Financial News Aggregator and a little more!

  • Meaning is Expensive
    On the morning of January 20, 2015, Stephen Pasceri, a 55-year old accountant, called in sick to work and left his suburban home without saying ...
  • “I’m Joining a Cult!” (said nobody, ever)
    George Orwell famously defined the tribal mindset as extreme identification with one’s tribe, “placing it beyond good and evil and recognising no other duty than ...
  • Navigating Uncertain Rewards and Certain Risks
    Photo source: Gary Elliot, San Diego Union Tribune My latest Research magazine column is now available online. Here’s a taste. September 1, 2011, was a beautiful ...
  • Q3 2017 Market Monitor
  • The Relentless Now
    In philosophy, presentism is the idea only the present exists. More loosely, it refers to a narrow focus on the conditions of the moment. Philosophy ...
  • First Look: The Hyperledger Project
    This post First Look: The Hyperledger Project appeared first on Daily Reckoning. An innovation of this scale has billion-dollar disruptor written all ...
  • The Ultimate Tech Turnaround Blasts Off
    This post The Ultimate Tech Turnaround Blasts Off appeared first on Daily Reckoning. Put down your phone! Today Greg Guenthner scrutinizes a ...
  • Bill Gates’ Favorite Tax Trick…
    This post Bill Gates’ Favorite Tax Trick… appeared first on Daily Reckoning. The IRS doesn't want you to know it, but you ...
  • The Illusion of Growth
    This post The Illusion of Growth appeared first on Daily Reckoning. David Stockman shows you why you should disregard the latest economic ...
  • What the “Yield Curve” Predicts for the Economy
    This post What the “Yield Curve” Predicts for the Economy appeared first on Daily Reckoning. Two radically different projections for the economy ...
  • 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 ...
  • 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 ...
  • Shorting Junk
    Its time to say goodbye to this crazy rally in junk with people completely ignoring risk in favour of yield. It will comeback to bite. ...
  • One more Trumpet
    I think it is highly probable we will get one more rally before the markets take a serious breather. I am flat the market with ...
  • Episode 665: The Free Food Market
    A while back, the charity Feeding America was a mess. It was sending pickles to food banks that wanted produce, and potatoes to Idaho. So ...
  • Episode 806: Walmart's Pickle
    Walmart and Amazon are in a battle to be the store where you buy everything. But when both companies sell everything, what sets them apart? ...
  • Episode 805: War And Peace And Cows
    In South Sudan, there is a kind of money that works even through bank failures and unstable governments. But when war struck, it upended a ...
  • Episode 672: Bagging the Birkin
    Once you've got a Birkin bag, you've made it. But to get one, you need more than just money. Birkins always seem to be mysteriously ...
  • Episode 804: Your Cell Phone's A Snitch
    Timothy Carpenter stole cell phones. Then his phone sold him out to the Feds. Now the Supreme Court has to decide how private our cell ...
  • AAPL still looks good
    I've been a fan of Apple's ever since I bought the stock about 15 years ago. I've had a number of posts on Apple ...
  • The yield curve is not a red flag
    In the past week or so I've see more and more people worrying about the flattening of the Treasury yield curve. I've also seen breathless ...
  • Delaying tax cuts is ballooning the deficit
    Trust politicians to do the opposite of what they should do. The overriding problem that is keeping Congress from achieving true, growth-friendly tax reform is ...
  • Jobs growth is disappointing, but the tax plan is encouraging
    Monthly jobs data are by nature volatile, and they can be revised significantly for up to two years, so you can't give one or even ...
  • Key charts updated
    3rd Quarter GDP came in stronger than expected (3.0% vs 2.6%) and a bit stronger than the 2.2% growth rate of the current expansion, but ...
  • A Thanksgiving Prayer
    ADAM RORABAUGH LEFT THE SHORES of his German homeland at age 36, together with his wife Maria and five children, and landed in America in ...
  • Keeping It Private
    WHILE SITTING AT MY DESK a few months ago, I received a text message from Citibank notifying me of “suspicious activity” on my primary credit ...
  • All the Right Reasons
    WHAT’S A GOOD REASON to dial down your stock market exposure? A year after Donald Trump was elected president, many folks are still smarting from ...
