EDITOR'S CHOICE
Do Higher Prices Make Crypto-Assets Crypto-Currencies?
Article By:
Marc Chandler
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Tuesday, May 23, 2017 10:27 AM EDT
There has been a surge of interest and activity in the what have been dubbed crypto-currencies. The market cap for this space is around $60 bln.
In this article: BITCOMP
The Great Reset: How Should We Then Invest?
Article By:
John Mauldin
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Monday, May 22, 2017 11:49 AM EDT
The entire world is entering what I call the Great Reset, a period of enormous and unpredictable volatility in all asset classes. I believe that diversifying among asset classes will simply diversify your losses during the next global recession.
Not Every Retailer Is Suffering This Earnings Season
Article By:
Sheraz Mian
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Friday, May 19, 2017 8:47 PM EDT
It's been the accepted wisdom for a while that it is only a question of time before Amazon mops up traditional brick-and-mortar retailers' every last sales dollar. But not every retailer is suffering the 'Amazon effect'.
Square Appears To Be Turning Around
Article By:
Sramana Mitra
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Friday, May 19, 2017 9:19 AM EDT
The market is pleased with Square. Its stock is currently trading around a 52-week-high of $20.34 with a market capitalization of $7.7 billion.
In this article: SQ
Cisco Systems: A Better Bargain Than Ever?
Article By:
SureDividend
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Friday, May 19, 2017 8:00 AM EDT
Cisco looks to be a solid investment right now. I’m not the only one who thinks so – Cisco is the third largest holding in Joel Greenblatt’s investment portfolio.
In this article: CSCO
Ransomware: Should WannaCry Make You Wanna Buy Cyber Equities?
Article By:
Fred McClimans
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Thursday, May 18, 2017 12:23 PM EDT
The WannaCry ransomware attack impacted 200,000+ users across 150 countries. This attack, which we timeline, is unique, precedent-setting, and may have short-term potential for selected cybersecurity equities. It also raises a few questions...
In this article: BA.L, ACN, IBM, IMPV, UIS, WIT, FTNT, CSCO, CTSH, INFY, SYMC, PFPT, BBRY (NOW BB), PANW, FEYE, CUDA, CYBR, RPD, MIME, RTNB, SCWX
Shale's Lesson For Creditors And Debtors
Article By:
Marc Chandler
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Thursday, May 18, 2017 10:04 AM EDT
The heavy hand of past borrowings continues to hang over us. China's explosion of debt is worrisome.
In this article: OIL
The Limits Of One-Indicator Recession Analysis
Article By:
James Picerno
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Wednesday, May 17, 2017 8:20 AM EDT
Some analysts are smitten with the ISM Manufacturing Index, convincing at least one investment strategist to proclaim that this metric is all you need to accurately gauge the state of the US economy.
In this article: SPY
Inflation/Deflation And The Desire To Avoid Short-Term Pain
Article By:
Steven Saville
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Monday, May 15, 2017 11:54 PM EDT
The day might come when the costs of continuing the inflation are so widely understood that there exists the political will to bring the money-depreciating policies to an end, but don’t hold your breath waiting for that day.
Staying Stuck
Article By:
Jeffrey P. Snider
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Monday, May 15, 2017 4:53 PM EDT
In the particular case of 2016-17 and “reflation”, the more immediate circumstances surrounding commodities have taken on increased importance. Oil, in particular, has become the chief expression of economic direction.
The VIX And The Scheme
Article By:
Doug Noland
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Sunday, May 14, 2017 6:26 PM EDT
Why is the VIX – and other market “insurance” – so extraordinarily cheap? Taking a global Bubble perspective, the foundation of cheap “insurance” rests upon the perception of a relatively stable global Credit backdrop.
Retail Sector's Disappointing Earnings Results
Article By:
Sheraz Mian
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Friday, May 12, 2017 8:21 PM EDT
The earnings focus lately has been on the Retail sector, with J.C. Penney becoming the latest department store to follow the lead set by Macy’s, Kohl’s and Nordstrom. These reports reconfirm that these operators needed to reinvent their businesses.
Challenges For European Banks
Article By:
Marc Chandler
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Friday, May 12, 2017 10:39 AM EDT
Concerns about the health of the European banking system tend to focus on bad loans and profitability. In a speech this week, ECB's Vice President Constancio suggested that officials were looking at two other issues.
Stock Market Volatility And Recessions: A Primer
Article By:
James Picerno
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Friday, May 12, 2017 8:05 AM EDT
The unusually low level of stock market volatility has drawn widespread attention recently as the crowd tries to decipher what it means for equity investing and the economy.