Financial News Aggregator

  • Where to Stash Your Cash
    With interest rates likely to rise, you'd think the outlook for your money-market mutual funds would be improving. You'd be wrong. Here are better alternatives.
  • Finding The Best Values In High Yield Bonds
    Gerson Distenfeld and Paul DeNoon teamed up to revamp the AllianceBernstein High Income fund.
  • Scaling the Heights
    With stocks near record levels, the top 100 independent financial advisors are keeping focused on the long term. Our annual roster.
  • Four Schlumberger Insiders Sell Near Record
    Chief Financial Officer Simon Ayat sold 54,566 shares of the oilfield-services giant for $6.1 million.
  • The Decline of Work
    The unemployment rate may be falling, but with more people than ever out of the workforce, the news is bad and getting worse.
  • Synaptics Has the Right Touch
    With technology for fingerprint identification and touchscreens, chip maker Synaptics is in the sweet spot for smartphones. The stock could leap by 35% or more.
  • Point and Figure RS Signal Implementation
    Over the course of the summer we published three different whitepapers looking at point and figure relative strength signals on a universe of domestic equities. ...
  • 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 then compared ...
  • Power 4 Model Holdings
    Current holdings of the DWA PowerShares Sector 4 Model are shown below: Click here for model details. The information contained herein has been prepared without ...
  • Sector Performance
    The chart below shows performance of US sectors over the trailing 12, 6, and 1 month(s).  Performance updated through 8/28/2014. The performance above is based ...
  • Fund Flows
    Mutual fund flow estimates are derived from data collected by The Investment Company Institute covering more than 95 percent of industry assets and are adjusted ...
  • The Closer
    FURTHER FURTHER READING - Draghi’s incursion into fiscal policy.Continue reading: The Closer
  • “Oops, we raised rates too soon”
    An amusing quartet of charts from BCA Research: Continue reading: “Oops, we raised ...
  • iPhone 6, the GDP effect
    Can just one product deliver a 1 per cent boost to Chinese export growth? If that product is Apple’s iPhone 6, then potentially yes. So says BoAML’s ...
  • K Street to boutique
    Group LP has agreed to pay Mr. Cantor an annual base salary of $400,000. Group LP has also agreed to pay Mr. Cantor an initial ...
  • Markets Live: Tuesday, 2nd September, 2014
    Live markets commentary from FT.com Continue reading: Markets Live: Tuesday, 2nd September, 2014
  • ISM Manufacturing Hits a Three Year High
    Today's release of the ISM Manufacturing report for August showed a nice pick up for the manufacturing sector in the month of August.  While economists ...
  • Bullish Sentiment Down Slightly
    Bullish sentiment dipped for the second week in a row this past weekend in our Bespoke Market Poll.  As shown below, bullish sentiment towards the ...
  • August, QTD, and YTD Asset Class Performance
    The month of August is now behind us and September trading begins on Tuesday following Monday's Labor Day holiday.  Below is a look at the ...
  • New Highs Into Labor Day
    After a nice Friday rally into the close, the S&P 500 is heading into the long Labor Day weekend at a new all-time high of ...
  • Updated S&P/Case-Shiller Housing Numbers
    The June S&P/Case-Shiller home price figures were released this week, and below is a look at the city-by-city breakdown.  For each city tracked, we provide ...
  • 10 Tuesday PM Reads
    My afternoon train reads: • There’s No Need for Investors to Fear September (WSJ) • Stocks Are Red Hot. Investors Are Cold Sober (Bloomberg) see ...
  • Household Rotation from Fixed Income to Equities
      Today’s chart comes to us from Torsten Slok, the chief international economist at Deutsche Bank AG. While rumors of an institutional rotation — selling ...
  • Masters in Business: James O’Shaughnessy
    James O’Shaughnessy of O’Shaughnessy Asset Management got his start in finance almost by accident: He was asked by a pension fund to review the performance ...
  • 10 Tuesday AM Reads
    Welcome back my friends to the linkfest that never ends: Its the first work day back since Summer ended, but we have you covered  (continues ...
  • Peer-to-Peer Lending Is Poised to Grow
    Peer-to-Peer Lending Is Poised to Grow Yuliya Demyanyk and Daniel Kolliner     Peer-to-peer lending—a type of lending which matches individual borrowers with investors—is a ...
  • Growth
    “It's said that power corrupts, but actually it's more true that power attracts the corruptible. The sane are usually attracted by other things than power.” – ...
