Financial News Aggregator and a little more!

  • Sunday links: content confusion
    Registration for the first of its kind Wealth/Stack Conference on September 8-10th, 2019 at the Scottsdale Plaza Resort in Arizona is now...
  • Top clicks this week on Abnormal Returns
    Thanks for checking in with us this weekend. Here are the most clicked on items on Abnormal Returns for the week ended...
  • Saturday links: misestimating happiness
    Registration for the first of its kind Wealth/Stack Conference on September 8-10th, 2019 at the Scottsdale Plaza Resort in Arizona is now...
  • Longform links: nudged to death
    Saturdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at two trends...
  • Friday links: permanent losses
    Registration for the first of its kind Wealth/Stack Conference on September 8-10th, 2019 at the Scottsdale Plaza Resort in Arizona is now...
Error Fetching Feed
  • MacStadium
    My thanks to MacStadium for sponsoring this week at DF (as well as my show from WWDC last week). MacStadium is the leading provider ...
  • ‘The Nerds Apple Listens To’
    Hannes Schrader wrote a piece for Zeit Online about my live show at WWDC, and Apple’s relationship with podcasters and writers who follow the ...
  • Rick Wilson on Trump
    Rick Wilson, writing at The Daily Beast: We live in a world of counterfactuals, hypotheticals, and more tu quoque scenarios than a reasonable person can ...
  • The New Wilderness
    Essential reading from Maciej Ceglowski: This odd situation recalls the cigarette ads in the 1930’s in which tobacco companies brought out rival doctors to ...
  • The New Dropbox Sucks
    Dropbox: Today, we’re unveiling the new Dropbox. It’s the Dropbox you know and love, but better. It’s a single workspace to organize your content, connect your ...
  • Human Factor
    MY BIGGEST initial mistake as a financial planner: underestimating the power of emotions. My office is located near top universities such as Harvard, MIT and ...
  • Math vs. Emotion
    YOU’VE NO DOUBT heard this before: Asset allocation is the single most important investment decision. If you have the right mix of stocks, bonds, cash ...
  • Developing Story
    I’M A FAN of emerging stock markets—for two key reasons. But I also have qualms—for two key reasons. Readers frequently write to me about emerging ...
  • Building Wealth
    I’VE BEEN READING about how people aren’t saving enough money, and how almost half of all Americans carry a balance on their credit cards. Looking ...
  • Missing the Point
    IN EARLY MAY, I wrote about 16 ways that people waste money on everything from tattoos to shoes to children’s toys. That blog was subsequently posted ...
  • Book Bits | 15 June 2019
    ● Equity Smart Beta and Factor Investing for Practitioners By Khalid Ghayur, et al. Summary via publisher (Wiley) Equity Smart Beta and Factor Investing for ...
  • Simulating Survey-Based Consensus Forecasts With Econometrics
    Surveying economists for their projections on a variety of economic and financial indicators and aggregating the results has wide appeal, and for good reason. The ...
  • Macro Briefing: 14 June 2019
    US Secretary of State blames Iran for attacks on tankers: CNN Iran says it’s not responsible for tanker attacks: Reuters IEA predicts global oil demand ...
  • Treasury Market’s Inflation Outlook Tumbles
    The Treasury market continues to downgrade US inflation expectations, which suggests that the case is strengthening for a rate cut by the Federal Reserve. The ...
  • Macro Briefing: 13 June 2019
    Beijing will likely prevail in Hong Kong despite protests: NY Times Smaller protests continue in Hong Kong on Thursday: Reuters Trump: US will deploy 1,000 ...
  • Pessimism About Happiness
    Source: Mother Jones   So last week, merely in passing, I tweeted that “Things are often better than you think, and with a little luck, ...
  • 10 Sunday Reads
    My easy like Sunday morning reads: • How HOOPP’s Jim Keohane Beat the Great Financial Crisis (Chief Investment Officer) • Hong Kong Is On the ...
