Financial News Aggregator

  • BASF Lowers 2015 Forecast
    German chemical company reported a 4.8% decline in third-quarter profit, hurt by the slowing global economy and weaker demand in Europe.
  • Ericsson Beats Forecasts
    Ericsson’s revenue grew more than expected in the third quarter, but uncertainty about North American operators’ mobile network spending threw a wet blanket over the ...
  • U.K. Growth Slows in Third Quarter
    U.K. economic growth slowed in the third quarter, official data showed, in the latest sign the global recovery may be losing steam.
  • Statoil Pockets New Australian Exploration Permit
    Norway’s Statoil has secured an exploration permit in the Northern Carnarvon Basin in the northwest part of Australia, its third asset in the country.
  • IMF Warns on Eastern Europe Income Convergence
    Progress toward closing the gap in incomes between eastern and western Europe has stalled, and in some cases is going in reverse, the International Monetary ...
  • Pension Firms Attack EU Plans
    Europe’s pensions industry has accused its European Union regulator of over-reaching its authority by pursuing plans to develop what pension funds say amounts to a ...
  • Testing Europe's Stress Tests
    Europe's banks might actually be more than $600 billion short of the capital they would need in a severe crisis.
  • Europeans Too Bummed to Drink, Smoke or Clean
    Earnings reports from some of the biggest European consumer companies make for grim reading. You know the economy is in trouble when prices of Dove Soap ...
  • Where to Find India's Black Money
    Narendra Modi has been lambasted for struggling to recover "black money" from abroad. He'd have better luck, and do more good, by looking at home. 
  • Give Japan's Abe a Break on Women
    Some of Shinzo Abe's mostly foreign critics are contending that his drive to increase the economic role of women is a sham. That's far from ...
  • The Wrong Way to Revive Japan
    Prime Minister Shinzo Abe's attempts to game the Japanese stock market will be futile, unless he puts more effort into the harder work of real ...
  • Stock vs. Company
    Former Microsoft CEO, Steve Ballmer: During time that our market cap went from $500 billion to $200 billion our profit tripled from $9 billion to ...
  • Commodities Corner: Agricultural Markets Finding Demand
    It’s no secret the majority of commodities markets have had a very tough year.   Some of the hardest hit sectors have been the energies, grains, ...
  • DWA ETFs
    Shown below are Point & Figure charts of the 17 ETFs for which Dorsey Wright & Associates is the index provider (as of 10/23/14): PowerShares ...
  • What scares you the most financially?
    With Halloween right around the corner, we’re going to get financially spooky.  What scares you the most financially?  From the conversations I have  had with ...
  • Global Equity Indices: Trendlines, Trendlines, Trendlines
    Recent declines in global equity indices throughout much of August – mid October seemed to create a panic throughout much of the financial media.    It ...
  • Blue chips: big and trapped
    Much has been made of the late about the woes facing some of America’s bluest of blue chips. In quick succession IBM (
  • Thursday links: psychological drivers
    Quote of the day Michael Batnick, “Make no mistake that what we’re experiencing now has literally nothing to do with global growth, earnings or valuations. ...
  • Wednesday links: creative quants
    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: gimmicky guidance
    Quote of the day Herb Greenberg, “I have no idea why companies give short-term guidance, let alone long-term guidance — let alone five-year forward guidance.”  ...
  • Monday links: global market turbulence
    Markets What is global market turbulence telling us?  (Gavyn Davies) Signs of an oversold stock market.  (The Short Side of Long) On the high yield-emerging ...
  • Bulls Running
    With the S&P 500 on pace for its best week since the beginning of 2013, individual investors continue to get more bullish.  According to the ...
  • Jobless Claims Rise From 14 Year Low
    Jobless claims rose by 17K in the latest week, but given we were coming off a print last week that was the lowest in more ...
  • EPS Strong; Revenues Weak
    Just over 300 companies (around 15% of all companies) have reported earnings so far this season, giving us enough data to go ahead and take ...
  • Asset Class Performance Since the October 15th Short-Term Low
    Below is a look at how various asset classes (using tradeable ETFs) have performed since stocks put in a short-term bottom on October 15th.  For ...