  • Employers Aren’t Just Whining – the “Skills Gap” Is Real
    Paul Krugman and other notables dismiss the notion of a skills gap, though employers continue to claim they’re having trouble finding workers with the skills ...
  • A Nation of Shopkeepers
    “To found a great empire for the sole purpose of raising up a people of customers may at first sight appear a project fit only ...
  • AI, Robotics, and the Future of Jobs
    This past week several reports came across my desk highlighting both the good news and the bad news about the future of automation and robotics. ...
  • Bubbles, Bubbles Everywhere
    The difference between genius and stupidity is that genius has its limits. – Albert Einstein Genius is a rising stock market. – John Kenneth Galbraith Any plan conceived in ...
  • Resistible Force Approaches Moving Objects
    ES made a new all time high overnight, and SPX is getting close to testing the very strong resistance zone above. That has moved up ...
  • Sirius™ Mixed Messaging
    Advertising and all it entails is a study in alchemy worth far more if unlocked than turning lead into gold if it can be repeated ...
  • The Great Deformation
    This is going to be a review of David Stockman’s 768-page tome The Great Deformation, and although I never thought it was possible, it makes ...
  • A Few Energy Names
    Here are a few energy names I am watching and likely to trade at least one of them on the long side next week.
  • Taupe: It’s Not Just For The Oval Office Anymore
    Whether it’s politics or business one thing remains the same: if you are designated or perceived as the leader, everything you say or do is ...
  • 13F Investing Doesn’t Work, Right?
    I’ve been writing about 13F investing strategies for a long, long, time.  Almost no where else in finance is there more disinformation on a topic. ...
  • Travel and Talks
    I’ll be in the following cities to give some talks, come say hello! Atlanta, Wed September 10th, ASFIP Chicago, Sep 15th-19th, State Street and Morningstar ...
  • Everything You Need To Know About the CAPE Ratio
    I just got back from 5 days backpacking and fishing in King’s Canyon (next to Sequoia) at a place called Rae Lakes.  It has been ...
  • Business Radio Podcast
    I can’t rec these interviews enough.  Barry Ritholtz chats up lots of investment luminaries including Gundlach, Arnott, etc….bookmark! http://www.bloomberg.com/podcasts/masters-in-business/
  • The Most Interesting Chart of 2014 (So far)
    Read, and then re-read this study.  Patrick and I chatted about this study when I was in NYC last over beers and wine…my guess was ...
  • What does a low yield mean?
    THE French economy is not exactly in the rudest of health and confidence in the government of Francois Hollande (who just reshaped the cabinet to ...
  • Turning the tables
    PITY the citizen of a modern democracy. They may seek to escape the shouting heads on cable TV by keeping themselves informed directly. While the ...
  • Is fish fungible?
    SO Vladimir Putin has reacted to Western sanctions by imposing his own. Imports of cheese, fish, beef, pork, fruit, vegetables and dairy products are being ...
  • A glass darkly
    SO HAS the recent economic news been good or bad? The second quarter American GDP numbers were strong (although combined with Q1, they mean the ...
  • A war that finance didn't want
    IT IS a common place in left-wing circles that wars are started to satisfy capitalist interests; arms manufacturers and the like. Thus the Socialist Party ...
  • David A. Stockman
    David A. Stockman: Former Dir. of the US Office of Management and Budget (USOMB), Economic Policy Maker, Politician, Financier & Acclaimed Author - After leaving ...
  • Egon von Greyerz
    Egon von Greyerz (EvG): Founder and Managing Partner of Matterhorn Asset Management AG & GoldSwitzerland - EvG forecasted the current economic problems over 10 years ...
  • Rick Rule
    Rick Rule: Chairman / Founder of Sprott Global Resource Investments Ltd. - Global manages over a billion and through recent acquisition is now part of ...
  • Dr. Philippa Malmgren
    Dr. Philippa “Pippa” Malmgren: President & Founder of DRPM Group - Dr. Malmgren was former Special Assistant to the President of the United States for ...
  • Bill Fleckenstein
    Bill Fleckenstein: President of Fleckenstein Capital - Bill also writes a popular column ‘Contrarian Chronicles’ for MSN Money as well as the daily Market Rap ...
  • What drives up rents
    The argument that a lack of housing stock is what drives higher rents is only partially true. The type of housing stock being developed does ...
