Financial News Aggregator and a little more!

  • BVTV: Italian construction, a sector in crisis
    Italian bond yields have spiked over the past few months, especially after the general election in March. Over this period, corporate bonds have been more ...
  • The MAS and its peculiar tightening policy
    In its latest semi-annual statement, the Monetary Authority of Singapore (MAS) said it would slightly tighten monetary policy by increasing the slope of appreciation of ...
  • Panoramic Weekly: Markets, not Fed, go crazy
    Global financial markets seemed to regain sanity over the past five trading days as they reverted to the typical negative correlation usually seen between stocks ...
  • The Fed vs Trump – a tale from NY
    In true October fashion, both equity and bond markets recently plunged. US President Trump quickly said the US Federal Reserve (Fed) is hiking rates too ...
  • Beware of the debt binge
    A decade of low interest rates has given companies, governments and households an excellent opportunity to cheerfully load up debt – until now. As interest ...
  • 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 ...
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  • Most overvalued EVER
    We are currently the most over valued the US stock markets have ever been according to methodology designed by John Hussman. I also found his ...
  • 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 ...
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  • Hope for Argentina
    Four months ago I proposed "A simple fix for Argentina's peso." Late last month, after some much-needed changes in leadership, the central bank announced ...
  • Just another panic attack
    The S&P 500 has lost about 5% since last month's record high, but it's still up about 4% year to date. It's painful, but still ...
  • Interest rates are rising because the economy is strengthening
    I have been predicting higher interest rates, a stronger economy, and healthy returns in equities for a long time. For years I've gone against conventional ...
  • More impressive financial milestones
    The Fed last week released its Q2/18 estimates for Household Net Worth and related measures of prosperity. Of note, households' leverage (liabilities as a % ...
  • An emerging and important secular trend
    I've mentioned the demand for money countless times in the 10-yr history of this blog, because it's a very important macro variable. The Fed controls ...
  • ★ The iPhone XR
    It sounds too good to be true, but the XR is almost as good as the XS models at a *far* lower price. Dollar for ...
  • iPhone Type R
    Engadget’s Chris Velazco got to sit down with Phil Schiller to talk about the iPhone XR: To add to the curiosity of it all, ...
  • Flow
    My thanks to Flow for sponsoring Daring Fireball last week. Flow is a professional UI animation tool that lets you design in Sketch and ...
  • ‘Your Move, Bloomberg’
    Washington Post media critic Erik Wemple: Sources tell the Erik Wemple Blog that the New York Times, the Wall Street Journal and The Post have ...
  • The Verge: ‘How China Rips Off the iPhone and Reinvents Android’
    I just loved this deep dive into Chinese phone makers’ custom Android-based OSes by Sam Byford: Many experienced Android users in the West who ...
  • Heading Home (III)
    WHAT SORT of house should I buy? My first consideration was budget. While I’d been preapproved for a $403,000 loan, I knew I wasn’t going ...
  • Garbage In
    IN THE MID-1990s, Federal Express had a problem. Though the company’s safety record was exemplary, regulators had proposed new rules that would have posed an operational ...
  • Newsletter No. 34
    HOW CAN WE GET the most out of our income and savings? Two years ago, in a slim volume called How to Think About Money, ...
  • Slow Going
    HAS THE PERCENTAGE of individuals across the world living in extreme poverty remained the same, doubled or halved over the past 20 years? If you ...
  • Won in Translation
    RETIREMENT IN America can be like plodding through a long, dark tunnel, with seemingly no light at the other end. I found, however, that if one looks ...
  • Trump’s Poison Pills for China
    A week ago I wrote about “China’s Syndromes.” I noted that aging demographic forces, which were significantly exacerbated by ...
  • China’s Syndromes
    China I: Getting Trumped. I’m coming around to a new working hypotheses on the outlook for China’s economy. I ...
  • Bear Traps for Stocks?
    In the past, the worst time to buy stocks typically has been when the unemployment rate was making a ...
  • Financial Crisis of 2008 Part VII: FEDDIE
    This seven-part series is excerpted from Chapter 8 of my book, Predicting the Markets: A Professional Autobiography. WITH THE FINANCIAL crisis rapidly spreading ...
  • The Financial Crisis of 2018 Part VI: FLAW IN THE MODEL
    This seven-part series is excerpted from Chapter 8 of my book, Predicting the Markets: A Professional Autobiography. IN THE MOVIE Casablanca (1942), ...
