Financial News Aggregator and a little more!

  • 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 ...
  • Sector Performance
    The chart below shows performance of US sectors over the trailing 12, 6, and 1 month(s).  Performance updated through 1/29/15. The performance above is based ...
  • 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 ...
  • 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 ...
  • What’s Hot…And Not
    How different investments have done over the past 12 months, 6 months, and month.  As of 1/26/15: Source: Yahoo! Finance.  Performance listed is total returns.  ...
  • Is Gold the New High Yield?
    “Amazingly, people are paying Switzerland to warehouse their money for 10 years…That makes gold a high-yielder, because it yields zero” – Jeff Gundlach Jeff Gundlach ...
  • Breaking The “V”
    The V-shaped bottom regime ended today as the Dow Jones Industrial Average broke below its early January low. This break, with no “new all-time high” preceding ...
  • ATAC Week in Review: The Future Is Not the Past
    “Yesterday is a cancelled check. Today is cash on the line. Tomorrow is a promissory note.” – Hank Stram Stocks in the US had their ...
  • The Greatest Trick the Stock Market Ever Pulled
    What if everything you thought was true about markets was a lie? That is the question everyone should be asking today. It defies logic, but ...
  • Is the U.S. really decoupling from the world?
    One of the key themes of 2014 was this notion that the U.S. was decoupling from the world. The narrative – Japan may be in ...
  • What’s So Cool About ETFs?
    Amy Belew explains, after a record-breaking year, why she believes ETFs will remain popular with investors in 2015.
  • The Next Act in the Greek Drama
    The outcome of Greece’s election suggests a prolonged period of heightened tensions and difficult negotiations with the troika. Compromises are possible, but reform efforts could ...
  • 5 Ways to Build Your Portfolio in 2015
    Looking to kick-start 2015 while navigating market volatility and added uncertainty? Here are 5 things all investors should keep top of mind as they ...
  • Finding a Tax Cut at the Pump
    BlackRock Chairman and CEO Larry Fink reacts to the drop in oil prices and explains the concept of “good deflation”.
  • Why European Euphoria Isn’t Likely to Last
    The ECB took definitive action against deflation fears with a broad asset purchase program that impressed the markets. Here is a quick analysis of its ...
  • The S&P 500 Nears Its 200-DMA
    The S&P 500 reached its all-time intra-day peak of 2,093.55 on December 29. A 5% drop would take the index to 1988.87. The S&P 500 ...
  • GDP Grew 2.6% in Q4
    The government just reported that the economy grew at a 2.6% rate in Q4. Honestly, that’s not that great. But considering that Q2 and Q3 ...
  • Moog Earns 86 Cents per Share
    Moog (MOG-A) just reported fiscal Q1 earnings of 86 cents per share. In October, they gave full-year guidance of $4.25 per share and sales growth ...
  • CWS Market Review – January 30, 2015
    “Go for a business that any idiot can run—because sooner or later, any idiot probably is going to run it.” – Peter Lynch The strong ...
  • Morning News: January 30, 2015
    Russia Unexpectedly Cuts Key Rate as Economy Eclipses Ruble Russian Banks Rush to Rescue Credit-Starved Large Corporates Spain Grows at Fastest Rate in Seven Years ...
  • Marcus Aurelius quote
    From Meditations:You can discard most of the junk that clutters your mind—things that exist only there—and clear out space for yourself:
  • Five Good Questions for Mebane Faber
    [youtube http://www.youtube.com/watch?v=J0fIGbb6oDU]Link to video..................Related book: Global Value: How to Spot Bubbles, Avoid Market Crashes, and Earn Big Returns ...
  • Links
    Debt That Once Boosted Its Cities Now Burdens China (LINK)Watsa's Massive Bet (LINK)How, and Why, Apple Overtook Microsoft (
  • Links
    Seneca: The Man to Know in Ancient Rome (LINK)Related books: Dying Every Day: Seneca at the Court of NeroThe Greatest ...
  • Roger Lowenstein excerpt...
    This seemed relevant given what's going on with oil. From Lowenstein's Introduction to Part I of Security Analysis: Sixth Edition:The ...