  • Ready or not, NYC, here comes universal pre-K
    All eyes are on Mayor Bill de Blasio's signature prekindergarten program. The first phase is expected to serve 53,000 4-year-olds. With much political capital tied ...
  • Union chief mobilizes nurses to fight hospitals
    New York's biggest nurses union last week won a round in its fight to protect jobs at failing hospitals when a court temporarily stopped the ...
  • GOP learned nothing from 2012 defeat
    Wisconsin Rep. Paul Ryan, the losing candidate for vice president in 2012, is among those seeking to expand the Republicans' ever-narrowing base. The national party's ...
  • Builder de Blasio bets on density
    "The problem with Michael Bloomberg is that he turned the city over to developers,'' said an acquaintance of mine recently in a discussion of 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 ...
  • The Mortal Kombat Finish Him Stocks
    In the event we see a further rally this week, here are some actionable long ideas which are heavily-shorted. Please click the screen shot below ...
  • Late Night Strategy for Tuesday
    INVN and JMBA are two stocks consolidating impressively within the context of prior uptrends. On strength, I would watching INVN over $26 and JMBA over ...
  • Out Of The Office
    _______ As most traders are returning to their desks after the Labor Day weekend, I will be out of the office Tuesday and part of ...
  • THE 1st ANNUAL iBANKCOIN LOTTERY WINNER IS…
    THE RUNNER IUP DRAWING   Winning number: 427   THE GRANDE PRIZE WINNER   Winning number: 392 We will know who these numbers belong to ...
  • The Trillion Dollar Bet
    For your Labor Day evening viewing pleasure. Back with some ideas and analysis later tonight… The Trillion Dollar Bet (2000) – A documentary about the demise ...
  • the ironic triumph
    A new essay by a legendary member of the investment profession about the life cycle of "performance investing" demands your attention and your response.
  • translations
    A successful investment organization requires a mixture of skills and capabilities. It is easy to overlook the need for communication skills in the pursuit ...
  • you get the market
    The ongoing debate among market participants about active and passive investment approaches overlooks an established trend that could bring radical changes.
  • evolutions and revolutions
    Inspiration can come from unexpected places at unexpected times. Will you be open to it, or will you want to listen to the same ...
  • cover bands
    The degree to which an investment organization differentiates itself from the crowd is one of the most important strategic considerations of the day.
  • Good to Great: The Stockdale Paradox
    After watching a video of Carlos Brito pounding the table on the book, Good to Great by Jim Collins, I had to reread it.  I ...
  • WL Ross Holding Corp (WLRH)
    As I was looking through the new lows list in the newspaper, I stumbled upon WL Ross Holdings Corp (WLRH).  Wilbur Ross is a very ...
  • Value Stocks In Market Corrections
    So with all of this talk of a market correction coming and people wondering what to do in this toppy market, Pzena put out an ...
  • TETAA: Teton Advisors, Inc.
    Speaking of nanoo, nanoo, how about a nano-cap?   There is some interest in small cap stocks as they tend to outperform over ...
  • Y So Cheap?
    Alleghany (Y) announced earnings earlier this week; BPS is up +9.4% in the first six months to $451.65/share.  The stock is trading ...
  • Fed Watch: Fed Positioning to Normalize Policy
    Tim Duy: Fed Positioning to Normalize Policy, by Tim Duy: With the leaves turning to gold signaling the end of summer, so too will the ...
  • Links for 9-02-14
    Hard money is not a mistake - interfluidity Inflation, Septaphobia, and the Shock Doctrine - Paul Krugman Back to College, the Only Gateway to the ...
  • 'What Unions No Longer Do'
    Justin Fox: What Unions No Longer Do, by Justin Fox: Forty years ago, about quarter of American workers belonged to unions, and those unions were ...
  • Paul Krugman: The Medicare Miracle
    Good news on health care costs: The Medicare Miracle, By Paul Krugman, Commentary, NY Times: So, what do you think about those Medicare numbers? What, ...
  • Links for 9-01-14
    Bond market conundrum redux - Econbrowser Stopping Europe's Descent Into Deflation - Bloomberg View More Workers Are Claiming ‘Wage Theft’ - NYTimes.com Commodity Prices: Financialization ...
  • Madison Weekly Market Wrap 1.14
    This week’s Market Wrap is now available at the link below. A preview follows. Madison Weekly Market Wrap 1.14 At the big Wall Street firms ...
