EDITOR'S CHOICE
A New (And Longer) Dataset For Modeling The Market Portfolio
Article By:
James Picerno
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Tuesday, July 11, 2017 7:49 AM EDT
The market portfolio, in theory, is a simple concept. Buy and hold everything in market-value weights. But the road from concept to implementation is rocky.
The Pros And Cons Of The Dividend Discount Model
Article By:
SureDividend
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Monday, July 10, 2017 9:14 PM EDT
There has been much said about investing and how to accurately value a particular stock or other asset. There are few models as popular as the dividend discount model (DDM) though, and this alone warrants a review of its pros and cons.
How To Build A Winning ETF Portfolio For Second-Half 2017
Article By:
Sweta Killa
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Friday, July 7, 2017 3:03 PM EDT
If we go by history, stocks have generated positive returns in the second half of the year over the past two decades.
In this article: PXSG, VEA, VTWG, EFA, EZU, PRF, VFH, VGK, VGT, VHT, XLF, XLK, XLV, QUAL, IBLN, ALFA, GURU, FV, FNDF, ACWI
Rising Japan Metabolism—Better Growth, Tokyo Backlash And Rising Geopolitical Tensions
Article By:
WisdomTree
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Friday, July 7, 2017 10:45 AM EDT
There is rising evidence of Japan's added fiscal stimulus in coming quarters, with monetary policy following suit because of the de facto monetization of the added fiscal deficit.
In this article: EWJ
The Latest Look At The Total Return Roller Coaster
Article By:
Jill Mislinski
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Thursday, July 6, 2017 5:01 PM EDT
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles.
In this article: SPX
Federal Realty Investment Trust: A Dividend Aristocrat And One Of The Best REITs In The World
Article By:
Simply Safe Dividends
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Wednesday, July 5, 2017 1:03 PM EDT
Federal Realty’s impressive dividend security, fortress-like balance sheet, long dividend growth streak, and conservative management team make it one of the highest quality REITs in the market.
The Fed’s Definition Of Price Stability Is Likely Different Than Yours
Article By:
Michael Lebowitz
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Wednesday, July 5, 2017 12:55 PM EDT
The Federal Reserve Act, as mandated by Congress, established a dual mandate of price stability and maximizing employment to guide the Federal Reserve (Fed) in setting monetary policy.
Why Short Sellers Won’t Recoup Their Tesla Losses
Weighing The Week Ahead: How Strong Is The Labor Market?
Article By:
Jeff Miller
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Sunday, July 2, 2017 3:16 AM EDT
A holiday-interrupted week is loaded with important economic data. Since many market participants will skip Monday to stretch their weekend, the action will focus on Friday’s employment situation report.
The Mother Of All Bait-and-Switches
Article By:
Jeffrey P. Snider
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Thursday, June 29, 2017 1:02 PM EDT
Central bankers have to be careful to allow investors to slowly acclimate to a world where there won’t be growth.
Horse Racing And Value Investing
Article By:
Michael Ashton
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Wednesday, June 28, 2017 3:55 PM EDT
Momentum and value investing are two classes of strategies that, historically, alternate ascendancy in terms of which strategy is dominating the other.
In this article: IWF
Value Investing Is Not Dead, But It Is Harder
Article By:
David Trainer
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Wednesday, June 28, 2017 12:52 PM EDT
Today’s market is the best in many years for value investors, the real value investors, that is. The real value investors analyze footnotes and balance sheets in addition to income statements.
In this article: HAS
The Best Of Durable Goods
Article By:
Jeffrey P. Snider
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Tuesday, June 27, 2017 6:12 PM EDT
May was a relatively good month for US manufacturing. Orders were up 7.3% year-over-year, the highest growth rate in nearly three years.
Indicator Review: It’s A Bull Market Until Proven Otherwise
Article By:
David Moenning
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Monday, June 26, 2017 11:53 AM EDT
The primary goal of this weekly exercise is to remove any subjective notions and ensure that we stay in line with what really is happening in the markets.
Why I'm Slashing My S&P 500 Exposure
Article By:
Bram De Haas
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Monday, June 26, 2017 10:22 AM EDT
Five reasons to start slashing S&P 500 exposure now while everyone else is still cheering and happy to pay high prices.