  • 2015 Investment Themes
    “If it ain’t broke, don’t fix it,” says my friend Gary Shilling as he kicks off today’s Outside the Box. He’s referring to his investment ...
  • How Global Interest Rates Deceive Markets
    “You keep on using that word. I do not think it means what you think it means.” – Inigo Montoya, The Princess Bride “In the economic sphere ...
  • The Cult of Central Banking
    In today’s Outside the Box, good friend Ben Hunt informs us that we have entered the cult phase of the Golden Age of the Central ...
  • The Swiss Release the Kraken!
    “Below the thunders of the upper deep, Far far beneath in the abysmal sea, His ancient, dreamless, uninvaded sleep The Kraken sleepeth: faintest sunlights flee…. “There hath he lain ...
  • A War Between Two Worlds
    The terrorist attacks in Paris have fixated the world’s attention on the contrast between competing worldviews and what constitutes acceptable behavior in modern society. What ...
  • Consumer vs CapEx
    This morning’s Q4 GDP report was a headline miss (2.6% versus an expected reading of 3.2%), mostly explained by the inability of strong consumer spending ...
  • East / West Bowl, Pro Edition
    [youtube http://www.youtube.com/watch?v=mDp-ABzpRX8] Watch the video inside. ...
  • Who wants to pay to find out?
    Hedge funds earned more money from management fees (the 2) than they earned from performance fees (the 20) in 2014. A lot more. 2.5 times ...
  • My Fortune columns so far…
    I’m having a blast in my new role as Fortune columnist so far, just as I suspected I would when I first got the gig ...
  • The First Casualty of a Bear Market
    Nick Murray says “The ability to distinguish between volatility and loss is the first casualty of a bear market.” I turned to one of my ...
  • Don't Let's Be Beastly to the Germans
    THERE is a lot of criticism of the German government in the press at the moment, particularly in Britain. A Guardian columnist described Angela ...
  • Take the money and run
    IF the broader markets still remain fairly sanguine about the election of Syriza, that is certainly not true of investors in Greece itself. The
  • You can't always get what you want
    THE Greek voters have opted for a break from "politics as usual";  investors are assuming that "politics as usual" will occur after all (European stockmarkets ...
  • The day after
    BUY on the rumour, sell on the fact. That old stockmarket saying didn't really apply this week, unless you count the euro. The European Central ...
  • Swiss miss
    INVESTORS checking out the Everest Capital website will find that the hedge fund offers strategies thatare diversified across themes, countries and sectorsSo they wouldn't ...
  • Africa looks to extend new disaster insurance to Ebola-like epidemics
    By Daniel Flynn DAKAR (Reuters) – African countries want to extend a new catastrophe insurance fund, which made its first payout of $25 million this ...
  • BBL: Wolves survive Surrey scare
    The BBL Championship’s bottom two ran two of the top teams close on Friday night, although all four games ended up going to form. The post ...
  • Bridger rejoins Coventry Bees
    Coventry have moved to sign Great Britain international Lewis Bridger after Cameron Woodward was ruled out as an option due to injury. The post
  • Green light for Wetherby
    This afternoon’s meeting at Wetherby goes ahead as planned after a successful course inspection. The post Green light for Wetherby appeared first on
  • Clarke denies rift after return
    Australia captain Michael Clarke has made his return to action after hamstring surgery and dismissed reports there is a rift between him and his international ...
  • 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 ...
  • US Economic Growth Slows in Q4
    US GDP growth fell short of expectations in last year’s fourth quarter, the government reports. National output increased 2.6% in the final three months of ...
  • Will The Sluggish US Housing Market Perk Up This Year?
    Housing remains a weak spot for the US economy, as suggested by yesterday’s news of a bigger-than-expected tumble in December’s Pending Home Sales Index, a ...
  • Initial Guidance | 30 January 2015
    ● US jobless claims drop sharply to near 15-year low | Reuters ● US Consumer Comfort Index Rises to Highest Since July 2007 | Bloomberg ...
  • Jobless Claims Fall To 15-Year Low
    After reading today’s weekly update on jobless claims the Fed’s comment yesterday that “economic activity has been expanding at a solid pace” carries more weight. ...
