Financial News Aggregator and a little more!

  • The great convergence
    THE “internet of things” (IoT) is much hyped. For a decade, a world in which household appliances, packaged ...
  • Of populism and profits
    IF YOU look at the headlines, geopolitical risk is at record highs, with populism and strife in Europe, ...
  • Everything under the Son
    AS A student, the 58-year-old founder of SoftBank, a Japanese telecoms firm, resolved to dream up one computer-related ...
  • His and hers
    “GENTLEMEN, it’s time for us to be done with women’s cleaning products,” suggests the website for Hero Clean, ...
  • Fight club
    Their tweets are punchy too BLOODIED bone visibly juts out of his ring finger but Josh Emmett keeps ...
  • Managing Lumpy
    Ben Carlson highlights perhaps the single biggest frustration for investors: The thing is, stock market returns have always been lumpy. Historical returns always look great ...
  • Weekly RS Recap
    The table below shows the performance of a universe of mid and large cap U.S. equities, broken down by relative strength decile and quartile and ...
  • Sector Performance
    The table below shows performance of US sectors over the trailing 12, 6, and 1 month(s).  Performance updated through 7/21/16. The performance above is based ...
  • Combining Different Momentum Factors
    Momentum can be calculated in a number of different ways.  As long as you are measuring the strength of price appreciation over an intermediate time ...
  • Combining Equity Momentum (PDP) & Managed Futures (CSAIX)
    One of the more surprising themes for many market participants thus far into 2016 has been the impressive strength of the commodities asset class.   What ...
  • Tuesday links: changing every day
    Book notes: Why we should think of our bodies as a big bag of micro organisms. Insights from Rodney Dietert’s new book,...
  • Startup links: enormous outcomes
    Tuesdays at Abnormal Returns are all about startup and venture capital links. You can check out last week’s links including a look...
  • Monday links: clean and crisp
    Book Q&A: Sam Polk author of For the Love of Money on the glaring lack of self-awareness on Wall Street.  (The Atlantic)
  • Research links: backfill biases
    Monday is all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a couple of...
  • Sunday links: objective realities
    Book Q&A: Spencer Jakab author of Heads I Win, Tails I Win: Why Smart Investors Fail and How to Tile the Odds...
  • Q2 2016 Earnings Calendar
    Sixteen of our 20 Buy List stocks are reporting Q2 earnings over the next few weeks. Here’s a list of reporting dates, Wall Street’s consensus ...
  • CR Bard Earns $2.54 per Share
    Another good earnings report from CR Bard (BCR). For Q2, the company earned $2.54 per share. They had given us a range of $2.43 to ...
  • Morning News: July 26, 2016
    BOJ Leaning Toward Standing Pat on Policy, Yen Moves May Complicate Call Fed Doves Won’t Be Able to Rule the Roost Forever AB InBev Raises ...
  • Express Scripts Earns $1.57 per Share
    After the closing bell, Express Scripts (ESRX) earned $1.57 per share which matched Wall Street’s consensus. The company had previously given a range for Q2 ...
  • Earnings Season So Far
    I wanted to share some stats from Anna-Louise Jackson’s piece at Bloomberg. So far, 130 stocks in the S&P 500 have reported Q2 earnings. We’re ...
  • Sam Bee: GÖP-erdämmerung
    If this is what it means to “Make America Great Again,” then Donald Trump and I have a very different definition of the word “great.” ...
  • Best States for Rooftop Solar
    Source: Priceonomics The post Best States for Rooftop Solar appeared first on The Big Picture.
  • MiB: Market Wizard Jack Schwager
    In this week’s “Masters in Business” podcast – our 100th episode! — we chat with Jack Schwager, co-founder and Chief Research Officer for FundSeeder, and author ...
  • 10 Tuesday AM Reads
    Wait, another political convention? Recover with out Two-for-Tuesday morning train reads: • Shrinking Slices, More Options, And Saying No (Irrelevant Investor) see also The Rise and ...
