Financial News Aggregator and a little more!

  • Sunday links: high expectations
    Review: Bryan Caplan author of The Case Against Education says most of the people who attend college, shouldn’t.  (WSJ)
  • 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: guilty as sin
    Review: Off the Charts: The Hidden Lives and Lessons of American Child Prodigies by Ann Hulbert is “meticulous.”  (NYTimes)
  • Longform links: open protocols
    Saturdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including an examination of America’s obsession...
  • Friday links: time to think
    Excerpt: Do more by working less from Great at Work: How Top Performers Do Less, Work Better, and Achieve More by Morten...
  • 2018 Investment Outlook
    In a nutshell… The world is a big and complicated place. If you want to find reasons why it might collapse, and soon, they are ...
  • Prone to Wander
    My latest column in Research magazine is now available. I called it “Prone to Wander.” Here’s a taste. Human nature and human behavior are not ...
  • Meaning is Expensive
    On the morning of January 20, 2015, Stephen Pasceri, a 55-year old accountant, called in sick to work and left his suburban home without saying ...
  • “I’m Joining a Cult!” (said nobody, ever)
    George Orwell famously defined the tribal mindset as extreme identification with one’s tribe, “placing it beyond good and evil and recognising no other duty than ...
  • Navigating Uncertain Rewards and Certain Risks
    Photo source: Gary Elliot, San Diego Union Tribune My latest Research magazine column is now available online. Here’s a taste. September 1, 2011, was a beautiful ...
  • Looking to the West
    Looking to the West Good Morning, It’s been an eventful week across the Atlantic following Trump’s decision to pull one out of the Nixonian playbook ...
  • Weekly Note – May steps into the unknown
    May steps into the unknown Good Morning, When it comes to negotiating the UK’s departure from the EU, the current size of the government’s majority ...
  • Daily Note – A Hopeful Diagnosis?
    Summary Systemic Financial Risk Brewing? Don’t expect banks to run out of money! Market’s overly pessimistic on growth? United States: Housing Data holding up Good ...
  • Daily Note – The man without a plan?
    Summary ECB has no plan and looking to surprise! Winging it with monetary policy! Municipal bond buying is still on the table Complexity in a ...
  • Daily Note – Mario’s Christmas gift?
    Summary Global market round-up ECB opens the door to easing in December What exactly will the ECB do? Good morning, Global equities rallied and EURUSD ...
  • Embarrassing but …
    My last post on this site spoke of shorting the Crypto Bitcoin at around 7000, believing then like I do now that we are in ...
  • Bitcoin Short
    We are currently in a crypto currency mania bubble. I am a believer in Bitcoin and wrote a few years ago about my trade of ...
  • My Career on the Line
    Throughout my hedge fund career I have been willing to make bold moves. More than 2yrs ago I setup the Sefirot Freestyle strategy to outperform ...
  • This Time is Like No Other
    I know I am in the minority when I say that the world finances are on the brink of a major sea change. Of course ...
  • Shorting Junk
    Its time to say goodbye to this crazy rally in junk with people completely ignoring risk in favour of yield. It will comeback to bite. ...
  • Putting bonds and stocks into perspective
    There are some big things happening in the financial markets. Stocks are hitting record highs and bond yields are bouncing off record lows. The S&P ...
  • Worrying about rising confidence
    Confidence is high and risk-taking is on the rise, and that is something to worry about. It's not because equity prices are soaring and ...
  • Manufacturing is off to a strong start
    Last week brought the good news that the December ISM manufacturing index exceeded expectations (59.7 vs. 58.2), while the new orders subindex hit a 14-yr ...
  • Predictions for 2018
    One year ago I expected to see an improving economy and further gains in equity prices, and I sure got that right. Stocks are ...
  • Truck tonnage is impressive
    I've been tracking truck tonnage for a long time, and it's been a reliable—and generally bullish—indicator of underlying economic activity. It measures the actual tonnage ...
  • Aaptiv
    My thanks to Aaptiv for once again sponsoring this week’s DF RSS feed. Aaptiv is a gorgeous audio fitness app. It provides you with highly ...
  • BMW’s Apple CarPlay Annual Fee Is Next-Level Gouging
    Tim Stevens, writing for CNet: Instead of a one-time, $300 fee, starting on 2019 models BMW will charge $80 annually for the privilege of accessing ...