  • A Tangled Tale Of Rate Hikes & Inflation Expectations
    The Federal Reserve continues to signal that it will start raising interest rates later this year, according to yesterday’s FOMC statement. But the Treasury market ...
  • Andy Warhol on Love and Sex
    “People should fall in love with their eyes closed. Just close your eyes. Don’t look.” *** Pop art luminary Andy Warhol had a lot to ...
  • Real vs. Simulated Memories
    Software memory is increasingly doing more and more for us. Yet it lacks one important element of human memory: emotion. This thought-provoking excerpt comes from ...
  • The Psychology of We
    Two categories of people that can be hard to have a conversation with are good friends and people who have worked together for a long ...
  • Vincent van Gogh on the Two Types of Idlers
    The anthology Ever Yours: The Essential Letters, contains 265 of Vincent van Gogh’s letters, which is nearly a third of all the surviving letters he ...
  • The Difference Between Seeing and Observing
    In A Scandal in Bohemia, Sherlock Holmes teaches Watson the difference between seeing and observing: “When I hear you give your reasons,” I remarked, “the ...
  • Good news, bad news on the commodity downturn
    I`ve been thinking a lot about the latest oil has it continue to crater. Are falling prices reflective of oversupply or weak demand? What are ...
  • The (European) parents fight and the kids hear everything
    I have used the this analogy before to describe Europe and it remains true again:The parents fight and the kids hear everything. The ...
  • All washed up!
    Trend Model signal summaryTrend Model signal: NeutralTrading model: BullishThe Trend Model is an asset allocation model which applies trend following principles ...
  • Trend Model FAQ
    Subsequent to my last Trend Model trading system report card (see An excellent Trend Model report card: (Dec +7.8%, 1 year +40.9%)), I have been ...
  • (Sort of) debunking the bear case for stocks
    I received a fair amount of feedback to my post last week, A consideration of the bear case. While an intermediate term top is ...
  • 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 ...
  • Gold, Silver, & Weed
    Here are the top industries on the week, sorted by change in weekly hybrid score. It’s worth noting this is the most pitiful performance I’ve seen ...
  • I am Not Crazy, Per Se
    I swear to you I am a normal guy, running about the world in search of fortune. This market is making me fucking crazy. Not ...
  • BURN IN HELL: OIL IS RUNNING LIKE A MAD LION NOW
    Everyone shut the fuck up I have an announcement to make. I BOUGHT MOAR SHARES OF SLCA, SN AND ECR. If you like the bloggy, ...
  • Put Your Arm in the Meat Grinder Please
    Visa is adding 90 points to the Dow today. Had it not been for those bozos, the Dow would be flat from yesterday’s sublime melt ...
  • STTG Market Recap Jan 30, 2015
    It remains a time for caution. After a brief flurry of optimism this Monday the rest of the week went quite badly. Friday ...
  • STTG Market Recap Jan 29, 2015
    Thursday was much the opposite of Wednesday; yesterday the market was up thru mid afternoon then suffered significant selling late. Today indexes were down ...
  • STTG Market Recap Jan 28, 2015
    Wednesday's action was not very encouraging. Markets gapped up at the open and stayed in a small range until 2 PM, and then a ...
  • STTG Market Recap Jan 27, 2015
    SPECIAL UPDATE - Watch my Ticker.tv interview of biotech fund manager Brad Loncar!Indexes gapped down at the open and were quite weak all session; the ...
  • Interviewing Biotech Guru Brad Loncar Tonight 8:00 PM EST!
    UPDATE - Video interview archive now available for viewing!Tonight, 8 PM EST, on my Ticker.tv channel StockJunkie, I am going to have the pleasure of ...
  • confidence game
    Despite the popularity of behavioral finance, its tenets have not been used to improve organizational decision making. A case in point.
  • conceptual front ends
    The investigative and deliberative aspects of investment analysis are similar to those of spycraft, so reading some pages from the experts can provide insight.
  • 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 ...
  • Buffett is Right! (About Bitcoin)
    Every now and then, people do ask me about Bitcoin.  And my usual response is, I have no idea what that's about.  But if they ...