  • The Fed and Lehman Brothers
    The post The Fed and Lehman Brothers appeared first on The Big Picture.
  • Fibonacci Wall
    The yen is going INSANE tonight. Thanks to announcement about a $27 trillion (yes, trillion) yen package that the pinheaded Bank of Japan wants to ...
  • Legal Tender
    When I was a young boy, growing up in the suburban splendor of Louisiana, I had a very pleasant middle-class childhood. Even at a young ...
  • Eye on AAPL Ahead of Earnings
    Since its recovery-rally high at 101 last Thursday, Apple Inc. (AAPL) has given back about 40% of the entire up move off of the 91.50 ...
  • Square Base
    Here is – gasp – a long idea. Square is forming a saucer base. If it can break 10.22, I’d call that a bullish breakout. ...
  • Small Cap Breakout?
    The moment the market opened this morning, the small caps went roaring out of the gate for no particular reason. As I’m typing this, they’re ...
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  • Why We Can’t Do Much About Growth
    Over the post-GFC period, I’ve made many references to a new, structurally lower rate of growth in the US and in the other highly developed countries. Prompted ...
  • Updating Avalanche Patrol
    In April of last year, the market didn’t seem to be picking up on fairly heavy Fed hints about its thinking, so I wrote a ...
  • Brazil. What Does Impeachment Mean For Investors?
    It looks very much as though Brazil is about to impeach Dilma. In a country with a system of governance as deeply flawed as Brazil’s, it would ...
  • Hedge Fund Ramblings on Risk
    I often have exchanges with old friends who are institutional HF managers. I’m lucky to have such a sharp, experienced and dialed-in network. Sometimes I clean ...
  • Negative Rates in the US: The Behavioral Cheat Sheet
    The Bank of Japan’s recent decision to join the ranks of central banks adopting negative policy rates caused a huge stir in financial markets, for two reasons. ...
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  • US GDP Growth Is Expected To Strengthen In Friday’s Q2 Report
    US economic growth is on track to post an encouraging rebound in this Friday’s “advance” GDP report for the second quarter. By most estimates, the ...
  • US REITs Are Red Hot
    Summertime sizzle was on full display last week for US real estate investment trusts (REITs). These securities delivered the strongest gains for the five trading ...
  • Book Bits |23 July 2016
    ● Overcomplicated: Technology at the Limits of Comprehension By Samuel Arbesman Review via Publishers Weekly Arbesman (The Half-Life of Facts), a self-described “complexity scientist,” presents ...
  • Is Recession-Risk Monitoring Useful For Investing?
    There’s a myth going around that tracking the business cycle is a waste of time for investors. On the surface, the reasoning sounds logical. By ...
  • Utility Stocks Power On
    Upside momentum continues to favor utility stocks, which retain top billing among US sectors in the one-year total return column via a set of proxy ...
  • FOMC preview: How hawkish the tone?
    As we approach another FOMC this week, much of the short-term tone of the market will depend on the Fed. In order to analyze what ...
  • In the 7th or 8th inning of the bull market
    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 ...
  • The Trump Arbitrage Trade
    The reaction to Donald Trump`s speech to the Republican convention has been highly bifurcated. Mainstream media and analysts mostly reacted with horror and raised cautionary ...
  • When will the bulls take a breather?
    Mid-week market update: As stock prices have recovered strongly off the Brexit panic bottom to make a new all-time high, there are numerous signs that ...
  • Demographics Apocalypse Now?
    When I was a boy, I can remember the Zero Population Growth (ZPG) movement, which was a response to the Club of Rome's Limits ...
  • Market Recap Jul 26, 2016
    A quiet session in the indexes much like yesterday; the S&P 500 squeaked out a gain of 0.03% in the closing moments while the NASDAQ ...
  • Market Recap Jul 25, 2016
    Indexes gapped down mildly at the open and stayed in a very narrow range all day. The S&P 500 fell 0.30% and the NASDAQ ...
