Financial News Aggregator and a little more!

  • German Bunds: The Short of the Century
    German Bunds: The Short of the CenturyRegion’s woes make it difficult to be sure of what currency holders willl get when the securities ...
  • China's Long Bull Run
    The booming Hong Kong stock market could push up, but not without some bumps along the way. Eight stocks and one ETF for the long ...
  • Blue Skies for Blackstone
    Blackstone has outpaced its peers—and the stock market—recently, and its success looks to continue. Shares could return 20% in 12 months.
  • An Income Manager Who Goes for Growth
    Mark Freeman, lead manager of the Westwood Income Opportunity fund, has a growth focus as he evaluates yield.
  • Covanta Turns Trash to Cash
    The waste-to-energy outfit is positioned to prosper from new clients, cost savings, and potential overseas growth. Partnering with Sam Zell.
  • Why M&T Bank Will Reward Patient Investors
    The bank’s acquisition of Hudson City Bancorp is likely to be approved, allowing cost cuts and growth.
  • Much ado about something
    THE plot is worthy of a Shakespearean comedy. Teva is in pursuit of Mylan. But Mylan dislikes its suitor and runs away to declare its ...
  • Battle joined
    WITHIN the next few months, the biggest defence contract for what will probably be many years to come ...
  • Slimming down
    “I WILL miss treating my ear infections with the Buffalo Ranch McChicken,” quipped Jon Stewart recently on “The ...
  • Short-term or short-changed?
    Long-term owners only, please A BATTLE over voting rights, pitting the state against company boards and many investors, ...
  • Shredding the rules
    PIONEERING entrepreneurs have often had an uneasy relationship with the law. America’s ruthless 19th-century “robber barons” believed it ...
  • Daily DWA Indexes Wrap
    As of the close, 5/1/15: Source: Yahoo! Finance See www.powershares.com, www.ftportfolios.com, and www.arrowshares.com for more information. The performance above is based on pure price returns, ...
  • Sector Performance
    The chart below shows performance of US sectors over the trailing 12, 6, and 1 month(s).  Performance updated through 4/30/15. The performance above is based ...
  • Daily DWA Indexes Wrap
    As of the close, 4/30/15: Source: Yahoo! Finance See www.powershares.com, www.ftportfolios.com, and www.arrowshares.com for more information. The performance above is based on pure price returns, ...
  • Finding Emerging Market Winners
    With four months of 2015 now in the books, a quick glance at YTD performance of a broad range of asset classes reveals some important ...
  • 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 ...
  • The Negative Yield Matrix: Red Pill or Blue Pill?
    Red pill or blue pill? In the 1999 movie “The Matrix,” the main character Neo (Keanu Reeves) is faced with this choice. Take the red ...
  • Lumber, Gold, and Volatility in Equities
    What do Lumber and Gold have to do with volatility in equities? As it turns out, more than you might think. In our third research ...
  • Hunting for Growth
    In the past few months, we learned that 4th quarter S&P 500 earnings declined 14%, their worst year-over-year decline of the expansion. With growth harder ...
  • The Currency Hedging Boom
    The most dominant theme thus far in 2015 has been the global currency war, where central banks are fighting one another with new easing measures ...
  • The Great Appeasement and the Burden of Proof
    After six years and two months of 0% interest rates with three rounds of quantitative easing (QE) in between, the Federal Reserve chose to finally ...
  • Wabtec Jumps on New Rules
    Wabtec (WAB) is up strongly today. WSJ reports. U.S. transportation regulators Friday will issue tough new rules for railroads hauling crude oil and ethanol that ...
  • April ISM = 51.5
    The good news is that ISM did not fall for the sixth month in a row. The bad news is that it stayed the same ...
  • Moog Earned 96 Cents per Share
    For their fiscal Q2, Moog (MOG-A) brought 96 cents per share. That was five cents more than estimates. Moog Inc. today announced second quarter net ...
  • CWS Market Review – May 1, 2015
    “If being the biggest company was a guarantee of success, we’d all be using IBM computers and driving GM cars.” – James Surowiecki Our earnings ...
  • Morning News: May 1, 2015
    China’s Struggles Argue For Stimulus All Round South Korean Exports Drop for Fourth Month as Won Strengthens UK Factories Suffer Slower Growth in April Stress ...