  • Losers Bounce Back in a Big Way
    The average stock in the Russell 1,000 fell 8.64% from September 18th through October 15th.  Since the close on the 15th, the average stock in ...
  • Microsoft Earns 54 Cents per Share
    More Buy List earnings. After the bell, Microsoft ($MSFT) reported fiscal Q1 earnings of 54 cents per share. That topped expectations of ...
  • AT&T Breaks Below DTV Merger Band
    AT&T ($T) is down down 90 cents per share today to $33.60. That’s also below the DirecTV ($DTV) merger ...
  • Morning News: October 23, 2014
    Eurozone Economy Picks Up Slightly in October, But France Weighs Spanish Unemployment Lowest Since 2011 as Economy Grows U.K.’s Falling Retail Sales Suggest Economy Losing ...
  • Q3 Earnings Season Calendar
    We’re now in third quarter earnings season. Sixteen of our 20 Buy List stocks have quarters that ended in September. Here’s a list of each ...
  • C.R. Bard Earns $2.15 per Share
    CR Bard ($BCR) just reported Q3 earnings of $2.15 per share. The company told us to expect earnings to range between $2.07 ...
  • Short Setups If This Is The End Of The Dead Cat Bounce
    The bears have been ripped to shreds since last Wednesday’s bottom and have been no where to be found since then. However, despite the huge ...
  • Why Feeling Good is Bad
    This content is only available to Slope+ users.
  • Revisiting Truth’s Moment
    Way back on August 30, I did a post called Past Fear, Present Fear, which offered up an analog of the VIX (please read it ...
  • Apple Lifetime High
    Well for me, Tuesday stunk, Wednesday was great, and today mega-stunk. At least I’m not short Apple, which has hit its highest level in history ...
  • Commodities Ready to Reverse?
    With oil pushing higher (finally), DBC seems to be getting some strength and, as cheap as it looks, appears like a good buy. I’m not ...
  • Credit - A Descent into the Maelström
    "You drown not by falling into a river, but by staying submerged in it." - Paulo Coelho
  • Credit - Actus Tragicus
    "We live in an age of mediocrity." - Lauren BacallLooking at the dismal European data coming out ...
  • Credit - Sprezzatura
    "When you can't make them see the light, make them feel the heat." - Ronald ReaganListening with ...
  • Is art a good investment?
    “Nothing great in the world has ever been accomplished without passion.“- Georg Wilhelm Friedrich HegelMiss ...
  • Credit - Wall of Voodoo
    "It is enough that the people know there was an election. The people who cast the votes decide nothing. The ...
  • Look Who Decided to Show Up to the Party…
    I mentioned on Twitter the other day that trendfollowing is my desert island strategy.  Trendfollowing had a great Sep, and is having a great 2014 ...
  • Single Best New Site For Investors
    I am super happy to announce that Research Affiliates has build out a pretty killer new capital market forecast site, complete with CAPE updates! Enjoy! ...
  • Omaha, Process, & Skin in the Game
    Every time Peyton Manning steps up to the line of scrimmage he is prepared to audible.  He has spent thousands of hours of film study ...
  • A New Medium
    I have spent more and more time listening to podcasts. They are the perfect medium for chats on investing – really the exact opposite of ...
  • Notes from Bhutan
    I’ve been spending a few days in Bhutan with my Mom (photo below), and it’s been a truly special trip.  I’ve had a little time ...
  • The bear case for EM
    WHATEVER happened to emerging markets? They were supposed to bail the developed economies out of the financial crisis. And they were also supposed to provide ...
  • Curiosity killed the copycat
    CAN active managers outperform? Clearly, the answer, on occasion, is yes. But can they be relied upon to do so? That is a much ...
  • A blessing in disguise?
    WHEN Winston Churchill, having led Britain to victory in the second world war, was defeated in the 1945 ...
  • Deflation fears or toddler tantrum?
    MAY you live in interesting times. The old curse seems apposite today, as markets get lively again. As I write (and things can change rapidly) ...
  • Is there a limit to revenue-raising?
    THERE has been a lot of debate about austerity in recent years and about the long-term viability of developed government finances, given their aging populations. ...
  • Rick Rule
    Rick Rule: Chairman / Founder of Sprott Global Resource Investments Ltd. - Global manages over a billion and through recent acquisition is now part of ...
