TalkMarkets Blog Posts - Page 1


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Something Wicked This Way Comes: McDonald's – A Bear In A Bull Costume
Article By: Michael Lebowitz
Wednesday, October 18, 2017 8:20 AM EDT
Buybacks may boost the stock price in the short run but in the majority of cases they harm shareholder value in the long run. Data on MCD provides support for our conclusion.
In this article: MCD
A Fund Flows Theory For Value And Momentum Investing
Article By: Alpha Architect
Tuesday, October 17, 2017 5:04 PM EDT
The momentum and reversal can result from flows between investment funds in markets where fund investors and managers are rational.
Unemployment Is A Geography Lesson
Article By: John Mauldin
Tuesday, October 17, 2017 12:43 PM EDT
According to the Bureau of Labor Statistics, the US economy is at full employment, or close to it. Yet it doesn’t feel that way for many Americans. Even if you have a secure job, you probably know people who don’t.
The Winners Of The New World Redux
Article By: Kevin Muir
Tuesday, October 17, 2017 10:12 AM EDT
Owning an asset regardless of price is what created the dotcom bubble. It didn’t work then and it won’t work now. Chasing momentum after an epic 5-year monster bull run, regardless of how compelling the narrative, is not my idea of smart investing.
In this article: NDX
Regional Banks May Do Better Than The Big Banks
Article By: Sheraz Mian
Saturday, October 14, 2017 7:29 PM EDT
The bottom line on bank results is that they aren’t bad, but they aren’t great either. The stocks have responded negatively to the results because they had run up so much ahead of these earnings reports.
In this article: BAC, PNC, WFC
Was It Worth It?
Article By: Jared Dillian
Thursday, October 12, 2017 12:25 PM EDT
On the grand scene of financial innovations, the exchange-traded fund was fairly innocuous at first. It took a good 15 years of slow realization for people to figure out how disruptive ETFs would ultimately be.
In this article: SPY
Can A Modern Central Bank Still Be A "Banker's Bank"?
Article By: Mises Institute
Thursday, October 12, 2017 8:37 AM EDT
The Federal Reserve, the European Central Bank, the Bank of Japan and every other clone of their genus will never reform themselves in a manner ultimately constructive to monetary policy because of the absence of guiding principle.
‘The Biggest ETF In Town’
Article By: The Heisenberg Report
Tuesday, October 10, 2017 8:59 AM EDT
One of the key dynamics to grasp when it comes to explaining why global equities and credit have rallied to nosebleed levels is the interplay between central bank liquidity and passive flows.
Richard Thaler: The 2017 Nobel Prize In Economics
Article By: Timothy Taylor
Monday, October 9, 2017 12:19 PM EDT
Thaler and a co-author have pushed for what they call the “Save More Tomorrow” (SMarT) plan, where after you sign up, the contribution you make to your retirement savings increases gradually each year.
Are Bank Stock Gains Sustainable?
Article By: Sheraz Mian
Saturday, October 7, 2017 7:11 PM EDT
As a group, bank stocks didn’t do much from mid-February through early September. But they have experienced dramatic gains since September 8th, with a number of major bank stocks trading at or near their highs for the year.
In this article: C, JPM
What Is Going On With Micro-Caps?
Article By: David Dierking
Friday, October 6, 2017 12:28 PM EDT
It’s not unusual for a particular segment to have a hot streak, but what’s been happening in the micro-cap space is remarkable by almost any standard.
In this article: IBB, IWC, XLF
When The Market Crashes, Will It Come Back In Your Lifetime?
Article By: Dennis Miller
Thursday, October 5, 2017 8:52 AM EDT
Stocks are at record highs, bonds prices are in a 36-year bull market, and the average property price in the US is now higher than it was at the peak of the 2006 bubble.
Tax Reform: Implications For Gold
Article By: Axel Merk
Wednesday, October 4, 2017 12:51 PM EDT
Monetary policy affects nominal prices, whereas fiscal policy affects real prices. Printing money might affect the price level, but fiscal policy affects where money gets allocated, and what investments take place.
In this article: GLD
The Laffer Curve Is Misleading And Dangerous
Article By: Steven Saville
Tuesday, October 3, 2017 4:32 AM EDT
The logic underlying the Laffer Curve is that the greater the tax on production, the lesser the amount of production.
Is The S&P The New Money Market?
Article By: Charlie Bilello
Monday, October 2, 2017 2:10 PM EDT
Is the S&P indeed the new money market? Is it “safe” to “park your money” there for a few months with the expectation that it will only grow?
In this article: COMP, SPX, DJI, NYA
Hard Assets In An Age Of Negative Interest Rates
Article By: Mises Institute
Saturday, September 30, 2017 2:09 PM EDT
The hard asset vision is about building wealth outside the stock market. It refers to three main strategies overall: 1) land ownership and/or farmland, forestry and agriculture 2) gold and certain other metals 3) the art market.
In this article: BID, CU, RSX, GLD
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