Financial News Aggregator and a little more!

  • High RS Diffusion Index
    The chart below measures the percentage of high relative strength stocks that are trading above their 50-day moving average (universe of mid and large cap ...
  • RS Chart of The Day
    Point and Figure RS Charts are calculated by dividing one security by another and plotting the ratio on a PnF chart.  When the ratio is ...
  • RS Chart of The Day
      Point and Figure RS Charts are calculated by dividing one security by another and plotting the ratio on a PnF chart.  When the ratio ...
  • 4 Attributes of Those Advisors Who Employ Relative Strength
    I am of the belief that there are certain shared attributes of those advisors who gravitate to relative strength investing.  My first experiences in this ...
  • RS Chart of The Day
    Point and Figure RS Charts are calculated by dividing one security by another and plotting the ratio on a PnF chart.  When the ratio is ...
  • Markets Live: Thursday, 18th December, 2014
    Live markets commentary from FT.com Continue reading: Markets Live: Thursday, 18th December, 2014
  • Caesars: Et tu, 1st lien?
    One of our favorite themes is the lengths to which shareholders will go to expropriate value from creditors. In March we told the
  • Christmas 2014, charted
    An “asset return tree” (really), from Credit Suisse: Continue reading: Christmas 2014, charted
  • The SNB goes negative
    From the SNB, click through for the full thing: Timing is a bit odd no? ...
  • Further reading
    Elsewhere on Thursday, - When the gold standard was really a dollar standard. - “As much as you think of the possibility that ...
  • Morning News: December 18, 2014
    Putin Strikes Uncompromising Stance Over Crisis Gripping Russia Draghi Counts Cost of Outflanking ECB’s Home Nation in QE German Business More Bullish As Euro Weakens ...
  • Oracle Earns 69 Cents per Share
    After the closing bell, Oracle ($ORCL) reported fiscal Q2 earnings of 69 cents per share. That was a penny better than the ...
  • S&P 500’s Best Day since October 2013
    Thanks to the Fed’s announcement, today was the stock market’s best day in 14 months. The S&P 500 gained 2.04% for its biggest surge since ...
  • Today’s Fed Statement
    In today’s Fed policy statement, the FOMC removed the words “considerable time” in referring to how long it will take to raise interest rates. The ...
  • Big Rebound for Energy
    It’s too early to call this a trend, but energy is bouncing back today. The S&P 500 is currently up 21 points, or 1.08%. The ...
  • Henry Blodget interviews Jeff Bezos
    Link to interview: I Asked Jeff Bezos The Tough Questions — No Profits, The Book Controversies, The Phone Flop — And He Showed ...
  • Links
    Howard Marks on Bloomberg TV (video) (LINK)Dec. 16 (Bloomberg) -- Howard Marks, co-chairman and co-founder of Oaktree Capital Group LLC, ...
  • The Calm Before the Storm - By Nassim Nicholas Taleb and Gregory F. Treverton
    Link to article: The Calm Before the Storm: Why Volatility Signals Stability, and 
Vice VersaThe divergent tales of Syria and Lebanon demonstrate ...
  • Links
    Paul Graham: How You Know (LINK)Eddie Lampert on Sears: Moving Forward (LINK)Arnold ...
  • Links
    Michael Lewis: Eight Things I Wish for Wall Street (LINK)Tom Russo, Susan Decker, Lawrence Cunningham, and Brad Kinstler discuss Berkshire Hathaway at ...
  • Oil, Employment, and Growth
    Last week we started a series of letters on the topics I think we need to research in depth as we try to peer into ...
  • How the Rising Dollar Could Trigger the Next Global Financial Crisis
    This week’s Outside the Box continues with a theme that I and my colleague Worth Wray have been hammering on for some time: the very ...
  • Macroeconomics Finally Gets Interesting
    “The future is already here – it's just not very evenly distributed.” – William Gibson, Hall of Fame science fiction writer Since I began writing this letter ...
  • The World’s Dumbest Idea
    In today’s Outside the Box the redoubtable James Montier of GMO lifts his lance to prick the underbelly of the Mighty SVM. (That’s Shareholder Value ...
  • Is Bitcoin the Future?
