Financial News Aggregator and a little more!

  • 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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  • Episode 849: It Takes Two To Make A Trade War Fight
    President Trump says China is stealing U.S. technology. So we looked into one case. And things got a little complicated.
  • The Plight Of The Living Dead
    The Death Master File is a list kept by the government. It keeps track of everyone who has died. But what happens when you end ...
  • We're looking for two interns!
    You won't have to get coffee. But you might have to ride a hoverboard. Apply by Sunday, July 8th.
  • The Measure Of A Tragedy
    Venezuela's economy has collapsed, and the normal economic indicators have gotten so bad they're almost unfathomable. So one economist created an indicator to capture the ...
  • The Art Of The Trade War
    The U.S. and China are on track for a trade war. Economists generally say that's a bad idea... but if the U.S. wants to get ...
  • Benefits Lost
    WHO IS YOUR worst financial enemy? Got a mirror? For millions of American workers, their employee benefits play a significant role in their financial lives—and yet ...
  • More Than Money
    WHEN I DECIDED to retire, I kept asking myself, “Do I have enough money?” If I’m lucky enough to live a long life, my savings might ...
  • Happily Misbehaving
    IN SUMMER 2011, a rural Illinois man named Wayne Sabaj was in his backyard picking broccoli, when something caught his eye. Half buried in the dirt, ...
  • Yes, Yes, Hmmm
    SOCRATIC DIALOGUE, anyone? Today, we’re tackling three questions. Almost all HumbleDollar readers will, I suspect, readily answer ”yes” to the first two questions—and balk at the ...
  • Material Girl
    TWENTY-FIVE YEARS ago, I found myself quite unexpectedly spending a night in Reno, Nevada. Gambling was the obvious form of evening entertainment, but money was tight ...
  • OPEC meeting, Saudi Aramco and the State of Commodities
    Because of the diminished long-terms returns-on-invested-capital and the inability for many commodity companies to build what Mr. Buffett and Morningstar call the “sustainable moat”, clients ...
  • Is SP 500 Earnings Growth Topping Out ?
    Here is 6-year detail (both historical and prospective) of SP 500 earnings growth: 2020: +9% (est) 2019: +10% (est) 2018: +22% (est) 2017: +12% 2016: ...
  • Should We Look for a Rally in Treasuries ?
    Europe is weak, China seems to be weakening, trade and tariff issues have suddenly made everyone nervous even though the dollar amounts seem to have ...
  • Fed Rate Hike this Week – Here is the Conundrum
    https://www.frbsf.org/education/publications/doctor-econ/2013/march/federal-reserve-interest-balances-reserves/ One article read this weekend – think it was from the CNBC app – noted that the surprise with this week’s FOMC announcement could ...
  • Apple’s Forward Estimates Updated
    In the weekly SP 500 Earnings update this weekend, some thoughts were given on the Technology sector’s earnings, forward growth estimates, and the influence Apple ...
  • Weekly Market Recap Jun 17, 2018
    After two weeks of rallies, the S&P 500 mostly consolidated this week - except for Friday the action was very reminiscent of 2017 with almost ...
  • Weekly Market Recap Jun 10, 2018
    Last week was much like the ones we saw throughout 2017! Up, up, up nice and slow.... with little volatility. And new ...
  • Weekly Market Recap Jun 3, 2018
    After 2 weeks of low volatility, that variable was introduced back into the holiday shortened week! Another change from 2017 when almost every week ...
  • Weekly Market Recap May 27, 2018
    The second week in a row of low volatility which is usually advantage bulls. Monday saw a nice spike up for indexes and then ...
  • Weekly Market Recap May 20, 2018
    This was a generally quiet week in the senior indexes, consolidating some of the prior week's move up. That said the Russell 2000 ...
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  • Wanderers by Carl Sagan
    Wanderers is a vision of humanity’s expansion into the Solar System, based on scientific ideas and concepts of what our future in space might look ...
  • Market Crashes are bad for your health
    How to Avoid Getting Sick From Financial Markets Start with understanding what can, and cannot, be controlled. Bloomberg, June 20, 2018     Major stock ...
  • We’re Late Cycle. How Late is the Question.
