Currency Positioning and Technical Outlook: Market in Knots
The foreign exchange market has become more treacherous than usual. The main culprit is a growing realization that the low interest rate environment that has characterized the investment climate over...
View ArticleAnd Now The Small Investors Have Come Pouring Into Stocks...
We’re finally starting to see the small investor chase equity returns. And they’re just in time for it all after a 150% rally. According to the most recent AAII investor allocation survey individual...
View ArticleETF Insider: Buy On The Dip Prospects June 8th Edition
Here is a look at ETFs that currently offer attractive buying opportunities. The ETFs included in this list are rated as buy candidates for two reasons; first, each of these funds is deemed to be in an...
View ArticleETF Insider: High-Yield Prospects June 8th Edition
Here is a look at ETFs that currently offer attractive income opportunities. The high-yield candidates included in this list meet two sets of criteria; first, each of these funds is deemed to be a high...
View ArticleETF Insider: Sell On The Pop Prospects June 8th Edition
Here is a look at ETFs that currently offer attractive short selling opportunities. The ETFs included in this list are rated as sell candidates for two reasons; first, each of these funds is deemed to...
View ArticleThe May Jobs Report Contains Warning Signs That The Economy Is Stalling
May's employment report can best be described as a tepidly good report, that mainly took back losses we saw in several categories last month. You probably already know the headlines, +175,000 jobs...
View ArticleA Strange Occurrence In The Derivatives Market Suggests The Bond Sell-Off Is...
The phrase “this time is different” doesn’t usually spark very positive reactions. But I don’t care because there’s one thing about the market these days that makes me think that something is strange...
View ArticleConsumers And Housing Are Still Saving The Economy
May monthly data reported this past week was dominated by yet another tepid jobs report of +175,000 with a slight increase in the unemployment rate due to more people entering the labor force. Average...
View ArticleGreat Graphic: Who is Being Arrested for Marijuana Possession?
The election of the first black President of the United States was to be both cause and effect of reduced racial discrimination. The situation always struck us as deeper and more complicated than who...
View ArticleIt's A Mistake To Worry About Inflation
CAMBRIDGE – The world’s major central banks continue to express concern about inflationary spillover from their recession-fighting efforts. That is a mistake. Weighed against the political, social, and...
View ArticleThe Reason Gas Is So Expensive Is Because Of America's Crappy Railroads
Given increasingly abundant supplies of natural gas and crude in the U.S., some consumers scratch their heads at the sight of high gas prices, which aren't expected to sink much as the summer season...
View ArticleJapan's Abe Announces A Plan For A Big Tax Cut
TOKYO (Reuters) - Japanese Prime Minister Shinzo Abe said on Sunday the government would decide on tax cuts in autumn to encourage companies to boost capital expenditure as part of sweeping reforms to...
View ArticleWednesday’s ETF Chart To Watch: FXA Potential Reversal Ahead Of Aussie...
The bears resurfaced on Wall Street after Japanese policymakers said there was no need to expand monetary stimulus immediately, which in turn scared away many who are fearful the Fed will soon start to...
View Article5 Bullish Signs From David Rosenberg
Here are some bullish insights from an unlikely source – David Rosenberg:“First, sentiment has come down from recent lofty levels. That is encouraging.Second, earnings estimates have stopped going...
View ArticleThe World Is Heading For An Oil Production Glut
LONDON, June 12 (Reuters) - The world is heading for a glut of refined products as new Asian and Middle East refineries increase oil processing in a move likely to force less advanced competitors in...
View ArticleANALYST: The Crunch In Emerging Markets May Cause The Fed To Delay Tightening
LONDON (Reuters) - If currency turbulence in emerging markets escalates into full-scale investor flight, the Federal Reserve may have a fresh headache in deciding when to slow its dollar printing...
View ArticleLoss Aversion Is Not The Brain's Biggest Cognitive Error When It Comes To Money
There's a short Danny Kahneman interview at the Daily Beast here. He notes why your best friends may not be your best advisors:Friends are sometimes a big help when they share your feelings. In the...
View ArticleGMI Ratings’ Quantitative Equity Model (QEM) Uses Forensic Measures of Issuer...
New York (June 12, 2013)– GMI Ratings announced today the formal launch of the Quantitative Equity Model (QEM), which uses governance and accounting-related forensic risk metrics to predict equity...
View ArticleHump Day: Fragile Stabilization of the Global Capital Markets
After dramatic moves yesterday, the global capital markets are stabilizing today. The S&P 500 recovered after gapping lowing at the open yesterday and although the close was not particularly...
View ArticleWhen to sell? Using short selling signals to derisk your portfolio
Investors who were basking in the early summer glow of a stockmarket heat wave would be forgiven for feeling mixed emotions about the recent cooling in equity prices. The FTSE All-Share completed an...
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