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Investing, Asset Allocation, Economics & the Search for the Bottom Line
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16 января, 15:06

Growth Stock Rally Continues To Overshadow Value Investing

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The exuberance in the US stock market of late may or may not be irrational, but the party atmosphere in the value corner of equities (companies that are inexpensively priced) is subdued vs. the celebratory surge for growth shares (firms expected to grow at above market rates). Although both measures of US companies in the […]

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16 января, 13:27

Macro Briefing: 16 January 2018

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Risk of US government shutdown looms as Jan. 19 deadline approaches: CNN Turkey’s president warns of attack against US-backed rebels in Syria: Reuters Oil rises three-year high, supported by global growth and production cuts: Reuters Wall Street eyes higher inflation in 2018: Bloomberg Research claims “single actor” lifted Bitcoin to $1000 from $150: TechCrunch China’s […]

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15 января, 14:28

US Stocks Top Weekly Performance List As REITs Sink

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US equities led most markets higher last week, posting the strongest gain among the major asset classes, based on a set of exchange-traded products. Meanwhile, real estate investment trusts (REITs) in the US suffered the biggest weekly loss, extending a slide for this yield-sensitive sector in the wake of rising Treasury yields. Vanguard Total Stock […]

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15 января, 13:24

Macro Briefing: 15 January 2018

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US immigration deal’s prospects fade in wake of Trump comments: Fox Thousands flee in Philippines on warnings of imminent volcano eruption: CNN Hawaii issues false alert about missile attack: New York Euro reaches three-year high against US dollar: Reuters US retail spending rises 0.4% in Dec, matching expectations: RTT US core consumer inflation in Dec […]

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13 января, 16:41

Book Bits | 13 January 2018

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● When: The Scientific Secrets of Perfect Timing By Daniel H. Pink Summary via publisher (Riverhead Books) Drawing on a rich trove of research from psychology, biology, and economics, Pink reveals how best to live, work, and succeed. How can we use the hidden patterns of the day to build the ideal schedule? Why do […]

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12 января, 14:53

Momentum Continues To Dominate Factor ETF Performances

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The US stock jumped to another record high yesterday, providing more fuel to keep the momentum factor sizzling. All the major factor strategies are posting solid one-year returns these days, but momentum’s trend remains a bullish outlier, based on a set of proxy ETFs. The outsized return for the momentum-factor strategy, which targets equities that […]

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12 января, 13:32

Macro Briefing: 12 January 2018

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Trump expected to extend sanctions relief to Iran: Reuters German Chancellor Merkel’s party achieves breakthrough to form gov’t: Reuters Trump’s crude comments about immigrants trigger int’l reaction: BBC China-N. Korea trade fell sharply in 2017: CNBC Citing tax reform, Wal-Mart boosts minimum wage to $11/hr: Bloomberg Wal-Mart announces it’s closing dozens of its Sam’s Club […]

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11 января, 15:36

President Trump Attacks US Libel Laws

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We interrupt our regularly scheduled review of markets and economics to consider President Trump’s latest comments on US libel laws. His remarks on Wednesday suggest that the White House will lead a new effort to revise long-standing legal standards that are directly related to the Constitution’s First Amendment rights and freedom of the press – […]

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11 января, 13:26

Macro Briefing: 11 January 2018

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Trump may be preparing to withdraw from Nafta trade pact: Bloomberg New York City sues big oil over climate change: AP IRS under pressure to reduce withholding taxes ahead of election: Politico Trump says US libel laws are a “sham” and vows to “take a strong look”: CNBC US import prices barely budged in Dec: […]

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10 января, 15:41

5 Questions For Professor Steve Keen On Debt And Financial Crises

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What might trigger the next financial crisis and recession? Private debt tops the list, explains Steve Keen, an economics professor who heads the School of Economics, Politics and History at Kingston University. It’s a potent threat, in part because debt has increased since the 2008 financial crisis and interest rates appear poised to trend higher […]

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10 января, 13:40

Macro Briefing: 10 January 2018

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Federal judge rules in favor of DACA immigration program: The Hill Trump voices willingness to deal on immigration legislation: Bloomberg Federal court rules against GOP re: gerrymandering districts: The Atlantic Iran’s supreme leader calls for revenge against US for recent protests: NY Times S. Korea’s president cites Trump as factor for new talks with N. […]

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09 января, 15:53

How Long Will The Stock Market’s Low-Volatility Regime Last?

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US stocks ticked up to another record close yesterday (Jan. 8) – the fifth consecutive trading day with a new high, based on the S&P 500 Index. For much of the last two years, in fact, equities been rising steadily and forging new peaks with remarkably low levels of volatility. How long can the calm […]