Weighing The Week Ahead: Time For Some Fireworks?
By Jeff Miller:
Forecasting fireworks this week should be pretty safe!
I wil…
Amylin Bows Out Gracefully
The long drama around the Amylin Pharmaceuticals (AMLN) looks like it has reached its end – Bristol-Myers Squibb (<a href="http://seekin…
Mainstream Economics is a Cult
Neoclassical Economics – Guided by Mythical Assumptions – Is Divorced from Reality Neoclassical economics is a cult. Economics professor Steve Keen notes: Neoclassical economics has become a religion. Because it has a mathematical veneer, and I emphasize the word veneer, they actually believe it’s true. Once you believe somethin…
9% Yielder Has Key Analyst Support And Recent Insider Buying
By Bret Jensen:
Despite an impressive rally in the market Friday, I am still cautious on the outlook for equities for the rest of the year. As part of the caution, I maintain a good portion of my portfolio in high income producing vehicles. I particularly like the energy MLP …
Beware of Bonds
In his keynote address at the Morningstar Investment Conference, Jeremy Grantham simply declared bonds “disgusting.” More politely, William Bernstein says bond investors are faced with “an extreme low return/high risk proposition.” Bernstein suggests that bond investors now are in the … <a href="http://www.institutionali…
A Promising $5 Biotech Stock With Major Insider Buying
By Bret Jensen:
M&A activity has declined significantly in the first half of the year. The one exception is in the biotech sector with Bristol-Myers Squibb’s (BMY) $5.3B <a href="http://…
Weighing the Week Ahead: Fireworks in the Forecast?
Forecasting fireworks this week should be pretty safe! I will have trouble outdoing last week’s WTWA theme: Upside Surprises. Nearly everyone in the comments disagreed with me. Sentiment is so negative that you can hardly get a good discussion about…
A Chance To Make 50% On Apple With Little Downside Risk
By Timour Chayipov
How many times have you bought a fundamentally good stock after it had dropped 10 percent or more and found later that the down trend continued and stock lost another 10% or more?
Like anybody else I hate to lose money (remember rule #1 – don’t lose money)
I’m not a chartist; technical analysis has never worked…
RIP: Count Robert de La Rochefoucauld
This is one amazing life: Count Robert de La Rochefoucauld, who has died aged 88, escaped from Occupied France to join the Special Operations Executive […]
LIBOR 4-1-9
I remember the first time I had to toil through the turgid definitions and legal boilerplate constituting the LIBOR provisions of a typical syndicated loan agreement. I remember saying to myself I hope I never have to look at this shit again.
But it was not to be.
During the course of my career I had to read the same whiteshoe goobldygook over and …
Germany Cries: "Europe Is Coming For Our Money", Greece Promptly Obliges
“Greece is an exception in the Euro Zone” – Angela Merkel, December 9, 2011
“Exception from ESM Seniority only applies to Spanish aid” – Angela Merkel, June 29, 2012
It took about a year, but finally Germany, with a little assistance from Merkel on Friday morning, has figured it out. And is now blasting it on the front pages of its various n…
Devalue the Euro?
Holy smokes! The EU technocrats have finally pulled out the big guns! The agreement on Friday was to take the incredibly bold step of avoiding subordination in the Spanish bond market. The money needed for the busted Spanish banks will now be made available directly from Brussels with few strings attached. Wow! What a breakthrough!
