Financial News Aggregator and a little more!

  • 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 ...
  • 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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  • Reading the yield curve's message
    If you haven't already heard that an inverted Treasury yield curve is a good predictor of recessions, then either you haven't been reading this blog ...
  • Despite a weak March, jobs growth still improving
    The March private sector employment report was a big miss on the downside (102K vs. 188K), but the trend rate of growth in private sector ...
  • ISM optimism
    The monthly surveys of the Institute for Supply Management are very timely (though not real-time) indicators of the health of the manufacturing and service sector ...
  • Charts we never thought we'd see
    Ten years ago we were in the early stages of what would later prove to be the most severe economic downturn since the Great Depression. ...
  • The Fed is not tightening monetary policy
    Yesterday the FOMC raised its short-term interest rate target (and the rate it pays on bank reserves) to 1.75%. This move was widely anticipated, and ...
  • Friday Watch
    Night Trading Asian equity indices are -.5% to unch. on average.Asia Ex-Japan Investment ...
  • Bear Radar
    Style Underperformer: Mid-Cap Growth -1.1%Sector Underperformers:
  • Bull Radar
    Style Outperformer: Small-Cap Value -.4%Sector Outperformers:
  • Market Internals
    NYSE Composite Index: Volume Running +2.5% Above 100-Day Average 1 Sector Rising, 10 Sectors Declining 24.1% of Issues ...
  • Thursday Watch
    Night Trading Asian equity indices are +.5% to +1.0% on average.Asia Ex-Japan Investment Grade CDS Index 74.25 +1.25 basis ...
  • Protect Your Privacy
    ERIC SCHMIDT SAID THIS when he was Google’s chief executive: “If you have something that you don’t want anyone to know, maybe you shouldn’t be doing it in ...
  • Teachable Moment
    FOR THREE-QUARTERS of students, loans have become a standard part of the college experience. Scholarships, grants and parental funding may be preferable. But the reality is, ...
  • Living Larger
    NOTICE ANYTHING different? This week, we’re rolling out an expanded homepage for HumbleDollar. Our three latest blogs are now stripped across the top of the ...
  • Fueling the Fire
    I’VE BEEN EMPLOYED on at least a part-time basis since I was 17 years old. For almost three decades now, I’ve been working fulltime. It’s ...
  • Saving Is Sexy
    WE DON’T PROMISE thinner thighs and harder abs here at HumbleDollar. But—unbeknownst to us—we could be the secret to your relationship success. This revelation comes from ...
  • Weekly Market Recap Apr 15, 2018
    One thing technicals cannot account for are news events, and Tuesday's relaxation of fears about #TRADEWARS(tm) drove indexes to a very nice rally that day.  ...
  • Weekly Market Recap Apr 8, 2018
    Volatility continued this week as #TRADEWARS(tm) rhetoric continued - more rhetoric than action, but traders got antsy again. Monday and Friday saw significant drawdowns, while ...
  • Weekly Market Recap Apr 1, 2018
    Emotional angst about #TRADEWARS(tm)! lightened up Monday leading to a big rally; in percentage terms the best move up August 2015 on a single day. ...
  • Weekly Market Recap Mar 25, 2018
    Things were looking pretty solid coming into th week but #TRADEWARS(tm)! is the new #Brexit! and certainly roiled markets. A lot of this is ...
  • Weekly Market Recap Mar 18, 2018
    Indexes were coming off a massive week and entered this past week somewhat overbought, so certainly were due for some sort of rest. ...
  • 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. ...
  • Tariffs Throw A Cat Amongst The Pigeons
    The weekly Market Update is up at Alpha Baskets and includes the following; Bitcoin had a bit of a tumble last week down as much ...
  • Don’t Let Big Tech Ruin You
    My latest post for Alpha Baskets is published and includes the following; There was one sentence that made me laugh out loud; “Passive investors who ...
  • Did Anyone Get The License Plate?
    The weekly Market Update is posted at Alpha Baskets and includes the following; Tech was also seen a driver of volatility after leading the market ...
  • Learning From Iomega
    My latest post for Alpha Baskets is posted and includes the following; Reading a headline like that, a cynic might immediately think of the famous ...
