Financial News Aggregator

  • Point and Figure Relative Strength Box Sizes
    In June, we released Point and Figure Relative Strength Signals, by John Lewis, CMT.  This white paper provided important insights into using PnF relative strength signals. ...
  • Unlucky Umberto
    One reason to invest in our Global Macro portfolio: Decrease the chances that you are “Unlucky Umberto.”  Click here to read more (NYT). A brief ...
  • Sector Performance
    The chart below shows performance of US sectors over the trailing 12, 6, and 1 month(s).  Performance updated through 7/24/14. The performance above is based ...
  • Fund Flows
    Mutual fund flow estimates are derived from data collected by The Investment Company Institute covering more than 95 percent of industry assets and are adjusted ...
  • 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 ...
  • Q2 2014 Earnings Calendar
    Here’s a look at the 16 Buy List stocks that end their reporting quarter in June. Company Symbol Date Estimate Result Wells Fargo WFC 11-Jul ...
  • Moog Earns $1.08 per Share
    This morning, Moog ($MOG-A) reported fiscal Q3 earnings of $1.08 per share. Sales were up 2% to $684 million. “This was a ...
  • CWS Market Review – July 25, 2014
    “People always call it luck when you’ve acted more sensibly than they have.” - Anne Tyler Like the honey badger, this stock market just doesn’t ...
  • Morning News: July 25, 2014
    German Ifo Business Morale Index Falls in July UK Economy Back at Pre-Crisis Level Royal Bank of Scotland Chief Optimistic on Ulster Bank Solution Will ...
  • Surprise! Uncle Sam’s Debt Has Stabilized. For Now
    On Thursday, the government will release its first report on Q2 GDP. The economy didn’t do very well in Q1, but if this report is ...
  • Links
    Greenlight Capital Q2 Letter (LINK)Steve Romick's Q2 Letter (LINK)Jim Chanos on Charlie Rose (LINK)Lawrence Cunningham on ...
  • The secretive billionaire who built Silicon Valley
    Link to article: The secretive billionaire who built Silicon ValleyHow John Arrillaga Sr. transformed California fruit orchards into high-priced office ...
  • Links
    Paul Craven TEDx Talk: "The Mind, Markets and Magic" [H/T ValueWalk] (LINK)US railways: Back on track [H/T Will] (LINK)
  • Generalizing the Kelly Criterion
    Below is a link to a 3-page excerpt from the Boyles Q2 2014 letter relating to the Kelly Criterion, a topic ...
  • Links
    Frank Martin's Q2 Letter (LINK)Malcolm Gladwell's latest, "Trust No One" (LINK)Evan Osnos profiles Joe Biden (LINK)William ...
  • The Savant Syndrome
    Extraordinary People: The Savant Syndrome – Darold A. Treffert, M.D. Source: SciAm Part of the 10th Annual International Bioethics Forum, “Manifesting the Mind” which was ...
  • Digital Presence
    1. DIGITAL HOME A. Wikipedia Your goal is to be big enough to have a Wikipedia page. It’s the first place newbies go to learn ...
  • 10 Weekend Reads
    Welcome to the weekend. Pour a cup of coffee, settle into your favorite chair, and enjoy our longer form reads: • Billion-Dollar Billy Beane (FiveThirtyEight) ...
  • Reputation and Liquidity Traps
  • Succinct Summations of Week Events 7.25.14
    Succinct Summations week ending July 25th 2014 Positives: 1. S&P 500 made a new all-time highs. 2. US Initial jobless claims came in at 284k ...
  • Whitney Tilson – How Has Herbalife Ltd. (HLF) Been Going So Long?
    Bill Ackman is not the only investor shorting Herbalife Ltd. (NYSE:HLF), who has been having a busy week… Whitney Tilson has been pounding the hammer ...