  • This Year or Next?
    I RECEIVE MANY QUERIES about taxes. Most of the questions people send are pretty much the same: They want my advice on how to lose ...
  • Ten Financial Principles
    I RECENTLY LEARNED a new expression, TL;DR, which stands for “too long; didn’t read.” Twitter users and bloggers use it when they want to summarize ...
  • Happy Days for US Consumers
    We live in happy times. How can that be given all the unhappy happenings in DC these days? Apparently, we ...
  • Message to Buffett: Thanks a Million!
    Among the various stock market valuation gauges, Warren Buffett has said he favors the ratio of the value of all ...
  • Janet in Wonderland
    Borio vs Yellen. Last Wednesday, Fed Chair Yellen, in her press conference following the latest FOMC meeting, reminded me ...
  • Valuation Debate: Shiller vs. Goldilocks
    The valuation question has been hanging over the current bull market. Valuation ratios such as price/earnings, price/sales, and market capitalization/revenues ...
  • Another Seinfeld Episode for Stocks
    The panic-prone bull market in stocks since 2009 has been less panic-prone. The bull turned a bit anxious again last ...
  • Weekly Market Recap Nov 19, 2017
    Monday, Tuesday, and Friday saw the now usual "no volatility" days - while bears finally saw some action on Wednesday, bulls came right back Thursday ...
  • Weekly Market Recap Nov 12, 2017
    While it was the first losing week in 8 for the major averages, bulls should continue to be happy as such minor losses after significant ...
  • Weekly Market Recap Nov 05, 2017
    While there was some chop to this past week, the bulls remain in control as that chop right now would be seen as some form ...
  • Weekly Market Recap Oct 29, 2017
    As Jim Cramer would say, it's just another boo yah after boo yah for bulls. Earnings season continues and indexes continue to hit highs. ...
  • Weekly Market Recap Oct 22, 2017
    Another week of nearly no volatility... in what has historically been one of the month's most fraught with volatility. Four very small days of ...
  • Thanksgiving Recipes Googled in Every State
    Source: The Upshot The post Thanksgiving Recipes Googled in Every State appeared first on The Big Picture.
  • Experiential Retail
    Brick-and-mortar store closures could result in one billion square feet of empty retail space. From modern art installations to stores with nothing for sale, a ...
  • Stores Not Open Thanksgiving Day 2017
    Kudos to all o the following companies for not being jerks to their employees, and tempting their clients with nonsensical sales:   Source: The Black ...
  • 10 Thanksgiving Day Reads
    Its Turkey Day! Before the tryptophan kick in, enjoy our morning train reads: • Not Sure What to Be Grateful For? Try These Ideas (BloombergView) • The Emerging ...
  • Animal Spirits: AQR, IPOs & 447 Market Anomalies
    Mike and Ben chat about some of the latest news.         The post Animal Spirits: AQR, IPOs & 447 Market Anomalies ...
  • A New Conundrum in the Bond Market?
    When the Federal Reserve raises short-term interest rates, the rates on longer-term Treasuries are generally expected to rise. However, even though the Fed has raised ...
  • Stock Market Valuation and the Macroeconomy
    History suggests that extreme run-ups in the cyclically adjusted price-earnings ratio are a signal that the stock market may be overvalued. A simple regression model ...
  • The Perennial Problem of Predicting Potential
    Potential output—the maximum amount an economy can produce over the long run—is an important indicator policymakers use to gauge a country’s current economic health and ...
  • Missing Growth from Creative Destruction
    When products disappear from the market with no substitutes from the same manufacturer, they may have been replaced by cheaper or better products from a ...
  • Has the Wage Phillips Curve Gone Dormant?
    Although the labor market has steadily strengthened, wage growth has remained slow in recent years. This raises the question of whether the wage Phillips curve—the ...
  • On helping
    This is something which has largely been missed in the conversation about disaster relief generally and about cash transfers in particular: how you do it ...
  • The Protection Money Edition
    Slate Money on the sale of a da Vinci, the Consumer Financial Protection Bureau, and Zimbabwe.