  • US Economic Growth Expected To Cool In Friday’s Q3 GDP Report
    The government’s initial estimate of third-quarter GDP for the US is on track to decelerate to a 3.3% increase in the release due at the ...
  • Macro Briefing: 23 October 2018
    Turkey’s president says there’s evidence that Khashoggi killing was planned: CNBC Saudi foreign minister pledges full investigation into Khashoggi killing: Reuters Trump vows to use ...
  • US REITs Rebounded Sharply Last Week
    Real estate investment trusts (REITs) in the US posted the biggest gain by far for the major asset classes last week, based on a set ...
  • Macro Briefing: 22 October 2018
    China criticizes Pompeo’s warning of hidden risks in Chinese investments: Reuters US Treasury Secretary defends upcoming trip to Saudi Arabia: NY Times Turkey’s president to ...
  • Book Bits | 20 October 2018
    ● The Behavioral Investor By Daniel Crosby Summary via publisher (Harriman House) In The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the ...
  • Weekly Market Recap Oct 21, 2018
    After the heavy selling the week prior there was sure to be an oversold bounce and indeed last Tuesday brought much of that.  It is ...
  • Weekly Market Recap Oct 14, 2018
    Wednesday and Thursday finally brought some fireworks to a very complacent market.   The S&P 500 had not had a 1% move in 74 days until ...
  • Weekly Market Recap Oct 7, 2018
    Certainly the chart of the week was not in the stock market but the bond market. The yield on 10 year bonds surged over ...
  • No Weekly Recap this Week
    We will be back next week, see you then! For some quality reading in the meantime, see our top education articles or view our recap ...
  • Weekly Market Recap Sep 23, 2018
    More saber rattling between China and the U.S. did little to distract the market. On Tuesday, President Donald Trump reiterated his hard-line stance on China during ...
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  • Defensive and Value leadership = Bear market?
    Mid-week market update: I am publishing my mid-week market update early in light of the recent market volatility.I use the Relative Rotation Graphs, ...
  • The brewing storm in Asia
    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 ...
  • Is there any more pop after the drop?
    Mid-week market update: Is there any more "pop" after last week's drop? The market certainly had a big rally yesterday, and it is not unusual ...
  • Tops are processes: Here's why
    I received a ton of comments after yesterday's post (see A correction, or the start of a bear market?), probably because of the tumultuous ...
  • A correction, or the start of a bear 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 ...
  • Has The Bear Arrived?
    I initiated defensive action in client accounts today with a small purchase. You can read about the trade and my reasoning as to why I ...
  • Latest posts at TheMaven
    I’ve had a lot going on lately. I have resigned from AdvisorShares (I will have more on that soon) but have still been doing a ...
  • Final Random Thoughts
    I have resigned from AdvisorShares effective April 30th. This is my last regular blog post at Alpha Baskets, although I will be writing one more ...
  • Markets Don’t Close 4/20 On A High
    The weekly Market Update is posted at Alpha Baskets and includes the following; Barron’s devoted a lot of pixels to the latest goings on with ...
  • When Knowing What Will Happen Isn’t Enough
    My latest post at Alpha Baskets is up and includes the following; As I write this post on Monday afternoon Bitcoin is just under $6800. ...
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  • 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 ...
  • The Heart: Lunch With Jim O’Shaugnessy
    When I first started writing here on I heart Wall Street, it was simply out of frustration. The title came to me serendipitously while talking with ...
  • Lies, Damned Lies, And Heuristics
    Ladies and Gentlemen, You are financing the greatest heist in American history. Of epic proportions. Currently, $8.6 trillion dollars is sitting in the top 5 ...
  • Hope for Argentina
    Four months ago I proposed "A simple fix for Argentina's peso." Late last month, after some much-needed changes in leadership, the central bank announced ...
  • Just another panic attack
    The S&P 500 has lost about 5% since last month's record high, but it's still up about 4% year to date. It's painful, but still ...
  • Interest rates are rising because the economy is strengthening
    I have been predicting higher interest rates, a stronger economy, and healthy returns in equities for a long time. For years I've gone against conventional ...
  • More impressive financial milestones
    The Fed last week released its Q2/18 estimates for Household Net Worth and related measures of prosperity. Of note, households' leverage (liabilities as a % ...
  • An emerging and important secular trend
    I've mentioned the demand for money countless times in the 10-yr history of this blog, because it's a very important macro variable. The Fed controls ...