  • Fannie Mae Forced To Buy Toxic MBS 40 billion Month
    Fannie Mae Forced To Buy Toxic MBS 40 billion Month pre crisis via TimHoward717.com http://www.mcclatchydc.com/2008/10/12/53802/private-sector-loans-not-fannie.html excellent analysis of lead up http://www.bloomberg.com/apps/news?sid=aDjJYMSphyM0&pid=newsarchive http://www.bloomberg.com/apps/news?sid=aDjJYMSphyM0&pid=newsarchive bruce thompson Freddie MAc (OTCB:FMCC) ...
  • Citigroup To Pay Record Data Fine of $5 Million
    Citigroup has settled with the SEC for failing to adequately protect confidential trading data.The investigation by the Securities and Exchange Commission came on the heels ...
  • New Study Pegs Dark Pool Volume At 43.6 Percent
    Detailed look at dark pool volume to be released Monday by Tabb GroupA new report reviewed by ValueWalk to be released on Monday shows dark ...
  • Strong Uptick In IPO Activity Across The Globe
    Despite all the indicators suggesting uptrend in IPO activity is sustainable, investors are displaying a commendable level of caution in pricing dealsFor the first time ...
  • Credit - Perpetual Motion
    "Oh ye seekers after perpetual motion, how many vain chimeras have you pursued? Go ...
  • Credit - The European Polyneuropathy
    "Politics is the art of looking for trouble, finding it everywhere, diagnosing it incorrectly and applying the wrong remedies." - ...
  • Credit - The Golden Mean
    "Extreme positions are not succeeded by moderate ones, but by contrary extreme positions." - Friedrich NietzscheLooking at the ...
  • Credit - The Molotov Cocktail
    "Incendiary capitalism is carrying its out evil works more dangerously than ever, and is doing so in the increasingly dangerous ...
  • Credit - Deus Deceptor
    "The senses deceive from time to time, and it is prudent never to trust wholly those who have deceived us ...
  • Valuing community banks
    Most investors are familiar with the valuation techniques used to value non-financial companies.  A number of different models are used from relative valuation, to discounted ...
  • The truth about asset investing
    Issue 2 of the Oddball Stocks Newsletter has been published and sent to subscribers.  If you're not a subscriber and would like to learn ...
  • Enterprise Bank, a case study in the potential pitfalls of bank investing
    A general misconception I've sensed is that value investors who aren't buying Buffett-type companies are usually lumped into a distressed turnaround category.  Our investments are ...
  • Selling cheap to buy cheaper
    I apologize for the lack of recent posts, in many ways it' a bit unusual.  I started this blog in 2010 and became serious about ...
  • Good enough investing
    Investing attracts a lot of smart people.  Investors are good with numbers, good with details, and competitive.  Many smart investors are on a quest to ...
  • Highway to hell
    SO THE US Congress has agreed on a way of funding the highway trust fund, the scheme that fixes the potholes and the bridges (and ...
  • No right answer
    SO THE British government is setting up an advice service for retirees with a pension pot, now that they no longer need to buy ...
  • Four is a trend?
    WHEN do individual pieces of data become a trend? In the past few days, we have seen a surprise 1.3% monthly slump in British ...
  • Playing hedge funds with public money
    LISTEN here, voters, I've got a great deal for you. I'm sure you are all aware of the legendary financial acumen of public officials. So ...
  • How unusual is Fed policy?
    UNEMPLOYMENT dropped to 6.1% in today's non-farm payroll numbers, the lowest level for six years. The recent data have been a little bewildering to ...
  • Andrew Maguire
    Andrew Maguire: Whistleblower & Independent London Metals Trader - Andrew has 30 years trading experience, both as an institutional and independent trader. He is an ...
  • Art Cashin
    Art Cashin: Director of Floor Operations for UBS Financial Services & CNBC Market Commentator - UBS has over $650 billion under management. Art has over ...
  • Michael Pento
    Michael Pento: President of Pento Portfolio Strategies - Michael is a well-established specialist in the “Austrian School” of economics. A regular on CNBC, Bloomberg, Fox ...
  • Gerald Celente
    Gerald Celente: Founder & Director of the Trends Research Institute - Gerald has had a long track record of making some of the most controversial, ...