  • Nota bene #10
    Notes on $450,312,500
  • Nota bene #9
    On giving big jobs to unexpected candidates
  • The Well-Endowed Edition
    Slate Money on Saudi Arabia, Wilbur Ross, and endowments.
  • AAPL still looks good
    I've been a fan of Apple's ever since I bought the stock about 15 years ago. I've had a number of posts on Apple ...
  • The yield curve is not a red flag
    In the past week or so I've see more and more people worrying about the flattening of the Treasury yield curve. I've also seen breathless ...
  • Delaying tax cuts is ballooning the deficit
    Trust politicians to do the opposite of what they should do. The overriding problem that is keeping Congress from achieving true, growth-friendly tax reform is ...
  • Jobs growth is disappointing, but the tax plan is encouraging
    Monthly jobs data are by nature volatile, and they can be revised significantly for up to two years, so you can't give one or even ...
  • Key charts updated
    3rd Quarter GDP came in stronger than expected (3.0% vs 2.6%) and a bit stronger than the 2.2% growth rate of the current expansion, but ...
  • A New Conundrum in the Bond Market?
    When the Federal Reserve raises short-term interest rates, the rates on longer-term Treasuries are generally expected to rise. However, even though the Fed has raised ...
  • Stock Market Valuation and the Macroeconomy
    History suggests that extreme run-ups in the cyclically adjusted price-earnings ratio are a signal that the stock market may be overvalued. A simple regression model ...
  • The Perennial Problem of Predicting Potential
    Potential output—the maximum amount an economy can produce over the long run—is an important indicator policymakers use to gauge a country’s current economic health and ...
  • Missing Growth from Creative Destruction
    When products disappear from the market with no substitutes from the same manufacturer, they may have been replaced by cheaper or better products from a ...
  • Has the Wage Phillips Curve Gone Dormant?
    Although the labor market has steadily strengthened, wage growth has remained slow in recent years. This raises the question of whether the wage Phillips curve—the ...
  • Proclamation of Thanksgiving
    By the President of the United States of America. A Proclamation. The year that is drawing towards its close, has been filled with the blessings ...
  • Morning News: November 23, 2017
    China War on Online Loans Makes Waves in New York Euro-Area Growth Accelerates on Path to Decade-Best Performance Britain to Hike Levy on Diesel Cars ...
  • Amazon’s Cloud Unit to Partner with Cerner
    Amazon’s cloud unit to partner with Cerner: Sources from CNBC. From CNBC: Amazon’s cloud business, in its march toward $20 billion in annual revenue, has ...
  • Axalta Confirms Acquisition Discussions with Nippon Paint
    Press release: “Axalta today confirmed that it is engaged in discussions with Nippon Paint regarding a potential acquisition of Axalta. Axalta will pursue such a ...
  • Morning News: November 22, 2017
    Oil Climbs to Two-Year High as Stockpiles Fall Before OPEC Meets NAFTA Talks Hit Wall as Mexico, Canada Push Back on U.S. Demands Fed Debate ...
  • Excellent Investing Video (Templeton, Buffett & Wilson)
    HAPPY THANKSGIVING HOLIDAY for American readers. Yes, I will still post on Sandstrom Gold (SAND) but another day. The interviewer, “Adam Smith,” says the similarities ...
  • A WWII Soldier Writes Home 1944
    Happy Veterans Day Two letters from a WWII veteran who won the Silver Star (disturbing descriptions of war) Letter 5 Silver Star Letter Feb 24th 1944 ...
  • Sandstorm Gold Analysis; Other Readings
    A reader (the ONLY one) presented his valuation below: The analysis is in response to http://csinvesting.org/2017/10/27/sandstorm-gold-so-whats-it-worth/ Business Model Sandstorm provides financing for other junior, mid-tiers and ...
  • Workshop in NYC (Nov. 17th) and The Arb. Mindset
    I have no affiliation, but NYC readers may wish to be aware of the following: Friday, November 17, 2017: Stock pitch workshop in NYC.  Details: ...
  • Sandstorm Gold–So What’s it Worth?
    If am able to provide an investing course, then once the fundamentals are covered, we could study cases.  Let me know your thoughts. — The ...
