Mechanical Turk lets you pay people small amounts to complete "microtasks". Now, academics are using it to make their research faster, cheaper and -- arguably ...
  • When Coonskin Caps Were Cool
    In the 1950s, raccoon hats were "bigger than anything, ever, including The Beatles and Elvis." How'd they get from the heads of early settlers to ...
  • The Case for Cheap Weddings
    A study shows why expensive weddings aren't all they're cracked up to be -- spend too much and you might just ruin your marriage!
  • 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 ...
  • October Macro Update: Growth With Falling Inflation
    In May we started a recurring monthly review of all the main economic data (prior posts are here). At the time, the consensus view was ...
  • 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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  • Asset allocation reflects risk appetite
    Despite ongoing volatility, investors continue to remain overweight on equities and increasingly positive on commodities and real estate, while government bonds continue to be out ...
  • Central bankers need to learn respect
    For a chance at economic recovery, Europe’s central bankers must learn to respect money markets like their US and UK counterparts, says Rowan Dartington Signature’s ...
  • China focuses on quality as growth slows
    Craig Botham, Emerging Markets Economist at Schroders, comments on China’s Q3 GDP figures and economic outlook: “Chinese GDP expanded 7.3% year on year in the third ...
  • Neuberger Berman launches three funds in Italy
    Neuberger Berman has made three funds available on Skandia Vita platform in Italy, reportedly used by 25 networks of local financial advisers, 15 local banks ...
  • German monthly funds inflows hit €8.5bn
    The German fund industry has seen inflows of €8.5bn, including €5bn to the institutional side in August, according to the latest data provided by the ...
  • 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 ...
  • October 15, 2014
    The market finally came unglued this week as the NASDAQ Composite Index plunged further below its 200-day moving average to test the area of congestion ...
  • October 12, 2014
      “I neither have nor adhere to an inflexible system. I modify my terms and conditions according to circumstances.” – Jesse Livermore   Prior to ...
  • October 12, 2014
    Expect the unexpected. That has been one of my favorite watch-phrases in this environment of late 2014. While Wednesday’s furious upside undercut & rally move ...
  • A Hobbesian correction?
    So now that the dust has settled (if only for the time being), what are we to make of it all?  Is there another sting ...
  • A Fed poll
    Well, that was...exciting.  The long-awaited return of volatility has arrived with quite a fanfare (or is that a requiem?), with yesterday's whip-saw price action unlike ...
  • Fixed income gets medieval
    Although the equity guys get the headlines, given that that this month's Spooz Swoon has taken the index back to "barely up on the year" ...
  • What now?
    It's times like these that Macro Man really misses his Bloomberg account.  Not so much for the news- life without the "red headline" is just ...
  • J'A-QQQQ's
    Nasty price action all around recently, but particularly in the riskier spectrum- Europe and the Nasdaq.
  • Part 2: Short Term Inflection Point
    Chart 1: Volume spikes during intermediate low as retail investors panic  Source: Short Side of Long Volume has spiked on various ETFs, including one of the most ...
  • Global Macro Update
    Chart 1: The most volatile week since the Eurozone Crisis during 2011!  Source: Short Side of Long Very volatile week, so let us look at a basic ...
  • FT: Market Turmoil Explained
    The post FT: Market Turmoil Explained appeared first on Short Side of Long.
  • Federal Reserve Has The Market Addicted
    Chart 1: Federal Reserve has proven that we are now going to QE99…   Source: Internet / Unknown Well… somebody has to tell the truth once in ...
  • Short Term Inflection Point
    Chart 1: VIX tripled in the last few weeks & is extremely far from its mean  Source: Short Side of Long Huge price action last night ...
  • 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 ...
  • 3Q 2014 In Review
    In The Markets After months and months of market gains, risk is suddenly back on everyone’s mind.  During the third quarter, large cap US stocks ...
  • You can just save this for later
  • Pop Quiz Hot Shot: What’s the Line in the Sand?
    “Shoot the hostage.” – Keanu Reeves, Speed Speed is one of the definitive movies of the 1990s in my mind. Starring Keanu Reeves and Sandra ...
  • Why I Love the Stock Market
    “The thing that most affects the market is everything.” – James Playsted Wood While it’s never fun to lose money, the past couple of weeks ...
  • Trial by Fire
    “Anyone who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young. The greatest thing in life is to keep ...
  • Common Sense Thoughts on Stock Market Losses
    As they say, this drop in the market “feels” different. Stocks have been getting absolutely destroyed. So what’s an investor to do? Phil Pearlman made ...
  • Lessons From Dorsey Wright’s Thomas Dorsey
    “Investment philosophy is really about temperament, not raw intellect. In fact, proper temperament will beat high IQ all day.” – Michael Mauboussin Last week the Wall ...
  • 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. ...
  • Things to Watch For This Earnings Season
    The heart of earnings season will start to get underway this week.  This will be an interesting quarter as it comes against the background of ...
  • October 2014 Investor Letter
    Below is a letter that is written monthly for the benefit of Avondale Asset Management’s clients. It is reproduced here for informational purposes for the ...
  • Company Notes Digest 10.9.14
    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 ...

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