  • Revolutionary Future Ahead
    Let’s consider two seemingly conflicting ideas. Major economic pain is coming. We have a bright, prosperous economic future. Can both of those be right? I think so.
  • Infrastructure Remains a Missed Opportunity
    Infrastructure investment promises are politically popular, but actual funding has been slow to follow. Italy’s bridge collapse illustrates the real risks of putting off infrastructure ...
  • In the Blink of an Eye, Gold Spikes Higher
    Gold prices moved up close to 2 percent today, and gold stocks climbed even higher following comments from Federal Reserve Chair Jerome Powell. During his ...
  • Emerging Vulnerabilities in Emerging Economies
    For many emerging economies, it is imperative to pursue a rebalancing of growth patterns, with a more active approach to managing debt and capital flows ...
  • Crouching Trump, Hidden Dragon
    Once upon a time, there was a land of great promise. This promised land rewards hard work and enterprise with gold while penalizes the weak ...
  • Ingredion Down 9%
    Shares of Ingredion (INGR) are currently down about 9% today. The company warned that Q3 earnings will be about $1.70 per share. Wall Street had ...
  • Morning News: October 23, 2018
    Olympic Steel Is Overlooked And Undervalued Saudi Sees Deals Worth $50 Billion at Investment Conference Despite Boycotts Paul Volcker, at 91, Sees `a Hell of ...
  • Crumbling Materials
    The Materials sector has lagged the S&P 500 for more than ten years. Lately, however, it’s really gotten hammered. In the last year, the S&P ...
  • Stocks Above their 50-DMA
    Here’s a chart that shows just how badly the market’s internals have deteriorated. This show the percentage of stocks in the S&P 500 that are ...
  • Hormel Looks to Meat Alternative
    From Bloomberg: In yet another sign that the mass craving for meat alternatives isn’t a passing fad, natural and organic meat company Applegate Farms, a ...
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  • A little, and then a little more
    Back in May, I had what ended up being a major hand surgery — repairing a torn tendon and in the process reconstructing the end ...
  • Layers
    A central concept on the internet is Layering.  Each of the protocols in the internet stack talks to the layer directly above and below it ...
  • Minimum Viable Economy
    One of my favorite things about the cryptocurrency / blockchain space is that our conception of “what it all means” is still very much in ...
  • The path to decentralization: self-destructing companies
    In June, the SEC gave some of its most concrete guidance to date that cryptoassets can start out as centralized projects, possibly initially sold under ...
  • Trust and fairness
    I was at an event last night, where the moderator, Preeti Varathan from QZ observed that there seemed to be a lot of cynicism in ...
  • Olympic gold medals and longevity
    Perhaps it is better to win the silver, to which other life outcomes might this apply?: This paper compares mortality between Gold and Silver medalists ...
  • Religion matters for Senators
    Does a senator’s personal religion influence their legislative behavior in the Senate? To date, empirical research has answered this question only using senators’ religious traditions, ...
  • The economic value of the entire universe
    This one is about as speculative as you get: Suppose, just for fun, that we accept Posner’s $600 trillion estimate for the value of the ...
  • Friday assorted links
    1. Charter cities, innovative governance conference, San Francisco, September 20. 2. Parrots can make economic decisions.  Article here, it turns out the African grey parrots ...
  • What should I ask Eric Schmidt?
    I will be doing a Conversation with Eric, in San Francisco, September 19.  It is not an open event, but you can apply to attend.  ...
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  • The Best of the Aleph Blog, Part 35
    ==================== In my view, these were my best posts written between August 2015 and October 2015: Learning from the Past, Part 6 [Hopefully Final, But ...
  • The Best of the Aleph Blog, Part 34
    ========================= In my view, these were my best posts written between May 2015 and July 2015: Learning from the Past, Part 5b [Institutional Stock Version] ...
  • The Pips are Squeaking
    Photo Credit: sid================= This should be a short post.  I just want to note the degree of stress that many emerging market countries are under.  ...
  • Thoughts on Bank Debt
      I have long said that until an asset class goes through a “failure cycle,” risk-based pricing will be weak toward the assets in question.  ...
  • Why I Watch the Thirty
    ============= I like long bonds.  I am not saying that I like them as an investment.  I like them because they tell me about the ...