  • MIB: Jonathan Stein, founder and CEO of Betterment
    This week, we speak with Jonathan Stein, founder and CEO of Betterment, an online automated firm with $16.4 billion dollars under management. At Harvard, he ...
  • 10 Weekend Reads
    The weekend is here! Pour yourself a mug of French Roast coffee, grab a seat by the pool, and get ready for our longer form ...
  • Succinct Summation of Week’s Events for 6.14.19
    Succinct Summations for the week ending June 14th, 2019 Positives: 1. MBA mortgage apps rose 10.0% w/o/w, greater than previous decrease of 2.0%. 2. MBA ...
  • What would happen if the Fed cuts rates?
    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 ...
  • A dead cat bounce, or something more?
    Mid-week market update: I wrote last week that the market gods were favoring the equity bulls, The relief rally would likely last about another week ...
  • How to buy "smart" Value
    Value investing has taken it on the chin in the last decade, as the style has badly lagged the market. Callum Thomas documented how value ...
  • Trump vs. the Fed
    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 ...
  • How far can this rally run?
    Mid-week market update: I had been making the point for the past week that this market is oversold and ripe for a relief rally, and ...
  • The Asset of Time (Hacking)
    I can’t remember where I picked up what I’m about to share. Maybe it was something I heard or a study I read. The source ...
  • Hacking Happiness
    Who doesn’t like being happy? Grumpy people that’s who. I’ve been there. You have too, grumpy pants McGhee.  It’s okay. We all get grumpy from ...
  • Investing In Yourself: Input/Output
    In investing (and life), pretty much every decision you make has a nuanced outcome. That is to say, there is very little black or white ...
  • Summer Daze
    It was a hot, humid east coast summer day. We were the kids of 1984. Back then the parents in our neighborhood had the same ...
  • The Heart: Lunch With Jim O’Shaugnessy
    When I first started writing here on I heart Wall Street, it was simply out of frustration. The title came to me serendipitously while talking with ...
  • Retail Sales Rose Last Month
    This morning’s retail sales report indicated that sales were up last month. Also, the numbers for April were revised higher. The Commerce Department said on ...
  • CWS Market Review – June 14, 2019
    “People calculate too much and think too little.” – Charlie Munger The big news this week came on Sunday night when Raytheon and United Technologies ...
  • Morning News: June 14, 2019
    As Trade War Hits, China Factories See Slowest Growth Since 2002 How Tanker Attacks in the Strait of Hormuz Could Affect Oil Prices Boeing’s Decision ...
  • Morning News: June 13, 2019
    Oil Surges as Tankers in Gulf Suffer Another Suspected Attack Is Bitcoin Growing Up? Regulated Futures Boom as Investors Seek a Safer Ride Hong Kong’s ...
  • Another Tame Inflation Report
    The CPI report came out this morning and it was another tame report. For May, consumer prices rose just 0.1%. That matched Wall Street’s expectations. ...
Error Fetching Feed
Error Fetching Feed
  • Halloween 2018: Crab claws!
    Do you need something to cheer you up? You got it: I should explain this costume a little bit. At the US Digital Service, we ...
  • Some terrible personal news
    Cindy Cutts, my wife and best friend, passed away earlier this week. While I was traveling for work recently, Cindy went to visit her family ...
  • Talking to Mr. Money Mustache about the US Digital Service
    Last week, I passed my one year anniversary as head of the US Digital Service (USDS). So when Mr. Money Mustache asked for an interview, ...
  • Staying with the US Digital Service
    A few months ago, I took a leave of absence from Google to do a stint with the US Digital Service. A lot of people ...
  • A brief update
    Over the last couple years, I’ve seen more and more people in technology trying to make government work better. They’re idealists who are also making ...
  • 1Q 2019 Market Overview
    If the last quarter of 2018 was scary, the first quarter of 2019 has been quietly wonderful, and most people haven’t noticed. Stocks across the ...
  • Wrecking the Curve
    Inside the industry there are a fair amount of studies done to show what the average Registered Investment Advisory firm looks like. What is average ...
