Financial News Aggregator and a little more!

  • Think Global to Avoid Shrinking U.S. Stock Market
    Ben Carlson, quoting research from Dimson, Marsh and Staunton in their Global Investment Returns Yearbook 2017, has some fascinating stats on worldwide publicly listed companies today ...
  • Tom Dorsey and John Lewis on AdvisorShares AlphaCall
    Click here for a replay of their recent conversation on our International strategy, available as AADR and as an SMA. The post Tom Dorsey ...
  • Relative Strength Spread
    The chart below is the spread between the relative strength leaders and relative strength laggards (top quartile of stocks in our ranks divided by the ...
  • Process over Short-Term Outcome
    Jim O’Shaughnessey, author of What Works on Wall Street, recently wrote about 7 traits that he believes are required for active investors to win in the ...
  • False Sense of Security with Passive?
    Peter Chiappinelli in Advisor Perspectives sheds some interesting light on the active versus passive debate as it relates to fixed income exposure.  See below for a ...
  • Monday links: losing beta
    Q&A: Noah Smith and Tyler Cowen talk about Tyler’s book The Complacent Class: The Self-Defeating Quest for the American Dream.  (Bloomberg View)
  • ETF links: ugly math
    Mondays are all about ETFs here at Abnormal Returns. You can check out last week’s links including a look at the big...
  • Sunday links: smart-sounding pessimists
    Review: Bianca Bosker’s Cork Dork: A Wine-Fueled Adventure Among the Obsessive Sommeliers, Big Bottle Hunters, and Rogue Scientists Who Taught Me to...
  • 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: lagging happiness
    Review: Mohsin Hamid’s Exit West: A Novel is a “disconcertingly timely novel.”  (Vox)
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  • What the Fed’s hike means for markets
    We see market complacency as a risk as the Federal Reserve normalizes its pace of normalization. Jeff explains.
  • Assumptions not to make after the March Fed hike
    With two more Fed hikes potentially on the horizon in 2017, Rick clears up a few wrong assumptions some market watchers are making about rate ...
  • Spring training
    Heidi discusses whether optimism or sober assessment of valuations and political realities can prevail in the markets.
  • More room for real estate
    We believe the U.S. commercial real estate recovery has room to run. Richard explains why with the help of this week’s chart.
  • To hedge or not to hedge?
    Although the value of a currency can impact your international holdings, Russ talks about when it makes sense to hedge that effect.
  • Morning News: March 27, 2017
    German Business Confidence Increases to Strongest Since 2011 Dollar Hits Four-Month Low as Trump Trade Deflates Oil Slips Towards $50 On Doubts Over Output-Cut Extension ...
  • CWS Market Review – March 24, 2017
    “If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.” – Jack Bogle The streak finally came to ...
  • Morning News: March 24, 2017
    China Bets on Sensitive U.S. Start-Ups, Worrying the Pentagon Venezuela’s Fuel Shortage Is Getting Worse Oil Set for Weekly Drop on U.S. Supply Before OPEC ...
  • Morning News: March 23, 2017
    World’s Biggest Meat Producer Struggles With Bad Beef Allegations North Korea Said to Be Target of Inquiry Over $81 Million Cyberheist Big Oil Replaces Rigs ...
  • Morning News: March 22, 2017
    Dublin Is Best EU City for Bankers Fleeing Brexit, Study Says Chinese Supermarkets Pull Brazil Meat From Shelves As Food Safety Fears Grow Devices Banned ...
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  • Global House Price Index
    What is going on New Zealand? I guess the Lord of the Rings movies changed them . . .     Source: The Economist   The ...
  • Dow Industrials Average, 1896-2016
    This graph of the Dow’s performance since 1896 that charts the index’s peaks and troughs, reflecting a variety of economic triumphs and tribulations. It intriguing ...
  • 10 Monday AM Reads
    Deep from the Heart of Texas: Our Austin sourced morning reads: • How Sears CEO Lampert cashes in as stores cash out (USA Today) • The reason Hollywood’s ...
