Financial News Aggregator and a little more!

Error Fetching Feed
  • In the dark ages
    FLORENCE is a city more associated with oil on paintings and salads than the stuff that comes ...
  • Feeding the dragon
    WITH roughly a fifth of the world’s population but less than a tenth of its arable land, China ...
  • If the game goes against you
    IT IS one of America’s biggest family firms, with revenues last year of more than $30 billion. Yet ...
  • A select group
      When Cisco was crowned as the world’s biggest company by market value in April 2000, its boss ...
  • Bad romance
    Another cost to cut? SHAREHOLDERS cheered in December when Dow Chemical and DuPont, the world’s fourth- and fifth-most-valuable ...
  • 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 ...
  • Sector Performance
    The table below shows performance of US sectors over the trailing 12, 6, and 1 month(s).  Performance updated through 2/4/16. The performance above is based ...
  • Systematic RS Growth
    “How do you manage risk?”    Not surprisingly, the recent stock market correction has once again brought this question to the forefront of investor’s minds. ...
  • Systematic RS International
    There may be some truth to the idea that there are greater opportunities for outperformance in less efficient markets.  That has certainly been the case ...
  • Instability At The Top
    It requires a huge run of success to make it into the list of the top 5 stocks based on market capitalization, but how durable is ...
  • Monday links: sickening stocks
    Book notes: Three reasons why you need to “unfocus” your time to enhance creativity. A look at The Happiness Track: How to...
  • Research links: destroying alpha
    Monday is all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at...
  • Sunday links: your best ideas
    Book review: Shane Parrish on When Breath Becomes Air by Paul Kalanithi writes “If you read this and you’re not feeling something...
  • 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: going electric
    Book notes: Enjoy the Super Bowl without guilt says Gregg Easterbrook in The Game’s Not Over: In Defense of Football.  (FT)
  • A Dubious Lawyer’s Dubious Tax Claims Against Vanguard
    I have been following a bizarre and interesting story during the past six months. It involves intrigue, ethical conflicts and potentially enormous sums of money. ...
  • Private Sector Payroll Jobs
    Nice couple of charts from Calculated Risk showing private sector payroll growth under the past 6 presidents:   Source: Calculated Risk The post Private Sector ...
  • 10 Monday AM Reads
    Heckuva a Superbowl! Drag your tired self out of  your post chicken-wing stupor with the finest morning train reads in the land: • The Rise and Fall ...
  • SNL: Bern Your Enthusiasm
    Despite his friends’ (Bobby Moynihan, Cecily Strong, Jay Pharoah) best efforts, Sen. Bernie Sanders (Larry David) keeps finding ways to upset voters (Leslie Jones, Aidy ...
  • Look Out Below, Crude Oil, Currency, Debt Edition
    European stocks fell, crude oil remains oversupplied, and China’s forex reserves fell to their lowest levels in three years.   click for updated futures Source: ...
  • $100 Trillion Up in Smoke
    “We aren’t addicted to oil, but our cars are.” – James Woolsey “The greatest asset, even in this country, is not oil and gas. It’s integrity.” – George ...
  • A Little Chaos Is a Good Thing
    A Special Edition of Thoughts from the Frontline Longtime readers know that I rarely delve into partisan politics. That’s not the usual focus of this letter. ...
  • Tokyo Doubles Down
    “When it becomes serious, you have to lie.” “I'm ready to be insulted as being insufficiently democratic, but I want to be serious... I am for ...
  • The Debate Over Renminbi Policy
    Longtime readers know how much I respect and rely on the Gavekal group for thought-provoking research. They have a truly unique organization, one in which ...
  • China’s Year of the Monkees
    “It does not matter how slowly you go as long as you do not stop.” – Confucius “Be extremely subtle, even to the point of formlessness. Be ...
  • Swing Trading MNST CDW VSH BDX RIG
    Here’s today’s swing-trading watch-list: Short Monster Beverage (MNST) Short CDW Corp (CDW) Short Vishay Intertech (VSH) Long Becton Dickinson (BDX) Long Transocean (RIG) Be sure ...
