Defining “Quality” When it Comes to Investing
By Daniel Morillo, PhD, iShares Head of Investment ResearchQuality is a very popular word within the fund-management world. There are more than 120 equity-focused funds listed on Bloomberg with the...
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BofA's Michelle Meyer Debunks One Of The Biggest Misconceptions In US Housing
An interesting piece from Michelle Meyer at Merrill Lynch: Housing watch: Who are the buyers?One of the common misconceptions is that the gain in housing demand owes primarily to investors and...
View ArticlePIMCO Files To Replicate Mutual Funds
With reporting season well underway, the markets have enjoyed a strong upswing after a majority of sectors outperformed themselves. Following a wave of filings and launches over the last two weeks,...
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Businesses In This Cozy Berlin Neighborhood Are Going All-In On Bitcoin
Nadim Chebli remembers well the first of his customers who decided to pay for the records they bought with virtual currency rather than cash or credit cards."I'd only just agreed to accept Bitcoins,"...
View ArticleWhere Does Your Emerging Markets Bond ETF Really Invest?
The proliferation of ETFs has allowed for investors to more easily shed their home country bias when it comes to fixed income exposure in their portfolios. Among the 200+ Bond ETFs available, many have...
View ArticleSpain Update: Running from the Bulls?
There have been three recent developments in Spain: the new record high unemployment, the earnings reports of several large banks, and the government's new fiscal forecasts and strategy. Spanish...
View ArticleIs this passport a total scam?
April 26, 2013 Koh Samui, ThailandThe flight from Penang to Koh Samui is quick. And it’s incredibly cheap.Unlike their Western counterparts, Asian discount air carriers actually walk the walk. You can...
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Italy’s Corrupt Political Machinery Lurches Forward
After eight weeks of deadlock, the Italian political machinery suddenly lurched forward. It started Friday with the leadership implosion at the largest force in parliament, the center-left Democratic...
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JIM O'NEILL: It Makes Sense For Central Banks To Buy Stocks
As the Bank of Japan ramps up its monetary stimulus to include buying equities, Jim O'Neill, chairman of Goldman Sachs Asset Management, said it makes sense for central banks to own stocks. O'Neill...
View ArticleChanging the Conversation
By: Peter Schiff Friday, April 26, 2013 Don Draper, Mad Men’s master advertiser likes to say “when you don’t like what they are saying, change the conversation.” When it comes to the current...
View ArticleMaster Investor 2013 - visit our stall and watch the presentation !
We've just been setting up our stall in preparation for the Master Investor Conference in Islington tomorrow. It starts at 9am and runs through the afternoon so there's plenty of time to come and visit...
View ArticleHow is China Faring?
(from my colleague Dr. Win Thin) Despite the weaker economic data in China, the PBOC continues to guide USD/CNY lower. Earlier today, it was fixed at another cycle low of 6.2208. At this point, we do...
View Article‘Toon/Quote of the Day: Coding Error
Good piece in the FT, The New Deal for Europe: more reform, less austerity. The War of the Coding Error is a reminder that the economy is too vital to be left to economists - Philip StephensAmen!Also...
View ArticleHere's Why Next Week's Economic Reports Are The Most Critical in Months!
The market has been engaged in a balancing act for six weeks now between being made optimistic by 1st quarter earnings that are mostly beating Wall Street’s estimates, and concerns about 1st quarter...
View ArticleWeekly Eurozone Watch – Equity Ramp
Key Data PointsGerman 10-year Bund 4 bps lower; France 1 bp tighter to the Bund; Belgium no spread change; Ireland 6 bps tighter; Italy 12 bps tighter; Spain 30 bps tighter; Portugal 15 bps tighter;...
View ArticleBarclays Carbon Trader Resigns Amid Market Woes
Media reports are emerging that the head of carbon trading for Barclays bank has resigned in the aftermath of the EU’s rejection of a backloading scheme that would have revived the cap-and-trade...
View ArticleDaily Interest Rate Monitor – April 26
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View ArticleU.S. Equity Sector ETF Weekly Performance – April 26
Reclaiming 20-day moving averageFinancials (XLF), Industrials (XLI), Materials (XLB), Technology (XLK)Reclaiming 50-day moving averageEnergy (XLE), Industrials (XLI), Materials (XLB), Technology...
View ArticleFall in copper price leaves Chile reeling – AJ
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View ArticleAge of Limits Conference – May 23-27, 2013
I want to mention a conference that I will be speaking at over Memorial Day weekend near Artemas, Pennsylvania, called the Age of Limits Conference. The conference is one of the few that deals...
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