Financial News Aggregator

  • Dangdang: Pregnant with Opportunity
    Dangdang: Pregnant with OpportunityGetting Chinese mothers and working women to click and spend will drive earnings. Shares may rise 50%.Barron’s TakeDangdang: Pregnant with ...
  • Jim Rogers Weighs In on Commodities
    Jim Rogers Weighs In on Commodities The famed investor discusses the battered sector. And are two Rydex funds signaling a market top?Jim Rogers ...
  • BlackRock: Beware of Dividend Stocks
    If interest rates rise even modestly in 2015, these defensive plays are likely to perform poorly.
  • Lower Your Tax Bill
    Tax consultant Robert Willens shares strategies for reducing the cost of new taxes. Make sure you prepare for “phantom capital gains.”
  • Gold Shows Signs of Life
    A bottom looks to be in as Russia boosts its gold purchases and Switzerland gets ready to vote on underpinning the franc with the metal.
  • Is the U.S. Shale Boom About to Go Bust?
    Bloomberg paints a gloomy picture for oil producers. And why are techies beating financial pros at investing?
  • High RS Diffusion Index
    The chart below measures the percentage of high relative strength stocks that are trading above their 50-day moving average (universe of mid and large cap ...
  • When in Doubt, Do Nothing
    Phil Jackson’s 11 Mindful Leadership Principles are worth studying.  I am always happy to learn from someone who has achieved greatness and 11 NBA titles ...
  • Quote of the Week
    Via Alpha Architect: Any third-rate engineer or researcher can increase complexity; but it takes a certain flair of real insight to make things simple again. ...
  • Relative Strength Spread
    The chart below is the spread between the relative strength leaders and relative strength laggards (universe of mid and large cap stocks).  When the chart ...
  • 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 ...
  • Wednesday links: inheriting the mill
    Quote of the day John Kay, “The days when economic power was acquired by inheriting the mill are long gone. Mr Buffett began his business ...
  • Podcast Friday: growing ambitions
    Due to the holiday week schedule we are bringing you our usual podcast links early this week so you can load them up for your ...
  • Tuesday links: investing jargon
    Quote of the day Ben Steverman, “Choosing a hedge fund requires expertise and a healthy appetite for investing jargon. Alternative funds are being marketed to ...
  • Monday links: valuation estimates
    Quote of the day Morgan Housel, “All valuation estimates are just that — estimates. They’re an attempt to predict a future that, in reality, cannot ...
  • Sunday links: slow money
    Quote of the day As fan of CNBC, it’s definitely time for a show called “Slow Money”. Every episode: “Nothing much changed today. Holding same ...
  • Jobless Claims "Surge"
    Today's release of initial jobless claims for the latest week came in higher than expected, surpassing 300K for the first time in eleven weeks.  While ...
  • Confidence Gap Narrows
    Today's release of Consumer Confidence missed estimates by a pretty big margin.  While economists were looking for a level of 96.0, which would have represented ...
  • Looking For Action? S&P 1500 Most Volatile Stocks
    For traders with a short-term time horizon who are looking for big moves over a short period, we have updated our list of the S&P ...
  • Q3 GDP Revised Up
    The second reading of Q3 GDP was released by the Bureau of Economic Analysis this morning and it was a notably stronger than expected reading. ...
  • Nasdaq New Highs
    Much has been made recently about the Nasdaq Composite's run towards a new all-time high.  As shown in the first chart below, the Naz is ...
  • Morning News: November 26, 2014
    ECB To Decide On QE In First Quarter EU Unveils Giant $392 Billion Jobs Plan Merkel Said to Reject Ukraine’s NATO Bid Over Rousing Tension ...
  • Q3 GDP Growth Revised to +3.9%
    This morning, the government revised higher its report for Q3 economic growth. They now say the economy expanded by 3.9%, after inflation, for the third ...
