Financial News Aggregator and a little more!

  • A World Gone Mad
    This post A World Gone Mad appeared first on Daily Reckoning. Jerome Powell said about the Fed’s balance sheet before he became ...
  • Now What?
    This post Now What? appeared first on Daily Reckoning. At long last, the U.S.-China “phase one” trade deal is signed… The post
  • Central Banker Comes Clean
    This post Central Banker Comes Clean appeared first on Daily Reckoning. As goes the balance sheet, so goes the stock market… The post ...
  • Helicopter Money Is No Panacea
    This post Helicopter Money Is No Panacea appeared first on Daily Reckoning. Jim Rickards shows you why helicopter money might not be ...
  • “Last Hurrah” for Central Bankers
    This post “Last Hurrah” for Central Bankers appeared first on Daily Reckoning. “We’re going to have to rely on putting money in ...
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  • Instagram for Windows 95
    Delightful work by Petrick Studio. I miss buttons that look like buttons and clear distinctions between app chrome and content.
  • [Sponsor] SQLPro Studio -- Database Client for macOS & iOS
    A powerful and fully native macOS and iOS database client for working with all sorts of SQL databases. Easily browse and edit records, either visually ...
  • How Modern iPhone Encryption Works
    Great explanation from Jack Nicas, in his column for The New York Times: Tools like those from Cellebrite and Grayshift don’t actually break iPhones’ encryption; ...
  • MyNetDiary
    My thanks to MyNetDiary for sponsoring DF this week. MyNetDiary is a modern diet/food tracking app with a strong focus on design, quality, and usability. Developed ...
  • The Talk Show: ‘Sport Mode’
    Special guest Merlin Mann returns to the show. Topics include the renewal of U.S. law enforcement officials’ disingenuous campaign against iPhone encryption, the Houston Astros ...
  • Muddling Through
    DESPITE MY independent nature, I called family and friends after my injury. I thanked them for what they’d already done following my husband’s death—and requested ...
  • Why We Try
    BEATING THE STOCK market over the long term is no mean feat. Only a tiny proportion of investors—professional or otherwise—manage to do it. So why ...
  • Seven Paradoxes
    “THE INVESTOR’S CHIEF problem—even his worst enemy—is likely himself.” So wrote Benjamin Graham, the father of modern investment analysis. With these words, written in 1949, ...
  • Just in Time
    I USED TO THINK anybody could be taught to manage money sensibly. I no longer believe that. When I was in my 20s and scraping ...
  • Our To-Do List
    I HAVE NEVER broken a New Year’s resolution—because, until this year, I’ve never made one. But now that I’m retired, with time on my hands, ...
  • US Business Cycle Risk Report | 21 January 2020
    The US economy continues to show signs of stabilizing after last year’s second-half slowdown. In addition, revised projections for the business cycle trend hint at ...
  • Macro Briefing | 21 January 2020
    China confirms that new virus can spread through human contact: Reuters China’s coronavirus outbreak prompts flight screenings in Australia: NY Times U. of Hong Kong: ...
  • US REITs Rebound, Closing At Record High
    Real estate investment trusts (REITs) in the US topped last week’s returns for the major asset classes and ended the week at a record high, ...
  • Macro Briefing | 20 January 2020
    China reports 140 new cases of Sars-like virus: CNBC Supply disruptions in Iraq and Libya lift oil prices: Bloomberg White House plans to keep pressure ...
  • Book Bits | 18 January 2020
    ● A World Without Work: Technology, Automation, and How We Should Respond By Daniel Susskind Review via The New York Times If humans’ fears that ...
  • Mea Culpas, 2019 edition
    Brexit, Facebook, Endowments and Other Errors Acknowledging mistakes increases the odds of avoiding them in the future. Bloomberg, January 19, 2020       Every year ...
  • 10 Tuesday AM Reads
    My Two-for-Tuesday morning train reads: • How’d Active Funds Do in 2019? So-So (Morningstar) see also Nothing To Fear But Nothing To Fear (Yardeni) • ...
  • Distribution of the World’s Wealth
    Source: How Much   The U.S. still controls far more wealth than any other country: Americans control almost 30% of the entire world’s wealth, and China, ...
  • 10 MLK Day Reads
    My Martin Luther King Day Civil Rights reads: • Voices of the Movement: Stories from civil rights leaders who changed America (Washington Post) • The ...
  • Transcript: Safi Bahcall
          The transcript from this week’s MiB: Safi Bahcall, Loonshots, is below. You can stream/download the full conversation, including the podcast extras on Apple ...
  • Froth everywhere!
    Preface: Explaining our market timing modelsWe maintain several market timing models, each with differing time horizons. The "Ultimate Market Timing Model" is a long-term ...
