Financial News Aggregator and a little more!

  • Bitcoin and the Theory of Money; Hedge Fund Quiz
    Bitcoin is not only irredeemable, but also unbacked. That is a big difference—in favor of the dollar. (Keith Weiner of Monetary-Metals) Read an analysis of ...
  • A Lesson on Economics and the Monetary System or Interest on Gold
    Even if the mention of a “Gold Standard” makes your eyes glaze over, the video above and the article below show you how a monetary ...
  • Weekend Reading; A Practicing Stoic
    WEEKEND READING Marks there-they-go-again-again https://seekingalpha.com/article/4091937-one-thing-howard-marks-got-brutally-wrong?app=1&uprof=44&isDirectRoadblock=false Wedgewood 2Q 2017 Value and Wedgewood underperformance Southeastern-Asset-We-Welcome-Unpredictability Active Passive Cycles 2Q17-Longleaf-Partners-Funds-Shareholder-Letter Winner take all economy: Winner Take All 13D Article ...
  • Hedge Fund Analyst Quiz–NG $3 The New Normal
    Your boss runs into your office and slaps this report onto your desk: Don‘t Bet Against Innovation_Sub-$3 Is the New Normal After reading the report ...
  • Case Study on Natural Gas/Shale Industry; Buffett Reads
    Shale gas is not a revolution. It’s just another play with a somewhat higher cost structure but larger resource base than conventional gas. The marginal ...
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  • Morning News: August 17, 2017
    Japan Reports Trade Surplus in July as Exports Rise Again Bank of England’s Caution Is Justified. What Happens When It Isn’t? Fed Policymakers Grow More ...
  • Morning News: August 16, 2017
    IMF Warns on China’s Credit Boom Tech Companies Ramp Up NAFTA Lobbying on Eve of Trade Talks Fed Minutes May Show Battle Lines Hardening Over ...
  • Morning News: August 15, 2017
    Why the U.S. Shouldn’t Start a Trade War With China How Nafta Changed U.S. Trade With Canada and Mexico Dudley Tells Skeptical Markets He Sees ...
  • North Korea and the Stock Market
    Simon Constable writes: The Aug. 10 market decline of almost 200 points on the Dow Jones Industrial Average seemed to confirm the dire view of ...
  • Morning News: August 14, 2017
    Japan at Top of the Growth Table Among G-7 Peers Eurozone Industry Shows Signs of Slowing Amid Euro’s Rise Commonwealth Bank Needs a Culture Shock ...
  • The Milky Way
    Your late night palette cleanser to wipe away all of the days news:   click for ginormous graphic Source: New Scientist   The post The ...
  • The Fintech 250
    Who are the emerging fintech companies that will change the face of financial services? The Fintech 250 identifies and recognizes the 250 most promising, private ...
  • Reminder: Competency, Character Matter
    The human capacity to rationalize things is astounding. I was never a fan of Hillary Clinton — wife of a President in a odd marriage, not ...
  • 10 Thursday AM Reads
    I’ve decided to dissolve the council behind my morning train reads to avoid putting pressure on links: • Is LIBOR, Benchmark for Trillions of Dollars ...
  • Confederate Monuments Across the USA
    Imagine if Germany wanted to maintain statues of Rommel, Goring, Hoess, and Eichmann:   Click for complete article Source: AP   The post Confederate Monuments ...
  • Wages vs. Jobs
    In Outside the Box today, my good friend Gary Shilling draws some crucial distinctions with respect to wage and jobs and explains why our perplexing ...
  • What I Learned at (Economics) Summer Camp
    All over America, kids who were fortunate enough to go to summer camp are busy telling mom and dad what they did. Their stories will ...
  • Amazon and Walmart Battle for Retail’s Future
    In true Outside the Box fashion, my good friend Neil Howe has reconsidered the escalating war between Amazon and Walmart for the future of retail, ...
