Financial News Aggregator and a little more!

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  • Kolide
    My thanks to Kolide for sponsoring last week at DF. Kolide is a new Slack app that messages employees when their Mac, Windows, or Linux ...
  • 1Password Takes $200M Accel Investment
    Good roundup of links and commentary by the inimitable Michael Tsai. The 1Password founders seem confident that they can expand rapidly into the enterprise world ...
  • Designer AirPods Cases
    Kaitlin Serio, writing for PurseBlog: If you’re one of the many who go sans a long, dangly wire and you love designer goods then we’ve ...
  • Google Stadia Launch Seems a Little Rocky
    Only 12 games for now, and they’re all old titles. And in this Twitter thread, there’s a link to a Reddit AMA where someone ...
  • ★ 16-Inch MacBook Pro First Impressions: Great Keyboard, Outstanding Speakers
    We shouldn’t be celebrating the return of longstanding features we never should have lost in the first place. But Apple’s willingness to revisit these decisions — their ...
  • No Comparison
    THIS MONTH saw the publication of a remarkable biography: The Man Who Solved the Market chronicles the life and career of hedge fund manager James Simons. Over ...
  • Count the Cash
    WHEN WE THINK about portfolio building, we tend to think first about stocks. They’re our engine of investment growth—and the source of endless anxiety. Indeed, ...
  • You’re on Your Own
    A WRITER RECENTLY asked my opinion of gig economy jobs and how they could benefit retirees looking for extra income. I looked up the term ...
  • Measuring Up
    IT BAFFLES ME that people often favor stock-picking over index funds—and yet they fail to measure their portfolio’s performance against a proper benchmark. I’m not ...
  • Into a Cloud
    MY GREAT-UNCLE, Jerry Kelly, was an American pilot in the Second World War. On Oct. 20, 1944, he was flying a close-support mission over Germany ...
  • Using highs and lows
    How do we know how that market is doing on any day? If we turn on the news, we will hear something like “the Dow ...
  • Do you really want to know what’s happening with the Economy?
    I want to share something pretty cool with you: the quarterly macro piece I publish for my institutional advisory clients at Talon Advisors. This report ...
  • Bear flags in cryptos
    This morning, Tom says to me “Cryptos are looking like good shorts.” He’s right. Take a look at the daily chart of Bitcoin Cash: Recently ...
  • Tracking the Economy: a scorecard
    As I said in my recent post, I’ll be focusing a bit more on fundamental and macroeconomic factors over the next few months. Every week, ...
  • What to expect here… soon
    As we slowly move out of summer and into the end of the year, you’ve probably noticed my blog has picked up in activity. I ...
  • MIB: Ash Carter, Secretary of Defense
    This week, we speak with former Secretary of Defense Ash Carter, who is a five-time recipient of the DOD Distinguished Public Service Medal, plus the ...
  • 10 Weekend Reads
    The weekend is here! Pour yourself a mug of Philz coffee, grab a seat by the fire, and get ready for our longer form weekend reads: ...
  • Succinct Summation of Week’s Events 11.15.19
    Succinct Summations for the week ending November 15th, 2019 Positives: 1. Markets make new all time highs — the most bullish thing they can do! ...
  • Why Are Investors Embracing More Risk?
    Low Returns Stoke Investor Appetite for Risk Yes, the returns can be big, but the odds of underperforming also go up. Bloomberg, November 12, 2019 ...
  • 10 Friday AM Reads
    My end of week morning train reads: • Five market axioms that can no longer be relied upon (Financial Times) • A Blunt Assessment: Marijuana ...
  • A correction in price, or time?
    Mid-week market update: What to make of today's market? It is obviously overbought. The 14-day RSI is skirting the 70 level, which defines an overbought ...
  • The biggest risk to the cyclical recovery
    Evidence is piling up that the economy is undergoing a cyclical recovery after a soft patch. The technical picture confirms the cyclical rebound narrative. The ...
  • How far can stock prices rise?
    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 ...
  • Market nearing the stall zone
    Mid-week market update: Don't get me wrong, I am still bullish. The Wilshire 5000 flashed an important MACD buy signal on the monthly chart at ...
  • Buy the breakout, recession risk limited
    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 ...
  • Testing
  • 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 summertime rule. ...
  • Happy Consumers, Sad Factories
    We had two economic reports this morning. They basically show more of the same, consumers are happy while factories are not. Let’s start with retail ...
  • CWS Market Review – November 15, 2019
    “The best stock to buy may be the one you already own.” – Peter Lynch On Tuesday, I sent you a special update telling you ...
  • Morning News: November 15, 2019
    U.S. Official Says First-Phase China Trade Talks in Final Stages Powell Sees Few Risks Likely to Derail Record U.S. Expansion Automakers Around World Await Trump ...