  • I Cannot Be Any More Plain
  • The Usual Suspects
    Over the past few months a potent emotional cocktail of fear and confusion has been seeping into the consciousness of market participants. It’s not just that ...
  • Car Crash
    This content is only available to Slope+ users.
  • Stormy Monday
    The main pattern I’m watching this morning is of course the H&S that formed on SPX last week. I called it as a possibility on ...
  • Finding Yield In A Low Yield World – New White Paper!
    I’m writing this post from snowy Japan.  After a day of skiing, an onsen, and some sushi and sake it is easy to reflect on ...
  • C’mon Bounce
    We had one of the lowest bullish readings ever on the AAII Sentiment survey.  That’s not surprising, of course, after the worst start for stocks ...
  • Institutional Investors, They’re Just Like Us!
    On of the popular celebrity magazines has a feature called “Stars, they’re just like us!” It shows photos of celebs doing such mundane activities as ...
  • How to Beat 98% of all Mutual Funds
    I don’t know why I didn’t include this idea in my new book, but consider it a bonus chapter. How long have people known that ...
  • 11 Bearish Charts, 0 Bullish
    I penned a post last spring on how most indicators were bearish for the US stock market except for the trump indicator, the trend. Well, ...
  • Earnings Roundup
    Snow from Winter Storm Lexi wasn’t the only thing falling this week. The S&P 500 Index (.SPX) dropped 3.1% from the prior week’s close to ...
  • S&P 500 Earnings Today | Feb 8th 2016
    Update of the Thomson Reuters S&P 500 Earnings Today report including the Q4 2015 Earnings Dashboard and Q1 2016 overview and guidance. Click here to ...
  • January Retail Sales Cold As Snow, Missing Forecasts
    The retail industry wound up its fourth fiscal quarter in the month of January with dismal results. The Thomson Reuters Same Store Sales (SSS) Index ...
  • S&P 500 Earnings Today | Feb 5th 2016
    February 5, 2016 update of the Thomson Reuters S&P 500 Earnings Today report including the Q4 2015 Earnings Dashboard and Q1 2016 overview and guidance.
  • S&P 500 Earnings Today | Feb 4th 2016
    February 3, 2016 update of the Thomson Reuters S&P 500 Earnings Today report including the Q4 2015 Earnings Dashboard and Q1 2016 overview and guidance.
  • Waiting for the market to heal
    Model signal summaryUltimate market timing model: Buy equitiesTrend Model signal: Risk-offTrading model: Bearish (downgrade)The "Ultimate Market Timing Model" is a ...
  • Is the Fed tightening too much?
    Regular readers will know that I have been relatively constructive about stock prices longer term, though I am bracing for further short-term volatility. However, the ...
  • Why China won't blow up the world (this year)
    I had a response to my last blog post in which I indicated that the contagion effects from a China slowdown had been contained (see ...
  • Bottomed, but wait for re-test of lows
    Model signal summaryUltimate market timing model: Buy equitiesTrend Model signal: Risk-offTrading model: BullishThe "Ultimate Market Timing Model" is a long-term ...
  • It's a savings plan!
    In the past several weeks, I have been seeing rising levels of angst in social media as the stock market tanked. While anxiety is certainly ...
  • Market Recap Feb 5, 2016
    An "ok" jobs report that was below expectation did little to please the market as indexes started a bit in the red and just sold ...
  • New ETFs Directory with Category Lists and Simple Search
    I am extremely pleased to share that we have launched a brand new Exchange Traded Funds (ETFs) area on StockTrader.com, https://www.stocktrader.com/etfs/. This new ETFs directory has ...
  • Market Recap Feb 4, 2016
    Indexes stayed in a tight range Thursday ahead of Friday's employment data. The S&P 500 gained 0.15% and the NASDAQ 0.12%. We continue ...
  • Market Recap Feb 3, 2016
    Markets opened up, quickly sold off on weak data, and then rallied in the last 90 minutes as oil bounced. In the end ...
