Submitted by Ben Hunt via Salient Partner's Epsilon Theory blog,
Five Easy Pieces for the World-As-It-Is
Our story so far…
In the second half of 2014, export volumes in every major economy on Earth began to decline, the result of divergent monet…
Submitted by Lance Roberts via RealInvestmentAdvice.com,
In this past weekend’s newsletter, I discussed the formation of a very important “head and shoulders” topping pattern in the market.
I know…I know. As soon as I wrot…
Submitted by Alasdair Macleod via GoldMoney.com,
Last Sunday (31 January) Zero Hedge ran an article drawing attention to the big names in the hedge fund community who are betting heavily that the yuan will suffer a major devaluation any time between th…
Submitted by Lance Roberts via RealInvestmentAdvice.com,
I recently wrote an article discussing some of the issues of “buy and hold” investment advice as it relates to what I call a “duration mismatch.” The issue that …
Things are looking increasingly shaky for central planners around the globe.
After yesterday’s dramatic rout in US equities, which was saved toward the end of trading by a “dash for trash” short squeeze in which several repo desks unleashed forced buy…
After every football victory, the California Golden Bears declare that the ground on which they stand is Bear Territory. “You know it! What? You tell the story! What? You tell the whole damn world this is Bear Territory!” Watch this particularly … Continue reading →
By EconMatters
Corn Market 2015
I have been watching corn prices lately as they are getting low enough to at least pique my interest into looking at a market that usually just gets bypassed with the rest of my agricultural futures…
Submitted by Doug Casey via InternationalMan.com,
A meme is now circulating that gold is the investment equivalent of a pet rock, and that the smart investor should sell gold, and buy stocks. That’s a ridiculous notion. In fact, if you believe in…
With the increased frequency of heightened volatility, investing has never been as challenging as it is today. However, the importance of investing has never been more crucial either, due to rising life expectancies, corrosive effects of inflation, and the uncertainty surrounding the sustainability of government programs like Social Security, Medicare, and pensions. If you are not wasting enough […]
Submitted by Lance Roberts via STA Wealth Management,
What Drives Returns
John Coumarianos, via MarketWatch, penned a very interesting note recently with respect to the view that it is just "volatility" is driving prices.
"The great…
Submitted by Lance Roberts via STA Wealth Management,
As expected, the market rallied from short-term support levels as the year-end rush to chase returns has started in full swing. To wit:
"With the markets NOW oversold, it will be critically imp…
Submitted by Lance Roberts via STA Wealth Management,
When I was growing up my father, probably much like yours, had pearls of wisdom that he would drop along the way. It wasn't until much later in life that I learned that such knowledge did not c…
Looking out across markets it would be difficult to overstate the number of risk factors at play.
Thanks to a veritable collapse in commodity prices made worse by what China’s move to devalue the yuan telegraphed about the prospects for the cou…
Submitted by Aswath Damodoran via Musings On Markets,
The Fed, Interest Rates and Stock Prices: Fighting the Fear Factor
If it feels like you are reading last year’s business stories in today's paper, there is a simple reason. The Federal Res…
I would be lying if I said that I like down markets more than up markets, but I have learned to accept the fact that markets that go up will come down, and that when they do so quickly, you have the makings of a crisis. I find myself getting more …
“My Mama told me there’d be days like this.” – Van Morrison Stock markets are in turmoil all over the globe. Monday was especially violent and what passes for financial television was awash in bluster, doom and gloom. Markets were … Continue reading →
“My Mama told me there’d be days like this.” – Van Morrison Stock markets are in turmoil all over the globe. Monday was especially violent and what passes for financial television was awash in bluster, doom and gloom. Markets were … Continue reading →
“Secondly, it is time to be shot of the long end of the US bond market and we wish this morning to sell the September T-note future at or near to 126 3/4.
We can imagine the front month future trading to 118-119 over the course of th…
Submitted by Jared "The 10th Man" Dillian via MauldinEconomics.com,
We are about a week into the Greek non-crisis, and nothing especially scary has happened. Stocks opened up lower a couple of times, and there was one wild trading day in EURU…
Submitted by Lance Roberts via STA Wealth Management,
This morning, as I settled in to begin my morning research routine, I was greeted by an email containing a speech delivered at the University of California. The opening paragraph immediately grabbe…
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
Bogleheads Latest Posts