Financial News Aggregator and a little more!

  • 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 links: loyal buyers
    Subscribe! Want to stay up-to-date with all of our posts? Sign up for our daily e-mail newsletter and get all the good...
  • Longform links: random events
    Saturdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at how Fortnite...
  • Friday links: being less dogmatic
    Subscribe! Want to stay up-to-date with all of our posts? Sign up for our daily e-mail newsletter and get all the good...
  • Podcast links: book deals
    Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at how...
  • 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 ...
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  • 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 ...
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  • Why are interest rates so low?
    Late last year, in my Predictions for 2018, I thought the main theme for the year would be "waiting for GDP." Policy changes in ...
  • Corporate profits are huge
    I've had many posts over the years highlighting the strength of corporate profits. This post adds to the list, but it is notable for ...
  • The US keeps on truckin'
    Truck tonnage continues to post significant gains, according to the American Trucking Association's latest release. Tonnage is up 7.8% year ...
  • Key credit indicators still green
    A typical boom-bust cycle starts with the Fed tightening monetary policy, usually in response to rising inflation and/or an economy that ...
  • A simple fix for Argentina's peso
    Since April 25th, the day the country imposed a foolish 5% tax on non-residents' holdings of Central Bank debt, Argentina's peso has lost almost ...
  • Today's Headlines
  • Weekly Scoreboard*
  • Morning Market Internals
    NYSE Composite Index: Volume Running +11.4% Below 100-Day Average 5 Sectors Rising, 6 Sectors Declining 43.4% of Issues ...
  • Friday Watch
    Night Trading Asian equity indices are -.50% to +.50% on average.Asia Ex-Japan Investment ...
  • Thursday Watch
    Night Trading Asian equity indices are -.25% to +.50% on average.Asia Ex-Japan Investment Grade CDS Index 85.75 -1.75 basis ...
  • All of the Above
    A QUESTION FOR YOU—a trick one, I admit: Should you invest in technology stocks, such as Apple? My answer: Yes, certainly. Another question, also a ...
  • Piling On
    FORGET XBOX and PlayStation. If you’re an investment nerd, nothing beats playing with a financial calculator, especially running scenarios that combine dollars, investment returns and ...
  • Hot Topic
    IT WAS 90 DEGREES—and we were the unfortunate owners of a broken, 18-year-old heat pump. After evaluating our system, one heating, ventilation and air conditioning ...
  • Taking Your Lumps
    READ THE MEDIA and you’ll likely be convinced that health care costs in retirement will be overwhelming. One example: The Motley Fool says the average couple ...
  • Generating Interest
    TWO DECADES AGO, I read an article in The Atlantic magazine about building a home bank for small children. But this wasn’t a bank that would sit ...
  • Donald Trump vs Blanche DuBois
    Much like Blanche DuBois in Tennessee Williams’ play “A Street Car Named Desire,” the US has “always depended on the ...
  • Predicting the Markets
    May I suggest you take my recently published book Predicting the Markets: A Professional Autobiography along to the beach this summer? ...
  • Is the Yield Curve Bearish for Stocks?
    The yield curve is commonly measured as the spread between the 10-year US Treasury bond yield and the federal funds ...
  • Mother of All Credit Bubbles?
    A 6/8 article in The Washington Post was ominously titled “Beware the ‘mother of all credit bubbles.’” ...
  • Buyback Bonanza
    S&P 500 buybacks are back. Actually, they never left the current bull market despite recurring chatter that the buyback binge ...
  • A Brief Intermission…. Sicilian Style
    We interrupt our regularly scheduled programming with a public service announcement: The Capital Spectator will be decamping to Palermo for a week. The usual routine ...
  • Book Bits | 14 July 2018
    ● Copycats and Contrarians: Why We Follow Others… and When We Don’t By Michelle Baddeley Summary via publisher (Yale University Press) Rioting teenagers, tumbling stock ...
  • US Q2 Growth Set To Accelerate As Trade-War Risk Lurks
    The trade war that appears to be escalating may bring headwinds in the second half of the year, but second-quarter US GDP growth remains on ...
  • Macro Briefing: 13 July 2018
    Trump: May is wrecking Brexit and US-UK trade deal is uncertain: The Sun At NATO summit, Trump didn’t rule out ending military exercises: CNN China’s ...
  • CapitalSpectator.com Named A Top “Economics Influencer”
    Focus Economics, a consultancy that focuses on macro topics, published a list of “50 Top Economics Influencers to Follow” and CapitalSpectator.com made the grade… just ...
  • 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 ...
  • Weekly Market Recap Jul 08, 2018
    Currently the action for short term traders is choppy and tricky. Those with a long term view still are in cruise control as they ...