    @TBPInvictus here: What inning are we in in this economic cycle? Sixth? Eighth? Are we going to go into extra innings? This parlor game consumes ...
  • 10 Wednesday AM Reads
    My midweek morning train reads: • From rust belt to robot belt: Turning AI into jobs in the US heartland (MIT Technology Review) see also How Tech Companies ...
  • The Housing Supply Puzzle
    The Housing Supply Puzzle: Part 1, Divergent Markets by Evan Karson, Joseph McGillicuddy, and B. Ravikumar Over the past several months, the pace of U.S. home ...
  • 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. ...
  • Sweet Nostalgia with Warren Buffett and Bill Gates
  • Morning News: June 20, 2018
    Saudi Struggles For Gulf Oil Producers’ Support Ahead of OPEC Meeting China Tells Farmers To Grow More Soybeans Amid Trade Fight With U.S. Cryptocurrencies Fall ...
  • GE Kicked Out Of The Dow
    Dow Jones announced this afternoon that General Electric (GE) is being removed from the Dow Jones Industrial Average for Walgreens Boots Alliance (WBA). This isn’t ...
  • This Week’s Divergence
    It’s still early, but this is an arresting chart: This shows us that High Beta stocks are falling hard while the Low Volatility sector is ...
  • Morning News: June 19, 2018
    What Will OPEC Let Slip for Crude Oil? 5 Reasons The Drop In Gold Prices Shouldn’t Worry Investors Wealthy Asians Are Getting Rich Faster Than ...
  • Bitcoin, Blockchain, and Money
     Another interview with Caitlin Long https://caitlin-long.com/ Blockchain for Dummies Repo_Markets_Handbook Repo3 Free Course: https://mises.org/library/economics-bitcoin-primer But THE book to get, read, and study is AMAZON REVIEW ...
  • Valuation Tutorials
    Introducing HOLT Economic Profit Valuation of Classic Companies I haven’t had a chance to read the above, but a reader shared them.  Let me know ...
  • Project Recovery: Finding Lost Airmen
    https://projectrecover.org/media/
  • Value Investing Seminar; Hating Finance; Doing Research
    Value Investing Seminar in Cyprus I know nothing about this but to let you know: https://cyprusvalueinvestor.com/ Hating Finance Why Everyone Hates Finance and What to Do ...
  • Condemned to Repeat the Mistakes of the Past
    Here We Go Again…….. Financial bubbles are not accidents but rather inevitable outcomes of our asset-backed banking system. To illustrate: imagine a homeowner who owns ...
  • Compound interest goes in both directions
    There is no shortage of writing and punditry about the power of compound interest. As usual Naval has a pithy tweet about it: Play iterated ...
  • just_work = true
    One of my former colleagues, Rob Marianski, and I used to have a running joke — we would be building and debugging something, and he’d ...
  • Focus
    Ryan Caldbeck is on fire on Twitter right now.  Ryan is the CEO of our portfolio company CircleUp, and he just joined Twitter for the ...
  • Finding your discomfort zone
    I have been down in DC the last few weeks, among other things, talking to lawmakers and regulators about cryptonetworks and cryptocurrencies.  As part of ...
  • Digital scarcity
    As readers of this blog can tell, I’ve been spending a lot of my time recently focused on cryptonetworks and blockchains, and in particular, working ...
  • The North Korean summit and deal
    Many of you have asked what I think, so here goes: 1. There is a secret (and unenforceable) deal beneath what is reported.  You may ...
  • The Importance of Institutions
    In honor of President Trump’s meeting with Supreme Leader Kim Jong Un it’s time to reup The Importance of Institutions: The post The Importance ...
  • Washington Metro Qatar markets in everything
    Metro significantly relaxed its policies on extended hours for the Washington Capitals’ run to the Stanley Cup Final, including extending service for Thursday night’s series ...
  • From the comments, Vitalik Buterin
    Analyst June 11, 2018 at 9:05 am | 1. In retrospect, was it a good decision to have ethereum bytecodes executed on every single mining ...
  • My take on why Singapore works so well
    That is the topic of my new Bloomberg column, of course I am considering only one small piece of a larger puzzle.  Here is one ...