  • Market Recap Feb 2, 2016
    Indexes gapped down sharply at the open and buyers took the day off all session. The S&P 500 sunk 1.87% while the NASDAQ dropped ...
  • ripped from normalcy
    This is the first of these notifications that you've received in a while. There's a story there.
  • open networks
    Very little effort goes into the structuring of investment organizations and the nurturing of information channels that can feed them. That's a shame.
  • no place like home
    It is always difficult to look at where we are (and where we have been) with fresh eyes. You won't believe what prompted me ...
  • business model advice
    Potential conflicts of interest loom in every part of the investment industry. Understanding their impact is important for clients and the investment professionals that ...
  • process under pressure
    Abrupt market changes have a ripple effect on organizational behavior. For example, consider a typical asset management firm.
  • Links for 02-08-16
    No free lunches but plenty of cheap ones - Larry Summers The Duke-Powell-Stein "Taper Caper" - Narayana Kocherlakota Negative interest rates - Econbrowser Why the ...
  • Paul Krugman: The Time-Loop Part
    "It feels as if you’ve entered a different intellectual and moral universe": The Time-Loop Part, by Paul Krugman, Commentary, NY Times: By now everyone who ...
  • 'Global Growth Now Fraying at the Edges'
    Gavyn Davies: Global growth now fraying at the edges: The growth rate in global activity remains broadly unchanged at around 2.8 per cent, little different ...
  • Links for 02-07-16
    In Defense of Funny Diagrams (Wonkish) - Paul Krugman Diagrams in Teaching and Doing Economics - Brad DeLong Socially disadvantaged groups and microfinance in India ...
  • Links for 02-06-16
    Remembrance of Forecasts Past - Paul Krugman Why Isn't the Whole World Developed? - Dietrich Vollrath What We've Learned About Unconventional Policy - Narayana Kocherlakota ...
  • Is Oil’s Spill Turning the Credit Cycle?
    While the slumping price of oil is bearing the brunt of the current volatility in the markets these days, there are other signs that indicate ...
  • Better Than the Headline
    The smaller than expected rise in payrolls in this morning’s January Employment Report disappointed people, but the details were far better than the 151,000 gain ...
  • Risk Off, Yields Move Lower
    Global yields are lower year-to-date in all developed countries except Hong Kong, as measured by the S&P Global Developed Sovereign Bond Index. Weak economic growth, ...
  • Does Smart Beta Offer a Better Mousetrap?
    How are financial advisors applying smart beta strategies to manage risk and potentially enhance returns? S&P Capital IQ’s Sam Stovall and S&P DJI’s Shaun Wurzbach ...
  • Credit Spread and Low Volatility Factors
    Factor Definition The fixed income investment community has long used volatility in analyzing bond valuations and identifying investment opportunities.  We have defined volatility as the ...
  • Cool News
    The Jesse H. Neal Awards were created in 1955 to recognize and reward editorial excellence in business publications. Unbeknownst to me, ALM (publisher of Research ...
  • Finding What We’re Not Looking For
    We all suffer the ongoing delusion that we’re the center of the universe. We focus first and foremost upon ourselves and tend, most often, to ...
  • The Great Myths of Investing
    As the great Mark Twain (may have) said, “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure ...
  • Bear Territory
    After every football victory, the California Golden Bears declare that the ground on which they stand is Bear Territory. “You know it! What? You tell ...
  • Trumping Truth with Stories
    One of the few consistencies of a wild 2016 presidential campaign thus far is that Republican frontrunner Donald Trump is willing to spin, obfuscate, exaggerate, ...
  • Weekly Market Summary
    Summary: NDX undercut its January low this week, and Friday's sell off was extreme enough that it is unlikely to mark the low. Negative investor ...
  • February Macro Update: Outside Manufacturing, Growth Remain Positive, But Slow
    Summary: The balance of the macro data from the past month continues to point to positive but sluggish growth. On balance, the ...
  • Mid-Week Update
    Here are a few mid-week thoughts on the dollar, bonds, industrial production, high yield, corporate profits and the upcoming NFP report.The dollar fell ...
