Nov 30, 2012
By Arie Goren:
Identifying the best performing sectors can help investors in selecting the stocks that are most likely to outperform the overall market. In the following study, I have compared the performance of the different stock sectors in the last fourteen years. In addition to the returns by price appreciation, I also looked i…
Nov 30, 2012
Credit Markets Credit Suisse Raises $802M CLO; Prudential Closes Fund http://t.co/RbXDgtPU Watch arb from creation of CDOs & CLOs: clue 2 bond rally end Dec 01, 2012 Caisse Thinks Bond Party Is Over? http://t.co/j6lWdJjA Shifting $$ from bonds 2 infrastructure; usually good though liquidity is underpriced Dec 01, 2012 Bond Yields May Fall …
Nov 30, 2012
By Jeff Paul:
This is the November 2012 update for my four research-based Dividend Growth Model Portfolios. The Dividend Aristocrat+ portfolio focuses mostly on stoc…
Nov 30, 2012
The wireless revolution in the delivery of health care services is coming, folks. We’ve been all over this story. Click here, here, and here. Scanadu is a new company with a mission to give consumers affordable medical care alternatives and to take more control of their own health. The company is about to unveil three […]
Nov 30, 2012
As expected, the FHA is having a tough time with its mortgage insurance fund (the Capital Reserve Account), which moved into negative territory this year (about $16bn in the red). The agency simply hasn’t been charging enough for insurance on the extremely low down-payment (almost 30x leverage) mortgages it guarantees (see discussion). The media and …
Nov 30, 2012
Today billionaire Eric Sprott spoke with King World News about key players on the Comex that may be standing for delivery of as much as a staggering 40,000,000 ounces of silver. This is the second in a series of interviews with Sprott that will be released today which reveals what is going on behind the scenes with the increasingly desperate Western…
Nov 30, 2012
The market for these tax-exempt bonds has gotten pricey and risky at the same time. Patient investors should be rewarded, while the hasty could be sorry.
Nov 30, 2012
Nov 30, 2012
Low interest rates are forcing investors to take outsize risks. Here are some better alternatives.
Nov 30, 2012
Nov 30, 2012 Serge Perreault Here’s the latest weekend update from Serge Perreault, a Chartered Professional Accountant and market technician located near Montreal, Canada. Serge has been following the U.S. market in a series of weekly charts. Here is his update on the S&P 500.More…
Nov 30, 2012
As Democrats and Republicans face off over what to do about our trillion-dollar deficits—raise taxes or cut spending?—I can’t resist posting this page from the New York Daily News, dated Nov. 4th, 1949. This debate is as at least as old as I am.(click to enlarge)I provided some important and worthwhile long-term perspective on this issue a f…
Nov 30, 2012
US bank reserves at the Fed grew about $27bn, with the “other” category showing up in reserves this week (as Lee Adler discussed earlier). Overall the pace of reserves growth is still quite modest on a relative basis (currently reserves are at the level of early September.) Further increases are expected in December as more MBS purchases settle.Bank …
Nov 30, 2012
After a month when markets were whipsawed by the presidential election and worries about the “fiscal cliff,” shares ended not far from where they started.
Nov 30, 2012
Authored by Dan Flynn and Joe Yasinski of Gold Bullion International,
Part 2 of 3: “Paper Gold, what is it really good for?”
In our first installment of this series we explored the concept of stock to flow in the gold markets being the key driver of supply/demand dynamics, and ultimately its price. To briefly summarize the STF concept, the “sto…
Nov 30, 2012
China’s Manufacturing PMI missed expectations, coming in at 50.6 relative to a slightly expansionary 50.8 expectation, and up down from the 50.2 prior. This is the fifth month in a row of missed expectations but it has now risen for three months in a row, to the highest level in 8 months; but has now hovered within 0.6pts of the expansion/contraction…
Nov 30, 2012
The story of how KKR was shouldered aside in a bid to acquire chip maker Renesas underscores the hurdles private-equity firms face in Japan.
Nov 30, 2012
Whether you believe he is a one-hit-wonder or an investing wunder-kind, the following 44 minute clip from the activist investor (who is early, not wrong, on JCP, right?) provides investors with some indepth insights into what it takes to finance and grow a successful business and ‘how to make sound investments that will lead to a cash-comfy retiremen…
Nov 30, 2012
The Fiscal Cliff is the name given for the 2013 increase of Federal Government taxes and budget cuts. The Bush-era tax cuts expire and the 2013 “Budget Control Act” kicks in, among other budget cuts & new taxes. The Fiscal Cliff is set to reduce the 2013 US Government budget deficit by roughly half; will remove $607 Billion from economy (GDP), re…
Nov 30, 2012
ByAlbert Alfonso:
Annaly Capital (NLY) has long been considered one of the safest and most well-run agency mortgage real estate investment trusts (mREITs). However, this may no longer …
Nov 30, 2012
When it comes to newly-launched ETFs, low trading volume can sometimes be an issue, raising the total cost of ownership for investors. David Mann explains how a new rule proposal from NASDAQ and NYSE ARCA could change things for the better.