  • Build Your Own Ferrari 488 GTB
    I love this configure your own Ferrari tool: Source: Ferrari After the jump you can see what it looks like when you configure your own ...
  • The Remarkable Life and Investing Lessons of Ronald Read
    The remarkable life and lessons of Ronald Read, the $8 million janitor Barry Ritholtz Washington Post, April 26 2015       You may have ...
  • MiB: Skybridge Capital’s Anthony Scaramucci
    This week, our Masters in Business radio podcast, we speak with SkyBridge Capital’s Anthony Scaramucci. The “Mooch” as he is known, describes how he eventually found success through ...
  • 10 Weekend Reads
    Greeting from Sunny California! Our hand-curated, longer-form weekend reads: • The austerity delusion: The case for cuts was a lie. So why does Britain still believe ...
  • $30K Tesla-Killer?
    Automakers are betting the days of $2 gas won’t last long. At the Detroit Auto Show, Chevrolet unveiled the eco-friendly Bolt. Chevrolet says the concept ...
  • Credit - The Secondguesser
    "Do not try to second-guess or master-mind our military officials. Leave this for established military analysts and experts, who ...
  • Guest Post - US Corporate Profits Under Threat
    "Human behavior flows from three main sources: desire, emotion, and knowledge."- PlatoPlease ...
  • Credit - The Honey Pot
    "Man is the only kind of varmint sets his own trap, baits it, then steps in it." - John ...
  • Credit - The camel's nose
    "Experience - the wisdom that enables us to recognise in an undesirable old acquaintance the folly that we have ...
  • Credit - Zugzwang
    "I have with me two gods, Persuasion and Compulsion." - ThemistoclesWatching with interest the escalating tensions ...
  • What's wrong with finance
    BOTH financiers and economists still get the blame for the 2007-2009 financial crisis: the first group ...
  • The great sell-off
    SOMETIMES big sell-offs are hard to explain. In ten days, the yield on the 10-year German government bond ...
  • The world turned upside down
    YOU have to pay to insure your car, or your house, against theft or damage. Wouldn't it be ...
  • The great disconnect
    THE NASDAQ may have passed its record high, although like London's FTSE 100 it took its time about doing so; 15 years, to be precise. ...
  • You don't get what you pay for
    NOBODY wants to buy the cheapest parachute. That is often presented as an argument for active fund management. ...
  • Is It Time To Get Back In?
    This is getting frustrating. Oil stocks are acting like there’s a bull market in force, or soon to be in force – yet oil is ...
  • Time To Dip A Toe Back Into The Ocean
    Investors are generally better off paying little attention to weekly oil inventory and production figures. They can cause an immediate reaction in the oil markets, ...
  • Major Nat Gas Opportunity Right On Europe’s Doorstep
    IntroductionThere has been a lot of ink spilled on the energy relationship between Russia and Europe. Russia is, after all, Europe’s top supplier of natural ...
  • Global Energy Advisory – 1st May 2015
    GeopoliticsRussian Oil and Gas: The Squeeze Is On—Sort ofEuropean Union regulators have formally charged Gazprom with abusing its dominant market position in Europe—a charge a ...
  • Crude Futures Holding Firm On Supply Drawdowns
    Crude Oil OutlookJune Crude Oil futures remained firm last week as the market flirted with the psychological $60.00 price level. The market was supported by ...
  • Grexit and the euro
    I was just asked by a sell-side friend what the probability of a Grexit in the near term was and what would happen to the euro. This ...
  • The Federal Reserve, on Avalanche Patrol
    In September of last year the Fed laid out in rough terms which tools it intends to use in the normalization process and the order ...
  • EEM and Commodities, updated view
    Back in early January I posted the charts of EEM and copper since 2003, with brief commentary. I think it is helpful to ...
  • Calling Out the Europe-Wags-US Bond Story
    Many, if not most point to the stunning decline in European bond yields as the primary factor driving US bonds over the past year. And ...
  • Simple is Good (EM and Commodities)
    There is a lot of talk about what the fundamental inferences from the decline in commodity prices should be. FWIW, I tend to think the ...
  • 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 ...