  • So long, farewell
    IT IS an enormous privilege, and responsibility, to write for The Economist and capture a small sliver of readers’ attention. All told, there have been ...
  • The flaws of finance
    BUSINESS school graduates do not all want to work in investment banking these days. The industry does not have the same kind of cachet it ...
  • Hope I save before I get old
    IF YOU reach the age of 65 in the OECD, you can expect to live for another 19 years or so (more if you ...
  • The best books on finance and economics
    THE late Hans Rosling is best known for his Ted talks (here is one on the wonders of the washing machine). Sadly he died last ...
  • Six precepts every investor should remember
    SIR ELTON JOHN has a three-year farewell tour planned. This columnist has only a few weeks to go, before heading off to a new Economist ...
  • Investigating The Crypto Cheaters
      The US Justice Department has just launched an investigation into the manipulation of cryptocurrency prices.  According to Bloomberg : "The illicit tactics that the Justice Department is looking ...
  • Themis Trading Announces New Head of Sales
      Themis Trading is excited to welcome Tyler Platte as our new Head of Sales . Tyler has been a buyside trader nearly his entire career in ...
  • NYSE – The Great Fragmenter
      When we first heard the news of the recent collapse of the acquisition of the Chicago Stock Exchange by a Chinese-led investor group, we ...
  • The Return of Haim Bodek
      Do you remember Haim Bodek?  We first wrote about Haim back in October 2012 in a post titled "Who is Haim Bodek?".  Haim was the ...
  • NYSE Fined Again By The SEC
      NYSE was fined $14 million yesterday by the SEC for five serious violations.  This note will focus on the fifth violation since we think it ...
  • June 3, 2018
    The market gave investors a bit of the bucking bronco act over the past two days, selling off on higher volume Thursday before rebounding sharply ...
  • May 30, 2018
    The futures were jacking higher Monday evening on news that the U.S.-North Korea summit was back on, and were near their highs when I posted ...
  • May 27, 2018
    After a bullish recovery on Wednesday following the release of the latest Fed meeting minutes, the major indexes are all back to the top of ...
  • May 23, 2018
    My Sunday video report made the point that the market and many leading stocks were starting to look somewhat late-stage. By Sunday afternoon, however, futures ...
  • May 21, 2018
    The following was written Sunday, May 20. Stocks give a good account of themselves overall as participants contend with a rising-rate environment. Leadership has been ...
  • CNBC Replay: How to Think About the Market Today
    Here is the full replay from my interview with Briany Sully on CNBC's Worldwide Exchange on how investors should think about the market today. ...
  • Navigating Uncertain Markets
    The future is unknowable, and there are risks inherent to that. Our success in managing those risks will determine our success in investing. With markets ...
  • Replay: Talking About the Economy and Stock Market
    Last week I stopped in at KTVI Fox 2 St. Louis to share some thoughts on the economy and stock market. Click the image below ...
  • Is Your Advisor a Fiduciary?
    The word fiduciary is all over the financial community. In fact, some businesses throw the word around so much it almost starts to lose its ...
  • How Markets Work
    People tend to respect the power of supply and demand in markets in their everyday life, but that respect seems to break down when it ...
  • Oh, What a Stupid Trade War
    Paul Krugman: Oh, What a Stupid Trade War (Very Slightly Wonkish), by Paul Krugman, NY Times: So, the trade war is on. And what a ...
  • Links
    Trump’s Manchurian Trade Policy - Paul Krugman Trump is enabling a predatory economy - Helaine Olen Is GDP Overstating Economic Activity? - FRBSF Interview of ...
  • Is GDP Overstating Economic Activity?
    From an Economic Letter at the FRBSF: Is GDP Overstating Economic Activity?, by Zheng Liu, Mark M. Spiegel, and Eric B. Tallman: Two common measures ...
  • Links
    Trump’s Manchurian Trade Policy - Paul Krugman Actually, the U.S. Can Afford Welfare - Justin Fox The Economics of Disintegration of the Greenland Ice Sheet ...
  • Does Economics Matter?
    Chris Dillow: Does economics matter?: Does economics matter? I ask because I suspect I would understand political debate better if I realized that it doesn’t. ...
  • Europe Provides An Interesting Opportunity
    From WisdomTree: 2018 has been a challenging year for emerging market equities, coming on the back of 2017, which was quite strong. Some observations on ...
  • High-Yield Plays Looking Better And Better
    From Contrarian Outlook: With the recent panic, many people fear there’s just no good way to make good money in stocks anymore. This is really ...