  • National Foreclosure: 10-Years Later
    Comprehensive data and analysis on completed U.S. foreclosures and foreclosure inventory: Fascinating report from Core Logic on the past decade, looking at from a national ...
  • The Need for Very Low Interest Rates in an Era of Subdued Investment Spending
    The Need for Very Low Interest Rates in an Era of Subdued Investment Spending Liberty Street Economics 3.22.2017 Thomas Klitgaard and Harry Wheeler     ...
  • Candidate Low
    A big gap down this morning from Friday’s close at 2343.98, not quite filled at the time of writing with the high so far today ...
  • Volatility’s Base
    Hey, look, I’m as pissed as anyone that the sell-off has been smothered in its crib (thanks, Gartman!) but I want to offer you this ...
  • Not Without a Fight
    I can’t say I’m surprised, but ANY little weakness in this market gets gobbled right up. Below is the NQ (it’s actually gone up MUCH ...
  • Trendline Victory
    Now that I’m home, and on the other side of only four hours’ sleep, I’m ready to crawl back into bed and enjoy an all ...
  • Stupidity Unwound
    Look, honestly, I know I am not the brightest bulb in the hardware store, but this is my perception of recent events: When Trump was ...
  • Healthcare Fails, Equities Waiver (sort of)
    The American Health Care Act of course failed on Friday when it was determined there would not be a sufficient vote count to pass the ...
  • It Doesn’t Have To Be Doom & Gloom
    My latest post for Alpha Baskets is posted at Alpha Baskets and includes the following; Another point I would reiterate from past posts is to ...
  • Hawkishly Dovish?
    This week’s Market Update is posted and includes the following; On the optimism side of the ledger, the University of Michigan consumer sentiment survey registered ...
  • No, You Don’t Own An ETF
    My latest post for Alpha Baskets looks at a few interesting (and funny) items from the current Barron’s issue. From the post; There was an ...
  • The Best Week Of The Year!
    The weekly Market Update is posted at Alpha Baskets and includes the following; As the ten year spent a few minutes during the week above ...
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  • Why growth can be a killer
    It's as if we're wired for growth.  "Growth is good." "If you're not growing you're dying." Everyone wants to be growing, personally, physically, mentally.  Businesses ...
  • Podcast interview plus a new investing system course
    Planet Microcap PodcastI recently had the chance to be interviewed by Robert Kraft on the Planet Microcap ...
  • Homemade economic indicators
    It was the summer of 2006, my wife and I had been married a year and we were going on our first real vacation since ...
  • Why I don't use watch lists
    I remember as a kid sitting in a chair near our kitchen with my grandfather two chairs away.  I was leafing through a toy catalog. ...
  • Is this bank a quadruple or a zero?
    In the market risk equals reward, or so they say.  High risk equals a higher reward.  In the case of Enterprise Bank (EFSG) the bank's ...
  • Pruitt and the Pesticide Threat
    Anyone who consumes food grown or produced in the US should be extremely worried. By dismantling the Environmental Protection Agency's pesticide regulations, the agency's new ...
  • The Temptations of a Resilient China
    Another growth scare has come and gone for the Chinese economy, with export growth up strongly in the first two months of 2017. For the ...
  • Britain’s Messy Divorce
    As Britain formally triggers the doleful negotiations to exclude itself from the mainstream of European politics and economics, Prime Minister Theresa May refuses to call ...
  • The Arab Spring and the Western Winter
    There are many striking parallels between the 2010-2011 “Arab Spring” and the Brexit referendum, Donald Trump’s election, and the far-right resurgence across Europe. In each ...
  • Muslim Anxieties and India’s Future
    The recent election in Uttar Pradesh, India's largest state, gave Prime Minister Narendra Modi and his Bharatiya Janata Party a strong mandate, providing the government ...
