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Where’s The Alpha?
Article By: Brad Zigler
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?
In this article: FINX, XMMO, FDM, IYG, SMMV, BAB, IVV, BND, GTO, BOND, HYIH, IGIH
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Best Year Since 2013 – What’s Next?
Article By: MoneyShow.com
Monday, December 2, 2019 7:26 AM EST
With Friday's slight correction, it's looking like shoppers may have taken some profits on Friday and used them to shop.
In this article: GLD, IJR, NDX, TRAN, SPX, DJI
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Off The Charts: Extreme Moves In ETFs
Article By: James Picerno
Friday, November 29, 2019 8:12 AM EST
Highlighting some of the gains and losses at the outer edge of market action of late.
In this article: EIDO, EIRL, ILF, RSP, SPY, VYM, XOP
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Data To Digest Along With Your Turkey
Article By: New Deal Democrat
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.
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Hypermind Vs. The Consensus Of Economic Forecasters
Article By: Scott Sumner
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).
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Lessons From Japan’s Monetary Experiment
Article By: Daniel Lacalle
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.
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Making Sense Of Retail Earnings
Article By: Sheraz Mian
Saturday, November 23, 2019 3:12 PM EST
The picture emerging out of the Q3 earnings season for the traditional brick-and-mortar retailers is at best mixed.
In this article: HD, KSS, M, TGT, WMT
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Seriously, Good Luck Dethroning The (Euro)Dollar
Article By: Jeffrey P. Snider
Thursday, November 21, 2019 7:44 PM EST
Scarcely a week goes by without some grand prediction of the dollar being dethroned.
In this article: FXE, CNY, FXY, UDN, UUP
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Dollar Snaps Back
Article By: Marc Chandler
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.
In this article: FXE, FXC, ACWI, SPX, FXA
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Is Grave Dancing “Extremely Dangerous”?
Article By: Bill Smead
Tuesday, November 19, 2019 12:01 AM EST
Since almost nobody is worried about inflation, there are wonderful opportunities for investments that would benefit from the crowd being wrong.
In this article: BRK-B, OXY, XLK, SPX, APC
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Still Climbing The Wall Of Worry
Article By: Tony Hayes CFA
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.
In this article: DJI, TYX
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What Ails Macy's And The Other Department Store Stocks?
Article By: Sheraz Mian
Saturday, November 16, 2019 4:20 PM EST
The earnings focus this week is exclusively on the Retail sector as traditional brick-and-mortar retailers, including department stores, come out with their quarterly results.
In this article: DG, HD, JWN, KSS, M, TGT, WMT, GPS
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Who’s Winning The Bond War?
Article By: Brad Zigler
Friday, November 15, 2019 10:53 PM EST
Look beyond a levered fund’s gross return.
In this article: UST, TYD, UJB, TMF, UBT
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China’s Xi Free To Continue The Downward Course
Article By: Jeffrey P. Snider
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.
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Markets At All-Time Highs: What It Means Going Forward
Article By: Andres Cardenal
Thursday, November 14, 2019 6:00 AM EST
The S&P 500 index just made all-time highs above 3100 on Tuesday. Understandably, this is generating some concern among investors.
In this article: DBC, EEM, EFA, GLD, IWM, SHY, SPY, TLT, VNQ, SPX
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Ducks Continue To Line Up Positively For Equities
Article By: Sabrient Systems
Tuesday, November 12, 2019 2:13 PM EST
Results haven’t been as bad as feared, and some of the macro clouds are parting.
In this article: , MA, SLY, SLYV, V, EUFN, AAPL, MSFT, ORCL, RSP, SPY, XLF, XLU, FB, EWSC
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