EDITOR'S CHOICE
Math Is Bad For Equities
Article By:
Michael Ashton
Read
Tuesday, June 7, 2016 2:11 PM EDT
In recent years, equities have been carried higher by several compounding effects: the growth of the economy, expanding profit margins, and expanding multiples.
In this article: SPX
Fed’s Rate Normalization Will Be Far From Normal
Article By:
Michael Pento
Read
Tuesday, June 7, 2016 8:39 AM EDT
The Fed traditionally embarks on an interest rate tightening cycle when inflation has started to run hot.
Dalbar, 2016: Yes, You Still Stink At Investing (Tips For Advisors)
Article By:
Lance Roberts
Read
Monday, June 6, 2016 2:52 PM EDT
With the release of Dalbar’s latest study, it would be prudent to both update, and remind you, of the problems investors continue to face despite the ongoing media and mainstream rhetoric about “investing for the long-term” and other such nonsense.
Big Yield Investments Worth Considering
Article By:
Blue Harbinger
Read
Monday, June 6, 2016 2:13 PM EDT
Artificially low interest rates by central banks around the world continue to make it challenging to find attractive yield. With that in mind, here are some big yield investments, with different risk levels, that we believe are worth considering.
Big Four Economic Indicators: May Nonfarm Employment
Article By:
Doug Short
Read
Monday, June 6, 2016 8:49 AM EDT
Nonfarm Employment remains in its upward trend but at a slowing rate. The latest report of 38K new jobs was substantially below expectations. Furthermore, the April and March numbers were revised downward by 59K (37K and 22K, respectively).
International Economic Week In Review: The Slow Growth Grind Continues
Article By:
Hale Stewart
Read
Sunday, June 5, 2016 10:52 AM EDT
Overall, the global picture is still weak. While the EU is growing, it continues its slow pace. And the Brexit vote is clearly providing resistance to a UK growth impulse.
The Earnings Growth Challenge Continues
Article By:
Sheraz Mian
Read
Saturday, June 4, 2016 6:25 PM EDT
The Q1 earnings season provided further confirmation of the all-around weak earnings picture. While an above average proportion of companies beat consensus expectations, the growth challenge proved widespread; not just the Energy sector.
Turning Stones Into Bread – The Japanese Miracle
Article By:
Acting Man
Read
Friday, June 3, 2016 4:56 PM EDT
It is well known that Japan is about a decade ahead of the rest of the developed world in the Keynesian Endgame sweepstakes. We may well get the opportunity to experience very interesting times in the not-too-distant future.
In this article: FXY
The Destination Currency In The Global Carry Trade: USD?
Article By:
Michael Ashton
Read
Thursday, June 2, 2016 4:57 PM EDT
Stocks have been egregiously overvalued for a very long time now. Ten-year Treasuries are at 1.80% in an environment where median inflation is at 2.5% and rising, and where the Fed’s target for inflation is above the long-term nominal yield.
In this article: SPX
The Returns Are Higher Because It’s Harder
Article By:
Andrew Gordon
Read
Thursday, June 2, 2016 3:55 AM EDT
Early investing is supposed to be hard. That’s why the returns can be so high.
Winners Average Losers
Article By:
Charlie Bilello
Read
Tuesday, May 31, 2016 4:40 PM EDT
Paul Tudor Jones is one of the greatest traders of our time. So when he says don’t average losers (don’t add to a losing position) you should listen, right? Wrong.
In this article: SPX
Top 10 Things JPM’s Jamie Dimon Said About Fintech
Article By:
Zack Miller
Read
Monday, May 30, 2016 8:43 PM EDT
JPMorgan’s Jamie Dimon frequently hits the road to visit startups, hits the podcast circuits to talk fintech, and dedicates a lot of ink in his firm’s yearly investor communications to discussing the future of finance.
In this article: JPM
The Stunning Idiocy Of Steel Tariffs
Article By:
Acting Man
Read
Monday, May 30, 2016 4:45 PM EDT
The world is drowning in steel – there is huge overcapacity in steel production worldwide. This is a direct result of the massive global credit expansion that has taken place over the past 15 years.
An Allocation To International Small/Mid Cap Equities
Article By:
David Templeton
Read
Monday, May 30, 2016 2:14 PM EDT
Investments in high yield bonds and emerging markets generated negative returns, while investments in the Nasdaq and S&P 500 Composites resulted in double digit annualized returns over the most recent five year period.
The Radical And Necessary Notion
Article By:
Marvin R Clark
Read
Saturday, May 28, 2016 10:00 AM EDT
We are in a new moral era that challenges us to change the way we think about humanity and technology. And there may be dire consequences if we don’t. With market review.