Financial News Aggregator and a little more!

  • The crisis in Qatar tearing the Gulf apart
    Several countries in the Middle East and Africa have cut all ties with the small Gulf state of Qatar. Finding a solution to the dispute ...
  • Why we need a Quick Brexit
    It's neither a Hard nor a Soft Brexit we need, says Matthew Lynn. It's a Quick Brexit. Britain can iron out the details later. The post ...
  • Mark Mobius: optimistic on emerging markets
    If US growth remains strong, that will benefit exporters to the US, reckons Templeton's Mark Mobius. The post Mark Mobius: optimistic on emerging markets ...
  • The Middle East’s Great Gatsby
    Arms dealing may be morally dubious, but as Adnan Khashoggi well knew, it is lucrative. The post The Middle East’s Great Gatsby was first ...
  • Money makers: The diva of divorce
    When it comes to divorce, everybody wants to be represented by Ayesha Vardag. The post Money makers: The diva of divorce was first published ...
  • Credit Bubble; Pabrai Video
    What causes a credit bubble to collapse is not a malfunctioning entrepreneurial impulse, but an artificial lengthening of production and overcapacity in fixed assets induced ...
  • An Example of an Industry Analysis; Hedge Fund Quiz
    https://youtu.be/gfvAIor53Ig A 22-minute video covering the uranium industry.  An excellent example of how to approach a deeply cyclical resource industry. March Uranium Report The stock catalyst ...
  • Does Momentum Work with Value Investing?
    Does “Momentum” Investing work with “Value” Investing? See the research paper by Nicholas Barberis below. Barberis concludes that value and momentum are driven by biases ...
  • Finding Good Capital Allocators; The Problems with Using Sentiment
    Finding good capital allocators Strategic Presentation May 2017b    What would show you that this management team allocates capital well in their resource sector?   ...
  • Spin-off and Event Driven Web-site; Thomas Kaplan
    https://www.oozingalpha.com This web-site came to my attention recently. — A successful long-term deep value investor in resources discusses his approach http://services.choruscall.ca/links/novagold20170505.html  Focus on Thomas Kaplan’s ...
  • Systematic Relative Strength Blog Now at MarketInsite
    Eight years and 3,822 posts later, we are shifting venues for our Systematic Relative Strength blog to the Nasdaq MarketInsite – Systematic Relative Strength.  Thank you ...
  • Global Macro: Communicating Tactical To Clients
    Risk management is an overarching objective of tactical asset allocation strategies.  Whether you are employing our Global Macro strategy (available as an SMA, DWTFX, or ...
  • Jim O’Shaughnessy on Active Management
    If you want to succeed with active management, I would suggest this is a must watch. The post Jim O’Shaughnessy on Active Management appeared ...
  • Stat of the Week
    From Hendrick Bessembinder’s recent white paper. While the overall stock market outperforms Treasury bills, most individual common stocks do not. Of the nearly 26,000 common ...
  • Market Insights
    The stock market continued its climb upward during the first three months of the year.  The S&P 500 Total Return index finished with a gain ...
  • Schedule for Week of June 25, 2017
    The key economic reports this week are Personal Income and Outlays for May, Case-Shiller house prices, and the third estimate of Q1 GDP.----- Monday, ...
  • Oil Rigs: "Not dead yet!"
    A few comments from Steven Kopits of Princeton Energy Advisors LLC on June 23, 2017:• Total US oil rigs were up 11 to 756
  • A few Comments on May New Home Sales
    New home sales for May were reported at 610,000 on a seasonally adjusted annual rate basis (SAAR). This was above the consensus forecast, and the ...
  • New Home Sales increase to 610,000 Annual Rate in May
    The Census Bureau reports New Home Sales in May were at a seasonally adjusted annual rate (SAAR) of 610 thousand. The previous three months ...
  • Friday: New Home Sales
    From Matthew Graham at Mortgage News Daily: Mortgage Rates Sideways to Slightly LowerMortgage rates have been so little-changed in recent days that yesterday's coverage ...