  • Morning News: November 25, 2014
    OECD: Euro Area May Be In ‘Persistent Stagnation Trap’ ECB’s Coeure Says Officials Won’t Rush as They Debate All Assets Germany Relies on Consumers for ...
  • Morning News: November 24, 2014
    China Stocks Rise After Surprise Rate Cut, Yuan Drops Draghi’s Feint Greece to Negotiate Stalled Review With Troika in Paris Germany Surprises, Helps Euro Tick ...
  • Strong Open for Ross Stores
    It’s looking very good for Ross Stores ($ROST) this morning. The stock is currently up over 6% today.
  • Best Books for Investors: A Short Shelf - by Jason Zweig
    Link to: Best Books for InvestorsHere’s a list that I would still be comfortable with decades from now. Every book below ...
  • Links
    Ndamukong Suh and Warren Buffett: The Bruiser and the Billionaire [H/T Linc] (LINK)Rick Bookstaber on Uber (LINK)Pershing Square Holdings' ...
  • Links
    Interview In VII with Larry Pitkowsky and Keith Trauner of the GoodHaven Fund (LINK)Tom Murphy: The man who taught Warren Buffett how to ...
  • Graham and Dodd quote
    From Security Analysis:When in his capacity as investor or speculator the business man elects to pay no attention whatever to ...
  • Links
    As part of Stoic Week, Stoicism Today: Selected Writings can be downloaded for free from the Amazon Kindle store Monday to Friday [H/T ...
  • Stray Reflections
    Today’s Outside the Box is special, because I’m about to give you a preview of things to come at Mauldin Economics. For months now I ...
  • On the Verge of Chaos
    “Great powers and empires are, I would suggest, complex systems, made up of a very large number of interacting components that are asymmetrically organized, which ...
  • Notes on Russia
    Russia and its redoubtable president, Vladimir Putin, have been much in the news lately. The latest flurry came when Putin was taken out behind the ...
  • The Return of the Dollar
    Two years ago, my friend Mohamed El-Erian and I were on the stage at my Strategic Investment Conference. Naturally we were discussing currencies in the ...
  • The Last Argument of Central Banks
    For a central banker, deflation is one of the Four Horsemen of the Apocalypse: Death, Famine, Disease, and Deflation. (We will address later in this ...
  • Price Going Up
    Just a quick last reminder to all those looking to subscribe to The Idea Farm  – the price is going up at year end… Subscribers that join ...
  • Millennial Investors Don’t Trust The Market – And They Shouldn’t
    Morgan Housel is one of my favorite journalists right now.  His recent piece If Other Industries Were Like Wall Street had me smiling (especially the gardening reference).  He ...
  • Paul Tudor Jones on the 200-Day Moving Average
    I mentioned the new Tony Robbins book out “Money: Master the Game” in our prior post “The All Seasons Portfolio“.  I think it is a ...
  • Fees of the Top Advisors
    I was updating an old table I used to post on the blog called “A Survey of the Money Manager Space”.  It examined a lot ...
  • Time Machine: 2010
    I’ve been digging through the archives and came across this old post with a fun piece from Paul Tudor Jones, who wrote the foreword to ...
  • You can't always get what you want
    THE British government announced this year that it was offering "freedom" for retirees. No longer did they have to use their pension pot to buy ...
  • The Red Army sell signal
    THREE times in the last 35 years, Russian military forces have crossed international borders - in Afghanistan in 1979, Georgia in 2008 and the Crimea ...
  • Five reasons to sell sterling
    EVERY country, bar America, seems to want a weak currency at the moment to hold off deflation. Some, like the Japanese, actively seem to be ...
  • You will meet a tall, handsome recovery
    IT IS November, and the Christmas lights are out on Regent Street, the red cups are on offer at Starbucks and financial commentators are making ...
  • Trends in low places
    THE longer the chart, the clearer the picture can become. At the start of 2014, it ...