  • Donald Trump, trade and the new world order
    TWO months into the Trump administration and we have had more sound and fury than concrete proposals about its economic agenda. The most alarming sign ...
  • The hole in Western finances
    HAVE western governments, faced with angry voters, lost the ability to raise taxes? The question is raised by a ...
  • The hounding of Owen Jones
    IN THE big scheme of things, the retreat of a Guardian columnist from social media is not a huge event—it will be drowned out by ...
  • The ouija-board theory of democracy
    EVER since the June 2016 referendum vote in Britain on membership of the European Union, there has been a battle over the terms of departure. ...
  • Who will lose when globalisation retreats?
    THE new nationalists are on the march in Europe and America. They argue that globalisation has benefited the elites and penalised the ordinary workers and ...
  • A shoulder to spy on
    The Bank of England is about to peer further over bank bosses’ shoulders. Not content with monitoring its charges’ solvency, the central bank said on ...
  • Unravelling 2017 Deal Trends
    Join our “What’s Driving Deal Making” webcast April 6th at 10 am EDT, 3pm GMT While Q1 2017 is yet to come to close, the ...
  • U.S. Fund-Flows Weekly Report: Is the Trump Rally Over?
    Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and exchange-traded funds [ETFs]) suffered their second straight week of net outflows as $9.8 billion left ...
  • Get while the gettin’s good
    Chinese dollar-bond issuers are having a moment in the sun. A recent regulatory tweak allowing businesses to make onshore guarantees to offshore buyers has attracted ...
  • The Market Sentimentalist: Ready, Steady, Brexit
    On June 23 last year the British electorate (well a 52% majority) decided it wished to leave the EU. Given the cosy consensus amongst policymakers ...
  • Weaker Dollar Lifts Foreign Bonds As US Equities Fall
    Foreign bond markets were in the winner’s circle last week, partly because of the recent slide in the US dollar. The top performer: inflation-linked government ...
  • Book Bits | 25 March 2017
    ● After the Flood: How the Great Recession Changed Economic Thought Edited by Edward L. Glaeser, et al. Summary via publisher (Chicago University Press) The ...
  • Tracking The Smart Beta Horse Race With ETFs
    How’s that factor strategy been working for ’ya lately? That’s a topical question for a growing number of investors as “smart beta” products play a ...
  • Smart Beta Asset Allocation: A Preliminary Test
    In theory, there’s a strong case for building portfolios based on risk factors. In practice, the jury’s out. The transition from academic research to real-world ...
  • The Return Of The Risk-Off Trade
    Why are investors rushing back into safe-haven Treasuries? Maybe the crowd’s recognizing that political risk for the US is higher than previously assumed. Or perhaps ...
  • Could "animal spirits" rescue the Trump 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 ...
  • Three bottom spotting techniques for traders
    Mid-week market update: Regular readers will know that I have been tactically cautious on the market for several weeks, but can the blogosphere please stop ...
  • China's revival and what it means
    I was reviewing RRG charts on the weekend (click here for a primer on RRG charting) using different dimensions to slice and dice the ...
  • Rate hikes ≠ The Apocalypse
    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 ...
  • Sell St Patrick's day?
    I hope that you are enjoying the stock market rally this week. My inner trader covered his short positions last week and stepped aside to ...
  • Weekly Market Recap Mar 26, 2017
    Tuesday's long overdue >1% selloff in the S&P 500 broke a very long and rare streak in the S&P 500. The S&P 500?s ...
  • Weekly Market Recap Mar 19, 2017
    After a rare down week in 2017, indexes returned to gains albeit mild this past week. Almost all the action was contained on Wednesday ...
  • Weekly Market Recap Mar 12, 2017
    A rare down week in 2017; the first after six weeks of gains. The market needed one. That said - barely... the S&P ...
  • Weekly Market Recap Mar 5, 2017
    A very busy week indeed! Trump has basically turned into the new Ben Bernanke - whatever he whispers the market takes as face value as bullish ...