  • Reading the yield curve's message
    If you haven't already heard that an inverted Treasury yield curve is a good predictor of recessions, then either you haven't been reading this blog ...
  • Despite a weak March, jobs growth still improving
    The March private sector employment report was a big miss on the downside (102K vs. 188K), but the trend rate of growth in private sector ...
  • ISM optimism
    The monthly surveys of the Institute for Supply Management are very timely (though not real-time) indicators of the health of the manufacturing and service sector ...
  • Charts we never thought we'd see
    Ten years ago we were in the early stages of what would later prove to be the most severe economic downturn since the Great Depression. ...
  • The Fed is not tightening monetary policy
    Yesterday the FOMC raised its short-term interest rate target (and the rate it pays on bank reserves) to 1.75%. This move was widely anticipated, and ...
  • “MARGIN CALL FOR PHILIP MORRIS!!!!”
    Tobacco stocks are getting smoked today. Philip Morris is down about 16%, but this comes after years of creaming the market. Here’s the Dow Jones ...
  • Four Buy List Earnings Reports this Morning
    This is a very busy morning for us. We had four of our Buy List stocks report earnings. Let’s go through them. Alliance Data Systems ...
  • Q1 2018 Earnings Calendar
    Here’s a list of reporting dates, Wall Street’s consensus estimates and actual reported results. Company Ticker Date Estimate Result Torchmark TMK 18-Apr $1.45 $1.47 Alliance ...
  • Morning News: April 19, 2018
    China’s Big Bang An Oil Deal Between Saudi and Russia Worked. Now What? NY Attorney General Seeks Power to Bypass Presidential Pardons VIX Rigging Talk ...
  • Torchmark Earned $1.47 per Share
    After the closing bell, Torchmark (TMK) reported Q1 net operating earnings of $1.47 per share. That’s up from $1.15 per share one year ago. Wall ...
  • 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 ...
  • Finding your discomfort zone
    I have been down in DC the last few weeks, among other things, talking to lawmakers and regulators about cryptonetworks and cryptocurrencies.  As part of ...
  • Digital scarcity
    As readers of this blog can tell, I’ve been spending a lot of my time recently focused on cryptonetworks and blockchains, and in particular, working ...
  • Zombies eating kitties
    On Tuesday we announced our investment in Cryptokitties, and, as you might expect, received a combination of enthusiasm and skepticism in response.  Bitcoin and cryptocurrencies ...
  • A bigger container
    An idea I like from Zen Buddhism is becoming a Bigger Container.  My understanding of the idea is this: There are a lot of difficult/bad/sad/scary ...
  • Spain Italy fact of the day
    Spaniards have became richer than Italians — a heartening indication of Spain’s economic revival but a worrying sign for Italy, the eurozone’s third-largest economy, which ...
  • Africa fact of the day
    Sub-Saharan Africa is slipping into a new debt crisis, with 40 per cent of the region’s countries now at high risk of debt distress — ...
  • Thursday assorted links
    1. My podcast with the excellent Michael Baranowski on The Complacent Class. 2. Machine learning to predict chaotic systems? 3. The productivity of Richard Epstein. ...
  • Meet me in Mongolia? (North Korea fact of the day)
    As officials scramble to convene the hastily announced and once-unthinkable meeting in the coming weeks, the site itself remains an open question. It is unclear whether Mr. ...
  • How do people respond to shared trauma?
    Studies of the aftermath of the Oklahoma City bombing of April 19th, 1995, indicate that the traumatic event resulted in people seeking to strengthen their ...
  • Notes on the Fed Announcements
    ========================== Listening to the Fed Chair’s press conference, there was one thing where I disagreed with what Powell was saying.  He said a few times ...
  • Just Don’t Invert the Yield Curve
    ================================ Jerome Powell is not an economist, and as such, has the potential to try to remake the way the Fed does monetary policy.  Rather ...
  • Why I Like Foreign Small Cap ETFs
    ====================== This should be a short post.  When I like a foreign market because it seems cheap (blood running in the streets), I sometimes buy ...
  • Estimating Future Stock Returns, December 2017 Update
    ================= Jeff Bezos has a saying, “Your margin is my opportunity.”  He has found ways to eat the businesses of others by providing the same ...