  • Michael Pento
    Michael Pento: President of Pento Portfolio Strategies - Michael is a well-established specialist in the “Austrian School” of economics. A regular on CNBC, Bloomberg, Fox ...
  • Egon von Greyerz
    Egon von Greyerz (EvG): Founder and Managing Partner of Matterhorn Asset Management AG & GoldSwitzerland - EvG forecasted the current economic problems over 10 years ...
  • Dr. Paul Craig Roberts
    Dr. Paul Craig Roberts - Former US Treasury Official, Co-Founder of Reaganomics, Economist & Acclaimed Author - Dr. Paul Craig Roberts is an American economist, ...
  • 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, ...
  • Hyper-pricey homes to sap housing growth
    The New York Building Congress predicts that residential construction spending will increase by billions of dollars over the next two years. The hitch is that ...
  • $97M house sale fires up Hamptons
    The record year logged by residential properties all across New York City in late 2013 and early 2014 is now being felt as far away ...
  • Port Authority proposes new whistle-blower system
    The agency under scrutiny since allies of New Jersey Gov. Chris Christie closed lanes at the George Washington Bridge last year proposed a whistle-blower system ...
  • Subway ridership hits record high
    The Metropolitan Transportation Authority announced Wednesday that more than 6 million people rode the subway on five separate days in September, breaking the record for ...
  • VCs call in the Glamsquad
    Glamsquad is coming to a city near you. The one-year-old beauty startup that makes house calls for hair and makeup services just raised an additional ...
  • 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 ...
  • Initial Guidance | 23 October 2014
    ● US Inflation Remains Tame | Wall St Journal Consumer-price index ticks up 0.1%, likely giving Fed leeway on rate hikes ● Euro-Area Manufacturing Grows ...
  • Chicago Fed Nat’l Activity Index: Sep 2014 Preview
    The three-month average of the Chicago Fed National Activity Index (CFNAI) is expected to decelerate a bit to +0.03 in tomorrow’s update for September, according ...
  • Markets Review | 22 October 2014
    Welcome to the big snapback… so far. The prices of risky assets have made a huge U-turn in recent days. Battered and bruised has given ...
  • Initial Guidance | 22 October 2014
    ● Existing home sales hit highest level in 2014 | USA Today Existing home sales last month were the strongest this year, but remained below ...
  • Volatility: A Step Back From The Brink
    It’s still touch and go with risk warnings according to stock market volatility, but the threat pulled back from extreme levels yesterday. The VIX (a ...
  • Night Owl Open Forum
    For you night owls out there, feel free to drop me any market/trading-related topics you would like me to cover in a weekend video. In ...
  • Late Night Strategy for Thursday
    Goldman Sachs has a pretty textbook bearish setup on the daily chart, below. Note the bearish engulfing candle at the 50-day moving average on Wednesday ...
  • Let Oil Be Your Guide
    Oil is threatening to break below $80 once again in the after hour session. Things will get fast to the downside if $80 fails here, ...
  • Stock #Market Recap 10/22/14 {Video}
    If you enjoy my blog posts and videos, then I would encourage you to please click on this 12631 hyperlink for more details about joining our ...
  • Daily Scorecard
    Here’s a look at the top industries on the day: ________________ Here are the top individual hybrid movers for review: _____________________ Here are some other ...
  • amplifiers
    Is today's structure of the investment ecosystem what it once was? If not, should we expect the historical experience to reflect that of the ...
  • training by osmosis
    The leaders of investment organizations need to develop a pool of qualified professionals. How that happens much of the time may surprise you.
  • decaying beliefs
    We are at a certain place. What came before was formative, but not forever. Some thoughts on change in investment matters small and ...
  • never delegate understanding
    With layers of intermediaries implementing the plans of institutional and individual investors, it is hard to judge whether the beliefs and practices that are promised ...
  • 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.
  • The Halo Effect
    After posting about the Collins book, Good to Great, some people mentioned the book The Halo Effect: . . . and the Eight Other Business ...
  • Buffett on Market Valuation
    I don't really spend too much time on market valuation, but I do think about it and post about it every now and then. ...