  • Market Recap Jul 22, 2016
    It was a slow and steady uphill climb Friday as the cool and calm rally continues. The S&P 500 popped 0.46% and the NASDAQ ...
  • Market Recap Jul 21, 2016
    Indexes started in the green yet again but finally a small amount of selling pressure hit around mid day. The S&P 500 fell 0.36% ...
  • Market Recap Jul 20, 2016
    U.S. indexes opened near unchanged, rallied smoothly in the morning, and held those gains through the afternoon. The S&P 500 gained 0.43% and the ...
  • high conviction
    Another buzzword has entered the industry lexicon, but while it's thrown around to impress, what's really there?
  • programmed or nonprogrammed
    There are two main approaches to investing, one in which machines make the decisions (based upon a set of rules) and one which is driven ...
  • a best practice for funds
    Mutual fund governance is hampered by the lack of independent information for fund directors. Here's a simple proposal to close the gap.
  • starting somewhere
    Performance chasing is endemic in the investment business, especially regarding the selection of managers. Can we design it out of our processes just as ...
  • work issues
    What are the attributes of a successful team? Are they any different in an investment organization than any other one?
  • The Market Ticker - The Rule Of Law
    Seriously folks?You don't understand why The Ticker has faded to black?REALLY?Let me start with this: Why do drug dealers shoot each other on street corners?Answer: Joe the drug ...
  • Economists Give Up on Milton Friedman's Biggest Idea
    Noah Smith: Economists Give Up on Milton Friedman's Biggest Idea: One of the core pieces of modern macroeconomic theory, handed down to us by the ...
  • Trump Jr.’s Pants-on-Fire Allegation of Manipulated Jobs Numbers
    Jeff Frankel at Econbrowser: Trump Jr.’s Pants-on-Fire Allegation of Manipulated Jobs Numbers: When interviewed about the unemployment numbers, which have fallen steadily since 2010, Donald ...
  • Pax Trumpiana
    Paul Krugman: Pax Trumpiana: With everything else going on, it may be hard to stay with the evolving Trump/Putin story. But it’s really crucial. I ...
  • Economists, Blogs, and Donald Trump
    I have a new column: Economists, Blogs, and Donald Trump: The reason I have this column can be credited to, or blamed on, George Bush. ...
  • Links for 07-26-16
    Professionalism and the Academic Division of Labor – Paul Romer The Environmental Kuznet's Curve in a Nutshell - Stochastic Trend Brainard, Donning a Global Lens, ...
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  • Bonds Dislike Positive Surprises
    Admittedly with the benefit of hindsight, the recent backup in bond yields shouldn’t be a surprise. That’s because there has ...
  • Aging Bull Charging Again
    Sylvester Stallone celebrated his 70th birthday on a yacht in Saint-Tropez on Saturday. The film star has appeared in seven ...
  • Globalization of Bonds
    The ongoing plunge in bond yields to new record lows around the world is starting to become worrisome. The concern ...
  • Brexit: Breaking Bullish or Bearish?
    During my visits with our accounts at the beginning of this week, I didn’t sense as much anxiety about the ...
  • AI’s Future Is Here
    Summers’ Epiphany. A 6/7 NYT article titled “Jobs Threatened by Machines: A Once ‘Stupid’ Concern Gains Respect” recalled a keynote ...
  • Exact Sciences: A Little Cost Control Goes a Long Way
    Shares of Exact Sciences (EXAS) are soaring today after the maker of a test for colorectal cancer announced earnings and revenues that beat analyst forecasts. The Benchmark Company's Jan ...
  • Caterpillar: Was It Something They Said?
    Shares of Caterpillar (CAT) are soaring today after the equipment manufacturer reported earnings that, at first glance, didn't seem to inspire investor confidence. National Bank ...