  • MEP Nigel Farage
    Nigel Farage: Member of the European Parliament (MEP) & Founding Member of the UK Independence Party (UKIP) - Nigel is MEP for the South East ...
  • 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 ...
  • New thinking on reserve-currency status
    The dollar’s dominant role in international trade and finance has proved remarkably resilient. This column argues that financial stability – and the policy and institutional ...
  • SMEs lending: ‘Relationship lending’ vs arm’s length
    The small and medium-size enterprises (SMEs) were among the most severely affected in the Global Crisis. This column discusses new evidence on how different lending ...
  • Employee satisfaction and firm value
    Happy workers might well be more productive than unhappy ones, but high worker satisfaction could also be a sign that workers are overpaid or underworked. ...
  • Complexity and the art of public policy
    Complexity science is changing the way we think about social systems and social theory. Unfortunately, economists’ policy models have not kept up and are stuck ...
  • Inequality in big cities
    Large cities are more unequal than the nations that host them. This column argues that this is because large cities disproportionately reward talented superstars and ...
  • James Simons – Mathematics, Common Sense, and Good Luck
    Hat Tip: @walkslow4 on Twitter for the link  
  • Weekend Top 100
    Here is your weekly look at the top 100 ranked stocks inside The PPT. Please note that the following list is sorted by volume not ranking: CLICK ...
  • Weekly Scorecard
    Here’s a look at the top industries on the week, sorted by change in the weekly hybrid score: _____ Here are the top individual hybrid ...
  • New Long
    I’ve added $TOUR to the books today, and will remain long so long as it hold the 20 day moving average. Here’s a look at ...
  • Favor Dry Powder Over DUST
    Despite how quickly sentiment has been to flip bearish on the precious metals and miners, I am still inclined to patiently wait for a new ...
  • STTG Market Recap July 25, 2014
    Indexes gapped down and stayed down all session as weakness in Amazon.com and Visa hurt morale a bit. The S&P 500 fell 0.48% and ...
  • STTG Market Recap July 24, 2014
    Thursday was a quiet session with indexes flipping around the unchanged line. The S&P 500 gained 0.05% while the NASDAQ dropped 0.04%. ...
  • STTG Market Recap July 23, 2014
    Indexes were up most of the session as a surge by Apple (AAPL) helped lift things; this is a massive component of the NASDAQ. ...
  • STTG Market Recap July 22, 2014
    It has been choppy action of late after the surge we had early in July during the holiday week. Stocks exited that week very ...
  • STTG Market Recap July 21, 2014
    Indexes opened quite significantly down on a number of geopolitical items (Russia, Gaza) but a steady line of buyers came in throughout the session and ...
  • you get the market
    The ongoing debate among market participants about active and passive investment approaches overlooks an established trend that could bring radical changes.
  • evolutions and revolutions
    Inspiration can come from unexpected places at unexpected times. Will you be open to it, or will you want to listen to the same ...
  • cover bands
    The degree to which an investment organization differentiates itself from the crowd is one of the most important strategic considerations of the day.
  • the nature of value
    A new book compares the adaptive nature of economic systems to ecological ones. It is full of interesting ideas for investors and other economic ...
  • raw material
    Everyone wants alternatives, although many can't articulate exactly what they are or what the expectations for them should be. Some thoughts on where to ...
  • Catmull's Mental Models
    OK, so I mentioned this book in my last post:       Creativity, Inc: Overcoming the Unseen Forces That Stand in ...
  • Cost Cutting, R&D etc.
    This is going to be a wandering post, just thinking out loud about a few things that have been on my mind.  I've been posting ...
  • Heinz Update: Who's Next?
    So it's been about a year since BRK and 3G Capital acquired Heinz (HNZ).  This is old news to most of you as the 10-Q ...
  • Is Coke Undermanaged?!
    OK, now that's a silly idea.  Coke (KO) is one of the most respected companies and known to be very well managed.   It is ...