  • CWS Market Review – June 23, 2017
    “Your ultimate success or failure will depend on your ability to ignore the worries of the world long enough to allow your investments to succeed.” ...
  • Morning News: June 23, 2017
    China Bulls, Don Your Hard Hats The $100 Billion City Next to Singapore Has a Big China Problem U.S. Suspends Beef Imports From Brazil Big ...
  • DryShips Reverse Splits Again
    This morning, shares of DryShips (DRYS) are having another reverse stock split. This will be their 1-for-5 and it’s DRYS’s seventh reverse in the last ...
  • Morning News: June 22, 2017
    US, EU Urge China to Limit Food Import Control MSCI Forgets Its Doubts About China Saudi Prince’s Elevation Will Have Far-Reaching Consequences in Energy Inside ...
  • Morning News: June 21, 2017
    Liquor Titans to Coal Miners: the Chinese Stocks in MSCI’s Club OPEC Should Heed Lessons From Achnacarry Agreement: Kemp The Fed Rate Hike And Gold ...
  • 10 Sunday Reads
    My easy like Sunday morning train reads: • • Bust Your Phone Again? These Teens Are Here to Help—For a Price (Wall Street Journal) see also ...
  • Justice League trailer
    Fueled by his restored faith in humanity and inspired by Superman’s selfless act, Bruce Wayne enlists the help of his newfound ally, Diana Prince, to ...
  • Logical Fallacies & Other Bad Rhetorical Devices
    Vey cool: The post Logical Fallacies & Other Bad Rhetorical Devices appeared first on The Big Picture.
  • MIB: Anindya Ghose
    This week, we speak with professor Anindya Ghose is the Heinz Riehl Chair Professor of Business at New York University’s Stern School of Business and the ...
  • 10 Weekend Reads
    The weekend is here! Pour yourself a mug of KickAss coffee, grab a seat by the pool, and get ready for our longer form weekend reads: • Obama’s secret ...
  • Secular Stagnation?
    In today’s Outside the Box my good friend Charles Gave shares an instructive “Tale of Two Countries.” Since 1981 in the UK and France, structural ...
  • The Next Minsky Moment
    “China’s economy has entered a state of new normal.” – Premier Li Keqiang, 2015 “Success breeds a disregard of the possibility of failure.” – Hyman Minsky
  • Where’s My Productivity, Dude?
    One of the true conundrums in the macroeconomic world is the continuing drop in total global productivity over the last few decades, in spite of ...
  • What, Me Worry?
    “Forget the past. The future will give you plenty to worry about.” – George Allen, Sr. “I try not to worry about the future, so I take ...
  • Finding High-Quality Companies Today
    Last week in Outside the Box, Jim Mellon shared some good advice on picking stocks in the Age of the Index Fund. Jim said, [C]ommitted investors ...
  • The Crash That Will Bring Down the Entire Galaxy
    Ben Carlson had a little fun poking fun at the regular calls from Jimmy Rogers predicting the worst crash in our lifetime and other sensational ...
  • The Hike Everyone Was Expecting
    The weekly market update was posted and includes the following; The FOMC met last week and of course hiked rates to a new range of ...
  • Retirement Reading Roundup
    My latest post for Alpha Baskets is up and includes the following. Maybe less related but still a good read is from the Charlotte Observer, ...
  • The Dark Knight Passes
    The title as a nod to the passing of Adam West, the weekly Market Update has been posted at Alpha Baskets and includes the following; ...
  • Monetizing A Hobby
    One of the long running themes of this blog has been to monetize a hobby as part of a retirement planning solution. I last touched ...
  • Saudi Arabia’s Game of Thrones
    Saudi Arabia’s King Salman has now replaced the 57-year-old Muhammad bin Nayif with his 31-year-old son, Mohammed bin Salman, as crown prince, signaling a clear ...
  • We’ll Always Need Paris
    Faced with rapid cost reductions for clean electricity generation, some commentators suggest that we no longer need the Paris agreement or other policy interventions, because ...
  • The Underside of Uber
    While the car-hailing app Uber’s board members and investors have received an outpouring of praise in recent days for forcing CEO Travis Kalanick to resign, ...