    Bitcoin is a topic of discussion almost everywhere I go. My introduction to Bitcoin came when I was speaking at a gold conference in Palm ...
  • Be a Good Loser
    I’ve been writing this white paper/book on asset allocation strategies which has been really insightful and fun.  Actually I’ve been mostly putting off writing it ...
  • Global Asset Allocation White Paper
    I’ve mentioned this a few times before, but I’m putting together a survey of various global asset allocation models.  I would be curious to know ...
  • November Tweets
    [View the story "New Story" on Storify]
  • Price Going Up
    Just a quick last reminder to all those looking to subscribe to The Idea Farm  – the price is going up at year end… Subscribers that join ...
  • Millennial Investors Don’t Trust The Market – And They Shouldn’t
    Morgan Housel is one of my favorite journalists right now.  His recent piece If Other Industries Were Like Wall Street had me smiling (especially the gardening reference).  He ...
  • Russia's Black Tuesday
    IF THERE is one thing worse than a huge rise in interest rates designed to stabilise your currency, ...
  • The joy of puzzles
    AUTHOR'S NOTE: this post has nothing to do with finance but is merely a diversion for the holidays. Merry Christmas to all.Guests who casually glanced ...
  • Reliably unreliable
    THOSE who favour active fund management say that it is possible to find smart managers who can outperform the index. And indeed, it is - ...
  • Live poor, die young
    AN OFT-TOUTED answer to the problem of an ageing population (endorsed by this newspaper as well) is to increase the retirement age. One consequence ...
  • When an increase is a cut
    FOLLOWING public finances is like playing one of those street games where you have to find a ball under a paper cup; the legerdemain seems ...
  • Twitter Digest: 2013-06-09
    Given that I block NSA & PRISM tweets, was entertaining tuning into twitter & trying to figure why everyone was on about Lord Snowdon -> ...
  • Twitter Digest: 2013-06-07
    Photo-set: Flooding Across Central Europe – http://t.co/8G6j8teCbd -> CDC Update: Severe Respiratory Illness Associated with Middle East Respiratory Syndrome Coronavirus – http://t.co/hWqN1338VN -> Col Flagg: ...
  • Twitter Digest: 2013-06-05
    FRED: Free Energy Data – http://t.co/90H7GVDazO -> Solipsisms ‘r’ us, courtesy of my friends at @thinkup: I apparently mention me a lot – http://t.co/9rTRXvBM9D -> ...
  • Twitter Digest: 2013-06-04
    The new Google Maps is truly Windows-ishly slow loading. I find myself non-clicking map links to avoid the dot-dot wait screen. -> Looking at 1980 ...
  • Mathematical Precision or Buckshot?
    As you know by now, The PPT accurately called the bottom yesterday, flagging an oversold signal that led to a monumental 100 NASDAQS surge. Today’s ...
  • Trade Ideas For Thursday
    CYBR – Look for the security plays to gain traction tomorrow in light of Sony folding to hackers. This one looks ready to run on ...
  • Easy There, Lads
    As much as I’d like to pop champagne corks into your faces and celebrate the new bull market, one designed to offer daily 15% gains ...
  • No Fade Today
    You’re all too jaded. You forget that bears get fucked too, especially in bear markets. Remember when the market went up a thousand points in ...
  • Abort? EURUSD In Catastrophe Mode
    Down 1.3%, and counting. Oil prices are reversing hard. Greek presidency bid failed and they’re now speculating Syriza could be in power in just over ...
  • STTG Market Recap Dec 17, 2014
    Indexes had their best rally in just over a year as the rubber band had been pulled back enough and we got the major oversold ...
  • STTG Market Recap Dec 16, 2014
    Tuesday was one of the most interesting days in a long while. We entered the day severely oversold on some secondary measures so for ...
  • Acquired StockTrader.com – Moving in the Spring!
    For those who watched me live last Thursday night, big news was revealed: we have acquired the domain StockTrader.com.When I first started blogging way back ...
  • STTG Market Recap Dec 15, 2014
    Streaming this week (Blain) - Heads up! I will be streaming all this week on Ticker.TV, Monday - Thursday, from 9:30 - 10:30 PM EST. ...