  • Weekly Market Recap Jul 01, 2018
    In last week's recap we noted the NYSE McClellan Oscillator has been negative all that week, which was a caution flag for short term traders. ...
  • Weekly Market Recap Jun 24, 2018
    This was a second week of consolidation with generally good action in the Russell 2000 and NASDAQ. The S&P 500 and DJIA suffered a ...
  • Weekly Market Recap Jun 17, 2018
    After two weeks of rallies, the S&P 500 mostly consolidated this week - except for Friday the action was very reminiscent of 2017 with almost ...
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  • 10 Sunday Reads
    My easy like Sunday morning reads: • Marc Andreessen & Ben Horowitz (Waiter’s Pad) see also Andreessen & Horowitz 2 (Waiter’s Pad) • The Erstwhile Hedge Fund King of ...
  • MiB: John Carreyrou on Theranos & Bad Blood
    This week, we speak with John Carreyrou, two-time Pulitzer-prize winner, and author of Bad Blood: Secrets and Lies in a Silicon Valley Startup. Carreyrou first became ...
  • 10 Weekend Reads
    The weekend is here! Pour yourself a mug of Mocha Java coffee, grab a seat by the pool, and get ready for our longer form weekend reads: ...
  • Succinct Summation of Week’s Events 7.20.18
    Succinct Summations for the week ending July 20th, 2018 Positives: 1. Jay Powell’s Congressional testimony was uneventful (thank heavens for the little things); 2. Index of ...
  • How Hard Will Trump’s Trade War Hit?
    Short answer, according to WaPo: hit harder than people think it will: “These cate­go­ries show a sim­i­lar trend. Most dur­able goods (brown lines) have be­come ...
  • 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. ...
  • Lessons from Jim O’Shaughnessy
    Jim O’Shaughnessy is the Chairman and Chief Investment Officer of O’Shaughnessy Asset Management (OSAM). He was a pioneer in quantitative equity research, part of an ...
  • Business Lessons from Rob Hayes (First Round Capital)
      Rob Hayes has been a partner at First Round Capital since 2006. I wrote about First Round previously in the chapter on John Kopelman ...
  • Lessons from Josh Wolfe (Lux Capital)
      Wolfe is the co-founder of Lux Capital, a venture capital firm which invests in emerging science and technology ventures. The firm manages $1.4 billion ...
  • Lessons from Cliff Asness
      A full biography on Cliff Asness would be a couple of pages long since he is so accomplished, but here is my shortened version ...
  • Lessons from Sonali de Rycker (Accel)
    Sonali de Rycker is a general partner at the venture capital firm Accel. De Rycker focuses on investments in consumer, software and financial services businesses. She ...
  • Spotify Saturday: Stay Up
    “Music gives a soul to the universe, wings to the mind, flight to the imagination and life to everything.” ― Plato Happy Saturday! Stay Up.
  • So You’re Getting A Divorce…
    I am not an expert on how to navigate a “successful” divorce, but five years later I am here to report that I am happier ...
  • You Are So Money.
    When you first meet someone, there’s usually a lot of questions on the road toward establishing their awesomeness. There’s the usual… What do you do? ...
  • Maybe You’re Asking The Wrong Questions…
    For the better part of the last twenty years, I’ve not only been giving advice but thinking about advice and the business of giving advice. ...
  • The State Of The End Of The Millenium Address
    Los Angeles, 1980 —  The air is so polluted that you can see it, smell it, and taste it. People are getting tired of the ...
  • Why are interest rates so low?
    Late last year, in my Predictions for 2018, I thought the main theme for the year would be "waiting for GDP." Policy changes in ...
  • Corporate profits are huge
    I've had many posts over the years highlighting the strength of corporate profits. This post adds to the list, but it is notable for ...
  • The US keeps on truckin'
    Truck tonnage continues to post significant gains, according to the American Trucking Association's latest release. Tonnage is up 7.8% year ...
  • Key credit indicators still green
    A typical boom-bust cycle starts with the Fed tightening monetary policy, usually in response to rising inflation and/or an economy that ...
  • A simple fix for Argentina's peso
    Since April 25th, the day the country imposed a foolish 5% tax on non-residents' holdings of Central Bank debt, Argentina's peso has lost almost ...
  • CWS Market Review – July 20, 2018
    “Nothing so undermines your financial judgment as the sight of your neighbor getting rich.” – J.P. Morgan Earnings season is underway, and the stock market ...
  • Morning News: July 20, 2018
    China’s Rising Economic Pressure Prompts Talk of Policy Rethink Google’s Loon Brings Internet-By-Balloon to Kenya The $20 Billion Question for Guyana Dollar Bulls Learn the ...
  • Trump Dings the Fed
    Earlier today, President Trump mildly criticized the Federal Reserve. I think this is the first time he’s done this as president. The president said, “I’m ...