  • How Foreign Stock Markets Stack Up by Shiller P/E
    Poland, France and Japan are among the overseas markets that look cheap based on cyclically adjusted price/earnings ratios compared with the historical average CAPE.
  • A New Milestone for ETF Adoption
    As individual investors continue pumping dollars into exchange-traded funds, their ETF holdings grew by more in dollar terms than their mutual-fund investments over the year ...
  • How May Day Remade Wall Street
    On May 1, 1975, customers sought a firm's newly deregulated stock commissions. 'Our answer was always the same: ‘What do you want it to be?’” ...
  • Smart Moves in a Pricey Stock Market
    Investors in U.S. stocks could face an extended period of lackluster returns. Here are three strategies to cope, from columnist Jonathan Clements.
  • Fewer New 401(k) Plans Are Launched
    Companies started 4.4% fewer plans in 2013 than in 2012, according to a new analysis. Is that a further reason to worry about Americans' retirement ...
  • Saturday Cinema with Le Fly: Magic in the Moonlight
    Again, I am going with a Woody Allen movie that doesn’t star Woody Allen. Why am I doing this? For the most part Allen is ...
  • Weekend Top 100
    Here’s your weekly look at the top 100 ranked stocks inside of Exodus. This screen searches for the top ranked stocks, all with positive free cash flow. Stocks must trade an ...
  • SHORT SELLERS SET ABLAZE WITH WILDFIRE FOR MAYDAY!
    It was a solid end of the week, making up for yesterday’s nonsense. I really don’t have the patience anymore for waiting. I want stuff ...
  • Weekly Scorecard
    As we start the month of May, and end the trading week, here are the top industries (sorted by change in weekly hybrid score): ______ ...
  • OFF TO SEE ABOUT SOME KALE
    This started out as a little man’s rally, small penis, flaccid, forked, fucked, radish. But now, as you can readily see, the city square is ...
  • STTG Market Recap May 1, 2015
    Friday was almost the complete opposite of Thursday - especially in the NASDAQ. Yesterday we wrote how it was difficult for the NASDAQ to ...
  • STTG Market Recap Apr 30, 2015
    Quick Note from Blain: Made some short and "to the point" market analysis videos over at Ticker.tv. These are 100% mobile friendly, please check them ...
  • New InvestingTeacher.com Guide for Candlesticks Charting
    It has been close to two years since we published the original 156 page Interactive Guide to Technical Analysis over at InvestingTeacher.com. Today I am ...
  • STTG Market Recap Apr 29, 2015
    U.S. indexes were in the red all day today as some quite miserable economic data didn't do the normal trick of making everyone happy because ...
  • STTG Market Recap Apr 28, 2015
    In what was generally a quiet day we had some fireworks in Twitter (TWTR) in the closing hour as its earnings were released early causing ...
  • look in the fridge
    An online comment results in some further thoughts about the due diligence process. The quality of such an investigation depends on searching in unexpected ...
  • welcome to the machine
    The opinions of billionaires tend to get a lot of attention, but usually aren't as challenging to explore as this one, which involves a different ...
  • a way in
    In performing due diligence, you are looking for an avenue of inquiry that will yield unusual discoveries. Some current examples, large and small.
  • defining due diligence
    We hear the term all the time throughout the industry, especially in regard to the analysis of investment managers. What does it mean?
  • sins of memory
    A book from fourteen years ago serves as a guide to examine an under-appreciated element of investment decision making.
  • Seaboard Corp (SEB): The Other Protein Trade
    This is a post I wrote up a while back and never published as Kraft/Heinz and other things happened.  Anyway, here it is:In ...
  • Loews 2014 Annual Report
    The Loews 2014 annual report is out (OK, well, it's been out a while).  I was wondering how they would present their historical returns as ...
  • JPM Annual Report 2014
    The 2014 JPM annual report was finally released last week and it's a great read as usual.   Dimon takes his time to talk about ...
  • Zero-based Budgeting Book
    By the way, there is a lot of talk now again about zero-based budgeting because of the Kraft-Heinz merger.  Some view cost-cutters as people who ...
  • Kraft-Heinz
    So 3G/BRK made their move and Kraft it is. ...