  • Under Armour: It’s the Margins, Silly
    Shares of Under Armour (UA) have come under pressure after trading higher this morning following the release of its earnings. Raymond James analysts Dan Wewer and Mitch Ingles offer their take:
  • Starbucks: Not Broken?
    Goldman Sachs analyst Karen Holthouse and team add Starbucks (SBUX) to the firm's Conviction List following last week's earnings report, arguing that the coffee purveyor's comparable-store sales ...
  • Why 3M’s Earnings Beat Wasn’t Good Enough
    Citigroup's Andrew Kaplowitz explains why 3M's (MMM) stock isn't getting any love from the market today following its earnings:
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  • Jim Chanos Versus Natural Gas
    The short seller Jim Chanos is short one of Carl Icahn's activist targets, Cheniere Energy (NYSE: LNG).To start, Icahn owns 8.2% of the company and ...
  • Opposing the Willis Group and Towers Watson Merger
    Driehaus Capital issued an open letter to Towers Watson & Company shareholders, speaking out against the deal to buy Willis Holdings.
  • Activism In Europe
    Don't forget - sign up for our free daily newsletter to stay in the activist investing know. Activist Investing has historically been veryAmerican. But we seem to ...
  • Broadfin Capital's New Target
    Don't forget - sign up for our free daily newsletter to stay in the activist investing know. Broadfin Capital is tired of Cardica (NASDAQ: CRDC) wasting cash. ...
  • JCP Still Trying To Take Out The Trash
    JCP Investment is taking Casella Waste (NASDAQ: CWST) to task again, putting out a letter and presentation. A name we covered in April as part ...
  • July 24, 2016
    It has been said that markets do not go straight up forever, but so far the NASDAQ Composite Index has the look of an index ...
  • July 20, 2016
    The indexes have remained relentless in their quest for higher highs. Both the Dow Jones Industrials and S&P 500 Indexes moved to fresh all-time highs ...
  • July 17, 2016
    The indexes continued their melt-up ways on Thursday, gapping higher at the open on news that the Bank of England was sitting tight with respect ...
  • July 13, 2016
    The Dow Jones Industrials and the S&P 500 Index have spent the week thus far making all-time highs, which of course eludes much fanfare among ...
  • July 10, 2016
    The Bureau of Labor Statistics’ monthly jobs report gave investors a surprise by posting an increase of 287,000 new non-farm payrolls, far more than the ...
  • Musing on the implications of a higher dollar LIBOR
    As many readers may have observed recently, US dollar LIBOR has been ticking up noticeably over the last week or two.  3 month LIBOR is ...
  • Monday morning bullet points
    * The big talking point in the UK over the weekend was the press report that the framework of a potential deal with the EU ...
  • Friday thoughts
    Apologies for yesterday's no-show, but Macro Man had to drop his children at JFK for a kids-only holiday in Blighty.  Given the, ahem, "efficiency" of ...
  • Ten Things I Think I Think
    With apologies to Sports Illustrated's  Peter King, here are ten things I think I think:1) Given the state of the world and the ...
  • Political kabuki? Markets don't care
    Although yesterday's market action was relatively uninspiring ( US equity volume was some 20% below its 4 week moving average), Monday nevertheless yielded fascinating insights ...
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  • Sirens blazing
    Bloomberg has an incredible story up today about a small hedge fund putting up some crazy figures and a slew of that-doesn’t-smell-right observations about the ...
  • What you’re supposed to do
    (This is going to be a little off topic. Sorry.) Yesterday I had the pleasure of catching up with the always thoughtful Carl Richards of Behavior ...
  • 2Q 2016 Markets in Review
    Market Overview Brexit Brexit Brexit Brexit Brexit. Heard enough yet? Yes, on Thursday June 23rd the voters in the UK elected to advise their government to ...
  • Live on Less. Have More.
    My friend Morgan Housel recently asked me to contribute to a piece he did, asking for my best 5-word financial advice. My response was the ...