  • The Apple Cash FAQ
    Horace Dediu: As individuals we think that having lots of cash makes us rich. For companies it’s the opposite. Cash is a liability. If you ...
  • The Ressence Type 2 E-Crown Concept
    Stephen Pulvirent, writing for Hodinkee: Working with Tony Fadell (who you might know as the designer of the iPod, the founder of Nest, and ...
  • Bad Design in Action: The False Hawaiian Ballistic Missile Alert
    Jason Kottke: Hopefully this, uh, “redesign” is temporary and a full overhaul is in the works. That menu is a really dangerous bit of interface design ...
  • The Price Is Slight
    I LOVE THE PRICE-CUTTING WAR among index-fund providers, because it puts pressure on all money managers to lower fees. But I don’t think investors should ...
  • Perking Up
    EACH SPRING, I WATCH a fresh crop of college graduates transition from the world of fulltime academics to the world of fulltime employment. Eager to ...
  • About That 22%
    THE STOCK MARKET HAD A GREAT 2017, gaining more than 20%. But was that kind of gain justified—or should it worry us, especially after the ...
  • DaveRamsey.com
    MY FIRST ENCOUNTER WITH DAVE RAMSEY was in 2010, when I stumbled across a radio broadcast featuring one of his recorded presentations. His style was ...
  • Price vs. Value
    WE CAN THINK OF INVESTING as an argument between two competing opinions: What we think an investment ought to be worth—and what the market currently ...
  • Fueling the Bull Market
    As the stock market continues to soar, it is attracting more money into stocks. That’s what usually happens during meltups. ...
  • Proprietors’ Income Matters
    Almost always ignored in discussions of corporate profits is proprietors’ income, which is included in personal income on a pretax ...
  • Corporate Taxes: Facts vs Fiction
    In the realm of economics, there are lots of theories. There are also lots of urban legends. Both are often ...
  • Happy Days for US Consumers
    We live in happy times. How can that be given all the unhappy happenings in DC these days? Apparently, we ...
  • Message to Buffett: Thanks a Million!
    Among the various stock market valuation gauges, Warren Buffett has said he favors the ratio of the value of all ...
  • Bubbleology 102: What could derail this momentum rally?
    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 ...
  • Trump's one-year report card
    As we approach the one-year anniversary of Donald Trump's first year in office, I am seeing numerous commentaries assessing his first year in office (see 
  • How far can this momentum rally run?
    Mid-week market update: How far can this momentum rally run? Already, the momentum frenzy is exceeding the pace set during the height of the Tech ...
  • Bubbleology 101: How to spot the top in a market melt-up
    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 ...
  • Can the melt-up continue?
    Mid-week market update: The week began on a bullish note this week as the melt-up theme dominated early in the week (see Jeremy Grantham`s ...
  • Bitcoin Hedge Fund Proliferation
    My latest post for Alpha Baskets is posted and includes the following; There is a do-gooder aspect to this that is interesting. I mentioned a ...
  • Chip Off The Old Block…Chain
    In case you missed, two blockchain ETFs started trading today. In today’s post at TheMaven I deconstructed both of them to explore what they own ...
  • The Bond Bear Has Started…Again!
    The weekly Market Update is posted at Alpha Baskets and includes the following; Bill Gross declared the start of the bond bear market…again. Barron’s made ...
  • Maven Recap
    Below are some of the posts I’ve written over the last few days at TheMaven. Please consider registering at TheMaven and then following my page. ...
  • Can The S&P 500 Really Go To 3700?
    My latest post for Alpha Baskets is posted and includes the following; In reaction to Grantham, Rudolf E. Havenstein (this is a historical figure, so ...
  • Nord Stream 2 Is A Game Changer For Gazprom
    It’s difficult to imagine an energy company that’s more hated and more closely monitored than Gazprom… Perhaps in the aftermath of the Deepwater Horizon spill, ...
  • New Breakthrough Boosts Solar Fuel Efficiency
    University of Twente researchers have made significant efficiency improvements to the technology used to generate solar fuels. This involves the direct conversion of energy from sunlight ...
  • Chinese Fuel Dump Weighs On Asian Refiners
    Refiners in Asia are having a tough time making profits as diesel and distilled fuels from Chinese exporters flood markets, emerging reports show. The China ...
  • The World’s Most Innovative Gas Field
    Appalachian gas production has surged over eighty five percent (from 13,837 bcf/d to 26, 027 bcf/d) since 2014. The region has one the most productive ...