  • Revisiting the Global Order
    The Pax Americana of the last half-century is on life support, but liberalism and multilateralism are not dead yet. An inclusive and mutually beneficial global ...
  • Economics in Transition
    Since the 2008 global financial crisis, there has been no shortage of criticism of conventional economics, with its rigid models and fanciful “representative agents,” which ...
  • U.S. Fund-Flows Weekly Report: Funds Suffer Worst Weekly Net Outflows of the Year So Far
    Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and ETFs) had negative flows of almost $20.8 billion for the fund-flows week ended Wednesday, June ...
  • Bad ROIC Drives Bad Valuation
    Return on invested capital (ROIC) is not only the most intuitive measure of corporate performance, but it is also the best. It measures the amount ...
  • Asset parking
    A lab deal is testing positive for overexcitement. Parexel International generated plenty of bids thanks to a recent wave of consolidation and buyouts among drug-development ...
  • STOXX 600 Earnings Outlook Q1 2017 | Jun. 20
    Last Update: Jun. 20, 2017 European Aggregate Estimates and Revisions First quarter earnings are expected to increase 15.0% from Q1 2016. Excluding the Energy sector, earnings ...
  • Alexa, can I afford it?
    Wal-Mart’s market capitalization dropped 5 percent, losing $11 billion, after Amazon.com unveiled its $14 billion deal to buy Whole Foods Market on Friday. Meanwhile, Whole ...
  • A Short Holiday For The Capital Spectator
    Summer is here, the livin’ is easy (even if it’s still expensive), and the temptation to play hooky is too strong to resist. But the ...
  • Is Demography Destiny For US GDP Growth?
    Forecasting economic activity is generally a thankless task — unless you’re using demographics as a modeling foundation, which provides a surprisingly accurate means for looking ...
  • US Business Cycle Risk Report | 20 June 2017
    Economic activity weakened slightly in May, but it’s too soon to say if this is anything more than noise. The broad trend for the US ...
  • US REITs Continue To Rebound
    US real estate investment trusts (REITs) posted the strongest performance last week among the major asset classes, based on a set of exchange-traded products. The ...
  • Book Bits | 17 June 2017
    ● A History of the United States in Five Crashes: Stock Market Meltdowns That Defined a Nation By Scott Nations Review via Publishers Weekly Nations ...
  • precision farming
    There has been a restoration of faith in risk management and the modeling of market behavior since the financial crisis. Will those methods serve ...
  • surprisingly popular
    For the first four years of this century, I taught at the University of Minnesota’s Carlson School of Management.  The classes were made up of ...
  • site visits
    The worth of due diligence visits to companies or asset managers depends greatly on the structure of the interactions and your willingness to surface the ...
  • circles of risk
    From the analysis of an individual security to the behavior of the market and the functioning of asset management firms, anticipatory risk management is essential ...
  • point of view
    A trip to the theater leads to some thoughts about the incomplete picture that we get from our own limited perspective.
  • Bubble Watch
    Shiller said the other day that the market can go up 50% from here. OK, so I fell for it and clicked to watch the ...
  • High Fees
    So, I was taking to a friend who has a million dollars in a large cap stock fund. The fund happens to be the Fidelity ...
  • Fairfax India Holdings (FFXDF)
    This is one of those things that I looked at before and never posted, so here it is. Actually, I didn't write much about it, ...
  • JP Morgan 2016 Annual Report (JPM)
    I haven't posted much about JPM recently as it's still basically the same story. Great CEO building an awesome company performing really well etc.  After ...
  • Buffett on Valuation
    Buffett was on CNBC the other day and it was very interesting as usual. Well, most of what he says is not new.Not ...
  • Links for 06-25-17
    Working but poor - Lane Kenworthy 'Magical' warfare technologies and the persistence of false beliefs - VoxEU A case against austerity - Stumbling and Mumbling ...
  • Pure Class Warfare, With Extra Contempt
    Paul Krugman: Pure Class Warfare, With Extra Contempt: The Senate version of Trumpcare – the Better Care Reconciliation Act – is out. The substance is ...