  • Hot Summer Mailbag
    Perhaps the best part of being a writer is the chance to interact with readers. I can’t tell you how much I’ve learned from you ...
  • Camp Kotok, Here We Come!
    Tomorrow I head for the backwoods of Maine and Camp Kotok – always one of the high points of my year. Most of my readers ...
  • Does Your Neck Hurt Yet From The Metals Action?
    Reading most metals analysis in 2017 has been like watching a tennis match with the analysis going back and forth over the net between bullishness ...
  • Bigger Dips
    The daily middle band is a, and perhaps the, classic place for a bear move rally to fail, and after three days of failing to ...
  • The Hull Has Been Breached
    I have some things to do this afternoon (and I’ve filled every body cavity you’ve got with trading ideas already, so there’s that) – – ...
  • Six (Three……….)
    This content is only available to Slope+ users.
  • Six (Two……….)
    I’m so short, I could jump off a dime, and I wanted to share my latest new positions with you good people. There are eighteen ...
  • 8 Brutally Honest Truths You Need To Hear If You Want To Get Your Portfolio Together
    My latest post for Alpha Baskets is posted and includes the following; Blaming only makes you weaker Blaming others for investing mistakes is a huge ...
  • Dalio Likes Gold
    The weekly Market Update is posted at Alpha Baskets and includes the following; Gold rallied a little better than 2% last week and is up ...
  • Big Gains (Five Basis Points At A Time)
    My latest post for Alpha Baskets is posted and includes the following; Doing nothing (or very little) is sometimes the best thing an investor can ...
  • Still No Volatility
    The weekly market update is posted and includes the following; Depending on your view, the jobs data has either been in a groove or in ...
  • James Montier Is Still Bearish
    James Montier from Grantham, Mayo van Otterloo was interviewed in Barron’s over the weekend. Montier seems to always be bearish, certainly almost always bearish. The ...
  • Building an Investment Checklist
    By John P. Reese In this year’s letter to Berkshire Hathaway shareholders, Warren Buffett refers to the conglomerate’s “gradual shift from a company obtaining most ...
  • The Fed Could Cause Market Disruption
    In an article in last month’s Barron’s, Tocqueville Management Fund chairman John Hathaway shares his firm’s belief that “the Fed’s view of economic activity is ...
  • Housel on How to Stay Rich
    In a bull market, stocks become expensive and stretched valuations leave little margin for error, writes Morgan Housel earlier this year in an article for ...
  • Barry Ritholtz: Market Performance Isn’t Due to President
    In a recent Bloomberg article, the co-founder and chief investment officer of Ritholtz Wealth Management debunks the notion that the stock market’s record performance is ...
  • Insights on Owning Gold
    In a recently published article in Advisor Perspectives, Robert Heubscher interviews First Eagle Investment’s Thomas Kertsos to gather the research analyst’s insights around owning the ...
  • A Development Investment for the Ages
    Malnutrition receives less attention than most of the world’s other major challenges, yet it is one area where a relatively small investment can make the ...
  • Media Capture in the Digital Age
    The age of censors physically redacting newspapers is mostly over. But press freedom remains highly vulnerable, even in developed democracies, as governments and vested interests ...
  • Are Nazis as American as Apple Pie?
    Notwithstanding recent events in Charlottesville, Virginia, any sober observer can see that the United States is still a long way from the fevered atmosphere of ...
  • The Lost Lesson of the Financial Crisis
    When the global financial crisis began ten years ago this month, policymakers in advanced economies treated it as a cyclical shock rather than an epochal ...
  • Planning for Korean Reunification
    Like the fall of the Berlin Wall, a collapse of Kim Jong-un's regime in North Korea could happen quite suddenly. To prepare for that contingency, ...
  • Sorry for Being the Bearer of Good News
    I have a childhood friend who loves to rant and complain so much that I jokingly preface giving him good news with an apology. The ...
  • Credit Spreads and Sticker Shock
    Credit managers have been suffering for years now. Yeah, I know that sounds strange given the run credit markets have had. But the truth is ...