  • Hot Pants Investing
    I watched Mike Krzyzewski’s first Duke win from the stands in Cameron Indoor Stadium as a student in 1980 and his fifth national championship victory ...
  • Champion5
    And one of my grandsons is famous…. This little MASN fan is ready for some baseball today and some basketball tonight! #OpeningDay #ncaatournament pic.twitter.com/B75ALSjALA — ...
  • Dear Future Me: Please Listen!
    My April Research magazine column is now available online. I’m particularly proud of it (and I hope and pray I will listen when the time comes). ...
  • Everybody Plays the Fool (Sometimes)
    Back when I was in high school, an R&B group called The Main Ingredient, fronted by Cuba Gooding, Sr., scored a big hit with Everybody ...
  • Too Many Variables and Too Much Randomness
    My NCAA basketball tournament bracket is a mess and your bracket is too. Despite nearly 12 million entrants, the first week-end of the tournament wasn’t even over ...
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  • So You Want to be a Top Caller?
    After the Dow Jones Industrial Average reached the meaningless psychologically significant 1,000 point level in 1966, the market began to falter. During this correction Warren Buffett ...
  • Are Stock Market Returns Since The 1980s An Aberration?
    Brett Arends from MarketWatch has an interesting piece out this week that looks at the historical returns on the U.S. stock market. He goes through ...
  • Occasional Bursts of Something
    Over the past few years emerging market stocks have been a dead weight in a diversified portfolio. From 2011-2014, the Vanguard Emerging Market ETF (VWO) had ...
  • Things People Say During a Bull Market
    Here are some things you’ve probably been hearing during the current bull market from a wide range of investors including some tongue-in-cheek translations about what ...
  • What If There Is No Small Cap Premium?
    In the latest edition of Stocks For the Long Run, Jeremy Siegel offered up a great stat on the small cap premium. From 1926-2012, small cap stocks ...
  • High College Costs Are Slowing the Economy
    It’s not only parents that need to worry about the rising costs of college, says Rick Rieder, chief investment officer for fixed-income at BlackRock. In ...
  • Favorable Indicators for Munis in May
    Supply and demand factors for the municipal bond market in May look positive, according to a new report from Citi Research. Vikram Rai, head of ...
  • Green Bonds Attract New Investors
    Green bonds, a relatively new class of (often) of tax-exempt bonds, appear to be flourishing. There have been 18 green bond offerings since June last year ...
  • Storm Clouds Gathering for Treasurys
    Worries about a bear market in Treasurys have been out there for years. But a sell-off this week — despite weaker than expected economic data ...
  • Puerto Rico’s Bonds Reach New Low
    Puerto Rico bonds fell to a new low Thursday as its financial crisis deepened. The Commonwealth’s general obligation bond maturing in July 2035 was selling ...
  • MEMS-Based Laser Headlights Adapt to Speed
    On the basis of its laser spot high-beam headlight, Audi is developing a system that automatically adjusts the illumination by the speed of the vehicle. ...
  • XeThru Technology is One to Watch
    Novelda, under the leadership of CEO Alf-Egil Bogen, is seeking the market pull rather than relying on the technology push of its CMOS impulse radar ...
  • China Advantage Wanes for OEMs
    Once the clear winner for OEMs in terms of low-cost manufacturing, China may soon be less compelling for electronics OEMs.
  • Engineering Congress
    Congress needs an engineering mindset.
  • Vest Uses Haptics for Speech by Feel
    The Versatile Extra-Sensory Transducer (VEST) under development at Rice University and Baylor College of Medicine represents a new form of wearable haptics, one that could ...
  • Hot Pants Investing
    I watched Mike Krzyzewski’s first Duke win from the stands in Cameron Indoor Stadium as a student in 1980 and his fifth national championship victory ...
  • Champion5
    And one of my grandsons is famous…. This little MASN fan is ready for some baseball today and some basketball tonight! #OpeningDay #ncaatournament pic.twitter.com/B75ALSjALA — ...
  • Dear Future Me: Please Listen!
    My April Research magazine column is now available online. I’m particularly proud of it (and I hope and pray I will listen when the time comes). ...
  • Everybody Plays the Fool (Sometimes)
    Back when I was in high school, an R&B group called The Main Ingredient, fronted by Cuba Gooding, Sr., scored a big hit with Everybody ...
