EDITOR'S CHOICE
Villanova Vs. Kansas: Outcome Vs. Process Strategies
Article By:
Michael Lebowitz
Read
Tuesday, March 14, 2017 1:39 PM EDT
Winning a basketball pool has its benefits while the costs, if any, are minimal. Managing wealth, however, can provide great rewards but is fraught with severe consequences.
Is The Divergence In Central Bank Policy Sustainable?
Article By:
Charlie Bilello
Read
Tuesday, March 14, 2017 12:45 PM EDT
This week the Fed is expected to raise interest rates for the third time since December 2015. In contrast, the Bank of Japan (BOJ), Bank of England (BOE), and European Central Bank (ECB) have all cut rates since December 2015.
Good Models And Bad Models
Article By:
Michael Ashton
Read
Monday, March 13, 2017 11:46 AM EDT
A good model is one that makes good predictions if high-quality inputs are given to the model; a bad model is one in which even the correct inputs doesn’t result in good predictions.
Raising Interest Rates Can’t End Well
Article By:
Gail Tverberg
Read
Monday, March 13, 2017 10:27 AM EDT
Judging from the problems we are having now, the economy seems to be reaching its limit in the near term. Raising interest rates will tend to push it even further toward its limit, or over the limit.
Has The S&P 500 Run Ahead Of Other Major Market Classes?
Article By:
Claus Vistesen
Read
Sunday, March 12, 2017 5:49 PM EDT
Equity strategists are in pickle. The S&P 500 has increased too far too fast in the first few months of the year, exceeding many analysts' year-end targets. This puts the Street's eggheads in a quandary.
Looking Ahead To The Q1 Earnings Season
Article By:
Sheraz Mian
Read
Saturday, March 11, 2017 5:50 PM EDT
Most of this week’s 161 earnings releases do represent the tail of the Q4 reporting cycle. The weekly reporting calendar for the S&P 500 index clearly shows that we still have another four weeks to go before the Q1 earnings season really takes off.
When To Trade Raw
Article By:
Boris Schlossberg
Read
Friday, March 10, 2017 5:11 PM EDT
Trading raw versus markup is really a question of style as much as cost and every trader should consider his individual condition before making the move.
Happy 8th Birthday Bull Market! Has The S&P 500 Become Dangerously Overvalued?
Article By:
Chuck Carnevale
Read
Friday, March 10, 2017 11:59 AM EDT
In short, be analytical rather than reactive. And remember: Running with the Herd Leads You to the Slaughter House!
In this article: SPX
Same Country, Different Worlds
Article By:
Jeffrey P. Snider
Read
Thursday, March 9, 2017 5:43 PM EDT
Without the backing of “dollars”, the PBOC has been printing money in a way the Fed could only wish.
Is A Rate Hike Certain After ADP’s Strong US Employment Report?
Article By:
James Picerno
Read
Thursday, March 9, 2017 7:14 AM EDT
It appears that the government is set to report that US companies hired more workers in February vs. January. In turn, the 89% probability of a rate hike next week is on track to tick even higher.
What If This Is As Good As It Gets?
Article By:
Gary Gordon
Read
Wednesday, March 8, 2017 3:23 PM EDT
The 2400 level for the S&P 500 may or may not be the peak for the current bull market’s run. No individual could possibly know whether or not this is “as good as it gets".
In this article: SPX
Fed Hikes And Stock Market Returns
Article By:
Charlie Bilello
Read
Wednesday, March 8, 2017 3:08 PM EDT
The irony is that market participants should actually be hoping the Fed continues to hike rates because it will mean new all-time highs in markets, benign credit conditions, and a continued economic expansion.
Auto Dividend Stock Showdown: GM Vs. Ford
Article By:
SureDividend
Read
Wednesday, March 8, 2017 10:40 AM EDT
GM and Ford are both high-yield dividend stocks. This article discusses which major auto stock is the more attractive of the two.
Do Record Eurodollar Balances Matter? Not Even Slightly
Article By:
Jeffrey P. Snider
Read
Tuesday, March 7, 2017 12:12 PM EDT
The fact that the Federal Reserve is right now undertaking its “exit” would only seem to amplify the pressure to present the dollar in eurodollars as a total non-factor even though, it is the farthest from the truth.