  • Mexican Peso, Brazilian Real, and the EM risk Cycle
    The forward points on BRL and MXN show, approximately, a 6% breakeven depreciation over the next 12 months. Or, in other word, 6% carry. If you believe ...
  • Quick Thought on Oil Stocks
    Up until recently oil stocks have been about playing/gaming some type of normalization from the 2014-15 crash. Mostly, repeated attempts at knife catching. Over this past month ...
  • Going All Macro, All the Time
    I’m trying something new. I’ve been looking for months for a better way to share my core competency: global macro investing and trading. My public twitter ...
  • Bought for a good time, but not a long time
    Mid-week market update: Last Friday, subscribers received an email alert indicating that the trading model had flipped from short to long. In my weekend commentary ...
  • "Fire and Fury" is hard
    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 ...
  • Correction ahead:
    Mid-week market update: Narrow trading ranges are often technical signs of sideways consolidation, followed by further upside. In this case, bulls are likely to be ...
  • Can China save the world again?
    Japan saved the world in the aftermath of the Crash of 1987. When the panic selling of stocks cascaded around the world, the Nikkei Index ...
  • Will overheating spoil the market rally?
    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 ...
  • Weekly Market Recap Aug 13, 2017
    It was looking like YET ANOTHER low volatility week...until Thursday... when finally some fireworks went off. Many attributed it to sabre rattling between ...
  • Weekly Market Recap Aug 6, 2017
    Despite a slew of economic data and earnings reports, it was another LOW volatility week for the major indexes. While we don't discuss the ...
  • Weekly Market Recap Jul 30, 2017
    Another week like so many others in 2017. Little volatility, little movement - even with a slew of big name earnings. This certainly ...
  • Weekly Market Recap Jul 23, 2017
    This past week represented so many of the weeks of 2017; slow action with a bit of an upward skew. Monday, Tuesday, Thursday ...
  • Weekly Market Recap Jul 16, 2017
    Market bulls continue to make anyone even moderately cautious (hand raised) look a fool. A technical breakout mid week on the indexes took the ...
  • maps of the world
    Investment organizations are facing a quickening pace of change, but using old constructs to analyze the environment and to make strategic decisions. New perspectives ...
  • into the workshop
    Getting away from the normal routine is critical if you are to think about the challenges of the future. Four days with interesting investment ...
  • precision farming
    There has been a restoration of faith in risk management and the modeling of market behavior since the financial crisis. Will those methods serve ...
  • surprisingly popular
    For the first four years of this century, I taught at the University of Minnesota’s Carlson School of Management.  The classes were made up of ...
  • site visits
    The worth of due diligence visits to companies or asset managers depends greatly on the structure of the interactions and your willingness to surface the ...
  • Bubble Watch
    Shiller said the other day that the market can go up 50% from here. OK, so I fell for it and clicked to watch the ...
  • High Fees
    So, I was taking to a friend who has a million dollars in a large cap stock fund. The fund happens to be the Fidelity ...
  • Fairfax India Holdings (FFXDF)
    This is one of those things that I looked at before and never posted, so here it is. Actually, I didn't write much about it, ...
  • JP Morgan 2016 Annual Report (JPM)
    I haven't posted much about JPM recently as it's still basically the same story. Great CEO building an awesome company performing really well etc.  After ...
  • Buffett on Valuation
    Buffett was on CNBC the other day and it was very interesting as usual. Well, most of what he says is not new.Not ...
  • Links for 08-16-17
    Why don’t all CEOs quit Trump’s advisory councils? - Larry Summers Nearly All US Trade Deals Were Negotiated by Republicans - PIIE How Donald Trump ...
  • Fed Watch: Retail Sales, Dudley, Wages
    Tim Duy: Retail Sales, Dudley, Wages, by Tim Duy: Some quick thoughts for the day. First, New York Federal Reserve President William Dudley gave an ...