  • Too Many Variables and Too Much Randomness
    My NCAA basketball tournament bracket is a mess and your bracket is too. Despite nearly 12 million entrants, the first week-end of the tournament wasn’t even over ...
  • Mobile Apps in Wealth Management
    Private banking and wealth management clients are a lot more tech savvy and a lot smarter than they were just a few years ago. This ...
  • CFA Institute Annual Conference
    Greetings from Frankfurt and the 68th CFA Institute Annual Conference. I'm here to speak today about getting started with social media strategies for financial professionals. ...
  • Greek Finances. What the Numbers Tell You
    You don’t need a degree in economics to understand that Greece is in a bit of a pickle. Instead of going down the usual route ...
  • Aaaaand... the blog is back.
    Apologies for the radio silence. It's been a bit hectic this past month with the kind of stuff that actually pays the bills. Later this week ...
  • Panama Companies and Private Banking
    The HSBC Files really are the gift that keeps on giving to global media. Every day we have new revelations of various levels of banking ...
  • May 3, 2015
    The market’s weak side showed its face on Thursday as the NASDAQ Composite Index and the S&P 500 Index both broke below their 50-day moving ...
  • April 29, 2015
    The credibility in the market appears to suffer more in the action of individual stocks than in any outright index action, as the daily chart ...
  • April 26, 2015
    The NASDAQ Composite Index bolted to a new closing high on Thursday, ending the day at 5056.06 to exceed the prior closing high of 5048.62 ...
  • April 22, 2015
    Last Friday’s sell-off turned out to be something of a short-term shakeout as the indexes turned higher on Monday, but within the context of the ...
  • April 19, 2015
    Big Fat Greek Exit Fears helped to whack the market on Friday as the U.S. markets took their cue from their European brethren, all of ...
  • The euro breaks higher
    What can we say?   The GDP data was terrible and the Fed clearly acknowledged the slowdown in US economic momentum.  The euro clearly broke the ...
  • Not if, but by how much
    So it's Fed day today, though Macro Man struggles to get excited about a meeting that even Janet Yellen conceded last month isn't really live.  ...
  • Building a better moustrap
    Readers who frequent the comments section have been treated to a spirited discussion over the past couple days surrounding the arrest of Nav Sarao, a ...
  • 3 quick bullets
    * The PBOC dropped the hammer with a 100 bp RRR cut, predictably sending the AUD into raptures (well, relatively speaking) as of the time ...
  • The ECB protest in 3 pictures
    1) German citizen realizes that she paid 100.20 for a bond and that she'll only get 100 back in 5 years
  • A Closer Look: Potential For Correction Exists
    Chart 1: Equities recently suffered a technical reversal at record highs...   Source: FinViz.com This weeks trading sessions in the US equities continue to show evidence of ...
  • Silver’s Bear Is 4 Years Old
    Today's chart of the day focuses on the current bear market in Silver. Regular readers of the blog would remember the chart below, which tracks the ...
  • Australian Dollar Oversold
    Second COTD post focuses on another currency, the Australian Dollar. Here, we are looking at the longer term view dating back almost two decades. The Australian ...
  • US Dollar To Correct
    Today's chart of the day focuses on the US Dollar. The chart below shows the stellar rally greenback has delivered to those who were positioned right ...
  • Commodity Crash
    Today's chart of the day focuses is on long term prices of commodities. The chart below uses CRB Index, but from time to time I also ...
  • Let me tell you a secret
    Right now, sitting in an office somewhere there is a fund manager you have never heard of who is going to be famous in the ...
  • Fireside Markets Episode 06: Fixing the 401(k) with Ben Carlson
    In this episode of Fireside Markets, host James Osborne discusses the current state of the 401(k) marketplace with Ben Carlson, the blogger behind A Wealth of Common ...
  • The fault in their stars
    It pains me to type this, but it is nearly election season again.  Early contenders for the 2016 presidential election are lining up, making formal and ...
  • Quit trying to get it right
    In 2010 I was the primary relationship manager for a client of my former firm.  This client happened to be a large financial services membership ...
