EDITOR'S CHOICE
Winner & Losers From Amazon’s Proposed Purchase Of Whole Foods
Article By:
David Trainer
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Tuesday, June 20, 2017 10:22 AM EDT
While this acquisition could go either direction for Amazon, it’s clearly bad for every other company in the grocery business. From day one, Amazon has focused on dominating every market it enters, even if it has to sacrifice profitability.
Treasury Yields: The Long-Term Perspective
Article By:
Jill Mislinski
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Saturday, June 17, 2017 9:24 AM EDT
The yield on the 10-year note to date has dropped to 2.16% as of Friday's close.
In this article: SPX
Snap Fails To Generate Interest And Value
Article By:
Sramana Mitra
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Friday, June 16, 2017 10:37 AM EDT
For Snap, the move to the public market hasn’t been an easy one. Not only has it found it difficult to convince the investors of its potential, but it is struggling to keep competitors away and customers interested.
In this article: SNAP
From Silver Linings To Gray Skies
Article By:
Charlie Bilello
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Thursday, June 15, 2017 12:59 PM EDT
After the Fed hike and announcement of future plans for a balance sheet reduction, the S&P 500 finished down only 2 points. The Dow hit a new all-time high. The Volatility Index remained at one of its lowest levels in history (10.64).
Active Share: Does It Predict Fund Performance?
Article By:
Alpha Architect
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Thursday, June 15, 2017 12:11 PM EDT
Funds with the highest Active Share significantly outperform their benchmarks, both before and after expenses, and they exhibit strong performance persistence.
Growth Style Returns Dominating Value Style Returns
Article By:
David Templeton
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Tuesday, June 13, 2017 4:33 AM EDT
The value style tends to have a large weighting in financial and economically sensitive sectors and most investors know these types of sector positions experienced headwinds in the 2008/2009 economic downturn.
Labor Shortage Equals Low Wage Growth?
Article By:
Kurt Kallaus
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Tuesday, June 13, 2017 1:40 AM EDT
When it comes to our labor market, it's a conundrum for most economists. We have near record low unemployment and record high job openings (6 million+). So why are we seeing below normal wage growth?
Falling Interest Rates Have Postponed “Peak Oil”
Article By:
Gail Tverberg
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Monday, June 12, 2017 7:41 AM EDT
When interest rates fall, debt levels tend to rise. This happens because expensive goods such as homes, cars, and factories become more affordable. Thus, falling interest rates are very closely associated with rising debt levels.
In this article: OIL
The Anatomy Of Brown’s Gold Bottom
Article By:
Keith Weiner
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Monday, June 12, 2017 4:34 AM EDT
Many buyers increased their purchases of gold in response to the drop in price. New buyers came into the market. In a world where central banks are selling their gold - literally debasing their currencies - there is more reason to own gold.
Are We Trapped In A Cycle Of Booms And Busts?
Article By:
Foundation For Economic Education
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Friday, June 9, 2017 2:08 PM EDT
Economic growth has returned. Production and employment slope upwards in most countries of the Western world. However, economic recovery has been accompanied and fueled by an unprecedented expansionary monetary policy.
In this article: SPX
Wealth Paradox Not Effect
Article By:
Jeffrey P. Snider
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Friday, June 9, 2017 12:07 PM EDT
The disparity between “wealth” and the economy will only grow so long as asset prices are largely focused on those second order changes and extrapolating them in a straight (linear) line far out into the future.
How Gold Can Rescue Pensions
Article By:
Alasdair MacLeod
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Friday, June 9, 2017 9:12 AM EDT
The World Economic Forum, in conjunction with Mercers (the actuaries) recently estimated that the combined pension deficit currently stands at $66.9tr for eight countries, rising to $427.8tr in 2050.
Biotech Stocks Best Chance For Breakout!
Article By:
Tarun Chandra, CFA
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Friday, June 9, 2017 3:38 AM EDT
The Biotechnology Sector has been range-bound this year. At a time when the broader market has surged to all-time highs biotechs have struggled to record just 52-week highs. We look at some catalysts that can assist the sector to break out its range.
In this article: IBB, XBI Also: AZN, BMY, ELY, MRK, NVS, PFE, INCY, REGN, AMGN, BIIB, CELG, VRTX, IWM, SPY, TGTX, SUPN, AKBA, KITE, BLUE, FMI, INSY, LOXO, NVCR
Why Doesn’t The Bond Market Believe The Stock Market?
Article By:
Gary Gordon
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Wednesday, June 7, 2017 2:20 PM EDT
Since the beginning of 2017, however, bond investors have been showing that they are less convinced that the federal government can deliver on business-friendly promises. How can one tell?
