EDITOR'S CHOICE
Why We Should Worry About China
Article By:
Mises Institute
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Friday, December 15, 2017 10:59 AM EDT
Chinese growth of 6.5% per annum came with more than 14% annual growth in money supply. Total debt has quadrupled since the financial crisis, and official messages of “measures to curb indebtedness” have shown a different reality.
Important Changes Are Occurring In The Investment World: Which Ones Really Matter?
Article By:
Elliott Morss
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Wednesday, December 13, 2017 5:26 PM EDT
New technologies are opening up new opportunities for investments. Some will work and some will not. But for the most part, private investors should benefit as investment costs fall.
The Story Of Shipping Is Our Economic Story
Article By:
Jeffrey P. Snider
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Tuesday, December 12, 2017 8:21 PM EDT
Like the oil story, the world’s shipping context is dominated by the demand side, not supply.
In this article: AMKAF
2018 Comes Into Focus
Article By:
James Picerno
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Tuesday, December 12, 2017 7:24 AM EDT
The year is winding down, which means that we’re knee-deep in newly minted 2018 investment outlooks.
The 30-Years Bubble - Why America Ain't That Rich
Article By:
David Stockman
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Monday, December 11, 2017 6:02 PM EDT
The entire financial and economic narrative in today's Bubble Finance world is virtually context- and history-free, it's all about the short-term deltas and therefore exceedingly misleading and dangerous.
Earnings Boost From The Tax Legislation
Article By:
Sheraz Mian
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Saturday, December 9, 2017 7:18 PM EDT
Tax legislation currently moving towards a passage in Congress promises many substantive changes in a number of areas, but it will have a big impact on corporate profitability as well, all of it positive.
Trading Cocoa: A Fresh Price Collapse Amid Conflicting Narratives
Article By:
Dr. Duru
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Saturday, December 9, 2017 12:55 PM EDT
The longer cocoa prices remain depressed, the more vulnerable the crops become. Prices inevitably must go higher again and under these circumstances could soar substantially when they do.
In this article: BYCBF, OLMIF, NIB (RETIRED) Also: FXB
Futures Are On An Upswing
Article By:
Brad Zigler
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Tuesday, December 5, 2017 12:49 PM EDT
Amid all the hoopla surrounding the stock market—new records on an almost daily basis—something has been quietly developing in a non-correlated corner. Commodities have been rising off a mid-summer bottom.
Earnings Growth Accelerates In 2018
Article By:
Sheraz Mian
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Sunday, December 3, 2017 11:55 AM EDT
Our earnings discussion is typically focused on quarterly results. But we're in an in-between period when Q3 earnings season just ended and Q4 earnings are a few weeks away, so a look at the annual view makes sense.
The Mean Reverting History Of Profit Growth
Article By:
Lance Roberts
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Thursday, November 30, 2017 8:12 AM EDT
While valuations are a poor timing tool in the short term for investors, in the long run, valuation levels have everything to do with future returns.
In this article: SPX
Merkel Matters
Article By:
David Kotok
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Wednesday, November 29, 2017 12:49 PM EDT
German Chancellor Angela Merkel faced a crisis when coalition talks broke down on November 19th. Germany could have endured months of political uncertainty, and it suddenly became possible that Merkel would be forced to resign.
In this article: EWG
Inflation (Expectations) Corroborate Risk, Which Corroborates Inflation
Article By:
Jeffrey P. Snider
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Wednesday, November 29, 2017 4:02 AM EDT
If inflation expectations (surveys as well as market-based) are right then that is a very different future than the one described by the Fed and played out all over the mainstream.
Higher Wages: Good For You, Not Good For Stocks
Article By:
Michael Ashton
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Monday, November 27, 2017 9:45 PM EDT
The documentation of the endless march of asset markets higher has become passé; the illustration of the markets’ overvaluation redundant and tiresome.
In this article: SPX
’Tis The Season For Tax Loss Harvesting
Article By:
WisdomTree
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Monday, November 27, 2017 9:18 AM EDT
Tax loss harvesting can be an effective way to mitigate gains taxes. It can be a valuable tool, but it is important to make sure that it is the correct tool.
The Low Volatility Puzzle: Is This Time Different?
Article By:
Global Economic Intersection
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Friday, November 24, 2017 3:04 PM EDT
As stock market volatility hovers near all-time lows, some analysts are questioning whether investors are complacent, drawing an analogy to the lead-up to the financial crisis. But, is this time different?