Dollar Bulls Still in Charge
The US dollar is firm against most of the major currencies today. There seems no fresh impetus behind its rise. Global capital markets have continued to stabilize, with most equity and bond markets...
View ArticleMoney Market ETFs Battle For Inflows: SHV vs. MINT
While the majority of exchange-traded products are used for long-term investments that can potentially pay off big over time, not all funds are created with this large payout in mind. Enter money...
View ArticleGreat Graphic: Another Look at Japanese Stocks
The US and Japanese equity markets have been among the best performing equity markets this year. The gains in US equities seem to be largely a function of domestic accounts. Foreign investors appear...
View ArticleConsumer ETFs Rise On Upbeat Confidence Data
Though Wall Street got off to a relatively rough start this week, investors welcomed several better-than-expected economic reports, which helped bolster U.S. equities. Durable goods orders for May rose...
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Ben Bernanke Has Burst The 'Euphoria' Bubble
The last time we discussed the Credit Suisse Global Risk Appetite Index, it was headed for "euphoria" (see this post from May 21). Around May 22 something changed, and it was all downhill from there.It...
View ArticleHere Are The Gargantuan 3-Year Returns For Stocks After They Crash
We’ve done a lot of articles on value and drawdowns on the blog before (search the archives). I was curious what happens when you bought the US equity sectors back when they were really hammered...
View ArticleOn the Utter Folly of Hope
“The speculator’s chief enemies are always boring from within. It is inseparable from human nature to hope and to fear… The successful trader has to fight these two deep-seated instincts. He has to...
View ArticleDaily ETF Roundup: XLV Rallies, PBW Pops On Obama’s Energy Plans
U.S. equities closed higher once again today, as investors weighed today’s GDP report against the possibility of the Fed scaling back its bond buying program. According to the Commerce Department, the...
View ArticleSmall Cap Value Report (27 Jun) - LTHM, EKT, ANP
Good morning, and apologies for being a little late today. I had one too many after last night's Equity Development Investor Forum, where as usual three companies did a 20 min presentation then brief...
View ArticleMARK MOBIUS: Investors Shouldn't Be Spooked By The Turmoil In Turkey
In 2012, Turkey’s stock market (as measured by the Istanbul Stock Exchange National 100 Index) rose more than 50%1, posting one of the strongest performances of any global equity market last year....
View ArticlePETER SCHIFF: Japan's Magic Elixir Of Economic Revitalization Is Only Fueling...
By: Peter Schiff Tuesday, June 25, 2013 This piece is excerpted from the June 2013 edition of the Global Investor newsletter. See the full version here.The Japanese stereotype of excessive courtesy is...
View ArticleDollar Mostly Softer, but still Muted Reaction to Developments
The global capital markets have continued to stabilize, but the response to recent developments have been muted. Yesterday's much sharper than expected downward revision to US Q1 GDP (1.8% vs 2.4%),...
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Thanks To Data Revisions, Britain Has Dodged A Double-Dip Recession
LONDON (Reuters) - Britain's economy did not suffer a double-dip recession after all, but its recession immediately after the financial crisis was deeper than previously thought.Revised data showed...
View ArticleTablet Wars: Barnes & Noble In Retreat
Tablets are not a relatively new innovation in the tech world; Microsoft introduced the Tablet PC in 2000, but consumers remained uninterested in the computing innovation for a decade. With the release...
View ArticleA European Camel is a Horse Made in Committee
European agreements seem to be always compromise formations. The agreement struck several hours ago on the handling of failing banks is no exception to this generalization. On one side, that...
View Article7 Articles ETF Investors Must Read: 6/27
Though Wall Street got off to a relatively sour start this week, markets got back on track as investors digested a slew of upbeat economic data. On the housing front, the S&P Case-Shiller 20-City...
View ArticleETF Insider: High-Yield Prospects June 27th 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...
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'Dumb Money' 401(k)-Investing American Workers Have Been Thrashing Hedge Funds
Successful investing requires you to do the most counter-intuitive thing in the world, something that totally runs against human nature and the fight-or-flight instinct that's been bred into our...
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It May Be Time For The Fed To Order A True 'Helicopter Money Drop'
Without the Fed’s bond buying program, it’s almost certain the US economy would be in far worse shape than it is currently. Not to say, however, that things are great. Far from it. New consumer...
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YARDENI: I Suspect Corporations May Not Be Buying Back As Many Shares As They...
Forward earnings for the S&P 500 rose to $117.09 per share during the week of June 20. It’s up from $112.99 at the end of last year. My target has been $118 for the end of this year. Industry...
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