  • STTG Market Recap Dec 12, 2014
    After 7 straight up weeks, the market finally came back some this week. The havoc in the oil market continues to cause consternation. ...
  • dumb groups
    Despite the fact that many investment processes are dependent upon effective group decision making, there's not much emphasis on understanding how we work together.
  • points of failure
    A sharp break in a major market has investors thinking about the implications for a range of assets. To what extent did their risk ...
  • cracking the narrative
    When asset managers and asset owners (or their agents) interact, there is a lot at stake. The first step is understanding, which is different ...
  • the risk machine
    It is widely expected that the behavior of a portfolio of assets will follow a certain set of precepts, leading to a shorthand approach to ...
  • amplifiers
    Is today's structure of the investment ecosystem what it once was? If not, should we expect the historical experience to reflect that of the ...
  • The Halo Effect
    After posting about the Collins book, Good to Great, some people mentioned the book The Halo Effect: . . . and the Eight Other Business ...
  • Buffett on Market Valuation
    I don't really spend too much time on market valuation, but I do think about it and post about it every now and then. ...
  • Good to Great: The Stockdale Paradox
    After watching a video of Carlos Brito pounding the table on the book, Good to Great by Jim Collins, I had to reread it.  I ...
  • WL Ross Holding Corp (WLRH)
    As I was looking through the new lows list in the newspaper, I stumbled upon WL Ross Holdings Corp (WLRH).  Wilbur Ross is a very ...
  • Value Stocks In Market Corrections
    So with all of this talk of a market correction coming and people wondering what to do in this toppy market, Pzena put out an ...
  • Jonathan Bernier and Confabulation
    Proud to be at ACC tonight celebrating the life and legacy of Nelson Mandela #GiantsofAfrica #1205 #riseabove pic.twitter.com/jRm3x5Zpg7 — Jonathan Bernier (@45bernier) December 5, 2014 ...
  • Confirmation Bias: A CFB Twitter Accounting
    Confirmation bias is our tendency to notice and accept that which fits within our pre-existing commitments and beliefs. If you doubt its existence, power and importance, ...
  • It’s the waiting part that’s hard
    CalPERS, the highly influential California public employee pension agency, announced in September that it would no longer invest its dollars via hedge funds. That decision is ...
  • Bias Blindness Explained
    Earlier today, I posted the following on Twitter, whereby I offered a 140 character explanation of bias blindness. Bias blindness explained: I readily concede that ...
  • The Trouble With Investor Optimism
    It seems that I forgot to post the online version of my December column for Research magazine. Here’s a taste (but I hope you will ...
  • Retail sales boosted by Black Friday
    UK retail sales rose at their fastest annual rate in more than 10 years in November, thanks to the effects of Black Friday.
  • Fed decision lifts Asia stocks
    Markets in Asia were mostly higher after the Federal Reserve pledged to be "patient" when it came to making a decision on raising interest rates.
  • Putin insists rouble will stabilise
    President Vladimir Putin insists Russia's under-fire currency will stabilise, but warns the country's economic crisis could last two years.
  • Mortgage lending dip 'continues'
    UK mortgage lending in November returned to the level seen a year earlier, lenders say, offering more evidence of a post-summer slowdown.
  • Swiss interest rates turn negative
    Switzerland's National Bank has brought in a negative interest rate cutting the value of any money left on deposit in the country.
  • Post Felix
    Today is Felix’s last day at Reuters. Counterparties may have been the brainchild of Felix and the recently departed Ryan McCarthy, but the blog, site, ...
  • The Piketty pessimist
    Her syllogism runs something like this: -Capitalism has survived this far because it delivered strong, widely-shared growth. -If capitalism fails to continue to deliver ...
  • The most expensive lottery ticket in the world
    The real winners are the happy and well-paid engineers, enjoying their lives and their youth while working for great companies like Google. In the world ...
  • The problems of HFT, Joe Stiglitz edition
    The most interesting and provocative thing to be written of late about financial innovation in general, and high-frequency trading in particular, comes from Joe Stiglitz.
  • Private equity math, Nuveen edition
    If Madison Dearborn really is breaking even on this deal, that only goes to show the enormous disconnect between the economics of private equity companies ...
