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What Really Causes Falling Productivity Growth — An Energy-Based Explanation
Article By: Gail Tverberg
Tuesday, September 20, 2016 2:44 PM EST
What really causes falling productivity growth? The answer seems to be very much energy-related. Human labor by itself does not cause productivity growth.
In this article: OIL
Emerging Markets Quietly Dominate Global Economy
Article By: ValueWalk
Sunday, September 18, 2016 7:03 PM EST
In case you missed it, one of the most significant developments in the past 10 years for the global economic world order is the transition from developed market economic dominance to emerging economy world dominance.
27 Fintech Unicorns, And Where They Were Born
Article By: Jeff Desjardins
Wednesday, September 7, 2016 3:26 PM EST
In 2015, investments in fintech nearly doubled to $22.3 billion. And although there were 1,108 deals made, there are only 27 companies that can call themselves unicorns – private companies valued at over $1 billion or more.
Health Care Marketplace Rate Hikes Could Threaten Enrollment
Article By: Andy Sutton
Tuesday, September 6, 2016 8:30 PM EST
Many of next year’s premium rate increases on the Affordable Care Act exchanges threaten to surpass the high and wildly fluctuating rates that characterized the individual insurance market before the health law took effect.
Why China Will Dominate Next Generation Manufacturing
Article By: Helen H. Wang
Monday, September 5, 2016 10:30 AM EST
Chinese manufacturing will likely pose significant challenges to American manufacturers.
These Olympian Gold Royalty Companies Are Insanely Attractive
Article By: Frank Holmes
Monday, August 22, 2016 12:35 PM EST
Investors should take heed of the fact that even central banks have become net buyers of gold. It’s always been my recommendation to maintain a 10 percent weighting in your portfolio—5 percent in gold bullion, another 5 percent in gold stocks.
In this article: FNV, SLW, RGLD, SAND, ABX, NEM
"Markets Are Ripe For A Black Swan Event" - Why Most 'Well Hedged' Funds Won't Survive
Article By: Tyler Durden
Friday, August 19, 2016 10:25 PM EST
When the historically stable relationships between bonds and stocks breaks down – as often happens in a liquidity event – even complicated strategies involving some arbitrage essentially blow up.
Welcome To The Real Bull Market
Article By: Michael Gayed
Tuesday, August 16, 2016 11:46 AM EST
A real bull market driven by all the right stuff may finally be here.
In this article: SPHB, SPLV
Increasing Speculation In “Paper Gold”
Article By: Steven Saville
Monday, August 15, 2016 4:38 AM EST
The extent to which short-term speculators are bullish on gold is a risk.
In this article: GLD
Are Utilities In A Bubble?
Article By: David Trainer
Thursday, August 11, 2016 11:17 AM EST
Utilities are on a tear. Without accounting for dividends, the Utilities Select Sector SPDR ETF is up 17% so far in 2016 and 28% over the past three years, in both cases outperforming the S&P 500.
In this article: SPY, XLU Also: PPL, UGI
Turkey – An Unstable Energy Hub
Article By: Ellen R. Wald, Ph.D.
Tuesday, July 19, 2016 2:25 PM EST
Friday night’s attempted coup in Turkey revealed just how sensitive the oil market is to geopolitical incidents right now. Both WTI and Brent futures rose around 1% as events unfolded in Turkey, even though Turkey is not a major oil producer.
In this article: OIL, UCO, USO
Why Water Is One Of 2016’s Best Sectors
Article By: John Thomas
Tuesday, July 19, 2016 11:40 AM EST
I bet you didn’t know that water infrastructure plays have been one of the top performing stock sectors in 2016. In fact, shares of this little known industry are up more than 25% since the February market bottom.
In this article: PNR, TTEK, CGW, FIW, PHO, VEOEY
Commercial Real Estate Checks Into The Heartbreak Hotel
Article By: Danielle DiMartino Booth
Wednesday, July 13, 2016 12:05 PM EST
The rate of return on a given property based on the income it’s expected to generate, they’ve leveled off since the start of the year with a few notable exceptions.
Hong Kong’s Choice Between Hope And Despair
Article By: Dr. Dan Steinbock
Monday, July 4, 2016 1:40 PM EST
Today, Hong Kong faces great economic uncertainty and unprecedented market volatility. With Brexit chills, analysts expect a contraction. However, the writing has been on the wall since the global financial crisis.
The Waiting Period Of Initial Public Offerings
Article By: ValueWalk
Monday, July 4, 2016 1:03 PM EST
Why do some firms take 7 months to clear the process and go public, and others only 1 month? The waiting period is a good barometer of ex ante uncertainty about future cash flows and it has predictive power after the firm goes public.
Blindsided By Brexit Bias
Article By: Tim Richards
Monday, July 4, 2016 4:02 AM EST
Brexit bias is a casebook example of what Charlie Munger calls the Lollapalooza Effect, where a number of different psychological issues combine to cause a cascade.
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