  • Getting a Job in Insurance
    Well, I never thought I would get this question, but here it is: Thank you for your dedication to your blog. I was wondering if ...
  • 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 ...
  • The smartphone and the toilet
    THE impact of technology on the economy is one of the most-debated issues of the moment, whether it is the potential for automation to cause ...
  • An update from Jeremy Grantham
    JEREMY GRANTHAM is an investor with 50 years of experience in the markets who is known for his caution about the outlook for long-term returns ...
  • A plan that needs more money
    AMERICAN private-sector workers face a problem. Too few of them have private-sector pensions, and the government scheme, Social Security, set up by Franklin Roosevelt (pictured) ...
  • We have seen the future and it twerks
    CYNTHIA NIXON is the latest celebrity to run for office in America; the “Sex and the City” star is trying to be governor of New ...
  • April 15, 2018
    The NASDAQ Composite Index got as far as its 50-dma on Friday at the open on another gap move to start the day, but reversed ...
  • April 11, 2018
    I generally find follow-through days to be somewhat useless when it comes to determining the future direction of the general market. In a market like ...
  • April 8, 2018
    The market ended the week the way it began the week, with a big sell-off on more tariff news. While Monday’s sell-off was brought on ...
  • April 4, 2018
    The market has so far proven to be one of sows’ ears rather than silk purses as I surmised it was over the weekend. Everything ...
  • April 1, 2018
    One trading day has passed since my last report and what has changed since then? Well, not a lot. So, in the interests of invoking ...
  • Links for 04-10-18
    The Fallacy of the Free Market - James Kwak Trump’s Trade Confusion - Joseph E. Stiglitz Capital in Russia - Thomas Piketty What’s Been Stopping ...
  • Links for 04-04-18
    Trade Wars, Stranded Assets, and the Stock Market - Paul Krugman No, “Obamasclerosis” wasnt a real problem for the economy - Larry Summers Will China ...
  • Links for 04-02-18
    Will China Really Supplant US Economic Hegemony? - Kenneth Rogoff The Debate on Trade Deficits Is Littered with Misconceptions - Joseph Gagnon Big Business Is ...
  • Links for 03-30-18
    Is It Policy, or Just Reality TV? - Paul Krugman How to Think About Corporate Tax Cuts - Justin Wolfers Misconceptions about Trade Deficits - ...
  • Links for 03-28-18
    Immaculate Inflation Strikes Again (Wonkish) - Paul Krugman The Phillips Curve and Identification Problems - Everyday Economist Large Scale Econometric Models: Do they Have a ...
  • 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 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?
  • getting unstuck
    We've all been there. Frozen, unable to move forward, caught in an approach that just isn't working at all. It can happen to ...
  • gumption traps
    We are continually faced with problems, some caused by external forces and others by internal ones. Meeting them head on is a challenge (at ...
  • S&P 500 Index: Intraday Support & Resistance Levels
    The following 60 minute chart of the S&P 500 Index (SPX) shows intraday support and resistance levels at 2650 and 2700, respectively. The momentum and relative volatility index technical indicators have plunged on today’s action, so ...
  • Theranos Product Works!
    This just hit the wires – – someone managed to sneak a video from inside Theranos of someone playing the “Kill John Carreyrou” game the ...
  • The Sure Thing
    It’s a terrific day so far (and it’s been a while since I’ve been able to type those words). I am particularly pleased with the ...
  • Short the Shipper
  • Sunrise Over the Horizon
    Good morning, everyone. I got up extremely late (6:20 a.m.; I have no ideas why my dogs let me sleep in) so this is going ...
  • 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 ...
  • Links
    "Well, we do have filters. And sometimes those filters are very irritating to people who check in with us about businesses - because ...
  • Links
    "The financial world is so complex and unpredictable that a fair amount of our analyses will prove to have been flawed.... A dirt-cheap ...
  • Links
    "Markets can do anything. If you look at the history of markets, you see everything under the sun. But we have no ...
  • Carl Sagan on science as a way of thinking...
    From The Demon-Haunted World: Science as a Candle in the Dark (published in 1995):Science is more than a body of knowledge; it ...
  • Links
    "I think the most successful investors, if they sell at all, will be selling things that end up going a lot higher - ...
  • 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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