  • Weekly Market Recap Feb 26, 2017
    Before we begin please check out our sister site's highly popular annual broker review! This is an elegantly designed site with completely unbiased reviews ...
  • 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.
  • the investment ecosystem
    The conditions are in place for some big changes in the investment industry environment over the next few years. Will you be ready?
  • watching the flows
    The cash flows moving from manager to manager and strategy to strategy get plenty of attention, but some important aspects of those flows are easily ...
  • in the company of women
    What kinds of people will investment organizations need to succeed in the future? How will they need to work together?
  • 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 ...
  • Six Sigma Buffett, Taxes, Fund Returns etc.
    Whenever I read about Buffett and other great managers, what I tend to see all the time are things like, "xx has beaten the market ...
  • Bogle Book, Indexing etc.
    I have watched and listened to John Bogle for years and always thought he was great, but I never read any of his books. I ...
  • Overbought!!?
    So, the market has been going crazy after the election and people keep talking about how 'overbought' the market is. Well, the market certainly has ...
  • Bonds Down, Stocks Up!
    So bonds are 'crashing' and stocks are going up. Some say that this can't continue; you can't have stocks and bonds go in opposite directions ...
  • 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 ...
  • Market Monitor (4Q 2016)
  • Hoping for a Regulatory Miracle
    The newest issue of Research magazine in out and my column is now available online. I hope you’ll read the excerpt below and then give ...
  • Stupid Stuff: TMSIDK Episode 12
    This episode of Tell Me Something I Don't Know is all about "Stupid Stuff" — things that seem stupid but aren't and things don't but ...
  • The Men Who Started A Thinking Revolution
    Season 6, Episode 29 On this week’s episode of Freakonomics Radio: Stephen J. Dubner interviews Michael Lewis about the two men who created behavioral economics, redefining how ...
  • How Safe is Your Job? (Rebroadcast)
    Economists preach the gospel of “creative destruction,” whereby new industries -- and jobs -- replace the old ones. But has creative destruction become too destructive? The ...
  • Under the Hood: TMSIDK Episode 11
    This week, we go "Under the Hood," unearthing the secrets behind concealed ovulation, kosher food, cheesy dreams, pneumatic felines and negotiating. The post Under ...
  • Why Are We Still Using Cash?
    Season 6, Episode 28 This week on Freakonomics Radio: cash facilitates crime, bribery and tax evasion – and yet some governments (including ours) are printing more cash ...
  • Say’s Other Law: “Misery is the inseparable companion of luxury”
    It was a dark and stormy global night economy and a spectre task was haunting facing Europe… A new supply-side agenda for the left The task facing Europe is ...
  • On @UnlearningEcon
    Unlearning Economics is a person somewhere on planet earth. He or she has been debating with Simon Wren-Lewis and Nick Rowe (on twitter). Brad DeLong ...
  • Accountability Bond Accounting
    Recently I learned about a proposal for Euro denominated “accountability bonds”. They are basically a clever way to enforce the stability and growth pact. I ...
  • Labor Conditions in Colonial America
    Back in 1934, the Bureau of Labor Statistics produced a fascinating and very readable book entitled History of Wages in the United States From Colonial ...
  • Poor Salesman Great Grasp of Policy
    I am aware of all internet traditions (with notably rare exceptions) and I think this might be another classic. In a generally very good article ...
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  • 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 ...
  • Market Monitor (4Q 2016)
  • Hoping for a Regulatory Miracle
    The newest issue of Research magazine in out and my column is now available online. I hope you’ll read the excerpt below and then give ...
  • March 26, 2017
    After undercutting their prior February and March lows on Wednesday, setting up a logical undercut & rally situation, the indexes continued to move higher into ...
  • March 22, 2017
    The Icarus Rally finally felt the effects of getting too close to the sun yesterday with all the major indexes melting down over 1% across ...
  • March 19, 2017
    Financial stocks have been a bulwark of the market rally that began after the election. The Fed’s indication of more rate hikes to come caused ...