  • Weekly Market Summary
    Summary: A more than 20% rebound in oil the past 10 days helped equities close higher a second week in a row. Importantly, there were ...
  • Weekly Market Summary
    Summary:  Equities fell to their August/September lows this week and then reversed higher. A retest of the low would be normal, something to keep in ...
Error Fetching Feed
  • The Greatest Bull Market of All-Time?
    How many hedge fund managers would kill for the following performance characteristics over a 40 year time frame? Annual Returns: 7.7% Volatility: 6.9% Number of ...
  • The Difference Between Institutional & Individual Investors
    I recently had the chance to talk with Aaron Watson on his podcast, Going Deep with Aaron Watson. We touched on a lot of different ...
  • Why Bonds Are So Confusing
    The Wall Street Journal shared the results of a survey which shows many investors don’t understand how bond math works: Despite the massive growth of ...
  • When Diversification Works
    The S&P 500 has outperformed the MSCI World Index each of the past three years and six out of the last eight. This is quite ...
  • The Incredible Growing Dividend
    This whole low interest rate environment seems to be getting a little out of hand. On Friday, the Bank of Japan surprised everybody and cut ...
  • Jim Chanos Versus Natural Gas
    The short seller Jim Chanos is short one of Carl Icahn's activist targets, Cheniere Energy (NYSE: LNG).To start, Icahn owns 8.2% of the company and ...
  • Opposing the Willis Group and Towers Watson Merger
    Driehaus Capital issued an open letter to Towers Watson & Company shareholders, speaking out against the deal to buy Willis Holdings.
  • Activism In Europe
    Don't forget - sign up for our free daily newsletter to stay in the activist investing know. Activist Investing has historically been veryAmerican. But we seem to ...
  • Broadfin Capital's New Target
    Don't forget - sign up for our free daily newsletter to stay in the activist investing know. Broadfin Capital is tired of Cardica (NASDAQ: CRDC) wasting cash. ...
  • JCP Still Trying To Take Out The Trash
    JCP Investment is taking Casella Waste (NASDAQ: CWST) to task again, putting out a letter and presentation. A name we covered in April as part ...
  • Cool News
    The Jesse H. Neal Awards were created in 1955 to recognize and reward editorial excellence in business publications. Unbeknownst to me, ALM (publisher of Research ...
  • Finding What We’re Not Looking For
    We all suffer the ongoing delusion that we’re the center of the universe. We focus first and foremost upon ourselves and tend, most often, to ...
  • The Great Myths of Investing
    As the great Mark Twain (may have) said, “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure ...
  • Bear Territory
    After every football victory, the California Golden Bears declare that the ground on which they stand is Bear Territory. “You know it! What? You tell ...
  • Trumping Truth with Stories
    One of the few consistencies of a wild 2016 presidential campaign thus far is that Republican frontrunner Donald Trump is willing to spin, obfuscate, exaggerate, ...
  • February 7, 2016
    Tech stocks took a beating on Friday as the NASDAQ Composite Index led a nasty sell-off on surging selling volume. This sent the index breaking ...
  • February 3, 2016
    Yesterday’s market action shows why any time we want to think about testing the waters on the long side of this market we need to ...
  • February 1, 2016
    Later in the day on Thursday later in the day I put out a blog post discussing the fact that I was seeing action that ...
  • January 27, 2016
    The Dow Jones Industrials posted a so-called “follow-through” day yesterday. In my view, the fact that this occurred in the narrowest of the major market ...
  • January 24, 2016
    January 24 2016 When a market is under liquidation as a result of forced selling, institutions are essentially raising cash in order to shore up ...
  • Just say no to equity market drugs
    Given the choice between scratching out a quick post or listening to Coldplay caterwauling at halftime of the Super Bowl, Macro Man didn't really face ...
  • Prepare for the worst, and you'll rarely be disappointed
    Under-the-hood price action suggests that there are lot of flamingos being hunted at the moment.  The decline of the dollar is the most obvious, ...
