EDITOR'S CHOICE
The Economic Futurist: Business Cycles -- How Frequent, How Severe?
Article By:
Bill Conerly
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Tuesday, September 26, 2017 12:18 PM EDT
Booms and busts will always be part of the economy, but they may come more frequently or less frequently, and they may be more severe or less severe. Let’s look at what’s likely in the next ten years.
Estimating Future Stock Returns, June 2017 Update
Article By:
David Merkel
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Friday, September 22, 2017 5:21 AM EDT
We are now in the 93rd percentile of valuations. This era will ultimately be remembered as a hot time in the markets, much like 1965-9, 1972, and 1997-2001.
Investor Returns Vs. Market Returns: The Failure Endures
Article By:
James Picerno
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Thursday, September 21, 2017 8:04 AM EDT
Although replicating market betas via low-cost index products has become child’s play, the persistent failure by most investors on this front is striking, as a recent study by Dalbar reminds.
In this article: SPX
The Great Unwind Begins
Article By:
James Hamilton
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Wednesday, September 20, 2017 8:05 PM EDT
The reason the Fed may go back to growing its balance sheet within three years comes from thinking about the liability side of its balance sheet.
About That Negative Seasonality Thing…
Article By:
David Moenning
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Tuesday, September 19, 2017 11:58 AM EDT
According to NDR, a cyclical bear market has never occurred in the second half when the majority of the sub-industries were technically healthy at the midway point of a calendar year.
In this article: SPX
The Most Overpriced Asset In The World?
Article By:
Kevin Muir
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Monday, September 18, 2017 5:53 PM EDT
Is shorting the Schatz really the best trade on the board? Will Hendry ultimately be proven correct?
It Was Collateral, Not That We Needed Any More Proof
Article By:
Jeffrey P. Snider
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Monday, September 18, 2017 4:33 PM EDT
Last Friday, FRBNY confirmed as much with its updated numbers on repo fails for that earlier week.
Gold Investment Resuming
Article By:
Adam Hamilton
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Saturday, September 16, 2017 9:36 AM EDT
The key to ETFs’ outsized impact on gold prices is in the extreme variability of their demand.
In this article: GLD
The Years 2000 And 2017: There’s A Whole Lot Of Rhyming Going On
Article By:
Gary Gordon
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Wednesday, September 13, 2017 6:04 PM EDT
Is the current stock market exposure as a percentage of financial assets as out of whack as it was back in 2000? No. And from a wildly bullish perspective, stocks might have plenty of room for growth.
Russia Eyes New Sources Of Revenue Amid Low Oil Prices
Article By:
John Mauldin
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Monday, September 11, 2017 5:15 PM EDT
Low global energy prices have been a strain on the finances of many oil producers, but they’ve hit Russia particularly hard.
The Bear’s Lair: Cryptos Are Sounder Than Today’s Currencies
Article By:
Martin Hutchinson
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Monday, September 11, 2017 8:52 AM EDT
Crypto-currencies are an entirely imaginary form of money, dreamed up by pimply nerds in basements. Or so it seemed.
In this article: BITCOMP
Contrasting Opportunities In EM: FX, Equities And Bonds
Article By:
WisdomTree
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Monday, September 11, 2017 7:59 AM EDT
Year-to-date, over $32 billion has flowed into emerging market (EM) exchange-traded funds (ETFs) in the U.S.
In this article: EEM
Crown Castle: The Highest-Yielding Stock Held By Bill Gates
Article By:
Simply Safe Dividends
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Wednesday, September 6, 2017 12:46 PM EDT
Crown Castle only began paying dividends in 2014, but the company currently offers income investors a dividend yield that’s nearly twice as high as the markets with 7% to 8% annual dividend growth potential.
This Week In Gold
Article By:
Brad Zigler
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Tuesday, September 5, 2017 11:07 AM EDT
Most people buy physical gold because they lack faith in the ongoing value of paper currency. Others are not so much interested in gold itself but like the way the metal interacts with their portfolio’s assets. Gold is a classic noncorrelated asset.
Where Money Goes To Die
Article By:
David Merkel
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Tuesday, September 5, 2017 9:26 AM EDT
It is often a wise thing to look around and see where people are doing that is nuts. Often it is obvious in advance. In the past, the two most obvious were the dot-com bubble and the housing bubble.
In this article: BITCOMP