May 31, 2014
Painting by Anthony Freda He Won’t Be Able to Tell His Side of the Story SecState John Kerry said that Ed Snowden really needs to “stand up in the United States and make his case to the American people.” Kerry declared that “A patriot would not run away. … He can come home but he’s…
May 31, 2014
One of the things that annoys me about the concept of the equity premium is that it is an academic creation that does not grasp the structures of the markets. Send the academics to be bond and equity portfolio managers for a time, and maybe we would get a better theory than Modern Portfolio Theory […]
May 31, 2014
By David Van Knapp:
Background
Six years ago, on June 1, 2008, I established a real-time, real-money dividend growth portfolio to demonstrate dividend growth principles. There is no trickery, cherry picking, or back-testing involved. It is a real portfolio, run…
May 31, 2014
ByAbba’s Aces:
The market seems to keep making new highs day after day these days. It was the 14th time this year that the S&P500 closed at record high. However, there are three major macroeconomic events taking place next week which can move the indices much higher, or m…
May 31, 2014
ByAbba’s Aces:
The last time I wrote about Citigroup Inc. (C), I stated, “Due to …
May 31, 2014
Do you have an opinion about stocks or bonds or foreign exchange? If so, it is easy to find a market message that will support (or contradict) your viewpoint. The "message" of the market has rarely been this confused. With…
May 31, 2014
By David Alton Clark:
I have written a series of articles recently stating the selloff in Bank of America (BAC) was unjust and a significant buying opportunity. On May 15th I published …
May 31, 2014
Debt Markets Leverage Addicts Get Junk-Loan Fix With Derivatives ETF http://t.co/CWMxLXlz3v Not much different than a HY closed-end fund or a CLO $$ Jun 01, 2014 Bond Market Flips the Script on Risk and Reward http://t.co/3geslTXRMo Difficult for rates 2 rise when monetary velocity keeps falling. $$ Jun 01, 2014 Shakeout Threatens Shale Patch a…
May 31, 2014
By Alcaraz Research:
I am from the Philippines. Herbalife (HLF) is legal here. Direct selling or multi-level marketing is a legitimate business model in my country. Herbalife is just one of many multi-…
May 31, 2014
By George Acs:
I read an excellent article by Doug Kass yesterday. Most of all it explained the origin and definition of the expression “Minsky Moment” that had suddenly come into vogue and received frequent mention late this past week.
May 31, 2014
ByHebba Investments:
In the past we’ve been very bullish of gold and the gold ETFs (SPDR Gold Shares (GLD)) and less bullish on silver and the silver ETFs (iShares Silver Trust (
May 31, 2014
The table below shows the performance of a universe of mid and large cap U.S. equities, broken down by relative strength decile and then compared to the universe return. Those at the top of the ranks are those stocks which have the best intermediate-term relative strength. Relative strength strategies buy securities that have strong intermediate-…
May 31, 2014
Think bond yields are too low? Yield curves are hiding attractive the hiring yielding components.
May 31, 2014
Despite all the shadow banking system hand-wringing, macro-data-collapsing, real-estate-bubble-bursting, stock-market-tumbling reality facing the China; somehow, China’s official government manufacturing PMI just printed 50.8 – its highest in 2014 and the 20th month of expansion in a row. Given the mini-stimulus efforts of the government, perhaps it …
May 31, 2014
The stock market is hitting new records almost daily (it happened again on Friday), but the reality isn’t as rosy as it seems.
May 31, 2014
The Godzilla of incompetence…
Source: Investors.com via The Burning Platform blog
“weather?…”
Source: Bloomberg
or “Mission Accomplished…”
Source: Heritage
May 31, 2014
Positive employment trends are solidly in place. Total employed now reaching previous peak levels, so expect more improvement ahead.
May 31, 2014
The basic factors that sustain a bull market is intact and will lke drive the Dow and S&P 500 to new all-time highs.
May 31, 2014
Submitted by Ankit Panda of The Diplomat,
Following Russia’s historic $400 billion natural gas supply deal with China last week, Japanese lawmakers are looking to revive efforts to tap into Russian natural gas supplies themselves. A Bloomberg report shows that a group of 33 lawmakers in Japan are backing a 1,350 kilometer pipel…
May 31, 2014
Friday’s latest resignation of yet another former Obama administration faithful – that of White House press secretary Jay Carney – got us thinking: how many people have jumped off the USS Obamic? The answer is, in short, a lot.
Below is a list (by no means complete) of the most prominent officials and advisors who have quietly exited the Obama admini…
Diversified Asset Allocation Portfolios For Your Plans