  • In Long Run, There’s No Such Thing as an Einstein Investor
    Robert Shiller: In Long Run, There’s No Such Thing as an Einstein Investor, NY Times: There are no easy answers in investing. It is tempting ...
  • Links for 06-23-17
    Conversation: David Weil - Equitable Growth Development Effects of the Extractive Colonial Economy - A Fine Theorem Shedding (night-time) light on the local resource curse ...
  • Fed's Labor Market Forecasts Don't Make Sense
    Tim Duy: Fed's Labor Market Forecasts Don't Make Sense, by Tim Duy: The Federal Reserve’s unemployment forecast doesn’t add up. It is neither consistent with ...
Error Fetching Feed
  • I Hope This Doesn’t Describe You
    The new issue of Research magazine is now available online. Its theme is evidence-based investing. I encourage you to read it in its entirety. My ...
  • Market Monitor 1Q 2017
  • Carolina Crazy
    Tonight Duke University and the University of North Carolina will play a basketball game on the Duke campus (ESPN, 8pm ET) and thus renew the ...
  • 2017 Investment Outlook
    2016 brought many wild surprises. The biggest and most obvious is summed up perfectly in two words: President Trump. Donald J. Trump, despite no political ...
  • Nice Press
    Above the Market has gotten some very nice press of late, most of it of the “best of” variety. I am grateful for the honor ...
  • Drowning in Oil
    OPEC oil producers continue to put a lid on their output in an effort to prop up prices. Yet the ...
  • Tech Now and Then
    Is it 1999/2000 all over again for the S&P 500 Information Technology sector? Not so far. Consider the following:
  • Hannibal Spirits: S&P 500 Climbing Mountains
    Hannibal, the Carthaginian general, was one of the greatest military strategists of all times. The city of Carthage in ancient Roman ...
  • A Memorable Earnings Season
    Q1 revenues, earnings, and margins are now available for the S&P 500. Revenues per share dropped 2.7% q/q during Q1. ...
  • Valuation: A Less Miserable Measure
    Almost all valuation multiples are flashing that stocks are dangerously overvalued. Are there any valuation models suggesting that the danger ...
  • Why Hate the Koch Brothers? (Part 2)
    Our latest Freakonomics Radio episode is called “Why Hate the Koch Brothers? (Part 2).” (You can find part 1 here, and subscribe to the podcast ...
  • How Big is My Penis? (And Other Things We Ask Google)
    Season 6, Episode 41 This week on Freakonomics Radio: Stephen J. Dubner talks about what gossip is and isn’t; about the characteristics of the people who ...
  • Why Hate the Koch Brothers? (Part 1)
    Charles Koch, the mega-billionaire CEO of Koch Industries and half of the infamous political machine, sees himself as a classical liberal. So why do most ...
  • Cities: TMSIDK Episode 19
    Eugene Mirman, Ed Glaeser and Amy Glasmeier are panelists. The comedian, the Harvard economist and the MIT professor join us in one of America's oldest ...
  • The Health of Nations
    Season 6, Episode 41 This week on Freakonomics Radio: for decades, G.D.P. has been a standard way of measuring living standards around the world. Martha Nussbaum tells Stephen ...
  • Are Index Funds Risky for Corporate Governance?
    Here’s a provocative piece in today’s WSJ about index funds and how they are bad for corporate governance. This is one of many articles in ...
  • Walk it Back, Random Walker
    Big news, nerds – Burton Malkiel has changed his mind.  The investment legend, who has spent his entire life chastising alpha chasing active management, has ...
  • Discipline vs Knowledge
    Here’s a great post by Ben Carlson discussing the inadequacy of knowledge. He discusses the fact that, despite increased awareness and knowledge of weight loss ...
  • Patience Exemplified
    The technology bubble during the late-1990s will likely go down as one of the most difficult market environments ever for fundamental investors. Growth strategies absolutely crushed ...