  • Service
    The week before last, we lost a dear friend to cancer.  Deb was an incredibly sweet, caring and giving person.  The memorial service last weekend ...
  • Changing seasons
    Today is the last day of September, and I’m happy and relieved to see it go. I’ve been holding my breath. September is a violent ...
  • Labor Day: Project Repat
    Yesterday, in the process of cleaning out my closet and donating a bunch of old clothes, I did something I’ve wanted to do for a ...
  • Optimizing for energy
    In the world of startups and investing and ideas, things are always chaotic and fluid, and as such a key skill is to somehow cut ...
  • On the blockchain: platform first or app first?
    I was emailing with a friend recently, who asked: “On the web, in order to build a platform you first need a hit app. Do ...
  • Happy Thanksgiving!
    The painting is by Marcial Camilo Ayala, who sadly passed away earlier this year.  I am very grateful to have known him. The post
  • Further thoughts on why the end of net neutrality will be fine
    If a cable company really is a monopolist, still they (mostly) maximize profit by giving customers (cost-constrained) what they want.  When the de Beers cartel ...
  • Wednesday assorted links
    1. What should you infer from the cheapness of Costco Single Malt Scotch Whiskey? 2. “Adding to the already somewhat troubling nature of the launch, ...
  • Game of Theories: Real Business Cycle Theory
    Here’s the third chapter of our mini-series on business cycle theories: The Real Business Cycle. The post Game of Theories: Real Business Cycle Theory appeared first ...
  • There is no great lung stagnation
    In 2013, the Post-Polio Health International (PPHI) organizations estimated that there were six to eight iron lung users in the United States. Now, PPHI executive ...
  • The Crisis Lending Fund
    =================== Last week, there was an article in Barron’s describing how many mutual fund families take advantage of a provision in the law allowing them ...
  • Short-Term Rational, but Intermediate-Term Irrational
    ================== This will be a short post.  At present the expected 10-year rate of total return on the S&P 500 is around 4.05%/year.  We’re at ...
  • The Little Market that Could
    ====================================== So what do you think of the market?  Why are both actual and implied volatility so low?  Why are the moves so small, but ...
  • “Bank” Some of Your Gains
    ======================= Recently I read Jonathan Clements’ piece Enough Already.  The basic idea was to encourage older investors who have made gains in the risk assets, ...
  • The Many Virtues of Simplicity
    ============== There are at least eight reasons why taking a simple approach to investing is a wise thing to do. Understandable Explainable Reduced “Too smart ...
  • Britain’s 1970s retread
    THE strange 1970s revival in Britain has another twist. The main focus has been on the Labour party which, under Jeremy Corbyn, wants to return ...
  • Where economic power goes, political power will follow
    BACK in 1992, in his book "The End Of History and the Last Man", Francis Fukuyama argued that liberal democracy had triumphed. The return of ...
  • The bitcoin bubble
    PUT the word Bitcoin into Google and you get (in Britain, at least) four adverts at the top of ...
  • The financial markets are not the whole economy
    DONALD TRUMP is fond of pointing out that the stockmarket has reached many record highs under his presidency. It is a capricious measure to boast ...
  • When the revolution eats itself
    WHEN a revolution happens, the consequences are not obvious straight away. The British referendum on EU membership in June 2016 was seen as a revolt ...
  • November 21, 2017
    Two days into the shortened Thanksgiving Holiday trading week and the market just steamrolls higher. The NASDAQ Composite Index enthusiastically gobbled up all sellers and ...
  • November 19, 2017
    Three gap-down opens on Monday helped to summon the Ugly Duckling, who came to visit with a vengeance on Thursday as the indexes gapped up ...
  • November 15, 2017
    Two gap-down opens on Monday and Tuesday that looked potentially gruesome at the start fizzled out with the indexes closing well up and off their ...
  • November 12, 2017
    The market pulled another one of its “pull the rug out” type of moves on Thursday, something that is not uncommon in this market. A ...
  • November 8, 2017
    The market has a bit of a bifurcated flavor here as we see short-sale opportunities crop up in certain individual stocks. But, the primary index ...