Global markets hav…
YTD MSCI Developed Markets Index Performance
Since it’s the end of the half, we thought we’d post MSCI Developed Markets Index Performance for the year. Greece, Portugal, Spain, and Italy bringing up the rear are no surprise. (Who declared Greece a developed country anyway?) We like buying things … <a href="http://www.institutionalimperative.com/2012/06/30/ytd-msci-developed…
Foie gras and Illegal Immigrants
Wolf Richter www.testosteronepit.com
The other day, we were doing one more time what on Sunday will become illegal in California: eating foie gras in a restaurant. Pan seared foie gras “traditionally raised in Sonoma, California,” served with poached local apricots. I’d go to jail for this anytime. We were sitting at the…
Over 2.5 million delinquent mortgages to be resolved this year; shadow inventory shrinking quickly
In spite of the fear mongering taking place in the media and in the blogosphere with regard to the US housing “shadow inventory”, considerable progress is being made in shrinking the oversupply of distressed properties around the country. CoreLogic: -As of April 2012, shadow inventory fell to 1.5 million units, or four-month’ supply and represent…
California Joins Majority Of States In Recognizing Tort — Intentional Interference With Expected Inheritance
In Beckwith v. Dahl (May 3, 2012), the California Court of Appeal, Fourth Appellate District, joined the majority of states in recognizing the tort of intentional interference with expected inheritance (IIEI).
California Joins Majority Of States In Recognizing Tort — Intentional Interference With Expected Inheritance
In Beckwith v. Dahl (May 3, 2012), the California Court of Appeal, Fourth Appellate District, joined the majority of states in recognizing the tort of intentional interference with expected inheritance (IIEI).
The Dark (Pool) Truth About What Really Goes On In The Stock Market
Courtesy of the author, we present to our readers the following excerpt from Dark Pools: High-Speed Traders, AI Bandits, and the Threat to the Global Financial System, by Scott Patterson, author of The Quants.
In early December 2009, Haim Bodek finally solved the riddle of the stock-trading problem that was killing Trading Machines, the high-frequen…
Katie Holmes Divorcing Tom Cruise, Scientology and Taxes
Katie Holmes’ split from Tom Cruise may not involve much couch-jumping, but there’s sure to be big money involved. Her prenup reportedly pays $3M for each of the 5-years of marriage. But her take is likely to be far more than $15M. Besides, any time there’s money, there’s taxes, right?
Crude Oil Market: A Perfect Bear Storm Despite the Euro Pop
By EconMatters
Crude oil prices, along with world stocks, surged on Friday after euro zone leaders reached an accord on directly recapitalizing regional banks as well as measures to cut soaring borrowing costs in Italy and Spain. Brent crude jumped more than 7% in one day to close at $97.80 a barrel, while WTI also settled up 9.36% to $84….
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Bogleheads Latest Posts
- Re: DIY life style. Typical Boglehead? September 28, 2020My default has always been DIY but I always pegged it on my Mechanical Engineering background than Bogleheads. Probably one of my proudest DIY achievements was building my own sea kayak out of strips of wood and fiberglass versus buying a plastic one off the rack. I've since build several other boats. The big one […]lthenderson
- Re: Never Ever Rebalance Bonds into Stocks? September 28, 2020Uncorrelated wrote: ↑Mon Sep 28, 2020 8:57 am willthrill81 wrote: ↑Mon Sep 28, 2020 8:50 am What HomerJ and others are referring to is basically a form of liability matching. I don't know why you do not see that. I see that. The strategy "rational" from McClung is basically liability matching. According to McClung, that […]HomerJ
- Re: HEDGEFUNDIE's excellent adventure Part II: The next journey September 28, 2020Here's another question though. The graph indicates that the impact on bond prices from a 1% change in prevailing yields becomes much larger as yields go lower. But is a 1% change in yields just as likely in an environment where previous yields were 1% as they are in an environment where yields are 8%? […]petulant
- Re: Friend on the verge of financial ruin, how to help? September 28, 2020Not to downplay working at the state level, but I do see that as being easier when one ages. (Especially in accounting) Lots of systems are older or not updates as frequently. This would also help with her chronic health problems (maybe) - insurance is usually top notch when working for the state. It's not […]dziuniek
- Re: Were you nervous when you retired? September 28, 2020Escapevelocity wrote: ↑Sun Sep 27, 2020 9:28 pm Barefoot wrote: ↑Sun Sep 27, 2020 8:52 pm I retired at 60. I liked my job (but don't miss the administrivia BS at all), but there were many things I wanted to do outside of work that I didn't have enough vacation time for. I miss the […]WoodSpinner