Small Cap Value Report (7 Jun) - QPP, PLE, HRN, KCOM, TRT, FCCN
Good morning. It looks like a fairly quiet day for news again today. I've been looking through the Quindell Portfolio (LON:QPP) Annual Report, which has been published on their website this morning,...
View ArticleFriday’s ETF Chart To Watch: TLT Gears Up To Rally Ahead Of Jobs Data
Major equity indexes oscillated between minor gains and losses for the most part on Thursday as traders moved in and out of positions ahead of today’s employment report, which will come under the...
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The One Chart That Bodes Very Poorly For Job Growth...
At the end of the day business hiring comes down to one thing – will hiring more employees help the firm leverage its operations in order to generate greater profits? The answer to that question...
View ArticleUS Jobs maybe Overshadowed by Market Unwind
The US reports the monthly employment data today, but there are greater forces at work and it is not clear that the employment data arrest those forces that have injected volatility into the global...
View ArticleJobs Data Not Sufficient to Impact Tapering Debate
The US employment report was closer enough to consensus as not to shed fresh light on the Fed tapering debate. The unwinding of positions that characterized yesterday's high volatile session is...
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KOTOK: Today's Jobs Report Does Absolutely Nothing For The Fed 'Tapering' Debate
This jobs report clarified nothing-everything-added confusion to the debate. You may pick your preferred poison.There is a little more suggested weakening in manufacturing and some negative tone in...
View ArticleETF Bear Call Spread Options Strategy Explained
Exchange-traded funds (“ETFs”) provide investors with an easy way to reach nearly every corner of the stock market. Those that wish to implement targeted strategies may want to consider enhancing their...
View ArticleGreat Graphic: US Monetary Transmission Mechanism
This Great Graphic was posted on the FT's Alphaville by Cardiff Garcia, which he picked up from a presentation by Jonathan McCarthy of the NY Fed .back in March. Neither the Fed funds target nor the...
View ArticleHigh Oil Prices are Starting to Affect China and India
The US Energy Information Administration recently released its report showing oil consumption by country updated through 2012. Based on this report, it appears that at current high oil prices, demand...
View ArticleGold and Silver Outlook for June 7
The recent “non decision” of ECB President, in which he decided to keep the ECB’s cash rate unchanged helped pull up the “risk related currencies” including the Euro and Aussie dollar. BOE also left...
View ArticleMARK MOBIUS: The Emerging Markets' Weak Pulse Is Only Temporary
Global economic growth hasn’t been terribly inspiring so far in the first half of the year, but many investors have nevertheless been inspired to pour more assets into the equity markets, some of which...
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The State Of The Four Official Recession Indicators
Note from dshort: This commentary has been revised to include the May Nonfarm Employment report.Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is...
View ArticleHere Come Credit Default Swap ETFs
During a down week in the market, ETF issuers iShares and ProShares both filed paperwork with the SEC to add more funds to their already successful portfolios. With ProShares focusing on creating eight...
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Which Way For Gold From Here?
Without looking very hard you can find just about any outlook for gold, and a reasonable explanation for that outlook, that you might need to fit in with your own expectation.Even though gold is down...
View ArticleDaily ETF Roundup: Stocks End Week On A Strong Note, XLI Rallies
U.S. equities ended the week on a strong note as investors weighed labor data against the possibility of the Fed maintaining its bond-buying program over the next few months. In economic news, the...
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Carl Icahn Already Has A Short-List Of CEOs If He's Able To Take Over Dell
NEW YORK, June 7 (Reuters) - Carl Icahn and Southeastern Asset Management Inc are short-listing potential candidates to become the next Dell Inc chief executive should they succeed in a proxy battle...
View ArticleLooking in the Rear-View Mirror: The Perils of Data Snooping
Some of the GuruModels that we feature on the site are based on the experiences of practitioners who have taken the time to articulate their approach (e.g. Jim Slater or Ben Graham). But other...
View ArticleWhat the Flows Show: No “Sell in May” for ETF Investors
BY DODD KITTSLEY, CFA, Head of Global ETP Market Trends ResearchWhat a difference 31 days can make. In my last post on month-end trends in exchange traded product (ETP) flows, I wrote that investor...
View ArticleAll Signs Suggest This Is The End Of The Stock Market Rally
The recent return of high volatility to the stock market, bond market and currencies suggest the end of the rally that started in November and probably to the upsurge since the March 2009 bottom. As...
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Chinese Trade Numbers Come In Massively Below Forecasts
China on Saturday reported a sharp slowdown in exports in May compared to the previous month while imports unexpectedly dropped, as the world's second largest economy grapples with slowing growth and...
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