  • March 15, 2017
    The 91% probability of the Fed raising rates today went to 100% as this elite group of “anointed” individuals deemed fit to wield their omniscience ...
  • March 12, 2017
    The market has slipped into a choppy, sloppy affair as the indexes sway back and forth. Meanwhile, the action in individual stocks continues to present ...
  • Hard Times For HFT
      Yesterday we wrote about how the HFT community has begun to lobby to eliminate the Order Protection Rule.   It's no surprise to us ...
  • Hold on To Your Wallets!
      Surely, you all remember the organized and orchestrated opposition to IEX’s Exchange Application. HFT proponents joined the existing status quo stock exchanges in voicing ...
  • Drop the Bitcoin ETF
      In the 2010 movie "The Social Network", the Winklevoss twins meet with then Harvard president, Larry Summers, and try to persuade him that Mark ...
  • “DEEP” Data Feeds
      We have long been concerned about the information that is leaked through proprietary exchange data feeds.  One suggestion that we have made to fix this ...
  • Stock Exchange Conflicts of Interests
      Some products and services offered by the stock exchanges have been at the center of many market structure issues. Colocation, proprietary data feeds,  special ...
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  • Tax Loss Harvesting: Enough is Enough
    I recently had a conversation about the benefits of tax-loss harvesting, specifically about the benefits offered by several leading robo-advisors who perform “daily” tax loss ...
  • Knowing the count
    I just finished Ed Thorp’s new autobiography A Man for All Markets and I really enjoyed it. Thorp is, among other things, the man who wrote Beat the Dealer ...
  • A most unusually average year
    By now 2016 is far off in the mirror and everyone is focused on more current events, but I want to take us back a ...
  • Remaking Retirement Savings in America
    I think a lot about retirement savings. I do retirement planning for individuals, I manage individual and family retirement portfolios, I recommend and manage retirement ...
  • 2016 In Review
    Market Overview Markets turned up the excitement in the fourth quarter, especially with respect to US stocks and domestic interest rates. Stocks were sharply higher after ...
  • Company Notes Digest 3.24.17
    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 3.17.17
    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 3.10.17
    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 3.3.17
    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 2.24.17
    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 ...
  • 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 ...
  • The Service Recovery Paradox
    I’m writing this from a plane.  I’ve been in the air for an hour and everything is fine, but for a few minutes before the ...
  • Complicity
    I had an interesting experience today.  As I was in the air on my way to San Francisco, I got a text from my Airbnb ...
  • Flexing the platform for good
    Over the past few weeks, I’ve been touching base with many companies and individuals in the tech sector to understand how they are reacting to ...
  • Cycles
    It’s clear that right now we are in a moment of upheaval and turbulence, that seems to have come upon us very quickly.  Pretty much ...
  • The Public Data Layer
    I have been thinking a lot lately about the increasing importance of the “public data layer” — meaning, data that we will need (“we” applied ...
  • The Permanent Portfolio
    ========================================== I will admit, when I first read about the Permanent Portfolio in the late-80s, I was somewhat skeptical, but not totally dismissive.  Here is ...
  • Redacted Version of the March 2017 FOMC Statement
    ==================================== February 2017 March 2017 Comments Information received since the Federal Open Market Committee met in December indicates that the labor market has continued to ...
  • Estimating Future Stock Returns, December 2016 Update
    What a difference a quarter makes!  As I said one quarter ago: Are you ready to earn 6%/year until 9/30/2026?  The data from the Federal ...
  • On the Pursuit of Economic Growth
    ======================== I wrote this to summarize my thoughts from a chat session that I was able to participate in at Thompson Reuters Global Markets Forum ...
  • We Get New Highs More Frequently After New Highs
    This post may fall into the “Dog bites Man” bucket, but I will see if I can’t shed a little more light on the phenomenon. ...
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  • 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 ...