  • Big Dream: Anheuser-Busch InBev (BUD) / Coca-Cola (KO) Merger
    This morning KO's stock price popped up on a comment by David Winters that Buffett and 3G are planning to take KO private.  He said ...
  • The Rage to Master
    efore I was a trader, I was a musician. In my career as […] The post The Rage to Master appeared first on
  • Managing your Fear of Loss
    eople talk about “learning how to lose” and […] The post Managing your Fear of Loss appeared first on Adam H Grimes.
  • Video: Market Performance by Market Cap
    A quick look at stock market performance by market cap […] The post Video: Market Performance by Market Cap appeared first on
  • Mid-week Reading
    I haven’t done this before, but I thought it migh […] The post Mid-week Reading appeared first on Adam H Grimes. Related ...
  • Improve Your Mental Game
    had an interesting conversation a month ago with Ian, a […] The post Improve Your Mental Game appeared first on Adam H ...
  • Weighing In: On Diversification
    Diversification is one of the main reasons investors use commodities in their portfolios. Despite the fact that in only 4 years since 1970 did commodities and equities drop ...
  • Back to the Future for Small-caps
    Suppose you were a financial advisor during the height of the financial crisis in the first quarter of 2009, and you presciently theorized that the ...
  • Don’t Doubt the Economy
    Amidst the worries over some future Fed tightening, misplaced angst about inflation and chatter about the S&P 500 touching 2000, investors seem to be ignoring ...
  • Mid-July Muni Minutes
    Detroit: The anniversary of the city of Detroit essentially declaring bankruptcy by cancelling payments on $40 million of debt obligations last summer is not dragging ...
  • Treasury Curve Flattening Helps Long Duration; Investment Grade Bonds Continue to Perform
    Last week’s performance saw the overall Treasury market as measured by the S&P/BGCantor US Treasury Bond Index return 0.03% and is now at 2.08% for ...
  • Weekly Market Summary
    Barring a 50 point drop next week, SPX will close July higher. This will the 6th month in a row that SPX has closed up.
  • Fund Managers' Current Asset Allocation - July
    Every month, we review the latest BAML survey of global fund managers. Among the various ways of measuring investor sentiment, this is one of the ...
  • Weekly Market Summary
    SPY (daily) remains firmly in its up channel. That's the big trend to keep firmly in mind.That said, it's 13-ema inflected downward yesterday ...
  • Weekly Market Summary
    There are things to be concerned about and things to not be concerned about.With an improvement in macro data in the past quarter, ...
  • July Macro Update: Employment and Housing Brighten
    In May we started a recurring monthly review of all the main economic data (prior posts are here). Our key message has so far been ...
  • 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 ...
  • Amazon's Q2 miss
    Tuna Amobi, S&P Capital IQ analyst, discusses what investors need to see from Amazon, and how much of a threat Alibaba poses to the company.
  • Buy Facebook, not Amazon: Pro
    Ron Josey, JMP Securities, discusses Amazon's worst-than-expected second quarter results and weighs in on how the company's expansion plans are impacting profits.
  • Close look at Amazon's Q2 loss
    Amazon reported a Q2 EPS loss of ($0.27) on revenues of $19.34 billion. Andrew Tonner, The Motley Fool tech analyst; Bernard Golden, ActiveState VP; Jim ...
  • Facebook's quarter stellar: Analyst
    Arvind Bhatia, Sterne Agee senior research analyst, discusses Facebook's better-than-expected Q2 earnings and its race with Google for digital ads.
  • AT&T results worse than appears: Pro
    Craig Moffett, MoffettNathanson founder, provides perspective on Ma Bell's quarterly results.
  • Bitcoin Is a Joke. There, I've Said It Again
    John Crudele, New York PostBitcoins are a fake currency that is nothing more than a confidence scheme. There, IÂ’ve said it again. But let ...
  • $10B of Chinese Money Is Laundered Every Month
    Diane Francis, NYPChina has built the world’s second-biggest economy and created a middle class bigger than America’s entire population, but it faces a ...