  • Your Personal Financial Planning CAPE Ratio
    I was thinking some more about this piece I wrote about moving averages and how we get too much data, and then found myself thinking ...
  • AdvisorShares Active ETF Market Share Update – Week Ending 7/22/2016
    Assets in actively managed ETFs reported in last week at $26.497 billion, which was an increase of less than ten basis points. The active ETF ...
  • 7/25/16 Macro Update
    Please listen to American Wealth Management’s Laif Meidell and Heidi Foster discuss the latest events and trends across the markets in their weekly Macro Update. ...
  • The G-20 Photo Op
    July 25, 2016 Dennis Gartman is editor and publisher of The Gartman Letter, and strategic advisor of the AdvisorShares Gartman Currency Hedged Gold ETFs (GEUR ...
  • AdvisorShares Weekly Market Review – Week Ending 7/22/2016
    Highlights of the Prior Week Surprised That There Were No Surprises Macro The Republican National Convention came and went with no surprises. While there was ...
  • High Yield Market Default Update
    By Heather Rupp, CFA, Director of Communications and Research Analyst for Peritus Asset Management, Sub-Advisor of the AdvisorShares Peritus High Yield ETF (NYSE Arca: HYLD) ...
  • Company Notes Digest 7.22.16
    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 7.15.16
    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 7.8.16
    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 — 4th of July Edition
    This week was a light week for earnings, so we thought that with 4th of July coming up we would try something different. We put ...
  • Company Notes Digest 6.22.16
    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 ...
  • Today's Headlines
    Bloomberg:Islamic State Claims ...
  • Bear Radar
    Style Underperformer: Large-Cap Value unch. Sector Underperformers: 1) ...
  • Bull Radar
    Style Outperformer: Small-Cap ...
  • Morning Market Internals
    NYSE Composite Index: Volume Running -6.3% Below 100-Day Average 1 Sector Rising, 9 Sectors Declining 54.1% of Issues Advancing, ...
  • Tuesday Watch
    Evening HeadlinesBloomberg: 
  • Chart updates
    We enjoyed a great trip to Alaska this past week, during which time I didn't have much time to follow events (very slow and spotty ...
  • Thoughts on the June payroll numbers
    I will be traveling tomorrow morning (headed up to Alaska for a week or so of cruising and sightseeing) when the June payroll numbers come ...
  • Gold and TIPS, joined at the hip
    It's rare that the prices of two different asset classes should track each other over the years as well as TIPS ...
  • Service sector continues to grow
    The service sector of the U.S. economy accounts for about 70% of all jobs, while manufacturing payrolls account for about 9% and government about 15%. ...
  • Who's afraid of 1.3%?
    Investors today worry about the implications of the fact that 10-yr Treasury yields fell to a new all-time low of 1.32% this morning. Does it ...
  • 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 ...
  • Give Google Contributor a try
    Recently I’ve seen several interesting conversations about ad blocking, and I wanted to remind people about a great offering called Google Contributor. With Google Contributor, ...
  • In Human Affairs “Never Say Never”
    =-=-=-=-=-=-=-=-=- Rates can go lower from here.  For as long as I can remember, I have been told by many experts that rates can’t go ...
  • Brexit Boogeyman Bellows “Boo!”
    =-==-=-=-=-=-=-=-=-=-=-=-=-=-==-=- At a time like this, when the Brexit Boogeyman goes “Boo!” it’s time to take stock of the situation amid panic. Though the UK ...
  • The Collapse of FOMC Expectations
    When do you admit that you are wrong?  Do you do it publicly?  Do you hide it? Do you hide it plain sight? When I ...
  • Redacted Version of the June 2016 FOMC Statement
    =-=-=-=- April 2016 June 2016 Comments Information received since the Federal Open Market Committee met in March indicates that labor market conditions have improved further ...
  • Brexit Boogeyman
    =-=-=-=-=-=-=-=-=-=–= Investors need things to scare them, or they don’t have a normal life.  This is kind of like the bachelor uncle who tells little nieces ...
