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G20: Many Bridges To Cross Before A US-China Deal Can Be Cut
Article By:
ING Economics
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Sunday, June 30, 2019 10:09 PM EDT
The new cease-fire and a resumption of negotiations between the US and China keep hopes alive that a long-running trade war can be avoided. But more is needed before we can change our expectations that another round of tariffs is coming.
Is Grandpa For Real
Article By:
Keith Schneider
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Sunday, June 30, 2019 9:32 PM EDT
The US Equities markets was a mixed bag as the Dow, NASDQ 100, and the S&P 500 closed down on the week. Meanwhile the IWM which has been lagging since the fall of 2018 came alive Friday, rallying +1.6% and closed in an unconfirmed bullish phase.
How To Find Undervalued Stocks With Strong Fundamentals
Article By:
Andres Cardenal
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Sunday, June 30, 2019 8:53 PM EDT
This article presents a quantitative strategy designed to find stocks with low valuation ratios in comparison to the company's growth expectations and other return drivers.
In this article: RIO, MSFT, ORCL, EL, FLT, MTRN, RNR, TPX, CACC, INCY, MASI, MERC, MLNX, TTGT, ZIXI, ACGL, BOOM, CECO, CERN, DECK, EBAY, NICE, SBGI, SNPS, ZBRA, PAYC, LNTH, SEDG, NMIH, OMP
Partnering With Pipeline Protesters
Article By:
Simon Lack
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Sunday, June 30, 2019 3:11 PM EDT
In many ways, the efforts of environmental extremists to oppose new pipeline construction has the same effect as if the pipeline operators themselves declined to invest in meeting new demand.
In this article: WMB
Macro Update: Melodrama Subsides But Capriciousness Remains
Article By:
Marc Chandler
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Sunday, June 30, 2019 1:28 PM EDT
Since President Trump declared the end of the tariff truce with China in early May, an important focus for investors was the G20 meeting. Billed as an extraordinary meeting it reportedly lasted less than 90 minutes and the results were as expected.
Weighing The Week Ahead: Chinese Fireworks?
Article By:
Jeff Miller
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Sunday, June 30, 2019 11:27 AM EDT
The combination of events, data, and the calendar make the week ahead even murkier than usual. I expect an initial focus on the US/China trade truce, a shift to discussion of the implications for Fed policy, and a fast exit for the beach.
Boston, MA Real Estate Market Trends & Analysis 2019
Article By:
Than Merrill
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Sunday, June 30, 2019 9:30 AM EDT
The Boston real estate market has taken a big step forward thanks to an influx of millennial homebuyers seeking employment in the education and healthcare industries.
Resilience Amidst Headwinds Is Key For H2
Article By:
Paul Hodges
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Sunday, June 30, 2019 8:12 AM EDT
Resilience is set to become the key issue as we look forward to the second half of the year. None of us have ever seen the combinations of events that are potentially ahead of us. And none of us can be sure which way they will develop.
Trend Following: The Epitome Of No Pain, No Gain
Article By:
Alpha Architect
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Sunday, June 30, 2019 7:48 AM EDT
One of the recurring themes we see in our research is the concept of “no pain; no gain.” Or as Corey Hoffstein says, “No pain, no premium.” Bottom line: nothing is easy in financial markets.
IRA Trick – Eliminate Estimated Tax Payments
Article By:
Jim Blankenship
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Sunday, June 30, 2019 6:15 AM EDT
Retirees: don’t you get tired of making those estimated tax payments? What if there was a way to send this money off one time, and then you wouldn’t have to remember it every few months? There is...
Why Friends Don’t Let Friends Apply Deterministic Time Trends To Nonfarm Payroll Employment
Article By:
Menzie Chinn
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Sunday, June 30, 2019 4:16 AM EDT
Suppose you wanted to detect anomalies in nonfarm payroll employment (NFP). Would you want to apply a filter that relied on trend stationarity of NFP? My short answer is “no”…
Passenger Drones Are Almost Here
Article By:
Andrew Gordon
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Sunday, June 30, 2019 3:12 AM EDT
Driverless cars are coming. Exciting? Looking ahead, I expect startups to begin running small fleets in the country’s largest cities.
Weekly Commentary: History Rhymes
Article By:
Doug Noland
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Saturday, June 29, 2019 11:52 PM EDT
President Trump and President Xi are meeting in Osaka. Pre-meeting reports had the two sides agreeing to a “truce.”
Large-Cap Price-to-Book Investing: What Is Dead May Never Die
Article By:
Alpha Architect
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Saturday, June 29, 2019 9:10 PM EDT
I am reminded of this saying from Book of Thrones as more and more market commentators and practitioners declare that value investing is dead and cite its terrible performance over the last 10 years as proof.