  • Q2 2018 Earnings Calendar
    Over the next few weeks, 21 of our 25 Buy List stocks will report Q2 earnings. Here’s a list of reporting dates, Wall Street’s consensus ...
  • Morning News: July 19, 2018
    Auto Industry Pushes White House to Back Off Tariffs Fed Chairman Powell Says Cryptocurrencies Present Big Risks to Investors Justice Department Wants to Speed Up ...
  • 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 ...
  • Focus
    Ryan Caldbeck is on fire on Twitter right now.  Ryan is the CEO of our portfolio company CircleUp, and he just joined Twitter for the ...
  • Sunday assorted links
    1. Octonions.  And a good explanation of why a theory of quantum gravity in particular is needed. 2. Children adopted by lesbian parents do not ...
  • Educating animals (not just signaling)
    Formal training programs, which can be called education, enhance cognition in human and nonhuman animals alike. However, even informal exposure to human contact in human ...
  • Steve Teles on the Federalist Society and the Left
    Here is one bit from what is an excellent story with good material in every paragraph: Mr. Teles makes sure to emphasize that his sympathy ...
  • Managing Incentives
    Lesson one in our textbook chapter on managing incentives is “You get what you pay for (even when what you pay for is not exactly ...
  • Talking to your doctor isn’t about medicine
    On average, patients get about 11 seconds to explain the reasons for their visit before they are interrupted by their doctors. Also, only one in ...
  • 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 ...
  • 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 ...
  • Podcast: Democratizing Financial Advice
    A big thanks to George Grombacher for having me as a guest on his podcast Money Savage. I had the opportunity to share my personal story ...
  • 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 ...
  • The Pension Train Has No Seat Belts
    In describing various economic train wrecks these last few weeks, I may have given the wrong impression about trains. I love riding the train on ...
  • Debt Clock Ticking
    Rather go to bed without dinner than to rise in debt. —Benjamin Franklin What can be added to the happiness of a man who is in health, ...
  • The Italian Trigger
    Train wrecks and their financial analogues are a worldwide phenomenon. Europe, as I have written for several years, remains a giant accident waiting to happen—as ...
  • High Yield Train Wreck
    My still-unfolding Train Wreck series is getting a lot of attention. It’s not exactly good news, but people at least appreciate the warnings. Thanks to ...
  • Train Crash Preview
    Today we will summarize something I’ve been thinking about for a long time. Exactly how will we get from the credit crisis, which I think ...
  • 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?
  • Earnings Calendar Now Live
    Another day, another feature. But before I mention it, I’ve added a new menu to Slope called Tools, because it was getting kind of crowded ...
  • You Buy the Fear in Gold
    This article does not speak to gold’s proper fundamentals, which are not yet very healthy (although some positive signs are finally gathering). For the proper ...
  • When Someone Tells You Who They Are
    ………believe them the first time………….The post When Someone Tells You Who They Are appeared first on Slope of Hope.
  • Only One Bottle Per Sloper
    The post Only One Bottle Per Sloper appeared first on Slope of Hope.
  • Perfect Harmony
    Some of you know I don’t go in for a lot of television. Movies, I love, and there are some I’ve seen dozens of times. ...
  • BarclayHedge Numbers Show Cryptocurrency Dive
    BarclayHedge says that its flash estimate for the Barclay CTA Index shows a 0.05% loss in June, and a 2% loss year to date. More ...
  • Believe Your Eyes!
    By Diane Harrison It’s simple human nature to believe more of what you see than what you hear. The human brain is wired to process ...
  • The Problem With Unicorns
    A new book by the Wall Street Journal’s John Carreyrou, Bad Blood: Secrets and Lies in a Silicon Valley Startup, works as a compelling test ...
  • Chain Blockers
    By Bill Kelly, CEO, CAIA Association The base case for distributed ledger technology (or DLT, and often used interchangeably with blockchain) is to create a ...
  • Using the Variance Risk Premium to Predict Futures Markets
    A new study of volatility in commodity prices indicates that both the total and the decomposed variance risk premiums of at least certain commodities markets ...
  • 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
    "If you make yourself a very reliable person and stay reliable all your life, faithfully doing whatever you engage to do, it will ...
  • Links
    "So, I urge you, if you’re trying to decide on the wisdom of repurchases, or of share issuances, that you don’t think in ...
  • Links
    "The most important thing in investments is not having a high IQ, thank God. I mean, the important thing is realism and discipline. ...
  • Links
    WORKING CAPITAL: An Essay on Bodies, Blood, and Buckets (LINK)Polaroid, Apple’s spiritual successor (LINK)Business Lessons from Rob Hayes (First ...
  • Links
    "The history that Charlie and I have had of persuading decent, intelligent people, who we thought were doing unintelligent things, to change their ...
  • 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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