  • 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 ...
  • 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. ...
  • 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 ...
  • The Pension Train Has No Seat Belts
    In describing various economic train wrecks these last few weeks, I may have given the wrong impression about trains. I love riding the train on ...
  • Debt Clock Ticking
    Rather go to bed without dinner than to rise in debt. —Benjamin Franklin What can be added to the happiness of a man who is in health, ...
  • The Italian Trigger
    Train wrecks and their financial analogues are a worldwide phenomenon. Europe, as I have written for several years, remains a giant accident waiting to happen—as ...
  • High Yield Train Wreck
    My still-unfolding Train Wreck series is getting a lot of attention. It’s not exactly good news, but people at least appreciate the warnings. Thanks to ...
  • Train Crash Preview
    Today we will summarize something I’ve been thinking about for a long time. Exactly how will we get from the credit crisis, which I think ...
  • 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.
  • a cycle called yourself
    As a long trip together ends, it's time to get more personal and think about the lessons learned from the ups and downs along the ...
  • analysis itself
    Diagrams of investment process invariably illustrate the functional elements and steps of decision making. But what lies deeper within?
  • Volatility Banned by Federal Decree
    Looking at the past decade of volatility, the trend is clear: (a) occasional spikes every couple of years (b) even during the spikes, a high ...
  • Small Caps: To Infinity and Beyond
    Well. Here we have it. Looking closer, one might think at least a modest breather would be due. However, this came out this morning, which ...
  • The Paper Towel Market
    Those of us of a certain age will recall a frequent television commercial for paper towels illustrating how much more absorbent they were than the ...
  • The Trader – A Must-See
    Some of you have seen this before. Some of you haven’t. I’ve watched it many times. If there was one thing that convinced me that ...
  • Going………Going……..Gone?
    I have written about Sotheby’s many times in the past, because it has the curious role of being basically the company catering specifically to Very Rich ...
  • Three Drivers of Hedge Fund Consolidation
    A new report from Navigant Capital Advisors, a Chicago-based investment-banking service provider, says that hedge funds will soon catch a wave of industry consolidation, largely ...
  • Hedge Fund Hegemony And How To Handle It
    By Diane Harrison Hegemony, holding a slightly sinister meaning in most contexts, defines an asymmetrical power relationship, in which there is social, cultural, ideological, or ...
  • FORE! 
    By Bill Kelly, CEO, CAIA Association Certain words in the world of sports are universally recognized and understood, even for those who have never kicked a football or ...
  • Blockchains: Hyped but Here to Stay
    In a recent white paper, a trend analyst and a portfolio manager at Robeco put their heads together to look at the value of blockchains, ...
  • What has private equity done for state pension funds lately?
    Los Angeles-based Cliffwater LLC has recently updated a report it prepared a year ago on how state pension systems have fared by way of their ...
  • 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 ...
  • Links
    "When I was a lawyer, I used to say, 'The best business getter any lawyer has is the work that's already on his ...
  • Links
    "It does not matter what you bear, but how you bear it." --Seneca ("Of Providence")Warren Buffett and Bill ...
  • Howard Marks Memo: Investing Without People
    Link to Memo: Investing Without PeopleOver the last twelve months I’ve devoted three memos to discussing macro developments, market outlook, ...
  • Links
    Giving it Away: The Other Buffett Family Business (LINK)AT&T, Time Warner, and the Need for Neutrality - by Ben Thompson (LINK)
  • Inevitables vs. Highly Probables
    From Warren Buffett's 1996 Letter to Shareholders:Companies such as Coca-Cola and Gillette might well be labeled "The Inevitables."  Forecasters ...
  • 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 ...
  • The Fall of GE and the Rise of Indexing
    Something important is happening to corporations these days – they aren’t living as long as they used to. According to researchers at Dartmouth a public ...
  • EBI West Conference!
    Just a FYI here – I am speaking at this weekend’s EBI West conference organized by Ritholtz Wealth. This is one of the best investment ...
  • Tariffs Won’t Make America Great Again
    Donald Trump made a big stink at the G-7 this past weekend because he refuses to understand the simple reality of the US trade situation ...
  • ‘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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