  • Luxury Automakers Pivot To EVs
    Global automakers see electrified luxury cars as vital to being Tesla-competitive, government mandate-compliant, and standing out as high-performance innovative carmakers. Product announcements this week from ...
  • New Year, New CEO, New Home
    The New Year brings two exciting developments at Elm. The first is that James White, who has been working with Elm for the past year, ...
  • A Brainteaser Double-Feature for the Holidays
    Here are two little puzzles that we discussed at an Elm dinner last week in London, at our favorite local Chinese restaurant. Our guests were ...
  • Some Clarity on Risk Parity
    In our ongoing writing on the topic of investment sizing and portfolio choice, we recently published two articles that discuss the use of Sharpe Ratio ...
  • HHHHHHHHHHHH: Is there a message in there?
    The 12-month winning streak of the stock market through the end of October reminded me of a Friday afternoon on the Salomon trading floor in ...
  • Elm in the Wall Street Journal
    Wall Street Journal writer Sam Goldfarb writes about Elm Partners and Victor for the cover of the B section on November 11th. Since 2011, Mr ...
  • Valuation Ratios for Households and Businesses
    Current valuation ratios for U.S. equities and household net worth are high relative to historical benchmarks. The cyclically adjusted price-to-earnings ratio reached its third highest ...
  • Monetary Policy and the Economic Outlook: A Fine Balancing Act
    The economy is in a good place. Unemployment is low and confidence is high. The challenges to address are good ones: keeping the expansion going, ...
  • What’s Down with Inflation?
    After eight years of economic recovery, inflation remains below the FOMC’s target. Dissecting the underlying price data by spending category reveals that low inflation largely ...
  • A New Conundrum in the Bond Market?
    When the Federal Reserve raises short-term interest rates, the rates on longer-term Treasuries are generally expected to rise. However, even though the Fed has raised ...
  • Stock Market Valuation and the Macroeconomy
    History suggests that extreme run-ups in the cyclically adjusted price-earnings ratio are a signal that the stock market may be overvalued. A simple regression model ...
  • Putting bonds and stocks into perspective
    There are some big things happening in the financial markets. Stocks are hitting record highs and bond yields are bouncing off record lows. The S&P ...
  • Worrying about rising confidence
    Confidence is high and risk-taking is on the rise, and that is something to worry about. It's not because equity prices are soaring and ...
  • Manufacturing is off to a strong start
    Last week brought the good news that the December ISM manufacturing index exceeded expectations (59.7 vs. 58.2), while the new orders subindex hit a 14-yr ...
  • Predictions for 2018
    One year ago I expected to see an improving economy and further gains in equity prices, and I sure got that right. Stocks are ...
  • Truck tonnage is impressive
    I've been tracking truck tonnage for a long time, and it's been a reliable—and generally bullish—indicator of underlying economic activity. It measures the actual tonnage ...
  • Valuation Ratios for Households and Businesses
    Current valuation ratios for U.S. equities and household net worth are high relative to historical benchmarks. The cyclically adjusted price-to-earnings ratio reached its third highest ...
  • Monetary Policy and the Economic Outlook: A Fine Balancing Act
    The economy is in a good place. Unemployment is low and confidence is high. The challenges to address are good ones: keeping the expansion going, ...
  • What’s Down with Inflation?
    After eight years of economic recovery, inflation remains below the FOMC’s target. Dissecting the underlying price data by spending category reveals that low inflation largely ...
  • A New Conundrum in the Bond Market?
    When the Federal Reserve raises short-term interest rates, the rates on longer-term Treasuries are generally expected to rise. However, even though the Fed has raised ...
  • Stock Market Valuation and the Macroeconomy
    History suggests that extreme run-ups in the cyclically adjusted price-earnings ratio are a signal that the stock market may be overvalued. A simple regression model ...
  • Sandstorm Back of the Napkin Valuation
    We last discussed Sandstorm (SAND) here: http://csinvesting.org/2017/11/01/sanstorm-gold-analysis-other-readings/ I did a back of the envelope valuation here: Sand Report
  • Buffett on Start-Up Investing
    CS of Buffett Filter on Catastrophic Risk The above is an example of how Buffett would approach a “start-up”.  You can assume that he would ...