  • Watsa's Massive Bet
    All this talk of deflate-gate got me thinking about another kind of deflation.  No, Prem Watsa (Chairman and CEO of Fairfax Financial Holdings (FRFHF)) doesn't ...
  • Cowen Group, Inc. (COWN)
    I was always curious about COWN; it did an interesting merger with Ramius, an alternative asset management company run by some stars from the 1980's. ...
  • Dimon is Right!!
    Dimon sounded a bit frustrated on the 4Q 2014 conference call the other day and it is totally understandable.  Yes, JPM and other banks made ...
  • Market Timers vs. Macro Hedge Funds
    OK, so this is another post that follows a discussion in the comments section (of previous posts).  I think it's pretty important so I thought ...
  • Links for 01-31-15
    Cognitive vs. behavioral in psychology, economics... - Andrew Gelman The Unconvincing Claim That Unemployment Benefits Hurt Jobs - CBPP Securitization and Fraud, Used Car Edition ...
  • 'Don't Trade Away Our Health'
    Joe Stiglitz: Don't Trade Away Our Health: A secretive group met behind closed doors in New York this week. What they decided may lead to ...
  • U.S. Workers Still Waiting for Wage Growth
    Jeffrey Sparshott of the WSJ: U.S. Workers Still Waiting for Wage Growth: U.S. employers aren’t yet getting squeezed by workers demanding higher wages. The employment-cost ...
  • 'Audit the Fed? Not So Fast'
    Catherine Rampell: Audit the Fed? Not so fast: Not this again. Calls to “Audit the Fed” are back. And just as before, they are extraordinarily ...
  • 'Real GDP increased at 2.6% Annualized Rate in Q4'
    Bill McBride at Calculated Risk: BEA: Real GDP increased at 2.6% Annualized Rate in Q4: From the BEA: Gross Domestic Product: Fourth Quarter and Annual ...
  • Using spread charts
    This is another post in the small series on tracking, u […] The post Using spread charts appeared first on Adam H ...
  • Multi-asset relative strength comparisons
    My previous post looked at the concept of comparing rel […] The post Multi-asset relative strength comparisons appeared first on Adam H ...
  • Showing relative performance: simple charts
    Yesterday, I discussed some reasons why traders might w […] The post Showing relative performance: simple charts appeared first on Adam H ...
  • Four reasons to trade spreads
    Today I begin a short series of posts looking at the to […] The post Four reasons to trade spreads appeared first on
  • Looking ahead…
    Well, looks like 2015 is here with a bang, and markets […] The post Looking ahead… appeared first on Adam H ...
  • Home Price Bricks in Your Portfolio
    In this post, we look at whether adding a home price index, as part of a multi-asset bundle, to a hypothetical portfolio could potentially improve ...
  • Leverage Loan Redemptions = Record Trading Volume + Market Depth?
    With the majority of the fixed income world taking sides on prize fights like Greece, the European Central Bank (ECB), inflation, and energy-related debt, you ...
  • The Rieger Report: Should Municipal Bonds be “Core”?
    The often misunderstood municipal bond market is not considered a ‘core’ asset class by many investors and institutions offering financial products to investors.  Certainly investment grade municipal ...
  • A Sweet Spot in Commodities
    It has been a rough start for commodities in 2015 with only six (natural gas, aluminum, lead, sugar, gold and silver) posting gains so far. ...
  • Inside The Dow
    The Dow Jones Industrial Average is the best-known stock market measure. It has the longest continuous and consistent history of any market average or index ...
  • Sheldon Cooper Illustrates Bias Blindness
    “Don’t you think if I were wrong I’d know it?” Further suggested reading: Bias Blindness Bias Blindness Explained Bias Blindness and Political Polarization Laugh or Cry?
  • Seven Things
    Brain Pickings is a fantastic site and a wonderful daily read. It has nothing (directly) to say about the markets and investing, but it has ...
  • To a Happier New Year
    Not surprisingly, I have been thinking a lot about my annual Investment Outlook (due out in about a week) of late. It’s a great opportunity for me ...
  • An End-of-the-Year Best-of Top Ten
    End-of-the-year best-of lists are an internet staple. Who am I to argue with tradition, especially at Christmas?! So here’s an Above the Market Top Ten ...
