EDITOR'S CHOICE
Have Department Store Stocks Turned The Corner?
Article By:
Sheraz Mian
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Saturday, November 11, 2017 6:14 PM EDT
The impressive stock market performance of Macy’s, Nordstrom, Kohl’s, J.C. Penney and others over the last three trading sessions would suggest that market participants are starting to see ‘green shoots’ on the horizon for this space.
Are You Feeling Low On Energy? Or Is It Just Natural Gas?
Article By:
Joseph Shaefer
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Friday, November 10, 2017 3:04 PM EDT
Energy and Healthcare are two sectors that have not participated in the Great Bull Market that followed the Great Recession. Even in times when the Energy sector writ large is out of favor, some sub-sectors are moving nicely.
Is There Any Way Out Of The ECB's Trap?
Article By:
Mises Institute
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Thursday, November 9, 2017 12:47 PM EDT
The mistake of the ECB is that they looked to the US and thought they could imitate the Federal Reserve without risk. In the process, they forgot about reforms, about politicians who only want more debt
Tupperware Brands (TUP): 20 Years Of Uninterrupted Dividends And A 4.6% Yield, But How Safe Is The Payout?
Article By:
Simply Safe Dividends
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Thursday, November 9, 2017 11:55 AM EDT
Tupperware may be a household name, but it faces a very different market environment today compared to the retail world of the 1950’s, when Tupperware was at its peak.
In this article: TUP
Consumer Credit Both Accelerating And Decelerating Toward The Same Thing
Article By:
Jeffrey P. Snider
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Wednesday, November 8, 2017 8:05 PM EDT
Federal Reserve revisions to the Consumer Credit series have created some discontinuities in the data. Despite that discontinuity, revolving consumer credit growth remains elevated at least when compared to before March 2015.
GSV Capital: The One-Stock Road Map To Instant “Startup Riches”
Article By:
Paradigm Press
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Wednesday, November 8, 2017 3:24 PM EDT
Let’s unpack a clever way to invest in emerging technologies — ones that are privately held yet are perfectly within your reach.
In this article: GSVC
Why The Flattening Yield Curve Doesn’t Worry Me Yet
Article By:
Edward Harrison
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Tuesday, November 7, 2017 5:07 PM EDT
With the spread between ten-year rates and two-year rates still around 70 basis points, the Fed has no reason to panic. In fact, the Fed should be more concerned about a US acceleration than a slowdown.
Mutual Funds Achieve Highest Hit Rate In A Decade
Article By:
ValueWalk
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Monday, November 6, 2017 12:51 PM EDT
As the flow of assets towards passive funds has accelerated during the past few years, passive funds have risen to 47% of the assets managed by the US fund industry with active mutual funds getting hit by low-cost index funds and ETFs.
Two Reasons Why The Mexican Peso Appreciated In 2017
Article By:
Mises Institute
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Monday, November 6, 2017 9:46 AM EDT
The devaluationary spiral of the peso began with the fall in oil prices in mid-2014. At the time, the depreciation was easy to explain in terms of the deterioration of the balance of trade.
In this article: EWW
The Tech Sector's Impressive Earnings Power On Display
Article By:
Sheraz Mian
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Saturday, November 4, 2017 7:32 PM EDT
The blowout Apple (AAPL) report became the latest earnings release that built on the momentum we have been seeing from a diverse cross-section of companies this earnings season. The trend is particularly notable in the Technology sector.
Home Builders Buckle Under Tax Reform – Reviewing The Damage
EU Shadow Rate Madness
Article By:
Kevin Muir
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Thursday, November 2, 2017 9:52 PM EDT
The last thing any equity bull should hope for is a strong economy, especially one accompanied with an uptick in inflation.
The Bond Expectations Bubble
Article By:
Charlie Bilello
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Wednesday, November 1, 2017 4:36 PM EDT
Until the bubble bursts and interest rates rise significantly, bonds are not going to come anywhere near such a return.
Replacing Stocks With Volatility?
Article By:
Dr. Stuart Barton
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Wednesday, November 1, 2017 11:50 AM EDT
Stock replacement strategies can be used to manage risk. A small allocation to volatility products may offer investors an alternative to more traditional stock replacement strategies.
In this article: XIV(RETIRED) Also: SVXY, UVXY, VXX
Do Portfolio Factors Or Characteristics Drive Expected Returns?
Article By:
Alpha Architect
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Tuesday, October 31, 2017 10:58 PM EDT
While factor loadings can be important, examining characteristics is arguably just as effective (and probably more intuitive!).
All-Around Strength In Q3 Earnings Season
Article By:
Sheraz Mian
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Friday, October 27, 2017 8:24 PM EDT
We are past the halfway mark in Q3 earnings with results from 54% of the S&P 500 members. This reporting season has turned out to be very good, further strengthening the narrative of a favorable earnings backdrop over the last few quarters.