  • How to Invest in an Overvalued Market
    Investors have been warned about overvalued markets basically since the start of this stock market recovery. Some people are scared of above average valuations. Others ...
  • Talking What Could Bring Down the Bull Market on WDYM
    Predicting when a bull market will come to an end is a fool’s errand because no one can forecast with any certainty the timing of ...
  • Money Manager Cliches
    I’ve spent a good chunk of my career looking at various funds, strategies, presentations, pitch books and sales pitches from money managers. While this experience ...
  • 40 Under 40
    The financial industry gets a bad rap. It seems very few people trust “Wall Street” anymore following the financial crisis. I get it. Much of ...
  • Announcing The Release of DLPAL S v2.0
    We are pleased to announce the release of DLPAL S v2.0. This new version includes a few enhancements and a fully updated manual. DLPAL S ...
  • An Important Stock Market Chart
    Most technical analysis indicators are used in forecasting price action but provide little information about the dynamics that drive it. The indicator in the chart ...
  • Weekly Market Analysis – June 19, 2017 [Premium Articles]
    Weekly premium reports include a market recap with commentary, performance of selected large cap stocks and ETFs, technical analysis with unique indicators and directional probabilities ...
  • Crack In The bull Market No 79
    This new meme that emerged last week confirms my view that many try to rationalize price action in the context of their expectations and that ...
  • 255 Premium Articles in 555 Trading Days
    We have posted 225 premium articles since April 2, 2015. That’s an article every 2.5 trading days. Yet, our subscription cost has remained low. Click ...
  • Asset Allocation Part 1: The Basics
    Source: Randy Glasbergen, www.glasbergen.com As investors, we want to reap the power of compound interest over the long-run. That is how we build real wealth. But what should we ...
  • Scenarios for Momentum Investing
    source: babaimage In the previous post, we reviewed momentum’s robustness and saw how it stood the test of time. We also stress-tested the Global Equities Momentum (GEM) ...
  • Testing Momentum’s Robustness
    Happy new year! I have noticed that my quantitative posts get the most readership and discussion. So this year, I’ll be posting a lot more research ...
  • The Blogosphere’s Greatest Hits of 2016
    As 2016 comes to a close, I want to discuss some of the best writing I’ve read on the financial blogosphere this year. The posts ...
  • We Are Not Always So Rational, Part 4
    Source: Far Side, Gary Larson A quick recap: In part 1 & 2, we discussed several cognitive & emotional biases that we suffer from, as well as ...
  • Financial Blogger Wisdom
    Last week was the annual Blogger Wisdom series on Abnormal Returns. Here were my responses to the different questions asked throughout the week.
  • Where to Save for Retirement
    One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Follow these guidelines to get the most ...
  • The Biggest Retirement Planning Mistakes
    People make a lot of mistakes planning for retirement. Thankfully, the biggest retirement planning mistakes can be corrected by using a good financial planner.
  • U.S. Stock Valuations and Return Expectations
    Valuation is a terrible short-term indicator, but it can be useful in setting expectations for future returns.
  • Don’t Predict, Plan
    We never know when or why the next correction or bear market will happen. What we do know is that market downturns happen on a ...
  • Precautionary Measures
    INVESTMENT CONTRARIANS are having a good year—but not a great one. In 2016, U.S. stocks outpaced foreign shares, smaller companies outperformed their bigger brethren and ...
  • Seller’s Remorse?
    AS I PREPARE TO MOVE FROM PHILLY to Boston this summer, I’ve struggled with how to handle my home. Do I sell the place and ...
  • Leaving Home Ain’t Easy
    SHOULD YOU MOVE when you retire? The numbers can be compelling—especially if you’re like my wife and me, and you live in New York City ...
  • Quitting Early
    I CELEBRATED MY 50TH BIRTHDAY a few weeks ago. Since then, I’ve found myself spending a lot of time thinking about numbers. Specifically, I’ve been ...
  • Hard Choices
    FINANCIAL ASSETS can seem like mere numbers on an account statement, especially at times of stock and bond market turmoil. But hard assets feel more ...