  • Brexit; Unintended Consequences
    Summary: Expect further volatility from UK leadership changes, although we may be oversold. The worse markets get, the less likely Brexit becomes. The end result ...
  • Why Brexit (Probably) Won’t Happen
    Summary: the nature of western representative democracy and vested interests makes Brexit highly unlikely. The only way it is likely is if markets stage a ...
  • Will Brexit Break EM’s Back?
    Financial markets are in turmoil today as the market failed to price in an exit of Britain from the EU, with sterling falling almost 10% ...
  • Politics, Governance & China
    Politics, Governance & China The below is an excerpt from our June Government’s and Markets Report for subscribers. Global equity markets have entered a stand-off ...
  • Erdoğan gets his wish
    “Erdogan once said that democracy, for him, is a bus ride … ‘once I get to my stop, I’m getting off’ ” Jordan’s King Abdullah recalling ...
  • The Failure of Wisconsin's Voter ID Law
    On April 5, when voters cast ballots in Wisconsin's Republican and Democratic primaries, the state's controversial voter ID bill will face its biggest ...
  • Public Information Is Key to Countering the New Chemical Weapons Threat
    On March 16, in the northern Kurdish city of Halabja, Iraq, Iraqi men and women gathered around a monument erected to remind the world ...
  • Stacked Deck
    Proving that prejudice drove a decision to deny a job or loan to a minority is difficult. There are always other factors involved, like employment and ...
  • Snapshots From Our Instagram
    Photographer @cmleaman on assignment with roboticists at New York's Gowanus Canal.Senior Editor @tscheinman captured a peaceful protest while covering COP21 in Paris.@ilikevans1 traveled to the ...
  • How to Radicalize a Young American Muslim
    When terrorists indiscriminately kill scores of people, as in the recent attacks in Brussels and Lahore, Pakistan, we tend to assume they are monsters. Anyone ...
  • The Cultural Complex
    I have a Jungian based book in my library called The Cultural Complex compiled by Thomas Singer and Sam Kimbles. I was delighted to hear that Tom ...
  • Preparing for launch
    First to get the trades out of the way selling 100 SPY at the open to lighten up my broad market exposure. I still hate ...
  • Feeling Disloyal
    I am feeling terrible that I am not posting on this site, like I would like. I am however tweeting a lot these days and ...
  • New Year New Trade
    It has been some time since we have done anything to the portfolio. We will buy 75 SPY @ the market open on 21 Jan. ...
  • Summary of 2015 Capital Markets
    This table has all you need to know to have a handle on what happened last year.
  • Roth cuts GenVec price target to $2
    Roth Capital Partners lowered its price target for “buy-rated” GenVec (NASDAQ:GNVC) to $2 from $8, even though the FDA lifted the clinical hold on CGF166, ...
  • Ocular Therapeutix gets complete response letter
    Ocular Therapeutix (NASDAQ:OCUL) received a complete response letter (CRL) from the FDA about its NDA for DEXTENZA for intracanalicular use in the treatment of ocular ...
  • Anavex presents safety data in AD
    Anavex Life Sciences (NASDAQ:AVXL) presented safety data for its ANAVEX 2-73 drug candidate at the Alzheimer’s Association International Conference 2016 in Toronto. Data presented in ...
  • Maxim cuts Celsion price target to $4
    Maxim Group cut its price target for “buy-rated” Celsion (NYSE:CLSN) to $4 from $9. The stock was quoted at $1.22 Friday afternoon. “While we are ...
  • ProMIS names Johanne Kaplan as CDO
    ProMIS Neurosciences (TSX:PMN) has appointed Johanne Kaplan to the post of chief development officer to focus on supporting the design and execution of the company’s ...
  • 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 ...
  • Daily Note – Forget 1987, think 2011!
