EDITOR'S CHOICE
Echo Chamber
Article By:
Michael Lebowitz
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Wednesday, March 22, 2017 8:11 AM EDT
It seems unlikely that this new Congress and President are inclined to make the difficult choices that might ultimately set the U.S. economy back on a path of healthy, self-sustaining growth
Survey Says… Ignore The Hard Data At Your Peril
Article By:
Michael Pento
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Monday, March 20, 2017 12:10 PM EDT
Just as we were beginning to get tired of all this “winning”, investors are also receiving a strong reality check from the actual hard data regarding the current state of economic activity.
Another Missed Opportunity
Article By:
Doug Noland
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Monday, March 20, 2017 7:51 AM EDT
The Fed let another opportunity slip away. One of these days the bond market may mount a protest.
Previewing The Q1 2017 Earnings Season
Article By:
Sheraz Mian
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Saturday, March 18, 2017 8:02 PM EDT
We are still a couple of weeks away from the end of the March quarter, but the Q1 earnings season has gotten underway already. We have 8 S&P 500 members reporting results this week, including bellwethers like FedEx, Nike, and Accenture and others.
Gold Sector: Positioning And Sentiment
Article By:
Acting Man
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Friday, March 17, 2017 11:20 AM EDT
It certainly looks as though speculative positions in gold futures and other sentiment indicators would allow for a rally to develop, even though they are no longer at pessimistic extremes.
Dividend Aristocrats: Medtronic Vs. Becton, Dickinson & Company
Article By:
SureDividend
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Friday, March 17, 2017 6:57 AM EDT
MDT gets credit for having a higher dividend yield and slightly stronger dividend growth in the past few years. However, BDX grew earnings at a much higher rate last year.
Rethinking The Alphabet (Google Investment Thesis)
Article By:
Fred McClimans
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Thursday, March 16, 2017 8:09 PM EDT
Alphabet's Google currently lags Amazon significantly in the cloud market, and trails equally behind Microsoft in the enterprise. But we believe its cloud offering may be spring-loaded, with Alphabet potentially undervalued.
Signs
Article By:
Jeffrey P. Snider
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Thursday, March 16, 2017 5:08 PM EDT
There is only weakness from here on until monetary reform (replacing eurodollars) is enacted. But at least there will be “signs” of labor improvement.
The Rise And Fall Of Personal Interest Income
Article By:
Timothy Taylor
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Thursday, March 16, 2017 3:43 PM EDT
Commentary has focused on whether or when rates should rise. But spare a thought for those who depend on investments that make interest payments as part of their portfolio.
General Mills: A Safe Dividend Stock Down 15% Since July
Article By:
Simply Safe Dividends
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Wednesday, March 15, 2017 11:13 AM EDT
With a very safe, growing dividend and a reasonable valuation, General Mills is an attractive holding as part of a diversified dividend portfolio, especially for conservative investors.
Talking About Irrational Exuberance
Article By:
James Picerno
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Wednesday, March 15, 2017 7:42 AM EDT
Shiller’s valuation metric is now at 29.77, based on the current calculation — the highest level since 2002.
In this article: SPY
Is TD Bank A Better Bargain Than Ever?
Article By:
SureDividend
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Tuesday, March 14, 2017 5:15 PM EDT
TD Bank has a strong, highly profitable business model, and pays consistent dividends to shareholders. But a recent newspaper report has resulted in an elevated level of headline risk.
Villanova Vs. Kansas: Outcome Vs. Process Strategies
Article By:
Michael Lebowitz
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Tuesday, March 14, 2017 1:39 PM EDT
Winning a basketball pool has its benefits while the costs, if any, are minimal. Managing wealth, however, can provide great rewards but is fraught with severe consequences.
Is The Divergence In Central Bank Policy Sustainable?
Article By:
Charlie Bilello
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Tuesday, March 14, 2017 12:45 PM EDT
This week the Fed is expected to raise interest rates for the third time since December 2015. In contrast, the Bank of Japan (BOJ), Bank of England (BOE), and European Central Bank (ECB) have all cut rates since December 2015.
Good Models And Bad Models
Article By:
Michael Ashton
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Monday, March 13, 2017 11:46 AM EDT
A good model is one that makes good predictions if high-quality inputs are given to the model; a bad model is one in which even the correct inputs doesn’t result in good predictions.
Raising Interest Rates Can’t End Well
Article By:
Gail Tverberg
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Monday, March 13, 2017 10:27 AM EDT
Judging from the problems we are having now, the economy seems to be reaching its limit in the near term. Raising interest rates will tend to push it even further toward its limit, or over the limit.