  • A public service to MM readers
    As a public service to Macro Man readers, your author is pleased to present the patent-pending Price Action Wheel of Wisdom.   Simply click on the ...
  • Seven charts
    Readers can consider themselves excused if they feel a little washed out, as the last few days have been chaotic to say the least.  Then ...
  • Fire the script-writer!
    Kuroda and the rest of the NIRPsters ought to fire their screenwriters, because markets are not playing out according to the script.  Although the Nikkei ...
  • An Average Colorado Winter
    Last week it was really nice here in the Denver area. We hit 65F late in the week and the average high was around 50F. ...
  • What I’ve learned in 10 years
    This week while I was out on the bike I realized that I’ve been in a client-facing financial role for over 10 years as of ...
  • Fireside Markets on Hiatus
    The podcast is going on hiatus for an indefinite future. I have really enjoyed doing it but other priorities are taking over and it’s not ...
  • 4Q 2015 Markets in Review
    Market Overview Markets ended the year with a strong fourth quarter but that rally was only enough to bring global stocks back to breakeven for ...
  • You’re the worst
    I had a great conversation with some clients last week about our investment strategy. Some of the discussion centered around why I recommend the mostly ...
  • Exactly How Bad Was January?
    Kurt Voldeng is the Chief Investment Officer of Commerce Asset Management LLC and Portfolio Manager of the AdvisorShares QAM Equity Hedge ETF (QEH).   No ...
  • Taking Ownership Of Your Retirement Outcome
    By Roger Nusbaum, AdvisorShares ETF Strategist   Last week Christine Benz had a write up on retiree spending that “unpacked” the 4% rule. One interesting ...
  • AdvisorShares Active ETF Market Share Update – Week Ending 1/29/2016
    Assets in actively managed ETFs increased by $713 million, or 3%, to $23.917 billion. There were no new funds last week, leaving the overall count ...
  • Negative Rates In Japan? It’s A Big Deal
    February 1, 2016 Dennis Gartman has been directly involved in the capital markets since 1974 and has been publishing his daily commentary, The Gartman Letter, ...
  • 2/1/16 Macro Update
    Please listen to this week’s Macro Update from Laif Meidell, President of American Wealth Management and Portfolio Manager of the AdvisorShares Meidell Tactical Advantage ETF ...
  • The Greatest Bull Market of All-Time?
    How many hedge fund managers would kill for the following performance characteristics over a 40 year time frame? Annual Returns: 7.7% Volatility: 6.9% Number of ...
  • The Difference Between Institutional & Individual Investors
    I recently had the chance to talk with Aaron Watson on his podcast, Going Deep with Aaron Watson. We touched on a lot of different ...
  • Why Bonds Are So Confusing
    The Wall Street Journal shared the results of a survey which shows many investors don’t understand how bond math works: Despite the massive growth of ...
  • When Diversification Works
    The S&P 500 has outperformed the MSCI World Index each of the past three years and six out of the last eight. This is quite ...
  • The Incredible Growing Dividend
    This whole low interest rate environment seems to be getting a little out of hand. On Friday, the Bank of Japan surprised everybody and cut ...
  • Company Notes Digest 2.5.16
    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 1.29.16
    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 1.22.16
    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 1.15.16
    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 1.7.15
    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 ...
  • Monday Watch
    Today's Headlines Bloomberg:Holding Back China's Capital Flight ‘Dam’ Is Key. The decline ...
  • Weekly Outlook
    Week Ahead by Bloomberg. Wall St. Week Ahead by Reuters.
  • Today's Headlines
    Bloomberg:North Korea Launches Long-Range Rocket a Month After Nuclear Test. North Korea launched a long-range rocket Sunday, ...
  • Market Week in Review
    S&P 500 1,880.05 -3.1%The Weekly Wrap by ...
  • Weekly Scoreboard*
    IndicesS&P 500 1,880.05 -3.1%DJIA 16,204.97 -1.59%
  • #682: When CEO Pay Exploded
    Politicians have argued for decades that CEOs should earn less money. But there was a moment in the 1990s when CEO pay suddenly shot up. ...
