EDITOR'S CHOICE
Where’s The Alpha?
Article By:
Brad Zigler
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Tuesday, December 3, 2019 10:12 AM EST
A deep dive into ETFs with the highest alpha coefficients shows small has been huge for equity portfolios; for fixed income, it’s zero duration. But what about the future?
Data To Digest Along With Your Turkey
Article By:
New Deal Democrat
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Friday, November 29, 2019 1:21 AM EST
Lots of data was released Wednesday while most of us were on the road or in the kitchen.
Hypermind Vs. The Consensus Of Economic Forecasters
Article By:
Scott Sumner
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Wednesday, November 27, 2019 4:52 AM EST
If you combine the 1.8% RGDP growth with the 1.95% PCE inflation, it looks like the consensus forecast for NGDP growth is about 3.75% (albeit for 2019:Q4 to 2020:Q4).
Lessons From Japan’s Monetary Experiment
Article By:
Daniel Lacalle
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Monday, November 25, 2019 4:39 AM EST
The lesson from Japan is that no government can make two plus two equal twenty-two, but they can prolong budget imbalances for much longer than logic would dictate.
Dollar Snaps Back
Article By:
Marc Chandler
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Wednesday, November 20, 2019 9:18 AM EST
The idea that a US-China trade deal is proving more elusive than the Oct. 11 agreement in principle implied is being seized upon to spur what we suspect is an overdue round of profit-taking in global equities.
Still Climbing The Wall Of Worry
Article By:
Tony Hayes CFA
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Monday, November 18, 2019 4:35 PM EST
Worry, to the point of irrational pessimism, has been the hallmark of investors' attitudes during the entire post-Lehman decade. It is a bull market, so be really bullish.
China’s Xi Free To Continue The Downward Course
Article By:
Jeffrey P. Snider
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Friday, November 15, 2019 4:40 AM EST
While Western economists keep telling themselves that underlying global economic strength will kick in any minute now, the Chinese data pretty much puts an end to such nonsense.
