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Why Energy-Economy Models Produce Overly Optimistic Indications
Article By: Gail Tverberg
Wednesday, March 29, 2017 10:49 AM EDT
Whether or not a new economic system can arise to take the place of our existing system remains to be seen. It certainly is a concern.
Best Stocks Trading Below Their Graham Number
Article By: Benjamin Clark
Tuesday, March 28, 2017 11:25 AM EDT
Using the Graham Number is definitely useful even if an investor only uses it as a screening tactic.
In this article: NAVI, C, LNR, KBH, AHL, LGIH, SIG, LNC, SPOK, FITB
Curves Need No R-Star; Economists Need R* To Decode Curves
Article By: Jeffrey P. Snider
Tuesday, March 28, 2017 4:51 AM EDT
The current curve, though steep in historical terms, is rightly diagnosing the chances of the economy escaping a dungeon of depression as exceedingly small and getting smaller.
In this article: TNX, FVX
The Limitations Of Sentiment As A Market Timing Tool
Article By: Steven Saville
Tuesday, March 28, 2017 12:16 AM EDT
Sentiment can be a useful indicator, but it does have serious limitations. It is just one medium-sized piece of a large puzzle.
In this article: SPX
Discussions On The Fed Put
Article By: Doug Noland
Monday, March 27, 2017 10:30 AM EDT
We’re a few months from the nine-year anniversary of the 2008 crisis, yet there’s still huge ongoing global QE and rates not far from zero. It’s a monetary inflation beyond anyone’s imaginings, even Dr. Ben’s.
In this article: SPX, TNX, BKX, XBD
The Threat And Risk Of Rising Interest Rates: Separating Fact From Fiction
Article By: Chuck Carnevale
Friday, March 24, 2017 11:46 AM EDT
The seminal question is: How real is the threat, and how much impact will rising rates have on stock prices and investor performance?
In this article: JNJ, MCD, MCK, PG, MMM, SPX, TNX
Smart Beta Asset Allocation: A Preliminary Test
Article By: James Picerno
Thursday, March 23, 2017 8:51 AM EDT
Swapping conventional cap-weighted funds for factor funds may not be a shortcut for materially boosting performance and/or lowering risk.
In this article: SPY Also: USMV, IJJ, IJS, IVE, RSP, VYM, QUAL, MTUM
700 ETF Closures
Article By: Ron Rowland
Thursday, March 23, 2017 5:48 AM EDT
March 22 is the last day of trading for seven WisdomTree ETFs. Their impending delisting and liquidation pushes the tally to 700 ETF closures.
In this article: WETF
Dividend Stocks In Focus: PBF Energy
Article By: SureDividend
Wednesday, March 22, 2017 9:52 AM EDT
PBF stock is cheap, with a price-to-earnings ratio of 12. And, with a 5.5% dividend yield, it is an attractive stock for dividend income.
In this article: PBF
Echo Chamber
Article By: Michael Lebowitz
Wednesday, March 22, 2017 8:11 AM EDT
It seems unlikely that this new Congress and President are inclined to make the difficult choices that might ultimately set the U.S. economy back on a path of healthy, self-sustaining growth
Survey Says… Ignore The Hard Data At Your Peril
Article By: Michael Pento
Monday, March 20, 2017 12:10 PM EDT
Just as we were beginning to get tired of all this “winning”, investors are also receiving a strong reality check from the actual hard data regarding the current state of economic activity.
Another Missed Opportunity
Article By: Doug Noland
Monday, March 20, 2017 7:51 AM EDT
The Fed let another opportunity slip away. One of these days the bond market may mount a protest.
In this article: EEM, NDX, TNX
Previewing The Q1 2017 Earnings Season
Article By: Sheraz Mian
Saturday, March 18, 2017 8:02 PM EDT
We are still a couple of weeks away from the end of the March quarter, but the Q1 earnings season has gotten underway already. We have 8 S&P 500 members reporting results this week, including bellwethers like FedEx, Nike, and Accenture and others.
In this article: ACN, CAG, FDX, GIS, NKE, ADBE, MU, ORCL
Gold Sector: Positioning And Sentiment
Article By: Acting Man
Friday, March 17, 2017 11:20 AM EDT
It certainly looks as though speculative positions in gold futures and other sentiment indicators would allow for a rally to develop, even though they are no longer at pessimistic extremes.
In this article: HUI Also: GLD, SLV
Dividend Aristocrats: Medtronic Vs. Becton, Dickinson & Company
Article By: SureDividend
Friday, March 17, 2017 6:57 AM EDT
MDT gets credit for having a higher dividend yield and slightly stronger dividend growth in the past few years. However, BDX grew earnings at a much higher rate last year.
In this article: BDX, MDT
Rethinking The Alphabet (Google Investment Thesis)
Article By: Fred McClimans
Thursday, March 16, 2017 8:09 PM EDT
Alphabet's Google currently lags Amazon significantly in the cloud market, and trails equally behind Microsoft in the enterprise. But we believe its cloud offering may be spring-loaded, with Alphabet potentially undervalued.
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