Small Cap Value Report (14 Jun) - TRCS, ESR, VNET
Good morning! Just a couple of bits of admin;1) In case you haven't already seen it, Stockopedia have created a special landing page for my reports, here. So if you wish to, you can bookmark this page...
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A Foolproof Approach To Monetary Policy That Monetarists And Fiscalists Can...
Cardiff Garcia says we all need to get along. At least the fiscalists and market monetarists who believe there is still a aggregate demand shortfall. He makes the case that both sides should tolerate...
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Meet The Japanese Girlband Whose Skirts Get Shorter When The Nikkei Goes Up
To get an idea of how Japan's prime minister, Shinzo Abe, is faring in his quest to lift his country out of two decades of stagnation, look no further than the skirts of the girl group Machikado Keiki...
View ArticleMarkets Calmer into Weekend
The global capital markets are calmer and the US dollar is somewhat firmer, as the volatile week draws to a close. With the help of a Wall Street Journal article, more participants have come over to...
View ArticleCredit Suisse Expands Its Commodity ETN Line-Up
With equity markets dropping returns left and right, Credit Suisse’s new launches in the commodity sector are a bright spot in the otherwise gloomy global market outlook. Looking to gain access to the...
View ArticleQuarterly Strategies Review: growth and momentum rule in rocky conditions
Growth and momentum strategies proved to be the big winners among Stockopedia’s GuruModel Screens during the second quarter of 2013, with the majority outpacing the FTSE 100 in a period that delivered...
View ArticleHow ETF Investors Can Play The Gaming Console War
Sony and Microsoft both announced earlier this Spring that the companies will be releasing new editions of their popular gaming consoles. The Xbox One from Microsoft was announced in late May and has...
View ArticleEconomic Surprises Keep Dollar Bid
Unexpectedly firm producer prices and a smaller than expected Q1 current account deficit helped the US dollar extend gains recorded in Asia and Europe. US producer prices rose for the first time in...
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SHILLER: Greed Isn't Good, But Capitalism Is
Robert J. Shiller has predicted two crises, but his belief in the financial sector has not been shaken. The leading U.S. economist recently sat down with Credit Suisse to discuss the risks of today’s...
View ArticleGreat Graphic: Nikkei and the Yen
We have shown versions of this chart before, but given the recent price action it is worthwhile to revisit. This Great Graphic, constructed on Bloomberg, shows the dollar against the yen in white and...
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NOMURA: Chinese Growth Could Fall Below 7% In The Second Half Of This Year
China's gross domestic product (GDP) growth could slide below 7 percent in the second half of the year, warned Nomura, highlighting that downside risks to the world's second largest economy's outlook...
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What If The Secular Bear Market Is Not Over?
It’s easy to forget, especially in the excitement of the recent new market highs, that not only a cyclical bear market, but also a secular bear market began when the market topped out in 2000.None...
View ArticleOn the Virtues of Shifting Gears
Academic studies by and large assume that consistent outperformance is impossible. The naysayers point to legions of money managers who produce mediocre to poor results, jumping around the leaderboards...
View ArticleDaily ETF Roundup: Stocks End Week In The Red, IXC Slumps Alongside Energy...
U.S. equities finished off a volatile week in the red today, following a slew of mixed economic data and lingering Fed tapering concerns. In economic news, the University of Michigan’s preliminary...
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The Markets Are Pricing In An Autumn Fed Tapering That The Economy Isn't...
In our view the markets have gone too far in pricing in an autumn reduction of the amount of the Fed’s bond-buying program. Investors are assuming that the economy is growing at an accelerated pace,...
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The Stock Market's Current Valuation Is Just Right For A 'Rational...
NOTE: This post was first published on June 10, 2013.Let’s return to the question of how much investors should pay for growth. Since 1995, Thomson Reuters I/B/E/S has been compiling analysts’ consensus...
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Credit Suisse Created An 'Asset Bubble Evaluator' Index In Honor Of The Prime...
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Bank Of America Lied To Homeowners And Encouraged Foreclosures, Former...
(Reuters) - Six former Bank of America Corp employees have alleged that the bank deliberately denied eligible home owners loan modifications and lied to them about the status of their mortgage payments...
View ArticleAsk Russ: On Currencies & Commodities
US stocks haven’t been the only beneficiary of signs the US economy is recovering, albeit slowly. The US dollar has rallied recently too. It’s no wonder, then, that I’m getting lots of questions from...
View ArticleCurrency Positioning and Technical Outlook: Downside Risk for the Dollar?
The US dollar lost ground against all the major currencies over the past week. The yen (3.5%) and New Zealand dollar (2.0%) led the pack against the greenback. Canada, Australia and Norway were the...
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