  • For Netflix, Movies Don't Matter Anymore
    Josh Herr, The Fiscal TimesThis week Netflix made several announcements regarding their streaming properties that will forever change the shape of video content consumption.
  • Greenberg Never Lost Faith in Big Banks
    Arnold & Onaran, BloombergAlan C. “Ace” Greenberg, who transformed Bear Stearns Cos. from a small bond shop into the fifth-largest U.S. securities firm, ...
  • Remembering Ace Greenberg
    Sydney Ember, New York TimesIn guiding Bear Stearns to the top of the banking world, and then watching it crumble, Mr. Greenberg was ...
  • July 27, 2014
    If I showed you a chart of the Russell 2000 Index, what sort of “label” would you ascribe to this market? For all practical purposes ...
  • July 23, 2014
    The S&P 500 Index, shown below on a daily chart, went into a de facto rally resumption this morning as it moved to all-time highs. ...
  • July 20, 2014
    News has a funny way of dove-tailing with the market, as an already weak underlying market situation was provided with another catalyst for a sell-off ...
  • July 16, 2014
    Strong economic news out of China, the announcement of a partnership between Apple (AAPL) and International Business Machines (IBM), and an earnings-related gap-up in Intel ...
  • July 13, 2014
    Thursday morning provided something of an answer to the unusually aggressive selling we saw on Tuesday when the indexes broke sharply off of their recent ...
  • One of these things
    It's time to kick it old-school play a game of the perennial Sesame Street favourite, 'One of These Things is Not Like the Others.'  For ...
  • Same-o, Same-o
    Last week's min-bout of volatility notwithstanding, one day just seems to run into another these days, doesn't it.  Consider the following, which makes yesterday indistinguishable ...
  • A couple of thoughts on EM equities
    At last, some peace and quiet.  After two days of searing, 1% move volatility, the S&P 500 finally allowed punters to take a breather yesterday, ...
  • Two for two
    Volatile days are like late-night buses:  None for ages and then a bunch come all at once.   The SPX registered its second 1% day in ...
  • Ding, dong, the streak is dead
    The streak is dead.It took red headline flashes of another downed Malaysian aircraft (this time by bad dudes),  military action in the Middle ...
  • Flattening Yield Curve
    Chart 1: Long maturity end of the bond market has rebounded in ’14…   Source: Short Side of Long Coming into 2014 just about every trader, ...
  • Quote Of The Day: Agriculture
    On CNBC Asia’s “Squawk Box,” the author of the Gloom, Boom and Doom report singled out the agriculture sector, Chinese and Hong Kong stocks and ...
  • Euro Breaking Down!
    European Euro has started to weaken and possibly enter a downtrend against the US Dollar. I first started discussing possibility of Euro weakening in early ...
  • July Market Breadth
    The last market breadth update was written in June, with a theme of main internal indicators pushing towards overbought levels. The report showed how NYSE High ...
  • Global Stock Markets
    On Friday I wrote an article titled “Geopolitics Influencing Prices” which outlined just some of the assets I am looking at with a possibility of ...
  • Knowing Vs. Doing
    This summer I’ve become halfway-decent on the mountain bike. Good saddle time, good riding buddies and pushing myself (and a new bike…) have led to ...
  • Everything Wrong with Traditional Investment Advice
    Recently in the Wall Street Journal there was a piece titled “Small Stocks Could Be Getting Too Cocky.” Quite frankly, it was full of the ...
  • Second Quarter 2014 In Review
    In The Markets The markets continue to prove everyone wrong.  Despite ongoing calls for a stock market correction, global stocks had a very healthy quarter ...
  • 2014 Mid Year Check-Up
    At the beginning of this year I gave you my 2014 Market Strategy.  I thought I would put myself to the test and see how ...
  • Non-Profit Fiduciaries Must Consider Passive Investing
    An individual serving as a director of a non-profit has been given a role of significant trust, and has a duty to donors, beneficiaries, officers, ...

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