Financial News Aggregator and a little more!

  • 2020 Forecast for Markets & Elections
    This post 2020 Forecast for Markets & Elections appeared first on Daily Reckoning. Jim Rickards shows you what you can expect from ...
  • Are They Going to Impeach Trump Again?
    This post Are They Going to Impeach Trump Again? appeared first on Daily Reckoning. I show you how further impeachment attempts may ...
  • “Conservative Economics”
    This post “Conservative Economics” appeared first on Daily Reckoning. “Helping American conservatism recover from its chronic case of market fundamentalism”… The post
  • Too Many Eggs in Too Few Baskets
    This post Too Many Eggs in Too Few Baskets appeared first on Daily Reckoning. Never before has stock market wealth exceeded GDP ...
  • “Mandate of Heaven” in Jeopardy
    This post “Mandate of Heaven” in Jeopardy appeared first on Daily Reckoning. Jim Rickards shows you why the Chinese leader’s “mandate of ...
  • Housing starts are truly impressive
    For the past several months, the news from the residential construction sector of the economy has been truly impressive, greatly exceeding forecasts. Only one caveat: ...
  • Updated key market-based indicators
    I'm a big fan of market-based indicators—the kind that are determined by the daily decisions of hundreds of millions of savers, investors, and money managers ...
  • Good economic news overshadowed by Kung Flu and Sanders risks
    January private sector jobs growth solidly beat expectations (206K vs 155K), but benchmark revisions going back many years reduced the number of people currently working ...
  • Bloomberg, watch your charts!
    Today Bloomberg announced he is upping his ad spending in the wake of the Iowa Caucus debacle. But catching and beating Trump is going to ...
  • Truck tonnage update
    Over the years I've had numerous posts featuring Truck Tonnage, as calculated by the American Trucking Association. I've used it as a proxy for ...
  • Chris Espinosa on Larry Tesler
    Chris Espinosa: Larry taught me the value of taking the user’s point of view; using heuristics to work magic; to look at all the cases. ...
  • ‘Pay Up, or We’ll Make Google Ban Your Ads’
    Brian Krebs: A new email-based extortion scheme apparently is making the rounds, targeting Web site owners serving banner ads through Google’s AdSense program. In this scam, ...
  • ‘Was It Good? I Don’t Know.’
    Stephanie K. Baer, reporting for BuzzFeed News: President Donald Trump criticized the Academy Awards during a rally Thursday for awarding this year’s top prize to ...
  • John Markoff on Larry Tesler
    John Markoff, writing for The New York Times: It was Mr. Tesler who gave Mr. Jobs the celebrated demonstration of the Xerox Alto computer and ...
  • Larry Tesler, UI Visionary, Dies at 74
    Luke Dormehl, in a detailed obituary at Cult of Mac: Larry Tesler, a pioneering computer scientist who worked at Apple from 1980 to 1997 and ...
  • Brain Meets Money
    HOW OFTEN DO you think about money? Hey, you just did. Seriously, we think about money every day and sometimes every hour. Some studies say ...
  • Keep On Keepin’ On
    A NATIVE CHICAGOAN, I bailed out and am now a Southerner. Or at least a Florida Man. So I attend church each Sunday. If you ...
  • Choosing Life
    NONE OF US wants to contemplate our own mortality. But we all need to think about it—including thinking about life insurance. I was lucky enough ...
  • Garbage Time
    MANY PARENTS assume that what counts are the big events, such as graduations or elaborately planned vacations. But I’ve always found that the best moments ...
  • Adding the Minuses
    IT’S NO SECRET that mutual fund costs are critically important. In fact, when it comes to the performance of funds in the same category, they’re ...
  • What is a Bubble?
    This keeps coming up over and over again: How do we define what a bubble is? I am not a fan of the dry academic ...
  • 10 Thursday AM Reads
    My morning train reads: • Investing Is Solved. Advice Is The Real Challenge (ETF Trends) • Ugh: WTF? Forget Dow 30K. It’s Already Hit 40K ...
  • How Much Shall We Blame the Fed?
    I have been having an ongoing debate with a friend who is part of the contingency of people who blame the Fed for many of ...
  • 10 Wednesday AM Reads
    My mid-week morning train reads: • US’s passive investing juggernauts break new ground in Britain (Financial Times) • Is PE Having Its WeWork Moment…??? (Adventures ...
  • MiB: Making Wonkery Accessible to the Public
    How do you make esoteric economic wonkery accessible to the public? That was the challenge facing Paul Krugman, one of the world’s most cited economists ...
  • Why this time is (sort of) different
    Mid-week market update: Some elements of the market have recently taken on a definitive risk-off tone, such as yesterday's upside breakout in gold that was ...
  • How to trade a frothy momentum market
    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 ...
  • The guerrilla war against the PBOC
    The enemy advances, we retreatIn the wake of the news of the coronavirus infection, the Chinese leadership went into overdrive and made it a ...
  • Why the market is rallying on fear - Yes, Fear!
    Mid-week market update: What should investors do when faced with competing narratives and historical studies with opposite conclusions?The major market indices made another ...