  • Ben Davies
    Ben Davies: Co-Founder & CEO of Hinde Capital - Ben is recognized as one of the top up and coming fund managers in the gold, ...
  • Egon von Greyerz, James Turk & Luzi Stamm
    Egon von Greyerz - Founder & Managing Partner of Matterhorn Asset Management AG & GoldSwitzerland - EvG forecasted the current economic problems over 10 years ...
  • Gerald Celente
    Gerald Celente: Founder & Director of the Trends Research Institute - Gerald has had a long track record of making some of the most controversial, ...
  • 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 ...
  • William Kaye
    William Kaye: Founder, Vice Chairman and Senior Managing Director of the Pacific Alliance Group of Companies - PACG was established in 1991 in Hong Kong. ...
  • 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 ...
  • May Your Birds Be Dinosaur Big
    Happy Thanksgiving to all of my readers out there. I am nothing without you, thank you! May you all feast like kings with birds the ...
  • The Gods Have Spoken: Only True Believers Were Saved
    Just like religion, if you don’t pray to God every night and profess his greatness, when you die, you’re going straight to hell. My enemies ...
  • Today’s Movers
    Here are the top industries on the day, led by aluminum: ____________ Here are the top individual hybrid movers for review: ______________ Here are some ...
  • I HAVE A MESSAGE FOR $GPRO SHORTS
    First, this just came out: GoPro follow up: GPRO rips to session high on WSJ report co plans to offer consumer drones late next year– ...
  • Potential Intraday Runners
    _______ Here’s a look at your daily runner screen: CLICK HERE FOR CHARTS Tickers in focus inside our trading room 12631 include: P, BITA, Z, ...
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  • STTG Market Recap November 26, 2014
    Entering the week we noted holiday weeks are generally known for quiet, low volatility sessions with a modest upward skew - and that is exactly ...
  • STTG Market Recap November 25, 2014
    Tuesday was a sleepy, low volatility day typical of holiday week trading. The S&P 500 fell 0.12% while the NASDAQ added 0.07%; both indexes ...
  • STTG Market Recap November 24, 2014
    Holiday weeks tend to usually have a modest positive bias on light volume and today was a perfect example of holiday trading. The ...
  • STTG Market Recap November 21, 2014
    U.S. indexes gapped up sharply Friday morning and while they gave back some of those gains later in the day finished with a solid move ...
  • STTG Market Recap November 20, 2014
    Thursday's inter-day action was more typical of a bull market than some we've seen this week as we had a down open met immediately with ...
  • cracking the narrative
    When asset managers and asset owners (or their agents) interact, there is a lot at stake. The first step is understanding, which is different ...
  • the risk machine
    It is widely expected that the behavior of a portfolio of assets will follow a certain set of precepts, leading to a shorthand approach to ...
  • amplifiers
    Is today's structure of the investment ecosystem what it once was? If not, should we expect the historical experience to reflect that of the ...
  • training by osmosis
    The leaders of investment organizations need to develop a pool of qualified professionals. How that happens much of the time may surprise you.
  • decaying beliefs
    We are at a certain place. What came before was formative, but not forever. Some thoughts on change in investment matters small and ...
  • The Halo Effect
    After posting about the Collins book, Good to Great, some people mentioned the book The Halo Effect: . . . and the Eight Other Business ...
  • Buffett on Market Valuation
    I don't really spend too much time on market valuation, but I do think about it and post about it every now and then. ...
  • 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 ...
  • Links for 11-27-14
    What Tech-Worker Shortage? - Noah Smith The Skeptics Guide to Institutions - Growth Economics US government has finally stopped holding back the recovery - FT ...
  • 'Keynes Is Slowly Winning'
    [Travel day, so no more until later.] Paul Krugman: Keynes Is Slowly Winning: Back in 2010, I had a revelation about just how bad economic ...