  • Yours truly in some press
    A few bits and pieces of press quoting or featuring me have made the rounds recently so I thought I’d share. One, the cover story ...
  • So You Want to be a Top Caller?
    After the Dow Jones Industrial Average reached the meaningless psychologically significant 1,000 point level in 1966, the market began to falter. During this correction Warren Buffett ...
  • Are Stock Market Returns Since The 1980s An Aberration?
    Brett Arends from MarketWatch has an interesting piece out this week that looks at the historical returns on the U.S. stock market. He goes through ...
  • Occasional Bursts of Something
    Over the past few years emerging market stocks have been a dead weight in a diversified portfolio. From 2011-2014, the Vanguard Emerging Market ETF (VWO) had ...
  • Things People Say During a Bull Market
    Here are some things you’ve probably been hearing during the current bull market from a wide range of investors including some tongue-in-cheek translations about what ...
  • What If There Is No Small Cap Premium?
    In the latest edition of Stocks For the Long Run, Jeremy Siegel offered up a great stat on the small cap premium. From 1926-2012, small cap stocks ...
  • Company Notes Digest 5.1.15
    Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below is a weekly post which contains ...
  • Company Notes Digest 4.24.15
    Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below is a weekly post which contains ...
  • Company Notes Digest 4.17.15
    Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below is a weekly post which contains ...
  • Thoughts on GE Capital’s Capital Disposition
    We’re not GE shareholders at Avondale, but it is a company that I have followed over the years.  As a former bank analyst, GECC is ...
  • Company Notes Digest 4.10.15
    Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below is a weekly post which contains ...
  • Phone Sales in China
    While on the subject of charting sales trends, here’s an interesting one from Ben Bajarin on smartphone sales share in China. A lot of movement ...
  • Plotting Apple Sales Trends
    Kieran Healy, following up on Dr. Drang’s post on the iPad’s sales slump: Dr Drang put up a characteristically sharp post looking at sales trends ...
  • Moving Averages and the iPad
    Loved this post from Dr. Drang, on how to accurately visualize the declining trend in iPad sales: There are myriad other ways to smooth ...
  • Wrist Tattoos Interfere With Apple Watch Sensors
    Serenity Caldwell, writing for iMore: Recently, we’ve been hearing reports from Twitter and Reddit that the Apple Watch’s plethysmograph sensor plays not-so-nicely with wrist or arm ...
  • ★ Watch, Apple Watch
    This is what Apple Watch is: an ambitious modern take on the digital watch.
  • GDP gap: 10% and growing
    Real GDP growth in the first quarter was weaker than expected (0.2% vs. 1.0%), but it wasn't much of a surprise. ...
  • Rising home prices are contributing to inflation
    The housing market recovery continues, and the ongoing rise in home prices is going to be adding to official inflation statistics over the next year ...
  • Surprising facts about the minimum wage
    For years I've had fun at cocktail parties by asking this question: what percent of all the people who work in the U.S. are paid ...
  • Commercial real estate booms
    Updating my comments from January: U.S. housing starts have almost doubled in the past 5 years, and, according to Case-Shiller, housing prices have recovered ...
  • Recommended reading
    I can highly recommend John Tamny's new book, Popular Economics: What the Rolling Stones, Downton Abbey, and LeBron James Can Teach You about Economics. John ...
  • Berkshire Hathaway
    My taste in financial advice runs toward the simple and the lessons I’ve learned the hard way. But I still like reading about investing/finance, and ...
  • My next project: AutoSEO
    This was an April Fool’s joke. I’ve been working really hard with some friends on a project to handle SEO automatically. Now we’re ready to ...
  • Next 30 day challenge: social media/news cleanse
    For January 2015, I tried to declutter around the house for 15 minutes a day. We now have a couple rooms that are much cleaner, ...
  • Fixing “full path disclosure” issues
    Whether you’re running a web service or a blog, you should always keep your software fully patched to prevent attacks and minimize your attack surface. ...
  • 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. ...
  • Anti-workflow: to-dos
    A while back, I wrote about Anti-Workflow Apps — apps that solve problems for you without forcing you to adopt a workflow that you may ...
  • Dick Pics and Cable Company Fuckery
    John Oliver has become the most important voice in tech policy (and maybe policy in general). His gift, his talent, his skill: turning wonky policy ...