  • Energy: Value opportunity, or value trap?
    Callum Thomas recently highlighted an observation from BAML that the market cap of Apple (AAPL) is now larger than the entire energy sector.
  • The 2017/18 melt-up: Then and now
    Mid-week market update: The stock market is over-extended. I warned on the weekend about the market's nosebleed valuation (see Priced for perfection). The market's ...
  • Demographics beyond the 2020s
    I received some thoughtful feedback to my recent post (see The OK Boomer decade). In particular, one reader referred me to an article by ...
  • Priced for perfection
    I have been in the habit of writing a weekend publication consisting of a relatively long research piece combined with a tactical trading commentary, which ...
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  • Testing
  • The Asset of Time (Hacking)
    I can’t remember where I picked up what I’m about to share. Maybe it was something I heard or a study I read. The source ...
  • Hacking Happiness
    Who doesn't like being happy? Grumpy people that's who. I've been there. You have too, grumpy pants McGhee.& It's okay. We all get grumpy from ...
  • Investing In Yourself: Input/Output
    In investing (and life), pretty much every decision you make has a nuanced outcome. That is to say, there is very little black or white ...
  • Summer Daze
    It was a hot, humid east coast summer day. We were the kids of 1984. Back then the parents in our neighborhood had the same summertime rule. ...
  • Morning News: January 20, 2020
    Feel Good Factor Keeps World Stocks Near Record Highs, Oil Jumps Capitalism Draws Fire Despite Strong Global Economy Oil Advances to One-Week High as Unrest ...
  • Housing Starts at 13-Year High
    The stock market will be closed on Monday in honor of Dr. Martin Luther King’s birthday. It will be interesting to see how many traders ...
  • CWS Market Review – January 17, 2020
    “The dangers of life are infinite, and among them is safety.” — Goethe On Thursday, the S&P 500 closed above 3,300 for the first time ...
  • Morning News: January 17, 2020
    China’s Economic Growth Hits 30-Year Low China’s Improving Economic Data Masks Deeper Problems China’s Birthrate Hits Historic Low, in Looming Crisis for Beijing U.S. Passes ...
  • The Gold Bubble 40 Years On
    Next week will mark the 40th anniversary of gold’s peak, on January 21 to be exact. Since then, gold is down one-third in real terms ...
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  • 3Q 2019 Market Overview
    Global stock markets were again a bit tumultuous this quarter as July turned into August. The S&P 500 fell from a high of 3027 to ...
  • 2Q 2019 Market Overview
    Markets gave investors a brief scare in May with a mid-period decline of around 7% attributed to ongoing trade war concerns, but recovered quickly. Once ...
  • 1Q 2019 Market Overview
    If the last quarter of 2018 was scary, the first quarter of 2019 has been quietly wonderful, and most people haven’t noticed. Stocks across the ...
  • Wrecking the Curve
    Inside the industry there are a fair amount of studies done to show what the average Registered Investment Advisory firm looks like. What is average ...
  • The problem of N=1
    I am big on evidence, big on reason. Probably at times bordering on psychopathic in how much I try to rely on reason over emotion. ...
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  • Looking on the Bright Side
    We haven’t had a lot of good news lately. Or, more precisely, we haven’t seen a lot of good news lately, though it does exist. ...
  • Decade of Living Dangerously, Part 2
    If living dangerously is your goal, just keep adding reasonable, manageable, prudent risks. Eventually they’ll add up to serious danger.
  • Decade of Living Dangerously, Part 1
    Welcome to the 2020s. Some weren’t sure we would make it this far, but we did. Now we face a new decade and new challenges. ...
  • Prelude to Crisis
    Ignoring problems rarely solves them. You need to deal with them—not just the effects, but the underlying causes, or else they usually get worse. The ...
  • Time to Do the Hard Thing
    We choose to go to the moon in this decade and do the other things, not because they are easy, but because they are hard, ...
  • technical debt
    Every organization needs to improve its technological capabilities. Both insiders and outsiders should factor the shortfalls that exist into their assessments of future success.
  • narratives everywhere
    As investment professionals, we are faced with stories big and small. We should spend more time evaluating how we analyze and react to them.
  • the future of analysis
    The field of intelligence analysis can offer important analogies to those involved in investment decision making. The former, says one expert, "is at an ...
  • pay to play
    There are many behind-the-scenes agreements and relationships that affect the quality of information that we have about investments, potentially driving investor behavior in detrimental ways.
  • mind the gaps
    Long-term excellence in investment organizations comes from continuous improvement and the willingness to identify and remedy the shortfalls that exist.

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