  • CFA Seminar on Financial History; Bubble Studies; Advanced Study in Human Action
    Seminar of Financial History In an age when an algorithm is the main competitor for many fund managers, what can we know that they don’t? ...
  • Kiril Sokoloff; Bitcoin Investing
     An agnostic interpreter of what the markets are telling us. CSInvesting: Note how he understands the cycles in commodity prices (oil) Explore extensively here: http://13d.com/news.html#kiril-interview ...
  • The Experts Are Wrong Again
    Bloomberg December 2015: But Societe Generale predicts gold will be a casualty of the rate hike, falling below $US1000 an ounce, to $US955 by the ...
  • You need a budget
    I’ve written for a long time about my desire to re-build personal finance infrastructure in ways that benefit people with the least money.  We see ...
  • The weakest link
    We have spent a fair bit of time over the past year working on security at USV and across the USV portfolio.  Anyone who has ...
  • From a labor mindset to a capital mindset
    I’ve been quiet on the blog lately — writing is one of those things that’s hard to build a habit for, but always pays big ...
  • Service
    The week before last, we lost a dear friend to cancer.  Deb was an incredibly sweet, caring and giving person.  The memorial service last weekend ...
  • Changing seasons
    Today is the last day of September, and I’m happy and relieved to see it go. I’ve been holding my breath. September is a violent ...
  • New Hampshire fact of the day
    The government estimates that 10 percent of New Hampshire residents — about 130,000 people — are addicted to drugs or alcohol. Here is much more ...
  • Samuelson-Stolper arbitrage against musical nationalism
    A notable event in the @SanDiegoSymph‘s It’s About Time festival, now under way: a performance of John Luther Adams’s Inuksuit next Saturday will involve percussionists ...
  • Sunday assorted links
    1. Allison Schraeger on the economics of the art market. 2. How the University of Texas system spends its oil fund endowment. 3. The Economist ...
  • *Off the Charts*
    As I’ve already mentioned, the author is Ann Hulbert and the subtitle is The Hidden Lives and Lessons of America’s Child Prodigies.  This is an ...
  • *Elinor Ostrom: An Intellectual Biography*
    Once they moved to Indiana University and started the workshop, they were able to return to the initial idea.  Initially, Elinor Ostrom was hired for ...
  • The rise and fall of bitcoin
    THE great Sir Isaac Newton may have revolutionised our knowledge of the world but he still had his blind spots. He was sucked into the ...
  • Predicting doom for the bond market
    INVESTORS are dragging their attention away from the stockmarket for a moment to figure out what is going on in the other main part of ...
  • Where did the inflation go?
    THE strength of the global economy is one reason why the stockmarket has started 2018 in a buoyant mood (with the Dow passing 25,000). At ...
  • Is the bubble only starting?
    READY for a melt-up? Investors are generally upbeat about the prospects for equity markets this year but one intrepid fund manager thinks it is likely ...
  • What 2018 has in store for the markets
    WHAT is in store for economies and markets in 2018? Around this time of year, a large number of analysts and fund managers are giving ...
  • January 21, 2018
    All the media hand-wringing over a possible government shutdown didn’t affect the market as it just went about its business of making new highs. The ...
  • January 18, 2018
    Historically, there has been an average of two particularly auspicious times to acquire stock each year. The current period, which began the day after the ...
  • January 17, 2018
    The rally finally ran into some selling yesterday when the indexes all reversed on much higher volume. The evaporation of a big gap-up open and ...
  • January 14, 2018
    The market continues to display incredible upside thrust in the New Year as the major market averages as the NASDAQ Composite Index made another all-time ...
  • January 10, 2018
    Reports of China curtailing its purchases of U.S. Treasuries triggered a sell-off in bond and stock futures overnight, which in turn sent the market gapping ...
  • Links for 01-18-18
    Equity and Efficiency in Space - FRB Minneapolis Has Global Finance Reformed Itself More Than It Appears? - Dani Rodrik Is a steeper yield curve ...
  • FRBSF FedViews: Current Economy and the Outlook
    From Vasco Curdia of the SF Fed: Vasco Curdia, research advisor at the Federal Reserve Bank of San Francisco, stated his views on the current ...
  • Paul Krugman: Know-Nothings for the 21st Century
    "So will our modern know-nothings prevail?": Know-Nothings for the 21st Century, by Paul Krugman, NY Times: These days calling someone a “know-nothing” could mean one ...