  • Episode 681: The Oil Kingdom
    For years, Saudi Arabia has been living off one resource and one resource only: Oil. But now, the price of a barrel has plummeted, and ...
  • Episode 680: Anatomy Of A Scam
    You've seen these ads: "You can work from home and get rich. It's easy. Call this number!" So, what happens when you respond?
  • Episode 679: You Asked For It
    We ponder the origins of money, the economics of Santa, and the business of cemeteries. Why? Because you asked.
  • Episode 678: Auction Fever
    We uncover the secrets of the auction world. There is conniving. There are tricks. Also: Hydraulic hammers.
  • 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 ...
  • Give Google Contributor a try
    Recently I’ve seen several interesting conversations about ad blocking, and I wanted to remind people about a great offering called Google Contributor. With Google Contributor, ...
  • Berkshire Hathaway
    My taste in financial advice runs toward the simple and the lessons I’ve learned the hard way. But I still like reading about investing/finance, and ...
  • Internet meets world: rules go boom
    Since 2006, I’ve been writing here about cities, the internet, and the ongoing collision between the two. Along the way, I’ve also loved using Tumblr ...
  • Big innovation and small innovation
    Yesterday at one of our bi-monthly team deep dives at USV, we got into the conversation of essentially “Big Innovation” vs. “Small Innovation”.  Those who ...
  • Beam should have a hardware API
    We’ve got a few Beam telepresence robots at USV, and use them all the time.  Fred has written about them here.  We had a team ...
  • Learning to skate
    For the past few winters, I’ve been teaching my kids to ice skate.  Above is my son Theo at hockey practice a few weeks ago. ...
  • Zero-rating: putting Net Neutrality to the test
    It’s been an intense 10 months since the FCC approved its latest Open Internet rules (aka Net Neutrality). On the wired side, we’ve seen the ...
  • House Panel Approves Bills to Stop Fiduciary Rule
    By vote margins of 22 to 14, the House Education and Workforce Committee today approved two bills that would provide alternatives to the Labor Department’s ...
  • Adhesion Partners With TD to Offer New UMA Exchange
    Adhesion Wealth Advisor Solutions has just landed a lucrative partnership with TD Ameritrade Institutional that permits advisors to access Adhesion’s TAMP offerings. It’s called the ...
  • New Challenges For Asset Management
    Forbes article by Bill Millar Peter Cherecwich is the EVP and Head of Global Funds Services for Northern Trust. This is an executive whose duties provide ...
  • Robo-Wealth Manager Is Arriving
    Robo-advisors are making slow but steady progress in the financial advisory industry. Their cost-structure, coupled with state-of-the-art money management thinking, is the major factor for ...
  • How To Invest In Emerging Markets
    Chicago Tribune article  Emerging-markets debt is made up of IOUs issued by governments and companies in developing nations, such as China, Brazil and Russia. The ...
  • China and the EM Ugly Contest
    This an overview of our latest Governments & Markets EM update. Subscribers should have received the full report via e-mail, please contact us if you haven’t. China ...
  • Aramco and Gulf Wealth De-distribution
    In a recent interview with the Economist, Saudi Deputy Crown Prince and head of the Supreme Council of Aramco Mohammad bin Salman noted that the government ...
  • A “Sudden Stop” For China in 2016?
    As we head into 2016 we are publishing our thoughts on one of the most important topics for the coming year: rising indications that next ...
  • Reuters: Deconstructing Daesh
    Emad writes in Reuters about the motivation of the Daesh, aka ISIS and how we need to understand what they want, their strategy and how ...
  • FT – Egypt on the brink (op-ed)
    In the wake of what looks to be the second most deadly terror attack since 9/11 (the first being the horror that was Beslan), I ...
  • New Year New Trade
    It has been some time since we have done anything to the portfolio. We will buy 75 SPY @ the market open on 21 Jan. ...
  • Summary of 2015 Capital Markets
    This table has all you need to know to have a handle on what happened last year.
