Financial News Aggregator

  • Nutrients and Risk Factors
    Critical points by Andrew Ang in Asset Management: A Systematic Approach to Factor Investing.  Ang makes the comparison between risk factors (like value, low volatility, ...
  • Can Momentum Be Arbitraged Away?
    Will momentum “work” in the future just because it did in the past?  Or, is momentum susceptible to having its returns arbitraged away?  Valid question, ...
  • Fund Flows
    Mutual fund flow estimates are derived from data collected by The Investment Company Institute covering more than 95 percent of industry assets and are adjusted ...
  • Relative Strength Spread
    The chart below is the spread between the relative strength leaders and relative strength laggards (universe of mid and large cap stocks).  When the chart ...
  • Rebirth of Separately Managed Accounts
    InvestmentNews on the strong growth of separately managed accounts: A class of products that have been around for a long time are undergoing a rebirth: separately ...
  • PepsiCo (PEP) Dividend Stock Analysis 2014
    PepsiCo, Inc. (PEP) manufactures, markets, and sells various foods, snacks, and carbonated and non-carbonated beverages worldwide. The company operates in four divisions: PepsiCo Americas Foods ...
  • How to Invest Like Warren Buffett
    Warren Buffett is the most successful stock investor in the world. He made his first $20 million dollars by running a hedge-fund like investment partnership ...
  • Kinder Morgan Limited Partners Could Face Steep Tax Bills
    As I touched upon earlier last week, Kinder Morgan is trying to combine all companies under a C-Corp corporate umbrella of Kinder Morgan Inc (KMI). ...
  • Hershey (HSY) Dividend Stock Analysis
    The Hershey Company (HSY), together with its subsidiaries, manufactures, markets, distributes, and sells chocolate and sugar confectionery products, pantry items, and gum and mint refreshment ...
  • Procter & Gamble (PG) Dividend Stock Analysis 2014
    The Procter & Gamble Company, together with its subsidiaries, manufactures and sells branded consumer packaged goods. The company operates through five segments: Beauty, Grooming, Health ...
  • Friday links: talented graduates
    On the bookshelf: Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations Corporations by Tobias Carlisle. Felix Salmon, “No longer ...
  • App apathy
    Earlier this week we wrote about the state of the app economy and the idea of how bundling and unbundling help define how software has ...
  • Thursday links: investing favors
    Quote of the day David Merkel, “Like any other thing in investing, no one is out to do you a favor. New stock tends to ...
  • Wednesday links: stationary over time
    You can keep up with all of our posts by signing up for our daily e-mail. Thousands of other readers already have. Don’t miss out! ...
  • Tuesday links: a big waste of time
    On the bookshelf: @TimHarford “strongly recommends” Ed Catmull’s Creativity Inc.: Overcoming the Unseen Forces That Stand in the Way of True Inspiration. Quote of the ...
  • S&P 500 Higher or Lower from Here?
    Jackson Hole has come and gone, so which way will the market head from here?  Please take part in our Bespoke Market Poll by letting ...
  • Dow 30 Trading Range Screen
    Below is an updated snapshot of our Dow 30 trading range screen, which takes a look at where the 30 members of the Dow are ...
  • Bespoke CNBC Appearance (8/21/14)
    Bespoke's Paul Hickey appeared on CNBC's Squawk Box with Jim O'Shaughnessy on Wednesday morning to discuss the current market rally and more specifically the Consumer Discretionary ...
  • Jobless Claims Dip Back Below 300K
    Jobless claims fell by 14K last week, falling back below 300K and below consensus forecasts for a level of 303K.  With claims alternating between above ...
  • Philly Fed Hits Multi-Year High
    Today's release of the Philly Fed report for the month of August not only came in stronger than expected, but the General Business Conditions index ...
  • The Dull Stock Portfolio
    As long-term readers know, I’m a big fan of dull stocks. These are companies that are highly profitable, very well-run and are as dull as ...
  • Ross Stores Soars
    Great day for Ross Stores ($ROST). The shares have been up by as much as 7.3% in today’s trading. This has been ...
  • CWS Market Review – August 22, 2014
    “There is a danger of expecting the results of the future to be predicted from the past.” – John Maynard Keynes Ladies and gentlemen, I ...
  • Morning News: August 22, 2014
    Dollar Poised for Biggest Weekly Gain Since January Gold Near Two-Month Low; Set For Weekly Drop on Interest Rate Fears Europe Fears Banks Lack Cash ...