  • Morning News: November 14, 2019
    Japan’s Economic Growth Falls Sharply as Exports Slow China’s Investment Growth Slows to a Record Low China Says Holding ‘In-Depth’ Talks with U.S. on Interim ...
  • Disney Rallies on Strong Disney+ Results
    It’s only been one day but Disney+ looks like it’s a big hit. So far, 10 million people have ordered the streaming service. Bear in ...
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  • A huge lift business is up for sale
    MODERN CITIES owe their shape to two 19th-century revolutions in personal transportation. For urban sprawl, blame the car. The skyscrapers that shape many of ...
  • One for the money
    IN 1993 A group of male students at Nanjing University in China decided to celebrate their singledom. The annual date would be November 11th, ...
  • Proxy advisers come under fire
    PROXY ADVISORY services used to be an obscure feature of corporate America. No longer. These geeky outfits, which review mountains of proposals put forward ...
  • Ocado wages a grocery war against Amazon, Walmart and Alibaba
    PANIC IS SWEEPING through supermarket aisles. Profits are meagre, convenience is king, discounters are rife. Even Amazon, Walmart and Alibaba, the world’s three biggest ...
  • Octogenarians are shaking up Italian business
    CARLO DE BENEDETTI is fond of high drama. When he resigned after only three months as chief executive of Fiat in 1976, rumours swirled ...
  • 3Q 2019 Market Overview
    Global stock markets were again a bit tumultuous this quarter as July turned into August. The S&P 500 fell from a high of 3027 to ...
  • 2Q 2019 Market Overview
    Markets gave investors a brief scare in May with a mid-period decline of around 7% attributed to ongoing trade war concerns, but recovered quickly. Once ...
  • 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. ...
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  • The Road to Default
    Nothing is forever, not even debt. Every borrower eventually either repays what they owe, or defaults. Lenders may or may not have remedies. But one ...
  • Slowing but Not Stopping (Yet)
    If you are a computer (other than the newest experimental quantum ones), your world is entirely binary. Everything is some combination of zeroes and ones. ...
  • Chinese Chess Game
    Every investment decision should have an exit strategy. What will you do if your idea doesn’t work? Ideally, you make that decision before you invest. ...
  • China’s Disturbing Vision
    And once you see it, you cannot unsee it.
  • Decoding the Fed
    “In the economic sphere an act, a habit, an institution, a law produces not only one effect, but a series of effects. Of these effects, ...
  • narratives everywhere
    As investment professionals, we are faced with stories big and small. We should spend more time evaluating how we analyze and react to them.
  • the future of analysis
    The field of intelligence analysis can offer important analogies to those involved in investment decision making. The former, says one expert, "is at an ...
  • pay to play
    There are many behind-the-scenes agreements and relationships that affect the quality of information that we have about investments, potentially driving investor behavior in detrimental ways.
  • 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.
  • More ‘Greater Fools’ After WeWork
    The term “greater fool theory” refers to the many circumstances in which speculators buy a (potentially) productive asset, basing their buy decision not on the ...
  • How to Improve Momentum Risk Management
    Matthew X. Hanauer and Steffen Windmueller, two scholars affiliated with the Technical University of Munich, compare the performance of three risk management approaches applicable to ...
  • The Risks of Betting on the Transformation of Automobiles
    Hedge funds recently are interested in taking the long position on Telenav (NASDAQ: TNAV). According to Insider Monkey, the number of hedge funds with positions ...
  • The Case Against REITs
    By Nicolas Rabener of FactorResearch (@FactorResearch) INTRODUCTION Surveys often reveal investor behaviour that is challenging to understand. For example, Preqin’s Alternative Investor Outlook for H2 ...
  • Investors Want Liquidity and They Want it Now
    A recent publication from Fidelity Institutional Asset Management, while looking at the money markets in the US, emphasizes that investors are looking for liquidity. The ...
  • Refinancing Gains in Real Estate
    Why low interest rates are benefitting homeowners.... The post Refinancing Gains in Real Estate appeared first on A Wealth of Common Sense. Click on the ...
  • Will We Ever See Another Great Depression?
    The Great Depression was such a massive event it's hard to see that ever happening again.... The post Will We Ever See Another Great Depression? appeared ...
  • Useless Career Advice
    Follow your passion and other useless career advice.... The post Useless Career Advice appeared first on A Wealth of Common Sense. Click on the title ...
  • Animal Spirits: CEO Departures
    Michael & Ben discuss stock performance after a CEO departs, banning share buybacks, breaking up Facebook and much more.... The post Animal Spirits: CEO Departures appeared ...
  • Dear Bernie Sanders, Banning Buybacks Won’t Help
    Banning stock buybacks sounds good in theory to some people. It wouldn't make sense in practice.... The post Dear Bernie Sanders, Banning Buybacks Won’t Help appeared ...

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