  • Fed Shouldn't View Productivity as an Exogenous Factor
    Tim Duy: Fed Shouldn't View Productivity as an Exogenous Factor: The Federal Reserve has an opportunity to test a hypothesis critical to the health of ...
  • Do Low Interest Rates Punish Savers?
    Roger Farmer: Do Low Interest Rates Punish Savers?: This is the second of my posts on the conference: Applications of Behavioural Economics, and Multiple Equilibrium ...
  • Links for 08-15-17
    Why the Federal Reserve’s job will get harder - Larry Summers The Case for Regulating Before Harms Occur - The Regulatory Review The Natural Rate ...
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  • Always Invert
    Larry Walters always wanted to fly. When he was old enough, he joined the Air Force, but he could not see well enough to become a ...
  • Quote for our Age
    Carl Sagan saw the future pretty well more than 20 years ago. Carl Sagan, The Demon-Haunted World, pp. 25-26 (1996). H/T: @KStreetHipster
  • The Prediction Game
    In chess, there are 400 different possible positions after the opening two moves. There are 72,084 move combinations after each player has made two moves and over ...
  • The Apocalypse is (Always) Nigh
    A Christian radio network called Family Radio began spreading “​the word of God to the world” in 1958 in a mundane way, featuring hymns and ...
  • Market Monitor (2Q 2017)
  • Four Deuces Scenario
    While real GDP growth continues to amble along at a leisurely pace of 2.0% y/y, the labor market is sprinting ...
  • Investors Hearing Call of the Wild
    The Call of the Wild is a short adventure novel by Jack London. It was published in 1903 and set ...
  • Summertime Lullaby
    “Summertime” is the aria in the opera Porgy and Bess (1935) composed by George Gershwin. The song became a popular ...
  • China: The Xi Dynasty’s Debt Extravaganza
    China’s real GDP rose 6.9% y/y during Q2. During the quarter, it rose 6.7% (saar), which it’s been hovering around ...
  • Stocks: Still Fundamentally Good
    The latest ascent into record-high territory for the S&P 500, with historically high P/Es, naturally has raised fears of a ...
  • Bad Medicine, Part 1: The Story of 98.6 (Rebroadcast)
    We tend to think of medicine as a science, but for most of human history it has been scientific-ish at best. In the first episode ...
  • Who Needs Handwriting? (Rebroadcast)
    Season 6, Episode 49 This week on Freakonomics Radio: the digital age is making pen and paper seem obsolete. But what are we giving up if we ...
  • What Are You Waiting For? (Rebroadcast)
    Standing in line represents a particularly sloppy — and frustrating — way for supply and demand to meet. Why haven't we found a better way ...
  • Urinetown: TMSIDK Episode 26
    Tell Me Something I Don't Know is on the weird side of the tracks in Philadelphia with everything you've ever wanted to know about graffiti, ...
  • Trust Me (Rebroadcast)
    Season 6, Episode 48 This week on Freakonomics Radio: societies where people trust one another are healthier and wealthier. In the U.S. (and the U.K. and ...
  • The Canadian Housing Market is Bananas
    After seeing countless stories and statistics on the Canadian housing market I did some research to check things out for myself. The numbers I found ...
  • Investing in Yourself (Even When It Seems Irrational)
    A couple years ago I read an article about a new online brokerage firm that was geared towards young people called Robinhood. It sounded intriguing ...
  • Your Brain on $
    “The single greatest challenge you face as an investor is handling the truth about yourself.” – Jason Zweig In a presentation I gave a couple ...
  • The Biggest Common Investment Errors
    It’s hard to believe but it’s now been 10 years since the first rumblings began prior to the Great Financial Crisis. My guess is we’ll ...
  • Prepare Now For The End of The Bull Market
    It’s much easier to come up with the reasons for a bear market after the fact so I like the idea of thinking these things ...