  • Good to Great: The Stockdale Paradox
    After watching a video of Carlos Brito pounding the table on the book, Good to Great by Jim Collins, I had to reread it.  I ...
  • WL Ross Holding Corp (WLRH)
    As I was looking through the new lows list in the newspaper, I stumbled upon WL Ross Holdings Corp (WLRH).  Wilbur Ross is a very ...
  • 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 ...
  • 'Helicopter Money'
    Everything you ever wanted to know about helicopter money: Helicopter money, by Simon Wren-Lewis, Mainly Macro: Periodically articles appear advocating, or discussing, helicopter money. Here ...
  • 'Persuasion with Statistics'
    Chris Dillow: Persuasion with statistics: Mark Thoma's point that apparently strong econometric results are often the product of specification mining prompts Lars Syll to remind ...
  • 'Will the Big Banks Ever Clean Up Their Act?'
    I am not convinced that telling the kids to be good or else -- when there's a history of not doing much to enforce the ...
  • Links for 10-22-14
    Fly the Derpy Skies - Paul Krugman Forward guidance: Human plans and divine laughter - vox Insurers Retreat From Weather-Related Disasters - NYTimes.com Debate rages ...
  • What Makes Cities Successful?
    This is related to yesterday's post "State 'Income Migration' Claims Are Deeply Flawed": At the intersection of real estate and urban economics: Albert Saiz uses ...
  • Foxconn in Talks for China Display Plant
    Foxconn, Apple’s major assembler, is in early talks with a provincial government in China for an investment of up to $5.7 billion in a new ...
  • Xiaomi Moves International Users’ Data Out of China
    Chinese smartphone maker Xiaomi says it’s been moving data belonging to international users to servers outside of China, its latest effort at assuring users of ...
  • Nokia Returns to Profit
    Nokia’s quarterly earnings gave ample evidence that the company’s main network unit has moved well beyond several years of painful restructuring.
  • Russia's Mail.ru Revenue Rises
    Russian Internet company Mail.ru posted a 13% increase in third-quarter revenue on improved sales of its games and other web-based services.
  • Free Shipping Is Going to Cost You More
    Retailers including Amazon, Best Buy and Gap are boosting the amount online shoppers must spend to qualify for free shipping, hoping to cover the growing ...
  • Weekly Market Summary
    After 27 months, SPX experienced its first 10% correction this week.As we have detailed many times, this was an exceptionally long and uncorrected ...
  • Fund Managers' Current Asset Allocation - October
    Every month, we review the latest BAML survey of global fund managers. Among the various ways of measuring investor sentiment, this is one of the ...
  • Weekly Market Summary
    SPX has gone 476 days without touching its 200-dma. Outside of 1998, this is the longest stretch since the 1950s. On Friday, after a 3% ...
  • Weekly Market Summary
    The bottom-line is this: if the pattern of the past two years is still driving the market's playbook, then a re-test of recent highs is ...
  • October Macro Update: Growth With Falling Inflation
    In May we started a recurring monthly review of all the main economic data (prior posts are here). At the time, the consensus view was ...
  • 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 ...
  • Value in biotech: Pro
    Two biotech picks, with Yaron Werber, Citigroup biotech analyst.
  • Coke's long road to profits
    Discussing Coca-Cola's disappointing earnings and revenue miss, with Caroline Levy, CLSA beverage analyst.
  • Verizon reports mixed results
    Mike McCormack, Jefferies equity analyst, digs into the telcom giant's quarterly numbers and its growth outlook. Cable companies are having great success in taking revenue ...
  • Apple's a cheap stock: Expert
    UBS' Steve Milunovich shares his thoughts on Apple's outlook after a blow-out quarter. The wearables could become a large category, says Milunovich.
  • IBM's road back
    UBS' Steve Milunovich weighs in on IBM's bruising quarter. Clearly IBM is in a major transition that will take multi-years to figure out, say Milunovich.
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  • October 22, 2014
    The NASDAQ Composite Index and the S&P 500 Index both posted fifth-day follow-throughs yesterday, as the daily chart of the NASDAQ shows below, after news ...
  • October 19, 2014
    “Learn as much as you can. Read and listen to experts, but keep a degree of healthy skepticism about everything.” – Dr. Alexander Elder   ...