  • I Hope This Doesn’t Describe You
    The new issue of Research magazine is now available online. Its theme is evidence-based investing. I encourage you to read it in its entirety. My ...
  • Market Monitor 1Q 2017
  • Carolina Crazy
    Tonight Duke University and the University of North Carolina will play a basketball game on the Duke campus (ESPN, 8pm ET) and thus renew the ...
  • 2017 Investment Outlook
    2016 brought many wild surprises. The biggest and most obvious is summed up perfectly in two words: President Trump. Donald J. Trump, despite no political ...
  • Nice Press
    Above the Market has gotten some very nice press of late, most of it of the “best of” variety. I am grateful for the honor ...
  • June 25, 2017
    This remains a “Market in LUie Land” as the recoveries in techs and other names that were beaten to a pulp on June 9th continue. ...
  • June 21, 2017
    The market has taken on this random flavor where it seems to be moving in one direction and then suddenly shifts in not quite the ...
  • June 18, 2017
    Coming in Thursday morning, holding cash or short positions was the place to be as the indexes gapped down sharply at the open. Based on ...
  • June 14, 2017
    Things got quite oversold Monday morning as the indexes opened lower amidst continued heavy selling in the tech sector. I tweeted early in the day ...
  • June 11, 2017
    Friday will go down as one of the strangest market days I’ve seen in a long time, if not ever. Around mid-day the NASDAQ Composite ...
  • The IPO 10-Bagger Chase
    It’s been 20 years since Amazon went public at $18 per share in 1997. The web today is littered with stories about how a small ...
  • Feature in Financial Advisor Magazine
    I was pleasantly surprised to learn that I was nominated for Financial Advisor magazine’s “10 Young Advisors to Watch” piece in the May issue. I’m not ...
  • This is the easy part
    These are our girls, 6 and just-a-few-weeks-shy-of-4. Yes, they are unspeakably adorable. I know. It struck me this weekend that, all things considered, this is ...
  • Bason Asset Management is Moving!
    I’m happy to announce that the office is making a short move to a new office space in Lakewood, just a few miles from the ...
  • 1Q 2017 Market Overview
    Market Overview The rally that began shortly after last November’s election continued early this year, with US large cap stocks yet again posting a very ...
  • Patience Exemplified
    The technology bubble during the late-1990s will likely go down as one of the most difficult market environments ever for fundamental investors. Growth strategies absolutely crushed ...
  • How to Invest in an Overvalued Market
    Investors have been warned about overvalued markets basically since the start of this stock market recovery. Some people are scared of above average valuations. Others ...
  • Talking What Could Bring Down the Bull Market on WDYM
    Predicting when a bull market will come to an end is a fool’s errand because no one can forecast with any certainty the timing of ...
  • Money Manager Cliches
    I’ve spent a good chunk of my career looking at various funds, strategies, presentations, pitch books and sales pitches from money managers. While this experience ...
  • 40 Under 40
    The financial industry gets a bad rap. It seems very few people trust “Wall Street” anymore following the financial crisis. I get it. Much of ...
  • Company Notes Digest 6.15.17
    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 6.9.2017
    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 ...
  • Company Notes 6.2.2017
    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 ...
  • Company Notes Digest 5.19.17
    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 ...
  • Company Notes Digest 5.12.17
    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 ...
  • 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 ...
  • 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. ...
  • One more Trumpet
    I think it is highly probable we will get one more rally before the markets take a serious breather. I am flat the market with ...
  • Last Day of the Year
    It has been a very quiet year for me on the Sefirot front. I have to admit almost all my energy has been channelled towards ...
  • 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 ...
  • The Stem Cell Revolution
    Discovered nearly thirty years ago in 1988[1], stem cell technology has failed to transform the field of regenerative medicine…until no­­w. After delivering only one treatment ...
  • The Robots Are Coming… To Help You
    Based on our analysis, the robotics industry will be much larger than most experts anticipate, but it will not drive the unemployment rate up. Collaborative ...
  • How Large Is the Deep Learning Data Center Market?
    Deep learning is having a profound effect on the microprocessor and server markets. In the face of a declining server market during the last six ...