  • All-Time High
    We did it! The S&P 500 rallied to a new all-time high close today of 1,992.37. We’re now inches away from S&P 500 2,000. The ...
  • The annual letters for Blue Chip Stamps from 1978 to 1982, written by Charlie Munger
    Max, who also compiled Warren Buffett's shareholder letters as well as the 1995-2001 Baupost letters, has put together another great compilation.
  • The Complete Up Series
    In an interview he did with Tim Ferriss during the release of Think Like a Freak, Steven Dubner mentioned this as his favorite documentary...
  • Links
    How Fortunes are Made in the Stock Market (LINK)Related book: 100 to 1 in the stock market (You can also find a ...
  • Grant's Interest Rate Observer: Summer Break Issue 2014
    Link to: Grant's Interest Rate Observer: Summer Break Issue 2014This anthology of recent articles, our summertime e-issue, is for you. Please ...
  • Links
    Robert Shiller article: The Mystery of Lofty Stock Market Elevations (LINK)Robert Shiller on CNBC (video) (LINK)Andrew Smithers: Long-term investing (
  • Four Patterns and a Theory
    All seven of the IHS patterns that I’ve been watching since the lows last week have now made target apart from TRAN and RUT, and ...
  • Amazon vs Hachette: Why An Axe May Beat A Hammer (Part 2)
    (For Part One Click Here) Just a scant 15 years ago the internet and everything we now take for granted was almost unimaginable. If you ...
  • Commodity Bounce Coming?
    With a complete paucity of long ideas I can offer up with a straight face, I present a couple of commodity-oriented ETFs that might………..might!……….be headed ...
  • Swing Trading Watch-List: ACAS, AKAM, BBBY, FSLR, HUN
    Here is today’s swing-trading watch-list: Long American Capital (ACAS) Long Akamai Technologies (AKAM) Long Bed Bath & Beyond (BBBY) Long First Solar (FSLR) Long Huntsman ...
  • Won’t You Be My Neighbor?
    For a price not much higher than that of the Six Million Dollar Man, you can come hang with me here in drought-sticken Palo Alto! ...
  • Business Radio Podcast
    I can’t rec these interviews enough.  Barry Ritholtz chats up lots of investment luminaries including Gundlach, Arnott, etc….bookmark! http://www.bloomberg.com/podcasts/masters-in-business/
  • The Most Interesting Chart of 2014 (So far)
    Read, and then re-read this study.  Patrick and I chatted about this study when I was in NYC last over beers and wine…my guess was ...
  • Cambria Raising a Crowdfund Round
    I have been following the crowdfunding space with interest over the past few years, and dabbled a bit investing in a few private companies.  As ...
  • Top July Tweets
    From @MebFaber [View the story " " on Storify]
  • Does the Government Owe You Money?
    I do this post every year around tax time, and somehow forgot this year.  But, when I saw this New York Times article I thought ...
  • Turning the tables
    PITY the citizen of a modern democracy. They may seek to escape the shouting heads on cable TV by keeping themselves informed directly. While the ...
  • Is fish fungible?
    SO Vladimir Putin has reacted to Western sanctions by imposing his own. Imports of cheese, fish, beef, pork, fruit, vegetables and dairy products are being ...
  • A glass darkly
    SO HAS the recent economic news been good or bad? The second quarter American GDP numbers were strong (although combined with Q1, they mean the ...
  • A war that finance didn't want
    IT IS a common place in left-wing circles that wars are started to satisfy capitalist interests; arms manufacturers and the like. Thus the Socialist Party ...
  • Running out of steam
    SO AFTER yesterday's mini-selloff the Dow Jones is fractionally down for the year; the same goes for the FTSE 100 in London, Germany's DAX, France's ...
  • Bill Fleckenstein
    Bill Fleckenstein: President of Fleckenstein Capital - Bill also writes a popular column ‘Contrarian Chronicles’ for MSN Money as well as the daily Market Rap ...
  • Gerald Celente
    Gerald Celente: Founder & Director of the Trends Research Institute - Gerald has had a long track record of making some of the most controversial, ...
  • James Dines
    James Dines: Founder of The Dines Letter & Acclaimed Author - He is legendary for his bull market predictions including correct forecasts that were in ...