  • Are We Witnessing a Melt-Up In Long-Term Bonds?
    Since the financial crisis, investors are constantly on edge that we’ll see another melt-down in the stock market. On the other hand, there are investors ...
  • A Lesson in Market Crashes
    Be fearful when others are greedy and greedy when others are fearful. So easy to say but much harder to pull off in real-time. The ...
  • Is Technology Speeding Up Market Cycles?
    “Short-termism is the tendency to make decisions that appear beneficial in the short term at the expense of decisions that have a higher payoff in ...
  • How to Save Money & Increase Your Happiness
    Mandi Woodruff posted an interesting chart on Yahoo! Finance this week on the leading New Year’s financial resolutions: Save more money is consistently at the ...
  • Avoiding the Extremes
    “Never wrestle with a pig because if you do you’ll both get dirty, but the pig will enjoy it.” – Charlie Munger In a speech ...
  • Jonathan Bernier and Confabulation
    Proud to be at ACC tonight celebrating the life and legacy of Nelson Mandela #GiantsofAfrica #1205 #riseabove pic.twitter.com/jRm3x5Zpg7 — Jonathan Bernier (@45bernier) December 5, 2014 ...
  • Confirmation Bias: A CFB Twitter Accounting
    Confirmation bias is our tendency to notice and accept that which fits within our pre-existing commitments and beliefs. If you doubt its existence, power and importance, ...
  • It’s the waiting part that’s hard
    CalPERS, the highly influential California public employee pension agency, announced in September that it would no longer invest its dollars via hedge funds. That decision is ...
  • Bias Blindness Explained
    Earlier today, I posted the following on Twitter, whereby I offered a 140 character explanation of bias blindness. Bias blindness explained: I readily concede that ...
  • The Trouble With Investor Optimism
    It seems that I forgot to post the online version of my December column for Research magazine. Here’s a taste (but I hope you will ...
  • Sound of Compliance
    Time to be creative. Inspired by a jolly good book I read last week called  A Bridge of Straw by Chris Budd (buy it now, it's really ...
  • On Banker Bonuses
    Photo Credit: Flickr/S.Yume Swiss watch dealers and Maserati salesmen the world over cried tears of despair last week as the ...
  • Playing Away. Part 2
    It's been a particularly busy week of blogging here and I end it with my second guest editorial, which I wrote for Professional Adviser: Stop ...
  • Playing away. Part 1
    For those of you who don't follow the Banker's Umbrella on Facebook, Google+ or Twitter, you might have missed my editorial in Management Today on ...
  • Financial Media Today
    This week a bit of a fight broke out on the subject of the current state of financial journalism (a subject I wrote about recently on ...
  • December 17, 2014
    The market started out the week with a big gap-up open on Monday that soon reversed to the downside as a number of my short-sale ...
  • December 14, 2014
    In my report of this past Wednesday I expressed my view that the indexes were likely headed lower, and the daily candlestick chart of the ...
  • December 10, 2014
    I wrote over the weekend that the simple-minded idea of an always warm, cuddly and docile upside market in December doesn’t always hold up, and ...
  • December 7, 2014
    Friday’s jobs number got the Dow Jones Industrials, not shown, hot enough for a run at the 18,000 level as money piled into large-cap names. ...
  • December 3, 2014
    Applying any kind of label to this market remains an utterly fruitless endeavor, and one that is most certainly not relevant to the task of ...
  • IEX Calls Out The Exchanges On Their Conflicts of Interests
    While some exchanges continue to tweak their fee schedules to make sure their highest volume customers don’t move their order flow and other exchanges continue to add new ...
  • Transaction Costs and Sound Bites
    Modern Markets, the HFT lobbying group, is sending out emails and blogs again; they want you to listen to what William Baxter, Fidelity’s Head of ...
  • Let’s Play Spin Doctor!
        Modern Markets Initiative has been busy again! Sigh… I guess when you are a bought lobbyist, you need to do whatever it takes ...
  • “It’s The Data, Stupid”
    We certainly seem to have struck a nerve with our post “HFT Groundhog Day” ​.  Our piece reached several media outlets including MarketWatch and CNBC.com and ...
  • Flash War!