  • Failure is the tuition you pay for success
    I couldn’t sleep last night, and was up around 4am lurking on Twitter.  I came across an old friend, Elizabeth Green, who is an accomplished ...
  • Financial Planning for the 90%
    A few weeks ago as I was walking down Beacon Street in Brookline, I happened upon something amazing: The Society of Grownups. The Society of ...
  • The Light Inside, The Fire Inside
    Last week, a friend passed away after a relatively brief but intense battle with lung cancer.  I didn’t know Paul well, but he was very close ...
  • Did Massachusetts Health-Care Reform Affect Prices?
    The 2006 health-care reform in Massachusetts relied heavily on the private insurance market. Recent evidence shows that the reform boosted payments to physicians from private ...
  • Optimal Policy and Market-Based Expectations
    Financial market prices contain valuable information about investors’ views regarding future interest rates, inflation, and other economic variables. However, such market-based expectations can be hard ...
  • Have Long-Term Inflation Expectations Declined?
    Based on surveys of professional forecasters, expectations for price inflation 5 to 10 years ahead have edged down over the past few years. This decline ...
  • Majority of Hires Never Report Looking for a Job
    Every month, millions of workers search for new jobs although they already have one. About one-tenth of these searchers switch employers in the following month. ...
  • Mortgaging the Future?
    In the six decades following World War II, bank lending measured as a ratio to GDP has quadrupled in advanced economies. To a great extent, ...
  • Abandonment
    I haven’t posted in a long time and it bothers me. I feel like I have abandoned this project. There have been too many things ...
  • Insurance and Getting Cute
    When I was 20 yrs old my father introduced me to a guy from the USA and said listen to what this guy has to ...
  • Ego Attachment to what we Read
    I just picked up a book for my 15yr old daughter from the library. I needed some help from the librarian and then as I ...
  • Sefirot Portfolio Performance
    I remain completely uninspired by these markets. They are boring and one dimensional. March saw our first negative month but I hasten to add that ...
  • A Property Bubble
    There is nothing worse than being on the outside of a bubble mania. Sydney residential property is on fire and we sold our home 18 ...
  • 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 ...
  • Daily Note – The Return of Politics
    Summary Geo-political risk: It hasn’t gone away United States: Consumer confidence slows modestly Explosion in M&A deals tells its own story The week ahead: Important ...
  • Daily Note – France in big trouble
    Summary France: A picture tells a thousand words Eurozone:Euro economists’ consensus offers opportunity Eurozone: Gotta love Greece China: Premier Li has his eye on the ...
  • Daily Note – Jittery markets result in trading opportunities
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  • The BP political conundrum
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  • Finally - Kier announces takeover of Mouchel
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  • May 1, 2015
    Dear friends, It’s May, a sweet and anxious time at college. The End is tantalizingly close; just two weeks remain in the academic year and, ...
  • Manager changes, May 2015
    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. ...
  • May 2015, Funds in Registration
    American Beacon Grosvenor Long/Short Fund American Beacon Grosvenor Long/Short Fund will seek long-term capital appreciation.  At this point the strategy for pursuing that objective is ...
  • Towle Deep Value Fund (TDVFX), May 2015
    Objective and strategy The fund pursues long-term capital appreciation. They look to invest in a compact portfolio of 30-50 undervalued stocks. The fund is nominally ...
  • Seafarer Overseas Growth & Income (SFGIX/SIGIX), May 2015
    This fund profile was previously updated on March 1, 2013. You can find an archive of that profile here. Objective and Strategy Seafarer seeks to ...
  • Retail’s Darkest Secret: The Deficiency Knowledge Gap
    Store format redux from retail’s emerging trends in 2015 has proven that retailers are marching ever forward in this disruptive industry landscape. Big format stores ...
  • How Consumers Pocket The Change In Global Oil Prices
    Probably the biggest global economic story since the collapse of the credit-based global economy in 2008 is the implosion of petroleum prices, which has had ...
  • Internet of Things (IoT)
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  • Remembering Ralph Erardy
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  • Times, They Are A-Changin’
    Change is a funny word; it can inspire hope and spark butterflies, or it can bring a sense of doom and dread. A few months ...

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