  • 'Understanding George Osborne' or 'Osborne's Idiotic Idea'
    Simon Wren-Lewis: Understanding George Osborne: Yesterday I spoke at the Resolution Foundation’s launch of their analysis of the UK political parties’ fiscal plans post 2015. ...
  • Some Good News for the Unemployed
    At MoneyWatch: Some Good News for the Unemployed: There has been considerable discussion of the “hollowing out” of middle class jobs in recent years, a ...
  • Links for 11-26-14
    The Stimulus Program Was a Smashing Success - Brookings Institution Tax Extenders Package Is Fundamentally Flawed - CBPP Regime Change From Roosevelt to Rousseff - ...
  • #perfect
    Kristen Bell and Straight No Chaser give us a Christmas song we deserve.
  • Chaos is a friend of mine
    Over 50 years ago, Edward Lorenz created an algorithmic computer weather model at MIT to try to provide accurate weather forecasts. During the winter of 1961, as ...
  • Ideological Through-and-Through
    Homo economicus is a myth. This alleged “rational man” is as non-existent as the Loch Ness Monster, Bigfoot and (perhaps) moderate Republicans. Yet the idea ...
  • The Right Hedge for Retirement
    My November column for Research magazine came in the mail today with the rest of a typically fine publication and went live on-line too. Here’s a taste. ...
  • Facts (and Minds) are Stubborn Things
    When making his defense of some British soldiers during the Boston Massacre trials in December of 1770, John Adams (later the second President of the ...
  • 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 ...
  • Black Friday hot toy frenzy
    Providing his outlook for Black Friday and the toy sector, Gerrick Johnson, BMO Capital Markets toy analyst, previews what toys will be winners and losers ...
  • FedEx & UPS cope with demand surge
    David Ross, Stifel analyst, provides his outlook for shipping outfits FedEx and UPS this holiday season, and how fuel is impacting their bottom lines.
  • PayPal business model at risk: Evercore
    Ken Sena, Evercore, discusses the firm's move to downgrade eBay to a sell rating citing payments concerns and competition in the space.
  • GameStop's weakness? Old software: Pro
    Scott Tilghman, B. Riley & Company, says buy GameStop despite its temporary weakness. Also Tilghman provides an outlook on the gaming sector.
  • Analyst modestly hopeful for Apple Watch
    Discussing the development of the Apple Watch, and the impact the release could have on the stock, with Piper Jaffray analyst Gene Munster.
  • #perfect
    Kristen Bell and Straight No Chaser give us a Christmas song we deserve.
  • Chaos is a friend of mine
    Over 50 years ago, Edward Lorenz created an algorithmic computer weather model at MIT to try to provide accurate weather forecasts. During the winter of 1961, as ...
  • Ideological Through-and-Through
    Homo economicus is a myth. This alleged “rational man” is as non-existent as the Loch Ness Monster, Bigfoot and (perhaps) moderate Republicans. Yet the idea ...
  • The Right Hedge for Retirement
    My November column for Research magazine came in the mail today with the rest of a typically fine publication and went live on-line too. Here’s a taste. ...
  • Facts (and Minds) are Stubborn Things
    When making his defense of some British soldiers during the Boston Massacre trials in December of 1770, John Adams (later the second President of the ...
  • On Banker Bonuses
    Photo Credit: Flickr/S.Yume Swiss watch dealers and Maserati salesmen the world over cried tears of despair last week as the ...
  • Playing Away. Part 2
    It's been a particularly busy week of blogging here and I end it with my second guest editorial, which I wrote for Professional Adviser: Stop ...
  • Playing away. Part 1
    For those of you who don't follow the Banker's Umbrella on Facebook, Google+ or Twitter, you might have missed my editorial in Management Today on ...
  • Financial Media Today
    This week a bit of a fight broke out on the subject of the current state of financial journalism (a subject I wrote about recently on ...