  • October 19, 2014
    The market staged a very logical oversold reaction rally and bounce over the past two trading days, but, as the daily chart of the NASDAQ ...
  • October 15, 2014
    The market finally came unglued this week as the NASDAQ Composite Index plunged further below its 200-day moving average to test the area of congestion ...
  • October 12, 2014
      “I neither have nor adhere to an inflexible system. I modify my terms and conditions according to circumstances.” – Jesse Livermore   Prior to ...
  • If I Could Turn Back Time
    So is this A-B-C or 1-2-3?   Inquiring minds want to know.  While the recent SPX rally provided quite a bit of overlap with waypoints from ...
  • A Hobbesian correction?
    So now that the dust has settled (if only for the time being), what are we to make of it all?  Is there another sting ...
  • A Fed poll
    Well, that was...exciting.  The long-awaited return of volatility has arrived with quite a fanfare (or is that a requiem?), with yesterday's whip-saw price action unlike ...
  • Fixed income gets medieval
    Although the equity guys get the headlines, given that that this month's Spooz Swoon has taken the index back to "barely up on the year" ...
  • What now?
    It's times like these that Macro Man really misses his Bloomberg account.  Not so much for the news- life without the "red headline" is just ...
  • Part 3: Short Term Inflection Point
    I have to apologise for the late post. I was meaning to do Part 3 of this article as soon as possible, but I have ...
  • Part 2: Short Term Inflection Point
    Chart 1: Volume spikes during intermediate low as retail investors panic  Source: Short Side of Long Volume has spiked on various ETFs, including one of the most ...
  • Global Macro Update
    Chart 1: The most volatile week since the Eurozone Crisis during 2011!  Source: Short Side of Long Very volatile week, so let us look at a basic ...
  • FT: Market Turmoil Explained
    The post FT: Market Turmoil Explained appeared first on Short Side of Long.
  • Federal Reserve Has The Market Addicted
    Chart 1: Federal Reserve has proven that we are now going to QE99…   Source: Internet / Unknown Well… somebody has to tell the truth once in ...
  • The Trouble with “Active Share”
    It is becoming a well-accepted fact that the majority of mutual fund managers underperform their respective benchmarks. There is simply too much data on the ...
  • Stocks fall
    It’s true.  Stocks went down.  They do that, you know.  Maybe we’ve forgotten.  We’ve had something over 1,000 trading days without a 10% decline (which, ...
  • Diversification sucks
    Let’s face it.  Being a diversified investor is terrible. 1) You will always be worse than the best performing asset class (and you will always ...
  • 3Q 2014 In Review
    In The Markets After months and months of market gains, risk is suddenly back on everyone’s mind.  During the third quarter, large cap US stocks ...
  • You can just save this for later
  • Lies Investors Tell Themselves
    “The reason I talk to myself is because I’m the only one whose answers I accept.” – George Carlin Hedge Fund manager Dan Loeb had ...
  • Misery Loves Company
    The Wall Street Journal ran a piece this morning about the recent “bloodbath” in performance for a handful of hedge funds. It seems that many ...
  • Pop Quiz Hot Shot: What’s the Line in the Sand?
    “Shoot the hostage.” – Keanu Reeves, Speed Speed is one of the definitive movies of the 1990s in my mind. Starring Keanu Reeves and Sandra ...
  • Why I Love the Stock Market
    “The thing that most affects the market is everything.” – James Playsted Wood While it’s never fun to lose money, the past couple of weeks ...
  • Trial by Fire
    “Anyone who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young. The greatest thing in life is to keep ...
  • Length of Bear Market Rallies
    Bear Market Rallies (times that the market rises during a bear market) are some of the sharpest types of advances that markets experience.  They are buying ...
  • Company Notes Digest 10.16.14
    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 ...
  • Average Duration of Economic Recession
    As the market falls, it’s looking more and more like we have to start pondering the idea that we may be entering a new recession. ...
  • Things to Watch For This Earnings Season
    The heart of earnings season will start to get underway this week.  This will be an interesting quarter as it comes against the background of ...
  • October 2014 Investor Letter
    Below is a letter that is written monthly for the benefit of Avondale Asset Management’s clients. It is reproduced here for informational purposes for the ...

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