    Earlier in 2014 Flash Boys woke up many with its allegations of rigged portions of the stock market. It did not awaken many of you, ...
  • How the Market Stole Christmas!
    A trader's lament, with apologies to Dr. Seuss:
  • Out
    As of yesterday, your author is out of all his macro positions, buying back the last of the EDZ5 he was assigned from Friday afternoon's ...
  • Ruh-roh Raggy, or I Love It When a Plan Comes Together
    Price action since last Friday's stonking payroll figure has been rather telling, wouldn't you say?  Two trades that have worked a treat in recent months- ...
  • The last but two
    Well, yesterday's ECB meeting proved to be more Titus Andronicus than Hamlet or Romeo and Juliet, with Draghi performing his usual trick of doing ...
  • Mario and No-QE-yet
    But soft!   What price through yonder support breaks?It is the oil, and HICP is sub-oneArise, oh price, and kill off deflation soon,Which ...
  • Small Caps Ready To Break Out?
    Chart 1: US small caps could be poised for a break out on the upside…   Source: Stock Charts I discussed US small caps sector just recently, ...
  • China Is Outperforming
    Chart 1: GEM stocks are trading at the same level as in October 2009  Source: Short Side of Long During the recent stock market sell off, MSCI ...
  • Global Stock Correction – Part II
    Since the last article was written, more selling has occurred in global stocks. This is especially true when all majors are priced in US Dollars, ...
  • Global Stocks Still Correcting
    Chart 1: Global stock markets have been volatile since summer months  Source: Short Side of Long The stock market correction has been with us since ...
  • Chart Of The Day: Crude Oil… How Bearish Are You?
    Chart 1: Sentiment has turned so negative on Oil, it’s a repeat of Lehman  Source: SentimenTrader (edited by Short Side of Long) At the end ...
  • The Troll Hunters
    A group of journalists and researchers wade into ugly corners of the Internet to expose racists, creeps, and hypocrites. Have they gone too far?We’ve come ...
  • Geneticists Begin Tests of an Internet for DNA
    Scientists are starting to open their DNA databases online, creating a network that could pave the way for gene analysis at a new scale.A coalition ...
  • Chemical-Sensing Displays and Other Surprising Uses of Glass
    An inside look at Corning’s labs suggests what’s next for the inventor of Gorilla Glass.Someday your smartphone might be able to help you in a ...
  • Desalination out of Desperation
    Severe droughts are forcing researchers to rethink how technology can increase the supply of fresh water.Even in drought-stricken California, San Diego stands out. It gets ...
  • What Are MOOCs Good For?
    Online courses may not be changing colleges as their boosters claimed they would, but they can prove valuable in surprising ways.A few years ago, ...
  • Are We Witnessing a Melt-Up In Long-Term Bonds?
    Since the financial crisis, investors are constantly on edge that we’ll see another melt-down in the stock market. On the other hand, there are investors ...
  • A Lesson in Market Crashes
    Be fearful when others are greedy and greedy when others are fearful. So easy to say but much harder to pull off in real-time. The ...
  • Is Technology Speeding Up Market Cycles?
    “Short-termism is the tendency to make decisions that appear beneficial in the short term at the expense of decisions that have a higher payoff in ...
  • How to Save Money & Increase Your Happiness
    Mandi Woodruff posted an interesting chart on Yahoo! Finance this week on the leading New Year’s financial resolutions: Save more money is consistently at the ...
  • Avoiding the Extremes
    “Never wrestle with a pig because if you do you’ll both get dirty, but the pig will enjoy it.” – Charlie Munger In a speech ...
  • December 2014 Investor Letter
    Below is a letter that is written monthly for the benefit of Avondale Asset Management’s clients. It is reproduced here for informational purposes for the ...
  • Company Notes Digest 11.21.14
    Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important ...
  • Earnings Picture After 3Q14
    95% of the S&P 500 has reported third quarter earnings now, so it’s worth checking back in on what the earnings picture looks like after ...
  • Company Notes Digest 11.13.14
    Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important ...
  • November 2014 Investor Letter
    Below is a letter that is written monthly for the benefit of Avondale Asset Management’s clients. It is reproduced here for informational purposes for the ...

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