EDITOR'S CHOICE
Don’t Count On The Great Rotation
Article By:
Michael Pento
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Monday, January 30, 2017 10:46 AM EDT
This unprecedented period of turmoil will once again prove that rising bond yields are seldom good for stocks, especially in real terms.
In this article: SPX
A Dubious Monetary Backdrop
Article By:
Doug Noland
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Sunday, January 29, 2017 12:36 PM EDT
My focus – one that the world now largely neglects – is on unsound global finance. It’s such an extraordinary backdrop – in all things monetary, in politics, geopolitics and the markets.
Economic Hope As Inventory
Article By:
Jeffrey P. Snider
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Friday, January 27, 2017 4:42 PM EDT
Inventories in the fourth quarter rebounded rather sharply, at least in terms of how inventory is calculated as a contribution to GDP. The GDP version of inventory turned negative in Q2 and was only slightly positive in Q3.
One Lesson For Investors From Brexit And Trump Victory Missed By Most
Article By:
Malay Bansal
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Tuesday, January 24, 2017 6:40 PM EDT
One obvious point for investment managers to keep in mind is that those who dig into details, look for relevant data, and draw their own conclusions can still add significant value to the investment process.
Smart Shoppers Like Sales: Ross And Costco
Article By:
Dr. Paul Price
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Monday, January 23, 2017 2:09 PM EDT
These firms make money because educated consumers know what things are worth and appreciate getting them at marked-down levels.
There’s A Lot Of Relevant History In Going To The Bond Market
Article By:
Jeffrey P. Snider
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Monday, January 23, 2017 1:41 PM EDT
When banking is the central area of dysfunction, there are no alternatives for a monetary scheme derived from it (credit-based money).
In this article: CNY
The Difference Between The Ex-Dividend Date, Record Date, And Pay Date
Article By:
SureDividend
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Monday, January 23, 2017 12:10 PM EDT
We discuss each term in detail, and use two examples to show how these dates can be easily found for specific companies.
Q4 Earnings Growth The Highest In 8 Quarters
Article By:
Sheraz Mian
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Saturday, January 21, 2017 6:44 PM EDT
The Q4 earnings season has gotten off to a good start, with earnings and revenue growth tracking above other recent periods and on track to reach the highest level in eight quarters.
"Call Me When You Have A Real Insurance Company"
Article By:
David Merkel
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Saturday, January 21, 2017 9:12 AM EDT
AIG has sought out reinsurance from BRK to cap the amount of losses they will pay for prior business written. This is the one of the biggest deals of its type, ever.
What Do The Cycles Say About 2017?
Article By:
David Moenning
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Friday, January 20, 2017 12:13 PM EDT
At some point, what I’ve been referring to as “economic reality” needs to actually materialize and morph into upside surprises during an earnings parade in the not-too distant future.
In this article: SPX
How Was The Collective Mood As Stocks Started A 19-Year Secular Bull Run In 1982?
Article By:
Chris Ciovacco
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Thursday, January 19, 2017 12:27 PM EDT
Even with the backdrop of numerous positive technical developments, it's difficult to see stocks moving higher given lingering skepticism. Reporting from this week’s World Economic Forum has had a decidedly pessimistic slant.
In this article: SPX
Is The Trump Rally Over? Or Is It Merely Taking A Breather?
Article By:
Gary Gordon
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Wednesday, January 18, 2017 3:15 PM EDT
Jobs, wages, GDP per capita, GDP – the idea that these trends will reverse themselves on the promise of tax cuts, deregulation and trade renegotiation is hazy at best.
In this article: SPX