  • Finance’s Trek Into Forecasting Chaos
    My column from the January edition of Research magazine is now available. Enjoy! Finance’s Trek Into Forecasting Chaos
  • S&P Sales Growth Is Fine, But EPS Margins May Have Flattened
    US corporates have started reporting their financial results for the 4th quarter of 2014. So far, it looks horrible.Bearing in mind that just ...
  • Weekly Market Summary
    After falling three weeks in a row for only the third time since June 2012, US equities bounced strongly this week. NDX led, rising by ...
  • Fund Managers' Current Asset Allocation - January
    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
    US equities have now fallen three weeks in a row. At its low on Friday, SPX was 5% off its high on December 29.
  • Weekly Market Summary
    After hitting new all-time highs in the days after Christmas, US equities have now fallen two weeks in a row, an auspicious way to start ...
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  • The Real Risk to a 60/40 Portfolio
    A recent Fidelity poll of financial advisors found that their biggest worry right now is rising interest rates over all else. It’s ironic that so ...
  • Questions Most Investors Don’t Ask
    Early in my career I was given a great piece of advice — if you want to learn, just keep asking questions. Some people are ...
  • Would Keynes Have Been Fired as a Money Manager Today?
    “Investing is intolerably boring and over-exacting to anyone who is entirely exempt from the gambling instinct; whilst he who has it must pay to this ...
  • The Robo-Advisor Challenge
    Robo-advisors make up a tiny fraction of the financial advisory business. Registered investment advisors oversee roughly $5 trillion in AUM, while robo-advisors currently have less ...
  • The Difference Between Good & Bad Markets
    Michael Batnick had a great post this past week about the “lost decade” for the S&P 500 in the 2000s (see What Lost Decade?). It’s ...
  • Sheldon Cooper Illustrates Bias Blindness
    “Don’t you think if I were wrong I’d know it?” Further suggested reading: Bias Blindness Bias Blindness Explained Bias Blindness and Political Polarization Laugh or Cry?
  • Seven Things
    Brain Pickings is a fantastic site and a wonderful daily read. It has nothing (directly) to say about the markets and investing, but it has ...
  • To a Happier New Year
    Not surprisingly, I have been thinking a lot about my annual Investment Outlook (due out in about a week) of late. It’s a great opportunity for me ...
  • An End-of-the-Year Best-of Top Ten
    End-of-the-year best-of lists are an internet staple. Who am I to argue with tradition, especially at Christmas?! So here’s an Above the Market Top Ten ...
  • Finance’s Trek Into Forecasting Chaos
    My column from the January edition of Research magazine is now available. Enjoy! Finance’s Trek Into Forecasting Chaos
  • Subscriber Winners and Passive Investing
    It’s been a busy few weeks since the release of my book Dark Pools and High Frequency Trading for Dummies in the UK  (release date for the US ...
  • Hidden in Plain Sight
    This week a consortium of major fund managers announced they will be launching a new dark pool to be called Luminex (stand by for lawsuits ...
  • Shareholders, Boards and Corporate Governance
    In my latest editorial for Management Today I make the case for stronger shareholder participation as a way to improve corporate governance. I cite academic ...
  • Tsunami or a Ripple?
    Last week the gnomes in the Swiss National Bank (SNB) gave everyone a terrible fright. As a result the Swiss franc took a rocket ship ...
  • Book Published and a Competition
    My first book was published yesterday and is now available in bookshops all over the UK, it will be available in the US in a week or ...
  • January 28, 2015
    The market continues to act in a bi-polar manner as it swings back and forth within the large sideways range it has been stuck in ...
  • January 25, 2015
    The European Central Bank’s expected amping up of their current QE program from 12 billion to 68 billion Euros per month started out as a ...
  • January 21, 2015
    It is not clear to me that investors should be donning crash helmets as much as they should perhaps invest in a high-quality neck brace ...
  • January 18, 2015
    The market ran into a wall of trouble on Thursday after an initial upside open quickly reversed and sent the indexes further to the downside, ...