  • Caution Advised In Today’s Markets
    From BlackRock: Rick Rieder and Russell Brownback argue that monetary policy restrictiveness, fading fiscal stimulus, and growing economic uncertainties leave markets more vulnerable today, and ...
  • Is A 1987-Like Crash Imminent?
    From Chris Ciovacco: The 1987 stock market crash occurred on Monday, October 19. The week before was marked by high fear and heavy selling, with ...
  • This Bull Market Is Far From Over
    From Gary Savage: For nine years now every time we have an intermediate degree correction the perma bears crawl out of the woodwork and start ...
  • Talking to Mr. Money Mustache about the US Digital Service
    Last week, I passed my one year anniversary as head of the US Digital Service (USDS). So when Mr. Money Mustache asked for an interview, ...
  • 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 ...
  • 2017 In Review
    (Since it’s the most pressing and biggest topic right now, I’m going to flip the script and start with updates on taxes and legislation out ...
  • Lower future returns: What’s an investor to do?
    Corey Hoffstein over at Newfound Research put up a great presentation on how investors should respond to lower expected returns in the future. First I’ll ...
  • 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 ...
  • China’s Command Innovation
    Hardly a day passes without some sort of China news in the financial headlines. There’s a good reason, too. China is the global economy’s 600-pound ...
  • The Growing Economic Sandpile
    “How did you go bankrupt?”  “Two ways. Gradually, then suddenly.” ―Ernest Hemingway, The Sun Also Rises
  • Revolutionary Future Ahead
    Back in 1936, in Esquire magazine of all places, F. Scott Fitzgerald wrote something profound. “The test of a first-rate intelligence is the ability to ...
  • The Good News Economy
    In my business, there is a fine line between standing by your conclusions and being unwisely stubborn. But no matter what I say, people will ...
  • The Maine Surprise Was Time
    I’m back from Camp Kotok. As always, it was both rejuvenating and enlightening. The Maine woods, lakes, and general environment encourage more candor than I ...
  • quant questions
    The explosion of interest in quantitative investment management presents a variety of issues for asset owners and those who investigate strategies on their behalf.
  • through the glass door
    With new tools available to dig up information on people and organizations, how should they be used in your analytical process to get a sense ...
  • slings and arrows
    Failure seems to be all the rage these days, but how well do organizations embrace the learning that can come from making mistakes and avoid ...
  • compounding knowledge
    Competitive advantage for an organization stems from the alignment of resources within a structure and culture that are designed to produce results. The "how" ...
  • the culture factor
    How do you go about understanding the hidden but important aspects of an organization? Here's a simple place to start.
  • Perfect Gap Fill for Miners
    FEEDThe post Perfect Gap Fill for Miners appeared first on Slope of Hope.
  • Stoned Again
    FEEDIt’s pretty clear that a “hot idea” is over when one starts getting spam mail about it, as I have been: The narrative was simple ...
  • Shattered Trendlines Abound
    FEEDThey’re everywhere. Just everywhere. Of course, it’s all Powell’s fault, so mushroom-dick is just fine. It’s a good day.The post Shattered Trendlines Abound ...
  • Viscosity
    FEEDThe charts I create are deliberately simple. This stands in sharp contrast to the charts of other technicians – – including some who post here ...
  • Twice as Nice
    FEEDI recognize all too well the hazards of making any market commentary at nighttime. I am typing this on Monday evening, alone in my home ...
  • 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 ...
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  • Links
    "...in my view, risk is primarily the likelihood of permanent capital loss. But there’s also such a thing as opportunity risk: the likelihood ...
  • Links
    Tony Deden's remarks at the Grant's Fall Conference (LINK)Horizon Kinetics‬⁩ Q3 Commentary [H/T @chriswmayer] (LINK)Sears’s Edward Lampert Was ...
  • Links
    "You want to look at your stocks as businesses, and think about their performance as businesses. Think about what you pay for them, ...
  • Links
    Jeff Bezos Wants Us All to Leave Earth—for Good - by Steven Levy‬⁩ (LINK)Jeff Bezos chats with Steven Levy at the Wired25 Summit ...
  • Warren Buffett and Charlie Munger on financial institutions
    This is a response to a question about selling Fannie Mae and Freddie Mac, from the 2001 Berkshire Hathaway Annual Meeting, that ...
  • 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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