  • Links for 01-15-18
    Some Economics for Martin Luther King Day - Tim Taylor Dollars, Cents and Republican Sadism - Paul Krugman The effects of offshoring on domestic employment ...
  • Links for 01-13-18
    The search for the next president of the NY Fed is a big deal - Josh Bivens Tight money is not the answer to weak ...
  • 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 ...
  • Thanks, Amit
    Amit Singhal just announced that he’s retiring toward the end of the month. Amit has been a formative part of Google’s search team, but he’s ...
  • Solving a Verizon issue (Nexus 5X)
    I solved a problem today and figured that I’d document it for the rest of the world. Every time someone left me a voicemail on ...
  • Halloween 2015: USB Drive
    I went a little overboard for Halloween last year. And as you can tell from my the Halloween category on my blog, sometimes I get ...
  • Tiny Steps
    I have a bit of an obsession lately with the idea of incremental change and its cousin, compounding. It started about a year ago with ...
  • Insurance Premiums for a Nonexistent Death Benefit
    It’s late 2017, and we’ve been riding a pretty stellar bull market in (at least) US stocks for over 8 years. Markets are up, and ...
  • 19 Questions
    Jason Zweig recently wrote a piece titled “The 19 Questions to Ask Your Financial Advisor.”  I love Jason’s stuff and who doesn’t like lists?  So ...
  • 3Q 2017 Market Overview
    Market Overview It is getting really hard to feel that I am not writing the exact same thing about the markets each quarter. But gains ...
  • Familiar Hard vs. Unfamiliar Hard
    This weekend my wife ran the Run Rabbit Run 50 mile race in Steamboat Springs. It was her first race at such distance, and when ...
  • Velodyne Pads Lead in Lidar Derby
    Velodyne LiDAR is still lapping the field in an embryonic but increasingly competitive lidar market, an advantage that grew when it unveiled a new 128-channel ...
  • Natural Disasters: The Measurements of Hurricanes
    This year's Atlantic hurricanes meant that we heard a lot about intensity scales and wind speeds.
  • U.S. Angles to Retake Supercomputer Lead
    IBM, Intel, and AMD supercomputing platforms aim to beat China to exabyte computing, obsoleting the Top500's distributed-memory version of the Linpack benchmarks in the process.
  • RISC-V Spins into Drives, AI
    Western Digital and startup Esperanto tipped plans for storage and machine-learning chips using the open-source RISC-V architecture.
  • CEA-Leti Moves Fast on New CEO
    CEA-Leti, one of the largest micro- and nanotechnologies research institutes in Europe, lost its head recently, but recovered by naming Emmanuel Sabonnadiere as CEO, succeeding ...
  • The Seven Deadly Sins
    It’s week 6 of our 8-week SIC Speaker Series, and we have with us David McWilliams, Irish economist, author, and broadcaster, who I first met ...
  • Year of the Octopus, Part 2
    Only two weeks in and 2018 is already breaking records – mostly in a good way. But that leaves 50 potentially less enjoyable weeks to ...
  • Questions for the Coming Year
    Today, in week 5 of our 8-week SIC Speaker Series, I give you Louis-Vincent Gave, the Hong Kong-based CEO and founding partner of Gavekal. Louis ...
  • Year of the Octopus, Part 1
    Greetings from Hong Kong, where the locals are preparing to welcome the new year on February 16. While 2018 is the Year of the Dog ...
  • Grant Williams on Peak Easing
    Grant Williams is the inimitable creator of Things That Make You Go Hmmm…, a weekly tour de force production that Grant authors, illustrates, and assembles. ...
  • analysis itself
    Diagrams of investment process invariably illustrate the functional elements and steps of decision making. But what lies deeper within?
  • getting unstuck
    We've all been there. Frozen, unable to move forward, caught in an approach that just isn't working at all. It can happen to ...
  • gumption traps
    We are continually faced with problems, some caused by external forces and others by internal ones. Meeting them head on is a challenge (at ...
  • searching for quality
    It's easy to bandy about a word like "quality," but quite another thing to grasp its characteristics and apply them in a judicious way.
  • across the great divides
    An iconic book of the 1970s provides the framework for looking at the investment world from a different perspective. This first in a series ...
  • Has the Crypto Reversal Resumed?
    It was interesting to see how cryptos were spiking after our oh-so-important, oh-so-vital Federal Government shut its doors. It didn’t last, though, and we’re already ...