  • Sefirot Freestyle Final Performance Report for 2015
    For me today is the last day of the year as I write this note at my hotel in Los Angeles before boarding a flight ...
  • Chemical Reaction
    I am going to put forward a controversial theory that came to mind. Working within a neuroscience framework we know that people release hormones like ...
  • A Totally Different Perspective
    As someone striving for intellectual honesty I am amazed at how we confront moments of truth when we least expect it. In roughly 2 weeks ...
  • Diamedica in talks with Chinese pharma to develop DM199
    Diamedica (OTCQB:DMCAF; TSX-V:DMA) has commenced discussions for a potential collaboration with Chinese pharmaceutical firms for the development and commercialization of its DM199 drug candidate. DM199 ...
  • In conversation with Amir Ronen
    As a founding member of closely-held Sensible Medical Innovations, Amir Ronen also has held the title of CEO since the company’s inception in late 2007. ...
  • Leerink downgrades Carbylan to market perform
    Leerink Partners has downgraded Carbylan Therapeutics (NASDAQ:CBYL) to “market perform” from “outperform” and slashed its price target to $1.83 from $15 after the company reported ...
  • Knight to sublicense Titan Pharma’s Probuphine in Canada
    Titan Pharmaceuticals’ (NASDAQ:TTNP) development and marketing partner, closely-held Braeburn Pharmaceuticals, and Knight Therapeutics (TSX:GUD) have entered into an agreement, giving Knight exclusive rights to commercialize ...
  • Transition Therapeutics reports TT401 trial results
    Transition Therapeutics (NASDAQ:TTHI; TSX:TTH) has reported results of a Phase 2 clinical study of drug candidate, TT401, for the treatment of Type 2 diabetes. TT401 ...
  • 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 ...
  • Daily Note – Forget 1987, think 2011!
    Summary Beware historical analogies! A mood of sobriety & the covet of safety A Corporate profit recession Good morning, The market crash worth thinking about ...
  • Daily Note – Fed fears
    Summary Corporate finance views US rate rises – someone has to be wrong! United States: Retail Sales hit by weather China: Economy being pumped with ...
  • Daily Note – The Return of Politics
    Summary Geo-political risk: It hasn’t gone away United States: Consumer confidence slows modestly Explosion in M&A deals tells its own story The week ahead: Important ...
  • January 1, 2016
    Dear friends, Talk about sturm und drang. After 75 days with in which the stock market rose or fell by 1% or more, the Vanguard ...
  • Funds in registration, January 2016
    American Century Global Small Cap Fund American Century Global Small Cap Fund will seek capital growth. The plan is “to use a variety of analytical ...
  • Manager changes, December 2015
    Because bond fund managers, traditionally, had made relatively modest impacts of their funds’ absolute returns, Manager Changes typically highlights changes in equity and hybrid funds. ...
  • Premium Site Update
    New to MFO Premium this month are several additions to the MultiSearch Tool, which now can screen our monthly fund database with some 44 performance ...
  • Where Are the Jedi When You Need Them?
    “In present-day America it’s very difficult, when commenting on events of the day, to invent something so bizarre that it might not actually come to ...
  • Saturday assorted links
    1. No vulgarity waivers allowed. 2. Larry Summers interview on the global economy. 3. Literary Saloon fiction favorites from 2015. 4. Must-reads for 2016?  And ...
  • Powerball
    Today’s Powerball lottery offers a prize of $800 million. Is the prize high enough to make it worth playing for an economist? In other words, is ...
  • Very good indeed awesome sentences about economic method
    At the end of the day, the great benefit of field experiments to economics and political scientists is that it’s forced some of the best ...
  • The Declining Dominance of Lawyers in U.S. Federal Politics
    From Nick Robinson at Harvard Law: Abstract: While the ubiquity of lawyers in U.S. electoral politics has frequently been noted, there has been almost no ...
  • Shout it from the rooftops
    …the idea that China services, which are already a large share of output, can and will just take up the slack as industry shrinks overlooks ...

info@streetsleuth.com

Back to Top