Fire and Ice

This is a hard time to be managing fixed income.  Yes, if you are at a big shop with access to deal flow, not so bad — but when you are small like me and have limited tools for a small client base (less than 10% of my assets are fixed income… smart people, because […]

This Junior Silver Producer Should Be On Your Radar

By Michael Allison:

SilverCrest (SVLC) owns the Santa Elena Mine in Mexico. The mine is a high-grade gold and silver producer. On January 16th,

Sorted Weekly Tweets

The Volatility Machine, or, Developed Markets Sneeze and Emerging Markets Catch a Cold   Record Cash Leaves Emerging Market ETFs on Lira Drop http://t.co/KSVS4qlrGb Sold mine b4 the 1st Fed taper; China’s fin’l sys vulnerable $$ Feb 01, 2014 Calm Broken in Markets Amid Concern of Emerging Contagion http://t.co/VnMtRrqXgs Emerging mkt…

Amazon Skidding On Thin Revenue Ice

By George Kesarios:

The problem with companies that have high expectations backed into their stock is that if they miss the street’s forecast by just a small margin, then they fall like a rock. That’s what happened with Amazon (AMZN) after the closing bell o…

Starbucks: Pullback Would Only Make The Stock More Attractive

By Stock Gamer:

Since achieving its 52-week high of $82.50 in November 2013, the share price of Starbucks (SBUX) has pulled back by almost 14% due to market’s

Good News: Custom BlueStacks For Dual OS AMD Devices

By Almario Alexej Alcaraz:

I was informed last week by Apu Kumar, SVP for Global Sales & Business Development of privately-held BlueStacks, that his company is working on a custom version of their Android…

The New Watchword-Deflation? by Liz Ann Sonders, Brad Sorensen and Michelle Gibley of Charles Schwab

Equity markets have been shaky to start the year but we don’t believe it’s time to abandon ship. The fundamentals in the United States continue to look appealing and the recent pullback has helped to correct some sentiment and valuation concerns. We are watching the fight against deflation carefully in Europe and Japan, and believe both c…

High Yield: The Perfect Storm That Wasnt by Gershon Distenfeld of Alliance Bernstein

Investors should not focus on how rising rates may affect high yield. Instead, they should take a more thoughtful approach. This means they should not expect double-digit returns, nor should they reach for yield by buying triple-C bonds. At this point in the credit cycle, when concerns begin to develop disproportionally in lower-rated credits, invest…

EM rout? Or Intervention Sunday?

The negative stories on emerging market economies are coming hot and heavy. Consider this New York Times article entitled Dark Side of Capital in Emerging Markets, where they quoted Morgan Stanley’s bearish views:Morgan Stanley, which has been among the most bearish on emerging markets in recent months, looked at a variety of indicators this week and…

Taxes on Government Benefits – Unemployment, Social Security, Disability & More

You may think that government benefits are tax-free, but that isn’t necessarily the case. In fact, several of the most common benefits claimed by Americans – unemployment, Social Security, and disability – do generate a tax bill. If you receive government benefits, understanding and keeping track of what will be taxed is key to gett…

Journey to the Center of African Mining by Frank Holmes of U.S. Global Investors

This weekend, I head to the resource-rich continent of Africa. My journey begins at the 2014 Investing in African Mining Indaba, where I plan to give a keynote speech to a room full of mining ministers and industry experts. I’m honored to be presenting along with other keynote speakers, including Susan Shabangu, South African minister of minera…

5 reasons the ECB will act in the months ahead

It may be something symbolic such as a small rate cut or possibly a more substantial move such as a new LTRO program (discussed here), but the European Central Bank will be forced to loosen monetary policy in the near future.  Here are the reasons:1. Liquidity:  The ECB’s (technically the consolidated Eurosystem’s) balance sheet is stll dec…