  • Michael Belkin
    Michael Belkin - Founder, Financial Market Strategist & Author of The Belkin Report - Mr. Belkin counsels prominent hedge funds, investment banks, institutional money managers, ...
  • Andrew Huszar
    Andrew Huszar: Former Fed Member & Former Managing Dir. At Morgan Stanley - Andrew was Managing Director and U.S. Head of OTC Derivatives Client Clearing for Morgan ...
  • Twitter Digest: 2013-06-09
    Given that I block NSA & PRISM tweets, was entertaining tuning into twitter & trying to figure why everyone was on about Lord Snowdon -> ...
  • Twitter Digest: 2013-06-07
    Photo-set: Flooding Across Central Europe – http://t.co/8G6j8teCbd -> CDC Update: Severe Respiratory Illness Associated with Middle East Respiratory Syndrome Coronavirus – http://t.co/hWqN1338VN -> Col Flagg: ...
  • Twitter Digest: 2013-06-05
    FRED: Free Energy Data – http://t.co/90H7GVDazO -> Solipsisms ‘r’ us, courtesy of my friends at @thinkup: I apparently mention me a lot – http://t.co/9rTRXvBM9D -> ...
  • Twitter Digest: 2013-06-04
    The new Google Maps is truly Windows-ishly slow loading. I find myself non-clicking map links to avoid the dot-dot wait screen. -> Looking at 1980 ...
  • Pricing and EZ membership: Evidence from Latvia
    What happens to prices when a country joins a currency union, and do prices behave differently in a pegged exchange rate regime? This column ...
  • Ballooning finance
    The Global Crisis has intensified debates over the merits of financial innovation and the optimal size of the financial sector. This column presents a model ...
  • Nominal GDP targeting for developing nations
    Central banks, especially in developing countries, still seek transparent and credible communication. Yet signalling intentions through forward guidance or commitment sometimes creates undesirable constraints. This ...
  • How to jumpstart the Eurozone economy
    The stagnating Eurozone economy requires policy action. This column argues that EZ leaders should agree a coordinated 5% tax cut, extension of budget deficit targets ...
  • Maternal grief and child outcomes
    Adverse health or nutrition shocks to pregnant women can have significant and often long-lasting effects on the outcomes of their children, but much less is ...
  • Dead Poets Society
    To Be Read At The Opening of D.P.S. Meetings: “I went to the woods because I wished to live deliberately, to front only the essential ...
  • A Lesson in Friendship
    Around 10:00 pm one night when I was 16 my cell phone rang. My best friend was barely able to remain calm enough to get ...
  • Lincoln on Leadership
    Fight the Good Fight The probability that we may fall in the struggle ought not to deter us from the support of a cause we ...
  • What makes Warren Buffett a great investor? Is it the intelligence or the discipline?
    I thought this excerpt from Warren Buffett’s 2011 interview in India was relevant to not only investing but also decision making. A member of the ...
  • Steve Jobs on Creativity
    “Originality depends on new and striking combinations of ideas.” — Rosamund Harding In a beautiful article for The Atlantic, Nancy Andreasen, a neuroscientist who has ...
  • Rethinking Buffett's "favorite" valuation metric
    I have written about this topic before (see He who solves this puzzle shall be King), but in his weekly commentary, John Mauldin ...
  • What the USD breakout means
    In case you missed it, the USD Index staged an upside breakout today.
  • A Jackson Hole sneak preview
    As the markets anticipate Janet Yellen's keynote speech at Jackson Hole entitled "Re-Evaluating Labor Market Dynamics", I came upon this Chicago Fed publication that ...
  • Onwards and upwards
    Weekly Trend Model signalTrend Model signal: Risk-offDirection of last change: PositiveThe real-time (not back-tested) signals of the Trend Model is shown ...
  • Why active managers underperform
    It is a tru-ism these days that active managers tend to underperform the index. Cullen Roche recently wrote a blog post about the challenges ...
  • Yonder is Jackson Hole
    With Jackson Hole and Yellen’s speech underway, the market is undoubtedly processing it in real-time to see if there are any subtle shifts in Fed ...
  • Potential Intraday Runners
    Here’s a look at today’s runner screen courtesy of The PPT: CLICK HERE FOR CHARTS Tickers of interest include: GMCR, DDD, VJET, XONE, TCS, UNTD, ...
  • Strategy for Playing Earnings Season and Jackson Hole
    The following is just a small excerpt from my latest Weekly Strategy Session (please click on that hyperlink for details about trying it out). which I published for members ...
