EDITOR'S CHOICE
Should You Buy Biotech IPOs?
Article By:
Marc Lichtenfeld
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Monday, September 17, 2018 7:52 PM EDT
Biotech is arguably the most exciting sector to invest in. This year, the NYSE Arca Biotechnology Index has more than doubled the S&P 500’s 14.6% total return with a 32.5% gain.
10 Years And 10 Lessons From The Financial Crisis
Article By:
Cullen Roche
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Saturday, September 15, 2018 4:36 PM EDT
Whether you feel like the financial crisis is a distant memory or still lingering I think we can all agree that these kinds of big events serve as important lessons for understanding how we will navigate the future.
A Simple Choice
Article By:
Jeffrey P. Snider
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Wednesday, September 12, 2018 9:11 PM EDT
A shortage of work manifests itself very differently than a shortage of workers. It’s not just here in the US where the data shows the same economic shortfall.
The "Big Bond Short" Illusion
Article By:
Kevin Muir
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Monday, September 10, 2018 6:38 PM EDT
There is no doubt that the “Big Bond Short” is nowhere near as large as the bond bulls are leading everyone to believe.
Japanese Investors Buy Treasuries And French Bonds And Sell Bunds And Gilts
Article By:
Marc Chandler
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Monday, September 10, 2018 10:49 AM EDT
Japan reported a slightly larger than expected July current account surplus earlier today.
2Q2018 (Final): Headline Productivity Improves
Article By:
Steven Hansen
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Thursday, September 6, 2018 1:17 PM EDT
A simple summary of the headlines for this release is that productivity improved while the labor costs declined. However, a year-over-year analysis shows labor costs rising faster than productivity.
One Fragile Year In Review: It Was A Warning
Article By:
Jeffrey P. Snider
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Wednesday, September 5, 2018 6:00 PM EDT
One year ago today, something broke. It wasn’t a big thing, practically a footnote seemingly not worth mainstream attention. Out of nowhere, the 4-week T-bill yield spiked.
In this article: CYB
Mark Your Calendar, The ‘Era Of Helicopter Money’ In Japan Has A Date
Article By:
The Heisenberg Report
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Saturday, September 1, 2018 7:19 PM EDT
On Friday, the Bank of Japan tweaked their bond buying program for September. Although they upped the purchase sizes across maturities, they reduced the frequency of purchase operations from five to six.
Do All Leveraged ETFs Go To Zero?
Article By:
Charlie Bilello
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Thursday, August 30, 2018 7:45 PM EDT
The 3x Long Nasdaq 100 ETF (TQQQ) was launched in February 2010, over 8 years ago. Since its inception it has advanced 4,357% versus a gain of 378% for the unleveraged Nasdaq 100 ETF (QQQ).
US Stocks Are Outperforming Everything – By A Wide Margin
Article By:
James Picerno
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Thursday, August 30, 2018 9:03 AM EDT
The US equity market has had a volatile year, but the higher risk has paid off… big time.
How Energy Shortages Really Affect The Economy
Article By:
Gail Tverberg
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Tuesday, August 28, 2018 9:05 AM EDT
We should be more concerned about low oil prices than high because we live in a world economy with huge debt bubbles.
In this article: OIL
San Francisco Fed On The Predictive Power Of Yield Curve Spreads
Article By:
Mish Shedlock
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Monday, August 27, 2018 4:42 PM EDT
Inverted yield curves do not cause recessions. Recessions are generally caused by the monetary excesses that preceded the recession.
Eurodollar University: Dark Money
Article By:
Jeffrey P. Snider
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Friday, August 24, 2018 5:18 PM EDT
Deutsche Bank wasn’t the only global institution under the gun of the US Justice Department.
Who Is Who In China Retail
Article By:
Investment Works
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Thursday, August 23, 2018 8:34 PM EDT
We explore the current status of the thriving Chinese retail ecosystem, and the increasing clustering of the myriad retail players into either one of two large, dominant camps: the Alibaba camp and the Tencent camp.