  • January 14, 2015
    The so-called “confirmed uptrend” didn’t last long as we came into the second full trading week of 2015. A down day on Monday was followed ...
  • The Federales arrive
    It's Federales ride into town today, and while it seems as if Macro Man should be tense/excited/worried, somehow he just cannot envisage a likely scenario ...
  • Bullet points while preparing for SNOWMAGEDDON
    * When Macro Man checked the weather forecast last Friday, early this week was supposed to be cold and sunny.  Over the weekend, it changed ...
  • UPOD
    It's the oldest trick in the policymakers' manual: Under-promise, over-deliver.  In fairness, Super Mario never really under-promised; Wednesday's 50b per month leak certainly suggested a ...
  • When doves fly
    The ECB's thunder was stolen a bit on Wednesday, as three other central banks hit the tape with dovish developments.   The BOJ downgraded their inflation ...
  • Survey says!
    It's obviously a big week for financial markets still smarting from the sting of the SNB.   The apparent raison d'etre for the Swiss volte-face is ...
  • Silver Reverses At Key Level
    Chart 1: After a powerful rally from a base, Silver has reversed sharply!  Source: Bar Chart (edited by Short Side of Long) The PMs recent ...
  • Australian Equities Are Oversold
    Chart 1: Aussie stocks have dropped 20% from September 2014 highs!  Source: Short Side of Long Australian equities, when priced in US Dollars, have not performed all ...
  • Small Caps Trying To Catch Up!
    Chart 1: Russell 2000 has under-performed S&P 500 throughout 2014!  Source: Bar Chart (edited by Short Side of Long) Regular readers of the blog would ...
  • Global Macro Performance
    Chart 1: Global bonds have outperformed all other major asset classes  Source: Short Side of Long Let us quickly look at the 12 month performance of ...
  • Emerging Markets To Rebound?
    Chart 1: Since emerging market equities have been under pressure...  Source: Short Side of Long Emerging market equities have been under-performing since May 2011 and ...
  • Q&A With NewRetirement.com
    I did a pretty lengthy Q&A with the folks at NewRetirement.com about investment strategies, fee structures, goal setting and more. It was fairly thoughtful, I ...
  • Wealthfront thinks your HSA is dumb.
    This weekend I stumbled across with Wealthfront piece titled “Think Carefully Before Signing Up For A High Deductible Health Plan (HDHP).”  For the uninitiated, a ...
  • Mean reversion & asset allocation
    At the end of 2014 everyone was updating this chart, showing how various asset classes have performed over time:   I know this gets passed ...
  • Fireside Markets 01: Behavioral Finance with Morgan Housel
    In this episode of Fireside Markets, host James Osborne discusses behavioral finance and the impact to investors with The Motley Fool’s Morgan Housel. We discuss ...
  • Introducing Fireside Markets
    One of my favorite parts of the past two years has been becoming a part of an online community of advisors, commentators, economists and bloggers. ...
  • The Real Risk to a 60/40 Portfolio
    A recent Fidelity poll of financial advisors found that their biggest worry right now is rising interest rates over all else. It’s ironic that so ...
  • Questions Most Investors Don’t Ask
    Early in my career I was given a great piece of advice — if you want to learn, just keep asking questions. Some people are ...
  • Would Keynes Have Been Fired as a Money Manager Today?
    “Investing is intolerably boring and over-exacting to anyone who is entirely exempt from the gambling instinct; whilst he who has it must pay to this ...
  • The Robo-Advisor Challenge
    Robo-advisors make up a tiny fraction of the financial advisory business. Registered investment advisors oversee roughly $5 trillion in AUM, while robo-advisors currently have less ...
  • The Difference Between Good & Bad Markets
    Michael Batnick had a great post this past week about the “lost decade” for the S&P 500 in the 2000s (see What Lost Decade?). It’s ...
  • Company Notes Digest 1.29.15
    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 ...
  • Quantifying the Oil Stimulus
    Last week on Suntrust’s conference call, the bank’s CEO noted that the decline in oil prices should give the US consumer an income benefit roughly ...
  • Company Notes Digest 1.23.15
    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 ...
  • What’s driving oil’s decline?