  • Trade Ideas For Friday
    DDD – Let’s see if the 3D space can catch a bid here. I’m looking for a squeeze here in DDD above the 20 day ...
  • Finish the Hymn with These Stocks
    In the event we see heavily-shorted names squeeze again, here are some actionable long ideas. Please click the screen shot below for a larger view ...
  • STTG Market Recap August 21, 2014
    Despite short term overbought conditions the markets are holding up and not really coming in. Once we turn to bull modes generally overbought conditions ...
  • STTG Market Recap August 20, 2014
    Indexes opened down a bit to begin Wednesday - from which dip buyers came in and provided a constant stream of buying until the Federal ...
  • STTG Market Recap August 19, 2014
    Another gap up to start Tuesday as bulls have taken back control of the markets. After the initial surge at the open most of ...
  • STTG Market Recap August 18, 2014
    Once again, another correction attempt ends in a trail of tears for the bears. We were at some key inflection points at the end ...
  • STTG Market Recap August 15, 2014
    A good week for the bulls ended in quiet fashion as indexes tried to gap up once again, which finally led to some selling - ...
  • the ironic triumph
    A new essay by a legendary member of the investment profession about the life cycle of "performance investing" demands your attention and your response.
  • translations
    A successful investment organization requires a mixture of skills and capabilities. It is easy to overlook the need for communication skills in the pursuit ...
  • you get the market
    The ongoing debate among market participants about active and passive investment approaches overlooks an established trend that could bring radical changes.
  • evolutions and revolutions
    Inspiration can come from unexpected places at unexpected times. Will you be open to it, or will you want to listen to the same ...
  • cover bands
    The degree to which an investment organization differentiates itself from the crowd is one of the most important strategic considerations of the day.
  • Value Stocks In Market Corrections
    So with all of this talk of a market correction coming and people wondering what to do in this toppy market, Pzena put out an ...
  • TETAA: Teton Advisors, Inc.
    Speaking of nanoo, nanoo, how about a nano-cap?   There is some interest in small cap stocks as they tend to outperform over ...
  • Y So Cheap?
    Alleghany (Y) announced earnings earlier this week; BPS is up +9.4% in the first six months to $451.65/share.  The stock is trading ...
  • Catmull's Mental Models
    OK, so I mentioned this book in my last post:       Creativity, Inc: Overcoming the Unseen Forces That Stand in ...
  • Cost Cutting, R&D etc.
    This is going to be a wandering post, just thinking out loud about a few things that have been on my mind.  I've been posting ...
  • Madison Weekly Market Wrap 1.12
    This week’s Market Wrap is now available at the link below. The Madison Weekly Market Wrap 1.12
  • Myopinion
    Noah Smith (@Noahpinion on Twitter) made an interesting assertion yesterday about the purpose of argument. Smith began by noting Boston University economist Laurence Kotlikoff’s op-ed ...
  • Robin Williams: In Memoriam
    The great comedian and actor Robin Williams was found dead on Monday afternoon of an apparent suicide. The loss is an enormous one. The tributes have ...
  • Trouble in Paradise
    It’s a problem that is now — finally — discussed and sometimes dealt with. Increasingly, investors of various type are questioning high-cost, high-risk strategies (often ...
  • “So you’re telling me there’s a chance”
    As I pointed out in my previous post, we can only advance scientifically indirectly — via falsification — rather than by confirmation. Correlation does not ...
  • Post Felix
    Today is Felix’s last day at Reuters. Counterparties may have been the brainchild of Felix and the recently departed Ryan McCarthy, but the blog, site, ...
  • The Piketty pessimist
    Her syllogism runs something like this: -Capitalism has survived this far because it delivered strong, widely-shared growth. -If capitalism fails to continue to deliver ...
  • The most expensive lottery ticket in the world
    The real winners are the happy and well-paid engineers, enjoying their lives and their youth while working for great companies like Google. In the world ...
  • The problems of HFT, Joe Stiglitz edition
    The most interesting and provocative thing to be written of late about financial innovation in general, and high-frequency trading in particular, comes from Joe Stiglitz.
  • Private equity math, Nuveen edition
    If Madison Dearborn really is breaking even on this deal, that only goes to show the enormous disconnect between the economics of private equity companies ...
  • Oil price check up
    Tom Kloza, Gasbuddy.com chief oil analyst, shares his outlook on gas and oil prices.