  • Right Said FRED
    As I’ve hinted, there is a mountain of fantastically-interesting data coming for SlopeCharts. Hopefully later on Sunday I’ll be able to do a big post ...
  • Market Week with Slim
  • The Macro View: Amigos Ride On
    As symbolized by the 3 Amigos, the macro backdrop is riding on to its destiny. That forward destiny is a top in stocks vs. gold ...
  • Shut Happens
    Well, it seems that our oh-so-useful, oh-so-effective Federal Government is out of money. Well, it’s massively insolvent already, but what I’m saying is that their ...
  • Company Notes Digest 11.17.17
    Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some ...
  • Company Notes Digest 11.10.17
    Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some ...
  • Company Notes Digest 11.3.17
    Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some ...
  • Company Notes Digest 10.27.17
    Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some ...
  • Company Notes Digest 10.20.17
    Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some ...
  • Links
    ​Value Investor Klarman Watching for Stumbles Among ‘Unicorns’ (LINK) [And if anyone happens to have a copy of Klarman's letter that they'd be willing ...
  • Links
    "...business growth, per se, tells us little about value.  It's true that growth often has a positive impact on value, sometimes one of ...
  • Links
    “Nothing any good isn’t hard.” - F. Scott FitzgeraldBeyond the Bitcoin Bubble - by Steven Johnson (LINK)Changing ...
  • Links
    "Charlie Munger says that he wants to shoot fish in a barrel, but only after all the water has been let out.... When ...
  • Links
    Fiat Chrysler’s Marchionne: The Future of Cars Will Be Electric and Commoditized (LINK)Adapt or Die Is Marchionne’s Stark Farewell Message to Carmakers ...
  • The Worst Advice I Ever Got
    My first job out of college was working in a sales role at an insurance company. They liked to think they were doing holistic wealth ...
  • Animal Spirits- Wave Pools and Market Inefficiencies
    On today’s show, Ben and I speak about how career risk creates inefficiencies in the market, signs of froth, the Vanguard of alternatives, and ETF price ...
  • These Are the Goods
    Articles Saving is passive, prioritizing is active. By Mike Dariano The process for producing legal filings runs like an assembly line for making widgets. By ...
  • Chart Crimes
    Stretching a linear axis vertically to prove a point. Don’t do this. Some things should be shown as a level, not a percent change. The ...
  • These Are the Goods
    Articles An accelerating number of Americans are now recipients of independent advice and are talking to their friends about it By Shirl Penney  The look ...
  • ‘It’s Time To Call Bullshit’
    Bullshit Mark Baum: It’s time to call bullshit. Vinnie Daniel: Bullshit on what? Mark Baum: Every fucking thing. -The Big Short There may be no ...
  • An Old-Fashioned Income Play
    Earnings season is over so the blackout window has closed and insiders are once again allowed to trade. One company that has had some interesting ...
  • A Plethora Of Short-Term Sell Signals
    In addition to the daily DeMark Sequential sell signal triggered in SPY recently, we also now have sell signals triggered in all of the other ...
  • ‘No Skid Marks’
    Oh, The Irony! There’s a classic story on Wall Street that seems to repeat time and time again. It’s the story of a brilliant academician ...
  • A Recipe For Mean Reversion
    We now have a number of DeMark Sequential sell signals for the S&P 500 ETF (SPY) lining up across almost every major time frame. The ...
  • Feel the Lift?
    The global expansion continues to gather steam and slowly, but surely, it is making its way through to supply and prices.
  • Dividend is Easy to Find. Yield is Not.
    An exhaustive search of “Dividend” funds leads to an interesting discovery and one that not every fund manager would want you to know.
  • Exclusive Q&A with Tom Clarke of William Blair – Part 1
    In this exclusive interview with Tom Clarke, partner and co-portfolio manager of the William Blair Macro Allocation Fund, we discuss a range of topics including ...
  • Riding Investment Waves For Risk Averse Investors
    Bill Hortz of the Institute for Innovation Development recently sat down with Dan Darchuck, Co-Founder and CEO of Topturn Capital, an independent financial advisory firm, ...
  • The Case for Global Multi-Assets
    Brian Singer, head of William Blair’s Dynamic Allocation Strategies team, discusses the case for global multi-assets in today’s environment, why the team’s approach to global ...

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