  • Links for 11-21-17
    Tax Reform - IGM Forum Tax Cuts, Growth, and Leprechauns - Paul Krugman Will Artificial Intelligence Recharge Economic Growth? - Tim Taylor Key assumptions in ...
  • Paul Krugman: Lies, Incoherence and Rage on Tax Cuts
    "an unprecedented level of dishonesty": Lies, Incoherence and Rage on Tax Cuts, by Paul Krugman, NY Times: One thing you can count on in 21st-century ...
  • Links for 11-20-17
    Time demands in economics – macromom There Is No Inflation Puzzle - Joseph Gagnon The origins of the Industrial Revolution - VoxEU Why Has Life ...
  • Saez and Zucman on the Republican Tax Plan
    Emmanuel Saez & Gabriel Zucman: Republican tax plan slams workers and job creators in favor of the rich and inherited wealth, by Emmanuel Saez & ...
  • Flatter Yield Curve? December Rate Hike?
    Two from Tim Duy. First: The Unintended Consequences of a Flatter Yield Curve, by Tim Duy: It was supposed to be easy. When the Federal ...
  • 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 ...
  • Halloween 2015: USB Drive
    I went a little overboard for Halloween last year. And as you can tell from my the Halloween category on my blog, sometimes I get ...
  • 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 ...
  • 3Q 2017 Market Overview
    Market Overview It is getting really hard to feel that I am not writing the exact same thing about the markets each quarter. But gains ...
  • Familiar Hard vs. Unfamiliar Hard
    This weekend my wife ran the Run Rabbit Run 50 mile race in Steamboat Springs. It was her first race at such distance, and when ...
  • Seeking Value in an Expensive World
    I am in Milan Malpensa and beginning a 17-hour journey back to Dallas for Thanksgiving. But deadlines loom. This afternoon I got this brief note from ...
  • Bonfire of the Absurdities
    “Vanity of vanities, saith the Preacher, vanity of vanities; all is vanity.” – Ecclesiastes 1:2, King James Version (attributed to King Solomon in his old age)
  • NFIB Small Business Economic Trends – October 2017
    Today’s Outside the Box is a report that most of you have read about or seen quoted but have never actually seen directly. It is ...
  • The Distribution of Pain
    When you write about economics, you learn very quickly that the economy doesn’t care what you say about it. The forces that drive it are ...
  • Saudi Arabia’s Saturday Night Massacre
    This weekend, while we here in the US were focused on the upcoming election and President Trump’s visit to Asia, a powerful drama with vast ...
  • behind the numbers
    Assessing the people in an investment firm is key to understanding its capabilities. But can we get more than a superficial look at the ...
  • maps of the world
    Investment organizations are facing a quickening pace of change, but using old constructs to analyze the environment and to make strategic decisions. New perspectives ...
  • into the workshop
    Getting away from the normal routine is critical if you are to think about the challenges of the future. Four days with interesting investment ...
  • precision farming
    There has been a restoration of faith in risk management and the modeling of market behavior since the financial crisis. Will those methods serve ...
  • surprisingly popular
    For the first four years of this century, I taught at the University of Minnesota’s Carlson School of Management.  The classes were made up of ...
  • 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 ...
  • Company Notes Digest 10.12.17
    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 ...
  • Links
    "Obviously the stock market is quite irrational in thus varying its valuation of a company proportionately with the temporary changes in reported profits. ...
  • Links
    "Most of the money I've made in my life has been when other people don't like what's going on. When things are cheap, ...
  • John Templeton, Warren Buffett, and Robert Wilson interviews by George Goodman (aka Adam Smith) (circa 1985)
    [youtube http://www.youtube.com/watch?v=LFWj0ps9DqA]Link to video
  • Links
    CNBC's full interview with Liberty Media's John Malone (video) [H/T Will] (LINK)One of tech's most successful investors says Silicon Valley's unicorns need ...
  • Links
    "I have always thought that one man of tolerable abilities may work great changes, and accomplish great affairs among mankind if he first ...
  • These Are the Goods
    Articles We focus a lot on the basis points and probably not enough on the percentage points. By Jason Zweig So we write 2,000 books ...