  • Soaring airline stocks
    Joseph DeNardi, Stifel Nicolaus analyst, checks out the high flying performers in the airline sector. My favorite stock is Delta right here, say DeNardi.
  • Boost coming to auto parts: Analyst
    Michael Lasser, UBS, explains why the need for auto parts will increase, and which stocks will benefit.
  • Lowe's beats estimates
    Brian Nagel, Oppenheimer & Company analyst, breaks down Lowe's earnings and compares its results to Home Depot. It a positive Lowe's is not changing its ...
  • Analyst says Home Depot 'a top retail pick'
    Home Depot reported same U.S. same store sales in Q2 were up 6.4 percent. Brian Nagel, Oppenheimer & Co.
  • It’s Not a Chase For Yield, It’s a Chase For Fees
    “One lesson from 2008 is that if it’s very complicated and you don’t understand it, maybe you shouldn’t buy it.” – Harry Markowitz
  • Q&A – Ask Me Anything
    Since I am trying out the site without comments I figure the least I can do is open things up to a Q&A more often. ...
  • 2 Bullish Macro Indicators
    Sometimes it’s easiest to understand the big picture with the simplest indicators.  And two of the more trust ones in the macro arsenal are the ...
  • CAPE Round-Up
    There was a lot of good content on the use of CAPE as an indicator this week and that brought out some older analysis as ...
  • Rail Traffic Keeps on Chugging Along
    Intermodal rail traffic posted a 5.4% gain in the most recent week bringing the 12 week moving average down to 6.1%.  That is a strong ...
  • Profits without Prosperity
    Returning off shored money to the US was a way to create jobs politicians promised and promoted back in 2004.  But not so much was ...
  • Open thread August 22, 2014
  • Some background on Ferguson, Missouri
    Charles Reid explains a bit on some background for the news in Missouri: Quite properly, journalistic reaction to events in Ferguson, Missouri, has focused on ...
  • Bullshit to cash ratio
    Dan here…Yves Smith reminds us on the announcement of a reported ‘biggest fine ever’ on Bank America that the deals, fines, and reporting on mortgage ...
  • European Doldrums
    by Joseph Joyce European Doldrums European economies are faltering.  The German economy contracted in the second quarter, as did those of France and Italy. Growth ...
  • Madison Weekly Market Wrap 1.12
    This week’s Market Wrap is now available at the link below. The Madison Weekly Market Wrap 1.12
  • Myopinion
    Noah Smith (@Noahpinion on Twitter) made an interesting assertion yesterday about the purpose of argument. Smith began by noting Boston University economist Laurence Kotlikoff’s op-ed ...
  • Robin Williams: In Memoriam
    The great comedian and actor Robin Williams was found dead on Monday afternoon of an apparent suicide. The loss is an enormous one. The tributes have ...
  • Trouble in Paradise
    It’s a problem that is now — finally — discussed and sometimes dealt with. Increasingly, investors of various type are questioning high-cost, high-risk strategies (often ...
  • “So you’re telling me there’s a chance”
    As I pointed out in my previous post, we can only advance scientifically indirectly — via falsification — rather than by confirmation. Correlation does not ...
  • August 20, 2014
    Over the weekend I mentioned the concept that in the absence of bad news, the market felt like it wanted to go higher, and so ...
  • August 17, 2014
    On a purely technical basis, the NASDAQ Composite Index ran into resistance at the upper end of its current sideways price channel on Friday, reversing ...
  • August 13, 2014
    When I was younger and my time was all my own, I used to spend many afternoons surfing the waves along the Santa Monica Bay ...
  • August 10, 2014
    The market looked to be en route to another up opening that was destined to fizzle out on Friday, but news that Russia had ended ...
  • August 6, 2014
    The NASDAQ Composite Index, shown below on a daily candlestick chart, pretty much sums up the current general market situation. After the break off the ...
  • The impossible trinity?
    Just ahead of the week's big Fed events, and with the sour taste of the BOE's zigging and zagging left in the mouth, Macro Man ...
  • Here we go again
    So here we go again.Stocks have (probably correctly) looked through ongoing tensions in Ukraine and are within a pitching wedge of the all ...
  • You wonder why macro isn't making any money?