  • Failing to Remember
    It was 51 years ago, on August 28, 1963, that Rev. Dr. Martin Luther King, Jr. delivered his famous “I Have a Dream” speech on ...
  • Hiding in Plain Sight
    Over a career that has spanned four decades so far, concertgoers have routinely paid a lot of money to hear Phil Smith play the trumpet. The ...
  • Financial Planning and Hiking on Half Dome
    My latest column in Research magazine is now available on line. A small taste follows. The truth is much more prosaic. Retirement planning—indeed, all financial ...
  • Madison Weekly Market Wrap 1.13
    This week’s Market Wrap is now available at the link below. Madison Weekly Market Wrap 1.13
  • UK construction growth surges
    The construction sector expanded at its fastest pace for seven months in August, despite supply shortages holding back growth, a survey suggests.
  • Swiss economy stalls as EU slows
    Switzerland's economy failed to grow in the second quarter of the year, official figures show, with trade affected by stagnation in the rest of Europe.
  • UK activist's Thailand trial begins
    A UK activist who campaigns for better labour conditions goes on trial in Thailand charged with criminal defamation.
  • More than 48,000 use Help to Buy
    More than 48,000 homeowners have used the government's Help to Buy scheme since it started, figures show.
  • Uber banned across Germany by court
    A court says the UberPop service must stop transporting passengers in Germany, but the American company refuses to suspend work.
  • Post Felix
    Today is Felix’s last day at Reuters. Counterparties may have been the brainchild of Felix and the recently departed Ryan McCarthy, but the blog, site, ...
  • The Piketty pessimist
    Her syllogism runs something like this: -Capitalism has survived this far because it delivered strong, widely-shared growth. -If capitalism fails to continue to deliver ...
  • The most expensive lottery ticket in the world
    The real winners are the happy and well-paid engineers, enjoying their lives and their youth while working for great companies like Google. In the world ...
  • The problems of HFT, Joe Stiglitz edition
    The most interesting and provocative thing to be written of late about financial innovation in general, and high-frequency trading in particular, comes from Joe Stiglitz.
  • Private equity math, Nuveen edition
    If Madison Dearborn really is breaking even on this deal, that only goes to show the enormous disconnect between the economics of private equity companies ...
  • How to play social stocks
    Discussing the outperformance of the tech sector, Scott Kessler, S&P Capital IQ lead tech analyst, explains how he assesses social stocks and provides his forecast ...
  • Consumer confidence needs psychology boost: Analyst
    Discussing the earnings of retailer Big Lots and the state of the consumer, with Joe Feldman, Telsey Advisory Group analyst, and Patrick McKeever, MKM Partners ...
  • Teen retail story
    Eric Beder, Wunderlich Securities analyst, discusses teen retail trends and the sales results of Abercrombie & Fitch.
  • Stock to watch: Williams-Sonoma
    After disappointing guidance, Williams-Sonoma is trading lower, with David Magee, Suntrust Robinson Humphrey analyst.
  • Family Dollar 'must have' for Dollar General: Analyst
    Dollar General reported Q2 EPS of $0.83 ex-items on revenue of $4.72 billion. Anthony Chukumba, BB&T Capital Markets, shares his take on the bidding war ...
  • Lump of Labor Day Special: Advanced (Elementary) Concepts in Mathematics
    Sandwichman at Econospeak writes more on the of ‘labor’: Lump of Labor Day Special: Advanced (Elementary) Concepts in Mathematics “…if there be but a certain ...
  • What John DiIulio Said
    I think this is too good to excerpt just read “Want better, smaller government? Hire another million federal bureaucrats.” by John DiIulio. He argues that ...
  • Graunt Work
    Lifted from open thread Aug. 31, 2014 by Sandwichman. My latest on the lump of labor fallacy takes the story back to the 17th century ...
  • A Closer Look at the Pay-Me-to-Not-Recline Argument
    Peter Dorman at Econospeak describes a common example of thought experiments on markets and externalities, and concludes with “More complex considerations that take into account ...
  • Tennessee Decides to Expand Medicaid
    In my own state of Michigan, there was a battle in the Republican controlled state legislature to expand Medicaid for the 600,000 uninsured citizens. It ...
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  • Madison Weekly Market Wrap 1.14
    This week’s Market Wrap is now available at the link below. A preview follows. Madison Weekly Market Wrap 1.14 At the big Wall Street firms ...