  • Revised RSS Link
    All, I renamed the blog URL. Please please kindly update your RSS feed with the address below:https://growresearch.com/blogs/blog.atom -Gogi
  • Announcement
    source: shutterstock.com Dear readers, It’s been 2 years since I started this little blog. This site has been a great way to journal my investment philosophy and present some ...
  • Asset Allocation Part 1: The Basics
    Source: Randy Glasbergen, www.glasbergen.com As investors, we want to reap the power of compound interest over the long-run. That is how we build real wealth. But what should we ...
  • Scenarios for Momentum Investing
    source: babaimage In the previous post, we reviewed momentum’s robustness and saw how it stood the test of time. We also stress-tested the Global Equities Momentum (GEM) ...
  • Testing Momentum’s Robustness
    Happy new year! I have noticed that my quantitative posts get the most readership and discussion. So this year, I’ll be posting a lot more research ...
  • Happiness: 10 Questions to Ask
    COULD YOU SQUEEZE MORE HAPPINESS from your dollars? Here are 10 questions to ponder: Which expenditures from the past year do you remember with a smile? ...
  • Hitting Home
    WHEN IT COMES TO YOUR HOME, ignorance about taxes isn’t bliss—and it could be disastrous. I often field tax questions from homeowners. Most don’t understand ...
  • College, Then and Now
    WORKING AT A COLLEGE is a bit like being in a time warp. Every year, I get older, but the students don’t. The 20-somethings I ...
  • Measure for Measure
    THIS BULL MARKET is more than eight years old, U.S. stocks are undoubtedly expensive and there’s even talk of war. Tempted to sell? Problem is, there ...
  • Safety Net: 10 Questions to Ask
    WANT TO MAKE SURE YOUR FAMILY is adequately protected against financial disaster? Try grappling with these 10 questions: What’s the minimum dollar amount you need each ...
  • Always Invert
    Larry Walters always wanted to fly. When he was old enough, he joined the Air Force, but he could not see well enough to become a ...
  • Quote for our Age
    Carl Sagan saw the future pretty well more than 20 years ago. Carl Sagan, The Demon-Haunted World, pp. 25-26 (1996). H/T: @KStreetHipster
  • The Prediction Game
    In chess, there are 400 different possible positions after the opening two moves. There are 72,084 move combinations after each player has made two moves and over ...
  • The Apocalypse is (Always) Nigh
    A Christian radio network called Family Radio began spreading “​the word of God to the world” in 1958 in a mundane way, featuring hymns and ...
  • Market Monitor (2Q 2017)
  • August 16, 2017
    The market seemed to be anticipating the softening of war-rhetoric emanating from North Korea by pulling a big futures led jack to the upside on ...
  • August 13, 2017
    The NASDAQ Composite Index blew through its 50-day moving average on Thursday on heavy selling volume to cap off a three-day decline that began on ...
  • August 9, 2017
    I suppose I could say that my caution as expressed in recent reports was finally rewarded yesterday as the market reversed to the downside, quashing ...
  • August 6, 2017
    Earnings roulette season is in full swing, and has come with its share of big winners and equally big losers. On Friday, we saw the ...
  • August 2, 2017
    Your first clue that things aren’t exactly right is the failure of leading names to hold constructive pullbacks to logical areas of support. Since we ...
  • Shame, Status and the American Dream
    Something has been rolling around in my head for a while, and it’s about our house, our lifestyle and our appearance among peers. Our home ...
  • 2Q 2017 Market Overview
    Market Overview It has been another solid, steady quarter in the markets since the end of March. US stocks both large and small posted strong ...
  • The IPO 10-Bagger Chase
    It’s been 20 years since Amazon went public at $18 per share in 1997. The web today is littered with stories about how a small ...
  • Feature in Financial Advisor Magazine
    I was pleasantly surprised to learn that I was nominated for Financial Advisor magazine’s “10 Young Advisors to Watch” piece in the May issue. I’m not ...