    Short sterling pricing before UK Mansion House evening, June 12th:
  • Guardians of the Financial Galaxy
    Macro Man had the, ahem, "pleasure" of taking his youngest, Macro Boy the Younger, to the cinema over the weekend to view the latest comic-book ...
  • A few things we've learned this week
    1) The ECB does not wish to become a sausage factory2) Russian banks can still access ECB liquidity, but only if they ...
  • Australia At Major Risk
    The post Australia At Major Risk appeared first on Short Side of Long.
  • Geopolitical Concerns In Asia
    The post Geopolitical Concerns In Asia appeared first on Short Side of Long.
  • August Market Breadth
    Chart 1: HL Ratio has recently fallen but stocks still remain in an uptrend  Source: Short Side of Long The strong market recently went through ...
  • Stocks vs Gold: Three Years On…
    Chart 1: Three years ago, in August ’11 Gold peak & US stocks bottomed  Source: Stock Charts (edited by Short Side of Long) With only two ...
  • Gold Miners Update
    Chart 1: Gold Miners have performed quite well since late May bottom  Source: Bar Chart (edited by Short Side of Long) Yesterday I had quite a few conversations ...
  • All-Time Highs in the Stock Market are Perfectly Normal
    “If you think the market’s “too high” wait ’til you see it 20 years from now.” – Nick Murray In late July the S&P 500 ...
  • Looking Beyond Interest Rate Risk in Bonds
    Interest rate risk has been THE big worry for bond investors for a number of years now.  It seems that everyone has been predicting a rise ...
  • The 4 Year Rule
    One of the most difficult challenges of transitioning to retirement from the working world is a complete change in mindset with regards to an investment ...
  • The New Headline Indicators
    “There are few corners of the investment business where reversion to the mean does not hold sway.” – Michael Mauboussin Investors are constantly searching for ...
  • Are Commodities For Trading or Investing?
    Before 1990, there wasn’t an easy way for investors to put money to work in a diversified basket of commodities. Unless you had your own ...
  • The Active Decisions of a “Passive” Investor
    Recently my friend Cullen wrote a piece titled “Putting the “Underperformance” of Active Managers in Perspective” that spurred a bit of discussion between the two ...
  • How should a millennial’s balance sheet look?
    There has been a considerable amount of discussion lately about the investment habits of Gen Y, aka millennials. Most of the headlines claim that millennials ...
  • What Goes Around
    Last week we got a brand new niece, Hazel Elizabeth.  She is both healthy and beautiful.  Our toddler is very excited that there is another ...
  • Knowing Vs. Doing
    This summer I’ve become halfway-decent on the mountain bike. Good saddle time, good riding buddies and pushing myself (and a new bike…) have led to ...
  • Everything Wrong with Traditional Investment Advice
    Recently in the Wall Street Journal there was a piece titled “Small Stocks Could Be Getting Too Cocky.” Quite frankly, it was full of the ...
  • All-Time Highs in the Stock Market are Perfectly Normal
    “If you think the market’s “too high” wait ’til you see it 20 years from now.” – Nick Murray In late July the S&P 500 ...
  • Looking Beyond Interest Rate Risk in Bonds
    Interest rate risk has been THE big worry for bond investors for a number of years now.  It seems that everyone has been predicting a rise ...
  • The 4 Year Rule
    One of the most difficult challenges of transitioning to retirement from the working world is a complete change in mindset with regards to an investment ...
  • The New Headline Indicators
    “There are few corners of the investment business where reversion to the mean does not hold sway.” – Michael Mauboussin Investors are constantly searching for ...
  • Are Commodities For Trading or Investing?
    Before 1990, there wasn’t an easy way for investors to put money to work in a diversified basket of commodities. Unless you had your own ...
  • Retailer Inventory Comparison
    There have been a few comments on retail/apparel earnings calls suggesting that retailers are currently managing their inventories relatively tightly.  Fossil, for instance, said this: ...
  • Market Share of Public Homebuilders
    According to data released this morning, housing starts rebounded in July.  97,000 units were started, which is 7.6% more than in July 2013.  Even with July’s ...
  • Updated Earnings Picture
    95% of the S&P 500 has now reported earnings results for the second quarter of 2014.  On the whole the results were quite strong.  Below ...
  • Company Notes Digest 8.15.14
    A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook ...
  • Why US Interest Rates are Deservedly Higher Than the Rest of the World
    US interest rates fell again today, just as they have for most of 2014.  After starting the year at 3%, the 10 year yield is now ...

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