What Top VCs and Top Traders Have in Common
“I recently spoke to a founder of one of the [Venture Capital] firms that is in the top 2%. I asked him how much much he talked to his entrepreneurs. What this VC told me I’ll never forget:It was one...
View ArticleDaily ETF Roundup: KBE Pops As Banks Charge Ahead, UST Slumps
Following a long holiday weekend, U.S. equities started off the week on a positive note, with the Dow Jones Industrial Average finishing higher for the 20th straight Tuesday and posting yet another...
View ArticleClik here to view.
The Love Trade for Gold is Still On!
Investors should have gained confidence from Ben Bernanke’s recent testimony to Congress that the Federal Reserve intends on being accommodative as long as needed. He had a laundry list of job market...
View ArticleDiscretionary ETF (XLY) Resumes Uptrend After Upbeat Confidence Data
The bulls remain in the driver’s seat as made apparent by last week’s price action. Profit-taking pressures came quick and hard after markets got a whiff of the Fed hinting that it may end...
View ArticleDAVID ROSENBERG: 4 Reasons To Be Worried About This Market
As David Rosenberg mentions in his most recent note, the idea of a correction has now become the contrarian case with almost everyone expecting a continued rally, or a correction to be met with a “buy...
View ArticleClik here to view.
World Growth Outlook Gets Cut
* Euro zone seen mired in recession with 0.6 pct contraction* Boosted by monetary easing, U.S and Japan to lead recovery* Euro zone warned against becoming complacent as risks easePARIS, May 29...
View ArticleDollar Mixed, Bonds and Stocks under Pressure
The dollar is mostly weaker against the major currencies, except against the dollar-bloc, where the Australian dollar has fallen to new 20-month lows as the bearish sentiment and poor data continue to...
View ArticleVisual Risk Analysis Of The MSCI EAFE Index Fund (EFA)
When it comes to foreign equities exposure, the evolution of the ETF industry has opened many doors for investors, offering everything from hyper-targeted exposure to products that cast a much wider...
View ArticleWe Are In The Middle Of A Hope-Destroying, Sideways-Moving Market
In early May I had the pleasure of attending and speaking at the Value Investing Congress in Las Vegas. The last time I had spoken there, it was May 2008 and the market was just coming off its top....
View ArticleEverything You Need To Know About The New Shareholder Yield ETF (SYLD)
Over the years, interest in dividend-paying equities and high-yield securities has grown tremendously as investors seek ways to generate meaningful income in today’s near-zero interest rate...
View ArticleA Few Thoughts on the EU Recommendations
As widely tipped, the EU is recommending giving several countries more time to reach the budget deficit targets. We have long argued that moving the goal posts was and remains the most likely course....
View ArticleGreat Graphic: Swiss Franc and Yen Moving Together
This Great Graphic, constructed on Bloomberg, depicts the correlation of the yen and the Swiss franc on a 60-day rolling basis, on the level of percent change. At 0.34, the correlation may not seem...
View ArticleUnderstanding Gold Market Dynamics
By: John Browne Wednesday, May 29, 2013 To an extent that reveals a thorough misunderstanding of the market forces, the financial media has failed to consider the different motivations and beliefs...
View ArticleClik here to view.
YARDENI: There Will Be No Underwater Mortgages In America In 2 Years
I predict that in the next 18-24 months, there will be no negative equity in America’s real estate market. Yesterday, we learned that the S&P/Case Shiller composite index of 20 metropolitan areas...
View ArticleEuropean Central Bank’s Bond Buying Changes Nothing
By: Jim Nelson, CFA Thursday, September 6, 2012 Today investors were sent into an unjustified optimistic frenzy by a new bond buying plan announced by the European Central Bank (ECB). While some...
View ArticleReaders’ Questions Answered
Traveling and building relationships have been central to my career, and meeting new people from all over the world is one of my favorite parts of the job. I can’t always respond to each of your...
View ArticleClik here to view.
We Should Be Happy That US GDP Is Growing Slowly
There's an interesting argument to be made about why a slow-growth recovery can actually be beneficial, despite the fact that we can't seem to get above stall speed and out of the rut.The great thing...
View ArticleGrowth Hackers Divided on Facebook and Google+
I've been a critic of Facebook's performance since its IPO last year. Its recent earnings report didn't fail to disappoint compared to the hype. Mobile represents around 30 percent of Facebook's...
View Article4 Market Risks Worth Worrying About
By Russ Koesterich, CFA, iShares Global Chief Investment Strategist“What worries you the most?” “What keeps you up at night?” I get these questions a lot from investors looking for insight into what...
View ArticleKLEINTOP: There's Basically Nothing Else Going On Until The End Of The Summer
Memorial Day weekend kicks off the summer season in sunny destinations across the country as city dwellers and others seek to escape the heat and enjoy some natural beauty and relaxation. But like...
View Article