  • This is the easy part
    These are our girls, 6 and just-a-few-weeks-shy-of-4. Yes, they are unspeakably adorable. I know. It struck me this weekend that, all things considered, this is ...
  • The Canadian Housing Market is Bananas
    After seeing countless stories and statistics on the Canadian housing market I did some research to check things out for myself. The numbers I found ...
  • Investing in Yourself (Even When It Seems Irrational)
    A couple years ago I read an article about a new online brokerage firm that was geared towards young people called Robinhood. It sounded intriguing ...
  • Your Brain on $
    “The single greatest challenge you face as an investor is handling the truth about yourself.” – Jason Zweig In a presentation I gave a couple ...
  • The Biggest Common Investment Errors
    It’s hard to believe but it’s now been 10 years since the first rumblings began prior to the Great Financial Crisis. My guess is we’ll ...
  • Prepare Now For The End of The Bull Market
    It’s much easier to come up with the reasons for a bear market after the fact so I like the idea of thinking these things ...
  • Company Notes Digest 8.11.17
    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 8.4.17
    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 ...
  • Earnings Call Digest 7.28.17
    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 ...
  • Earnings Call Digest 7.20.17
    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 ...
  • Earnings Call Digest 7.14.17
    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 ...
  • The Nork Wall of Worry
    Kim Jong-un is making today's headlines with his threats to attack Guam in short order and somewhere in the US at a later date—and to ...
  • Credit spreads tell a bullish story
    Credit spreads—the extra amount of yield that investors demand to hold debt that is riskier than Treasuries—are uniformly low these days. That tells us that ...
  • Commercial real estate still strong
    A quick update on the health of the commercial real estate market, which remains quite good. According to the folks at CoStar, their composite ...
  • No boom, no bust
    My reading of the economic and financial tea leaves is that the economy continues to grow at a sub-par pace (about 2%), just as it ...
  • Easy healthcare fixes
    Congress has once again failed to fix the problem of healthcare—a problem exacerbated (but not created) by Obamacare. Arguably, the main reason for this failure ...
  • 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 ...
  • 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 ...
  • Learning by doing
    I had lunch yesterday with someone who has been investing in the crypto / token space recently — having pooled together a small “fund” from ...
  • Keeping it simple
    We recently had our daughter’s birthday party, and we held it in a public park near our house, where there’s an old parks department building. ...
  • What’s your medium?
    Yesterday, I caught up with my old friend Gary Chou.  Gary was the first General Manager of the USV Portfolio Network (predating Brittany and Bethany), ...
  • Speaking page
    I’ve been doing more public speaking recently, and finally assembled videos into a single place: https://www.nickgrossman.is/speaking/ As I look at that list, I realize that ...
  • Getting Help
    I’m on vacation this week, and we have some old friends and their family staying with us.  Last night we got to talking about therapy ...
  • The Crisis at the Tipping Point
    ================== Ten years ago, things were mostly quiet.  The crisis was staring us in the face, with a little more than a year before the ...
  • The Best of the Aleph Blog, Part 33
    In my view, these were my best posts written between February 2015 and April 2015: One Dozen Reasons Why the Average Person Underperforms In Investing, ...
  • Why is the Stock Market So High?
    ========================== Assuming that you could throw stones on the financial internet, it would be hard to toss a stone and miss articles talking about how ...
  • Redacted Version of the July 2017 FOMC Statement
    =========== June 2017 July 2017 Comments Information received since the Federal Open Market Committee met in May indicates that the labor market has continued to ...
  • The Best of the Aleph Blog, Part 32
    ============================== In my view, these were my best posts written between November 2014 and January 2015: Stay Calm Political changes rarely create the policy/legal changes ...
  • Wrong Way Charlie And The “New Era” Nonsense
    Normally, I try to avoid picking on any specific pundit. Everyone makes mistakes and most people are simply trying to do their best to make ...
  • Got Gold?
    While everyone pays such close attention to every tick of the stock market and the cryptocurrencies, gold has been quietly flying under the radar. Not ...