  • Fact-to-face with a currency dealer
    The fines being doled out to banks for rigging the foreign exchange (forex) market reminds me of my first encounter with a currency dealer. ...
  • November 25, 2014
    Not a lot has changed since my last report over the weekend, other than the indexes getting in a nice holiday mood by moving to ...
  • November 23, 2014
    European Central Bank head Mario Draghi’s hot air emissions about printing money ad infinitum and the People’s Bank of China moving to lower interest rates ...
  • November 19, 2014
    The NASDAQ Composite Index pushed to higher highs yesterday before succumbing to a sharp pullback today on slightly lower volume, as we can see on ...
  • November 16, 2014
    The market action over the past couple of days hasn’t changed my approach and basic view that this is a bifurcated market, and one can ...
  • November 12, 2014
    The NASDAQ Composite Index, shown on a daily chart, below, pushed to a new high today as trading volume picked up. Meanwhile the S&P 500, ...
  • Zzzzzz
    "Never short a quiet market," the saying goes.   Well, does it get any more quiet than 5 SPX handles for an entire day's range  (excluding ...
  • Number crunching
    26.1% :  The amount that retail gasoline margins expanded in the United States last month, even as prices dropped $0.34/gallon.    (Hat tip: Anony from ...
  • A head-scratcher
    Bloomberg is running a story entitled "Yellen Inherits Greenspan's Conundrum as Long rates Sink", noting the apparently inexorable yield decline at the back end ...
  • Abe goes all-in
    The market is evidently coming to grips with the latest Japanese GDP "shocker", as is the political establishment.  Japan has such a long and (in)glorious ...
  • A simple question
    If thisled to this,how could regulators allow this if they were actually serious about stopping fraudulent ...
  • China To Play Catch Up?
    Chart 1: Chinese stocks have underperformed other indices for years…  Source: Short Side of Long I have started to purchase Chinese stocks with meaningful positions. I ...
  • Global Macro Update
    Chart 1: Global macro bull markets remain in global equities & US Dollar Source: Short Side of Long  As I come back to regular posting, the first ...
  • PMs Bear Market Update
    We haven’t looked at these in awhile, so its time for a quick revisit. With a strong rally in the US Dollar Index over the ...
  • Super Shanghai!
    Once again, apologies are in order but I am now returning to regular posting. I will be doing Economic Summary at the beginning of every month, ...
  • A Quick Update
    Apologizing for the lack of updates. Back in Hong Kong and enjoying being with some old friends, meeting some new ones, great food and drinks, ...
  • 7 Simple Things Most Investors Don’t Do
    Tadas Viskanta from Abnormal Returns made a great point in a recent post: In the financial blogosphere and financial media we are often confronted with ...
  • The Great Volatility Unwind
    One of the reasons the past couple of years have frustrated so many professional investors is because of the lack of volatility. For most investors, ...
  • Q&A With Alpha Architect’s Wes Gray: Part II
    If you missed part I of my Q&A with Wes Gray of Alpha Architect, check it out here for thoughts on his firm’s new ETF, ...
  • Q&A With Alpha Architect’s Wes Gray: Part I
    Wes Gray and his asset management firm, Alpha Architect, recently launched their first ETF, called the ValueShares U.S. Quantitative Value ETF (ticker: QVAL). I had the ...
  • Louis CK on Risk Management
    “I never viewed money as being ‘my money.’ I always saw it as ‘the money’.  It’s a resource. If it pools up around me then ...
  • Company Notes Digest 11.21.14
    Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important ...
  • Earnings Picture After 3Q14
    95% of the S&P 500 has reported third quarter earnings now, so it’s worth checking back in on what the earnings picture looks like after ...
  • Company Notes Digest 11.13.14
    Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important ...
  • November 2014 Investor Letter
    Below is a letter that is written monthly for the benefit of Avondale Asset Management’s clients. It is reproduced here for informational purposes for the ...
  • Company Notes Digest 11.7.14
    Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important ...

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