  • Big Ideas 2017
    Rooted in almost 40 years of experience, ARK Invest aims to identify large-scale investment opportunities resulting from technological change. We believe innovation is key to growth. From a ...
  • ARK Disrupt Issue 78: Cryptoassets, the HomePod, Mobile Payments, Robotics, and Diagnostics
    Please enjoy ARK Disrupt Issue 78. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ...
  • Why the Consumer Is so Frustrated with Retail Today
    From TheRobinReport.com --- Much has been written about the decline and the forecasted death of retail brick and mortar in this country. Additionally, a lot of ...
  • Did Amazon Grab a Poisoned Chalice?
    From TheRobinReport.com --- No one has ever accused Amazon of being risk averse. In yet another surprising and bold move that emerged late last week, Amazon ...
  • Lauder’s New Math
    From TheRobinReport.com --- Even by its own blistering-pace standards, it was a busy week of goings and comings at The Estée Lauder Companies. In announcements timed ...
  • Department Stores: From Complacency to Urgency
    From TheRobinReport.com --- Robin Lewis, CEO of The Robin Report kicked off the program with an opening visual of a tsunami about to wipe out the ...
  • The Nordstroms See the Future and Want to Own It
    From TheRobinReport.com --- My good friend Mike Gould, former Bloomingdale’s CEO, often reminds me of a statement I made several years ago that he keeps using ...
  • How to Own Your Own Gold Mine
    This post How to Own Your Own Gold Mine appeared first on Daily Reckoning. I see quite a few opportunities right now, ...
  • How Safe Is Your Money?
    This post How Safe Is Your Money? appeared first on Daily Reckoning. The amount and severity of cyber-attacks continues to increase, and ...
  • Coming Soon: The Great Bitcoin Crash?
    This post Coming Soon: The Great Bitcoin Crash? appeared first on Daily Reckoning. Speculators have gone totally gaga over cryptocurrencies this year, ...
  • Saudi Strikes Back Against U.S. Shale
    This post Saudi Strikes Back Against U.S. Shale appeared first on Daily Reckoning. Analyst Jody Chudley believes the oil market is acting ...
  • Stockman: Horrendous Storm to Hit Stocks
    This post Stockman: Horrendous Storm to Hit Stocks appeared first on Daily Reckoning. As Wall Street continues in a vicious low-growth cycle ...
  • This is Your Nightmare Scenario
    What would happen if stocks crash? What would that do to people’s retirement plans? How would that change the way young people think about stocks? ...
  • These Are the Goods
    Articles This may be the first bull market in history that featured layoffs on Wall Street. By Josh Brown Once you have hit an all ...
  • Allocator Beware
    Investors have little appetite for human portfolio managers these days. In the first quarter of 2017, $4.6 billion of new money was invested in quant funds, ...
  • A Lesson In Humility
    If you asked me what I thought about bitcoin a year ago, I would have said it’s ridiculous. Today I have no opinion. My knowledge ...
  • All-Time High
    On the final trading day of the first quarter in 2013, the S&P 500 made an all-time closing high. Five and a half years and ...
  • Mohnish Pabrai: "Intensive Stock Research Can Be Injurious to Financial Health" | Talks at Google
    [youtube http://www.youtube.com/watch?v=kNAuELYN5X4]Link to video
  • Charlie Munger's "The Psychology of Human Misjudgment"
    The abridged and animated video of Munger's "The Psychology of Human Misjudgment" speech that has been making the rounds led me to ...
  • Links
    Berkshire Hathaway Invests in Embattled Lender Home Capital (LINK)Warren Buffett’s Berkshire Hathaway Inc. is providing a lifeline to Home Capital ...
  • Links
    "Unfortunately in this kind of work, where you are trying to determine relationships based upon past behavior, the almost invariable experience is that ...
  • Links
    Warren Buffett’s Scout Inside Europe’s Biggest Economy ($) [H/T Matt] (LINK)Zypora Kupferberg, the ‘eyes and ears’ of Berkshire Hathaway in ...

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