    Summary Beware historical analogies! A mood of sobriety & the covet of safety A Corporate profit recession Good morning, The market crash worth thinking about ...
  • Daily Note – Fed fears
    Summary Corporate finance views US rate rises – someone has to be wrong! United States: Retail Sales hit by weather China: Economy being pumped with ...
  • July 1, 2016
    Dear friends, Hi. We’re back. Did you miss us? Chip and I greatly enjoyed our holiday in Scotland; she’s the tiny squidge in the middle ...
  • Manager changes, June 2016
    Because bond fund managers, traditionally, had made relatively modest impacts of their funds’ absolute returns, Manager Changes typically highlights changes in equity and hybrid funds. ...
  • Funds in Registration, July 2016
    Anchor Alternative Equity Fund Anchor Alternative Equity Fund will pursue total with a secondary objective of limiting risk. It will be a long/short fund-of-funds investing ...
  • The Black Swan of Brexit
    “A bank is a place where they lend you an umbrella in fair weather and ask for it back when it starts to rain.” Robert ...
  • Liquid Alts: The Thrill is Gone
    By Leigh Walzer The tone of the 2016 Morningstar conference was decidedly subdued. Attendance was down sharply. Keynote speaker Bill McNabb of Vanguard took a ...
  • Flashes in the Pan
    From TheRobinReport.com --- RIP: Rest in Pieces Flash Sale Sites Born 2007 – Died 2016 In the history of retailing channels of distribution, perhaps no single ...
  • How to Max-Out the Fragrance Boomlet In Six Not-So-Easy Steps
    From TheRobinReport.com --- At the risk of getting all Mark Twain-y, the reports of the death of the American fragrance biz have been greatly exaggerated. Which ...
  • Eddie (no vision) Lampert: A Century Late and an Idea Short
    From TheRobinReport.com --- What’s old is new again. It’s back to the future. Mobile phones are the new stores. These and many other metaphors reflect how ...
  • Macy’s Latin Explosion
    From TheRobinReport.com --- The New Thalia Sodi Collection Targets Rapidly Growing Hispanic Market She has 45 million albums sold. She is followed by more than 24 ...
  • The “What If” Factor
    From TheRobinReport.com --- There has been a great deal of gnashing of teeth during the past decade or so about the demise of the center aisle ...
  • Arbitrage!
    Man faces prison for scheme inspired by Seinfeld plot where he ‘brought 10,000 cans from out of state to take advantage of Michigan’s higher deposit ...
  • Can we shame people into better voting?
    I see a number of proposals for inducing less well informed voters to make better choices: 1. Educating them better. 2. Boosting the rate of ...
  • China experiment of the day
    Chinese scientists are on the verge of being first in the world to inject people with cells modified using the CRISPR–Cas9 gene-editing technique. A team ...
  • China estimate of the day
    China’s “augmented fiscal deficit” (i.e. off-budget items included) has climbed to nearly 15% of GDP That is from Goldman Sachs, via Simon Rabinowitz. The post
  • Monday assorted links
    1. What birds do for fun. 2. Barry Lyndon is an excellent movie. 3. Why inflation didn’t fall more. 4. New Zealand to exterminate all ...
  • Shrinking Slices, More Options, And Saying No
    Fifty-seven thousand, five hundred and twelve. That’s the number of global funds launched between January 2005 and 2013. Just to be clear, that is not ...
  • My Investing Mentors
    Everybody who ever invested a dime in the market had a mentor. And if they didn’t have one when they started, it probably didn’t take ...
  • One Thing We Can All Agree On
    There are few things that active and passive investors agree upon, but you won’t find too many people on either side of the aisle who ...
  • Separating Decisions
    The amount of time between the scary events taking place in our country and all over the world seems to be narrowing at a rapid ...
  • Long-Term, Really Long-Term, And What You Should Focus On
    William Bernstein has an interesting stat on the really, really long-term returns of stocks, in his book Deep Risk. The second half of the twentieth ...

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