  • The problem of N=1
    I am big on evidence, big on reason. Probably at times bordering on psychopathic in how much I try to rely on reason over emotion. ...
  • 2018 In Review
    Well. Here we are, folks. You just went through one of the most dramatic declines in US stocks in a single quarter in decades. How’d ...
  • How I Got Here – McKenzie Ebbesen
    I am excited and honored to announce my new role as a Financial Consultant with Bason Asset Management. Aside from my love of numbers, I ...
Error Fetching Feed
  • Ray Dalio Is Kinda, Sorta, Really Wrong, Part 2
    Last week we started a mini-series in the form of an open letter responding to a series of essays by Ray Dalio, the founder of ...
  • Ray Dalio Is Kinda, Sorta, Really Wrong
    “The ideas of economists and political philosophers, both when they are right and when they are wrong, are more powerful than is commonly understood. Indeed, ...
  • The Trump Trade War Recession?
    Publisher’s Note: John Mauldin is recovering from a minor illness. He’ll be back next week. Meanwhile, with trade disputes still roiling markets, below is a ...
  • Why Debt Won’t Spark Inflation
    Modern technology was supposed to make travel less necessary. We can meet by phone, video, and now in virtual reality. But we’re still traveling more ...
  • Takeaways from the SIC
    There are these two young fish swimming along, and they happen to meet an older fish swimming the other way, who nods at them and ...
  • mind the gaps
    Long-term excellence in investment organizations comes from continuous improvement and the willingness to identify and remedy the shortfalls that exist.
  • watching you
    With the emergence of new surveillance capabilities, there are questions about what constitutes productive investment work and where the lines of oversight should be drawn.
  • a chemistry is performed
    Throughout the investment world, whether you're analyzing a company or an asset manager, the amount of transparency available to you should be a part of ...
  • dear prudence
    An amorphous concept is meant to guide investment decision makers. Some thoughts about its day-to-day application.
  • the dangers of maximization
    Searching for the very best manager, model, strategy, or asset class is the classic investment game. But is it the one that we should ...
  • Some Good News For Retirement Savers For Once
    A deep dive into Vanguard's latest How America Saves report about how their defined contribution 401k savers are doing with their money.... The post Some Good ...
  • David Swensen & a Target Date Fund Walk Into a Bar
    Morningstar’s John Rekenthaler shared a wild statistic about Yale’s endowment fund in a piece published yesterday: The fund’s reputation, however, owes to its earlier accomplishments. ...
  • Animal Spirits: Dad Cat Bounce
    On this week's Animal Spirits we discuss why housing is the most personal of finance topics, Peloton, electric scooters, Michael's diet & much more.... The post ...
  • When Does the Stock Market Go Up?
    A reader asks: I read something this past week that, while I trust the source, it seems hard to comprehend, let alone believe… that virtually ...
  • Talk Your Book: The Net Lease REIT ETF
    Michael & Ben sat down with Chris Burbach & Alexi Panagiotakopoulos to discuss investing in REITs and their new net lease REIT ETF.... The post Talk ...
  • Happy Father’s Day Lads!
    Being a Mother is easy. All you have to do is carry the child for a few months, deliver it, … The post Happy ...
  • EXODUS WINS AGAIN
    The Exodus oversold signal for the overall market closed out its 10 day cycle today, which started on 5/31/19. The … The post EXODUS ...
  • Slow Day — Markets Refuse to Go Lower
    Big opportunity lost for shorts today. It’s a Friday and war with Iran is imminent. All sorts of red flags … The post Slow ...
  • THE CHINESE STARBUCKS IS A DENIZEN OF GENIUS
    If Starbucks was a smart company, they’d ditch the healthcare for their employees and attractive wages. By my point of … The post THE ...
  • FLASH: Gold Hits 52 Week Highs
    When will the degenerates and the financial perverts step in? There’s a lot of upside left in the precious metal, … The post FLASH: ...

info@streetsleuth.com

Back to Top