  • These Are the Goods
    Articles 75% of households earning $112,000 per year or more have an Amazon Prime account. By Adventur.es Conflating prominent, but rare, events with high probability ...
  • Playing The Odds
    Sam Ro is fond of saying “stocks usually go up.” The *chart below supports the statement that historically over time, stocks usually did go up. ...
  • I Don’t Think That Means What You Think it Means
    Ask ten different investment professionals “what is evidence-based investing?” and you’ll get ten different answers. Not different variations, but completely different responses. One person’s evidence is ...
  • Shit Happens
    There were two interesting charts floating around last week on the thirtieth anniversary of Black Monday. The first one below was produced by Eddy Elfenbein. Eliminating ...
  • THANKS!
    It’s Thanksgiving in the USA (well, in 10 minutes it is) and I just wanted to reach out and say thanks to everyone who reads ...
  • What’s the Yield Curve Really Telling Us?
    The yield curve is a wonderful predictor of future recessions. In fact, it’s predicted all 7 of the last recessions in the USA. In a ...
  • When Tail Risk isn’t Tail Risk
    Half of the battle in portfolio management is wading through the sea of BS narratives that we are bombarded with on a daily basis. Knowing ...
  • Thanksgiving Charts
    Happy Thanksgiving! Some amusing charts for a market holiday but also to raise the level of skepticism about current states of affairs in financial blogosphere. ...
  • Price Action Lab Blog Holiday Sale
    Offers and discount coupons for our premium content and software. All discount coupons and offers will expire after November 27, 2017. Mean-reversion signals: 50% Click ...
  • Non-Tradable Illusions: The Volatility Example
    Many articles, papers and books have been written about trading strategies and portfolio allocations with analysis and backtests based on non-tradable indexes. In many cases ...
  • Financial Blogosphere Flooded With Inaccurate Backtests
    The financial blogosphere is flooded with inaccurate backtests of trading strategies and portfolio allocations. The empirical rule is to never trust any backtests unless verified ...
  • Weekly Market Analysis – November 20, 2017 [Premium Articles]
    The weekly premium gives emphasis to quantitative analysis and includes a market recap with commentary, ETF analysis, breadth indicators, weekly mean-reversion signals and directional probabilities ...
  • Gatekeepers to Your Success: The 21st Century Consumer
    From TheRobinReport.com --- It’s almost like a broken record. Everywhere I turn, from industry gurus and analysts, to on-screen financial personalities, they repeat the mantra “focus ...
  • Celebrity Sweepstakes
    From TheRobinReport.com --- So, millennials only want authenticity, they want a genuine backstory from real people and will not be swayed by celebrity endorsements, phony brands ...
  • The Joy of Retailing
    From TheRobinReport.com --- When you attend Shoptalk, you feel the kinetic energy, optimism and confidence of the startups and investors that are reshaping retail’s future. The ...
  • Cryptocurrency – Game Changer or Disaster in Waiting?
    From TheRobinReport.com --- Since revisionist history seems to be taking center stage in Washington and elsewhere, let’s take a stab at our own. Were he alive ...
  • The New Standard for Shopping Centers
    From TheRobinReport.com --- It is becoming increasingly apparent that shopping centers need to provide stimulating, energized environments to lure consumers away from their computers and Amazon ...
  • A Fleet Of Hindenburgs
    Over the course of the past six months or so I have noted at times that there have been a number of Hindenburg Omens triggered ...
  • The Kids Are Not Alright
    Social media and smartphones have taken the world by storm. Billions of users are instagramming, tweeting, snapping and messaging from their mobile devices every nanosecond ...
  • Stock Market Internals Revolt
    The SPY ETF completed yet another DeMark Sequential sell signal on the daily chart yesterday. It also has a potential bearish divergence in money flow ...
  • Discovery Jumps The Shark
    Most people probably associate the Discovery Channel with its most popular show: Shark Week. The latest installment of this franchise, Phelps vs. Shark, which pitted ...
  • ‘May You Live In Interesting Times’
    “‘May you live in interesting times’ is an English expression purported to be a translation of a traditional Chinese curse.” So says Wikipedia. This phrase, ...
  • 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 ...

info@streetsleuth.com

Back to Top