    Schlumberger said this: “The dramatic fall in oil prices is instead a result of higher marketed supply in the second half of 2014 from North ...
  • Company Notes Digest 1.15.15
    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 ...
  • Walls of worry persist
    The market is still climbing walls of worry, and that's a good sign.As I see it, here's the bearish case for equities: The ...
  • Why I still like Apple
    I've owned AAPL ever since 2002, and since late 2008 I have made numerous bullish posts on the company. Given yesterday's stellar earnings announcement—Apple ...
  • King dollar comeback
    It was just over three years ago that the dollar hit an all-time low against most of the world's currencies. Since ...
  • Housing continues to improve
    December housing starts beat expectations (1089K vs. 1040K), but not by ...
  • Bank lending surges, another sign of rising confidence
    Confidence is making a comeback, and that's important because this recovery has been the weakest ever and the most risk-averse ...
  • Lessons learned from the early days of Google
    Earlier this month I did a talk at the University of North Carolina at Chapel Hill about lessons learned from the early days of Google. ...
  • My two favorite books of 2014
    I’d like to mention two books that stood out for me in 2014: Nonfiction: The First 20 Minutes. Gretchen Reynolds is a New York Times ...
  • Fun mosaic effect with Go
    A few months ago I saw a cool mosaic effect in a Wired ad for CA Technologies. Here’s what part of the ad looked like: ...
  • An investment reading list
    If you’ve read Scott Adams’ financial advice and my financial tips in case you win a startup lottery, then you might be interested in a ...
  • New 30 day challenge: “hermit mode”
    I’ve been spending more time surfing the web on my laptop than I’d like to. I’ve also noticed more emails that lure me into short ...
  • 5 investing tips to remember
    Over the years, Carl has taught me what it takes to become a successful investorThe post 5 investing tips to remember appeared first on ...
  • Two approaches to downsizing
    For some, renting in retirement is just as good an option as traditional downsizing, if not betterThe post Two approaches to downsizing appeared first ...
  • A dividend paying ETF portfolio to last a lifetime
    Retired investor June Haist has a six-figure inheritance and a low-cost portfolio she started managing herself three years ago. She’s now wondering whether her money ...
  • Lower your home heating costs
    These tips will save you money while keeping you toasty warmThe post Lower your home heating costs appeared first on MoneySense.
  • Electric cars worth the money
    If you're thinking of buying an electric car, here are our 5 offerings for the best electric cars that could wean you off the gas ...
  • Vancouver CONFERENCE
      QUESTION: Mr. Armstrong, it was fantastic to listen to you tonight in Vancouver. You really helped me understand these movements. So $5,000 gold is ...
  • First the DEFLATION – then the INFLATION
      When the Roman Empire collapsed during the reign of Gallienus (253-268AD), for the next two waves of the Economic Confidence Model (17.2 years) Rome remained ...
  • What If Central Banks Buy 90% of Gov’t Paper?
    A few questions have come in asking how can rates rise if central banks end up buying the bulk of government bonds at auctions like ...
  • The Fed & The Fish Bowl Economy Theory
    QUESTION: Sir, Thank you so much for sharing your insights via your website. I only recently discovered it and devour the writings daily. In the interest ...
  • Is Europe’s Austerity Policy just Incompetent?
    The turmoil within Europe over this austerity policy is reaching astronomical proportions. This crazy failure to comprehend that you cannot raise taxes and increase regulation ...
  • All Greased Up – Sefirot Freestyle Portfolio
    Feeling anxious about my OIL trade. Lots of doubts and rationalisations entering my internal dialogue. My brief is to outperform the S&P 500 on a ...
  • Are you a Psychopath?
    A friend of mine sent this to me, I found it very interesting. Read this question, come up with an answer.  This is not a ...
  • Why are we so scared?
    The question I pose in the subject line is not reserved for traders, I believe we are all suffering from a relative form of fear ...
  • Portfolio Activity
    The Sefirot will add the following two trades to its tactical portfolio: buy 125 OIL @ the open buy 30 FXE @ the open (this ...
  • Jordan the Trickster
    When I think back to the surprise move by Thomas Jordan the Governor of the Swiss National Bank on the 15th January, where he unpegged ...

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