  • The ESG challenges to energy investing
    I received a ton of comments from my post three weeks ago on the energy sector (see Energy: Value opportunity, or value trap?). I ...
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  • 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. ...
  • Housing starts are truly impressive
    For the past several months, the news from the residential construction sector of the economy has been truly impressive, greatly exceeding forecasts. Only one caveat: ...
  • Updated key market-based indicators
    I'm a big fan of market-based indicators—the kind that are determined by the daily decisions of hundreds of millions of savers, investors, and money managers ...
  • Good economic news overshadowed by Kung Flu and Sanders risks
    January private sector jobs growth solidly beat expectations (206K vs 155K), but benchmark revisions going back many years reduced the number of people currently working ...
  • Bloomberg, watch your charts!
    Today Bloomberg announced he is upping his ad spending in the wake of the Iowa Caucus debacle. But catching and beating Trump is going to ...
  • Truck tonnage update
    Over the years I've had numerous posts featuring Truck Tonnage, as calculated by the American Trucking Association. I've used it as a proxy for ...
  • Earnings from Stepan and Hormel
    We had two earnings reports this morning. Stepan (SCL) said it made $1.10 per share for its fourth quarter. Analysts had been expecting 88 cents ...
  • Morning News: February 20, 2020
    Europe, Overrun by Foreign Tech Giants, Wants to Grow Its Own Dollar Tramples Yen and Everything Else In Its Path U.S. Dollar Nears a Critical ...
  • Sherwin-Williams Raises Dividend
    An 18.6% increase. The Board of Directors of The Sherwin-Williams Company (NYSE: SHW) today announced a regular quarterly dividend of $1.34 per common share, an ...
  • Morning News: February 19, 2020
    In Coronavirus Fight, China Sidelines An Ally: Its Own People Chinese Companies Say They Can’t Afford to Pay Workers Now Apple Is Handcuffed to the ...
  • Apple Warns on Virus
    Yesterday, the financial world got a bit of a shock when Apple (AAPL) warned that due to the coronavirus, they won’t hit their revenue targets ...
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  • 4Q 2019 Market Overview
    2019 was an absolute blowout year for the US stock market, period. Gains of nearly 30% in any market in a single year is about ...
  • 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 ...
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  • Depending on the Undependable
    The welfare of a nation can scarcely be inferred from a measure of [GDP].” —Simon Kuznets (who developed GDP), 1934
  • The Hits to GDP
    Economists and investors are rightly obsessed with growth. We always want more of it. We worry it won’t come or, worse, might turn into contraction. ...
  • Dismissing the Experts
    Regular readers know I often criticize so-called “experts,” usually economists or central bankers whose flawed decisions are punishing the rest of us. I find their ...
  • Nose Blind to Inflation
    The human brain excels at taking shortcuts. Processing all the information our senses collect takes a lot of energy, so repetitive data gets lower priority. ...
  • Looking on the Bright Side
    We haven’t had a lot of good news lately. Or, more precisely, we haven’t seen a lot of good news lately, though it does exist. ...
  • technical debt
    Every organization needs to improve its technological capabilities. Both insiders and outsiders should factor the shortfalls that exist into their assessments of future success.
  • 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.
  • The Future of Hedge Fund Fees
    We can, in a speculative mood, ask ourselves, “Will hedge fund fees continue to drop or have they reached an equilibrium after the decline of ...
  • Big Data is a Big Deal
    By Keith Black, PhD, CFA, CAIA, FDP, Managing Director of Content Strategy, CAIA Association CAIA’s second webinar starring the authors of papers that are required ...
  • Making Your Portfolio About #Goals
    By Aaron Filbeck, CFA, CAIA, CIPM, Associate Director, Content Development at CAIA Association Central Issue of the Paper If you’re a social media junkie, you ...
  • The Perils of Late-Cycle Investing
    It is widely believed that much of the world is now experiencing the late stages of a bull market. There will be a downturn because ...
  • Lessons from CAIS 2020
    John Bowman, CFA, Senior Managing Director at CAIA Association “You’re a kite dancing in a hurricane, Mr. Bond.” (Mr. White to 007, Spectre) Despite the ...
  • The Biggest Wealth Levers
    Wealth is a subjective thing because there are so many variables that impact a person’s finances. And the yardsticks for wealth are often misleading. Sure, ...
  • The Biggest Risk in Crypto Today
    The perfect asset for financial fraud in the years to come.... The post The Biggest Risk in Crypto Today appeared first on A Wealth of Common ...
  • Animal Spirits: Everybody’s Trading
    On this week’s Animal Spirits with Michael and Ben… We discuss: The rush of people into trading stocks Is there a silver-lining to ridiculous risk-taking? ...
  • Some Bull Market Reminders
    5 things to know about bull markets.... The post Some Bull Market Reminders appeared first on A Wealth of Common Sense. Click on the title ...
  • Talk Your Book: How to Create Income in Your Portfolio
    Today’s Animal Spirits: Talk Your Book is presented by the Covered Bridge Fund: We discuss: What are covered calls? Why it’s sot hard to find ...

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