  • Failing to Remember
    It was 51 years ago, on August 28, 1963, that Rev. Dr. Martin Luther King, Jr. delivered his famous “I Have a Dream” speech on ...
  • Hiding in Plain Sight
    Over a career that has spanned four decades so far, concertgoers have routinely paid a lot of money to hear Phil Smith play the trumpet. The ...
  • Financial Planning and Hiking on Half Dome
    My latest column in Research magazine is now available on line. A small taste follows. The truth is much more prosaic. Retirement planning—indeed, all financial ...
  • Madison Weekly Market Wrap 1.13
    This week’s Market Wrap is now available at the link below. Madison Weekly Market Wrap 1.13
  • August 31, 2014
    Geo-political news hit the market on Thursday with reports of 1,000 Russian soldiers infiltrating Ukrainian territory to join forces with separatist rebels as Russian artillery ...
  • August 27, 2014
    With the NASDAQ Composite and S&P 500 Indexes both moving to higher highs, the market is entitled to a little backing and filling as the ...
  • August 24, 2014
    The market can’t seem to find enough of a reason to sell off as the NASDAQ Composite Index daily chart, below, shows. After some initial ...
  • August 20, 2014
    Over the weekend I mentioned the concept that in the absence of bad news, the market felt like it wanted to go higher, and so ...
  • August 17, 2014
    On a purely technical basis, the NASDAQ Composite Index ran into resistance at the upper end of its current sideways price channel on Friday, reversing ...
  • The race to the finish
    Apologies for the lack of postings this week but Macro Man felt curiously uninspired by the ongoing rally in all manner of assets.  Big-figureitis is ...
  • Clowns to the left of me, jokers to the right
    In her Jackson Hole speech today, Janet Yellen released a technical note detailing the construction of the Fed's new labor market conditions index (LMCI), which ...
  • The impossible trinity?
    Just ahead of the week's big Fed events, and with the sour taste of the BOE's zigging and zagging left in the mouth, Macro Man ...
  • Here we go again
    So here we go again.Stocks have (probably correctly) looked through ongoing tensions in Ukraine and are within a pitching wedge of the all ...
  • You wonder why macro isn't making any money?
    Short sterling pricing before UK Mansion House evening, June 12th:
  • Stocks vs Bonds: Who Will Win?
    In recent years, we have regularly seen market participants argue between two investment assets: stocks and bonds. One camp claims that stocks are cheap as recovery continues ...
  • Explaining My Portfolio
    I have received quite a lot of questions regarding the newsletter portfolio as well as my major holdings. In this article I will try and explain ...
  • Gold’s Performance
    Sticking with the precious metals topic, as it seems to be generating a lot of interest. I’ve received a lot of emails, some of which ...
  • Precious Metals Bear Markets
    Traders buy and sell assets everyday. For example, despite ridiculously high P/E ratios and a huge gain over the last 5 years, there are traders who ...
  • US Stocks At Record Highs
    Chart 1: S&P 500 is now approaching the psychological 2000 point level  Source: Short Side of Long S&P 500 posted a new closing record high last ...
  • 2 Years Later
    Two years ago this week I gave notice at my previous employer, moved my family across town, filed the registration for this firm and found ...
  • Narrative myth
    In early 2009 the financial press was dumping praise on any mutual fund manager who had evaded a bulk of the stock market decline.  These ...
  • Art or Science?
    Last week there was a great piece at ETF.com, “Inside Robo Advisor Asset Allocation.”  The author picks through the recommended portfolios from Wealthfront, Betterment, WiseBaynan ...
  • The only thing that really matters
    In my relatively young career I’ve had the privilege of working with a great many clients from all walks of life. Schoolteachers and successful entrepreneurs, ...
  • The Active Decisions of a “Passive” Investor
    Recently my friend Cullen wrote a piece titled “Putting the “Underperformance” of Active Managers in Perspective” that spurred a bit of discussion between the two ...
  • Company Notes Digest 8.29.14
    A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook ...
  • 2000 at 2000
    If you count March 6, 2009, when we rallied from an intraday low of 666, as the first day of the bull market, yesterday marked ...
  • Could Stocks Trade for 40x Earnings?
    One of the few rational arguments left that stock multiples should continue to expand is that bond yields are at such low levels that equities ...
  • How Do Stocks Finish the Year When Positive Through August?
    I usually think of the end of August as the beginning of the home stretch for a market year.  The finish line is in sight, ...
  • Company Notes Digest 8.22.14
    A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook ...

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