  • March Madness
    Politics or Basketball? Either way, how is your March Madness bracket looking? The financial markets are watching their post-election bets ever so closely.
  • How Geopolitical Forces Influence Markets
    In our post-Cold War world, geopolitical developments have become larger and more frequent—and because these developments affect market and currency prices, investors need to navigate ...
  • Podcast: Generating Yield With Direct Real Estate Lending
    In this episode of Strategic Investor Radio, Money360 founder and CEO Evan Gentry joins host Charley Wright for a discussion on direct real estate lending.
  • One Audacious Move that Set Me Up for Success
    Risk taking can pay off, but watching your investment like a hawk is a must.
  • Center Stage…
    While politics and the new government's agenda is still very much in the news, investor interest last week shifted to the bigger picture.
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  • 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 ...
  • Daily Note – Forget 1987, think 2011!
    Summary Beware historical analogies! A mood of sobriety & the covet of safety A Corporate profit recession Good morning, The market crash worth thinking about ...
  • Daily Note – Fed fears
    Summary Corporate finance views US rate rises – someone has to be wrong! United States: Retail Sales hit by weather China: Economy being pumped with ...
  • Polarization in Retail
    From TheRobinReport.com --- Success in today’s increasingly competitive retail landscape requires delivering superior customer experiences centered on one thing: convenience. But how can retailers capitalize on ...
  • Why HENRY loves DAVID, and It’s Sure to be a Long-Term Romance
    From TheRobinReport.com --- An interesting piece of research recently crossed my desk from business development firm Marvin Traub Associates. The firm works with companies in the ...
  • Amazon, Bigger Than You Think, and Their Loyalists Eat Your Lunch
    From TheRobinReport.com --- Are you sick of hearing about Amazon, the voracious Pac-Man of the modern world, chomping on your lunch in ever increasing ways? Think ...
  • Retail Board Governance in the Age of Disruption
    From TheRobinReport.com --- How do boards of traditional retailers cope with the need for governance and guidance in this moment of disruptive change? Capitalism may be ...
  • Let’s Talk Shop
    From TheRobinReport.com --- We all attend conferences, thought leadership events and summits, each declaring themselves indispensible to our industry.  And many of them are. But I ...
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  • 3 ETF Charts Showing Red Flags
    I’m normally an optimistic, “glass-half-full” kind of guy.  I roll my eyes every time I see a headline decrying the next market crash or cataclysmic ...
  • New ETF Takes A Smart Look At Small Cap Dividend Stocks
    Small cap stocks are traditionally known as centers of growth in the global capital markets.  These companies often demonstrate greater risk due to their diminished ...
  • Four Years Ago…
    Four years ago, we set out to build something special.  The founding of FMD Capital Management became not only a professional achievement, but also the ...
  • QQQ Is Once Again A Top Growth ETF
    The world of exchange-traded funds is filled with heavy weight indexes geared towards a variety of stock selection criteria.  The venerable SPDR S&P 500 ETF ...
  • Preferred Stock ETFs Face New Test
    Preferred stocks offer the distinction of being unique hybrid instruments with qualities of both stocks and bonds.  In that manner, they offer healthy dividend yields ...
  • Gradual Improvements Go Unnoticed
      When I sat down this morning to create a “Wall of Worry” chart, the hard part wasn’t coming up with the list, but rather ...
  • These are the Goods
    It’a funny, I thought my life would change when I had a baby, and it certainly has, but one thing I didn’t count on is ...
  • The Three Types of Contrarians
    It seems like everybody wants to be a contrarian these days. Predictably, there were a lot of “Bill Ackman is out of Valeant, that’s your ...
  • Happy Anniversary!
    Today in market history, 2000: The NASDAQ Composite hits its final all-time high. Over the next 31 months it will lose 78% of its value. ...
  • How Long Will This Bull Market Last?
    You’ve probably already heard that this week marks the eighth anniversary of the bull market. Some would argue, myself included, that bull markets don’t start ...

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