  • Bull Trap?
    8/11/17: SPY came down yesterday to test the lower band of the ending diagonal pattern I shared earlier in the week before trying to reverse ...
  • Detecting A Digital Currency Depreciation
    I stopped into my local hobby shop yesterday as my wife and daughter were shopping at Macy’s. Both stores were empty but when I walked ...
  • Coming To America
    Ray DeVoe famously said, “more money has been lost reaching for yield than at the point of a gun.” That’s a lot of money and ...
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  • 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 ...
  • Shorting Junk
    Its time to say goodbye to this crazy rally in junk with people completely ignoring risk in favour of yield. It will comeback to bite. ...
  • One more Trumpet
    I think it is highly probable we will get one more rally before the markets take a serious breather. I am flat the market with ...
  • Last Day of the Year
    It has been a very quiet year for me on the Sefirot front. I have to admit almost all my energy has been channelled towards ...
  • 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 ...
  • Retail Meets Culture: How Product “Holidays” Can Be Leveraged
    From TheRobinReport.com --- This summer, Amazon celebrated its third annual “Prime Day” by offering 30 hours of sales on more than 100,000 products on its sites ...
  • Snap Break: Fashion’s Much-Needed Time Out in the Era of Social
    From TheRobinReport.com --- The notion of time plays a powerful role in inspiring and guiding fashion. Designers formulate their creative perspectives through the influences of the ...
  • Surviving Merger Mania
    From TheRobinReport.com --- I ask retailers lot of questions and one of my favorites is, “What keeps you up at night?” One of the most telling ...
  • Slicing and Dyson
    From TheRobinReport.com --- OK, here’s today’s retail quiz: How many companies that make household appliances have opened up their own stores on one of the most ...
  • Discount Retailers Make a Move
    From TheRobinReport.com --- When you’re in the retail business there’s no end to the way competitors and disruptors can derail you. Online competition has to be ...
  • Does society underestimate women?
    Yes.  The context is female jockeys in horse racing, and so we turn to Alasdair Brown and Fuyu Yang in the Journal of Economic Behavior ...
  • My short essay on opportunity concepts for South Africa
    Here is the piece (pdf), here is the broader symposium, with other notable contributors, including Bill Easterly, Charles Kenny, and Brandon Fuller.  Here is one ...
  • Tuesday assorted links
    1. Kevin Durant overestimates the pace of economic growth. 2. Berliners frustrated over restaurants where no German is spoken. 3. The rising returns to non-cognitive ...
  • CEA update, Tomas Philipson to join
    President Donald Trump named Tomas Philipson, an economist at the University of Chicago who has specialized in health-care policy, to the three-member Council of Economic ...
  • Are U.S. Cities Underpoliced?
    Aaron Chalfin and Justin McCrary have a forthcoming paper in the Review of Economics and Statistics that takes a new approach to estimate the effect of ...
  • Only a Market of Stocks
    It’s hard to believe that the S&P 500 has been within 5% of its all-time high for the last 284 trading days, going all the ...
  • These Are the Goods
    Articles Over-diversification can create a false sense of confidence whereby we believe we are well diversified, but in reality, a large number of investments actually ...
  • 在庫バブル
    Meb Faber recently asked three very interesting questions on Twitter. Do you currently own U.S. stocks? 87% Yes, 13% No (1,401 votes) Would you continue ...
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  • Links
    The FPA Crescent Fund's Q2 Commentary and Webcast are available.One of the World’s Widest Moats - by John Huber (
  • Links
    GMO White Paper -- The S&P 500: Just Say No (LINK)In this white paper, Matt Kadnar and James Montier, members of ...
  • Links
    Nassim Nicholas Taleb on Work, Slavery, the Minority Rule, and Skin in the Game (EconTalk podcast) (LINK)The Uber Dilemma - by Ben ...
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    "There is always a better way of doing everything than the way which is standard at the moment. It is a good thing ...

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