BY SRSROCCO If you think the carnage taking place in the shale oil companies is nearly over, you couldn’t be more wrong. I believe the bloodbath in the shale oil stocks has only just begun. Once we see the majority …
By Tsvetana Paraskova Funds managed by T. Rowe Price, which was until recently the second-largest shareholder in Tesla after Elon Musk, significantly cut their holdings in the electric vehicle (EV) maker in the past six months, Reuters reports, quoting Refinitiv data. …
https://finance.yahoo.com/news/alan-patricof-google-facebook-amazon-111457565.html In a new interview with Yahoo Finance, venture capital pioneer Alan Patricof contends big tech companies such as Facebook (FB), Google (GOOG, GOOGL), and Amazon (AMZN) have become too powerful for their own good. “Some people might even call …
by Graham Summers of Gains, Pains, & Capital The market will soon revisit the December lows. If you think I’m insane for suggesting this, consider that Copper, a commodity so closely associated with GDP growth that it is nicknamed “Dr Copper” never really …
by Lance Roberts Just recently Anna-Louise Jackson published an interesting article asking if “The Financial Crisis” still haunted your investing. To wit: “This month marks the 10-year anniversary of the current bull market’s beginnings. Yet, many Americans remain reluctant to invest in the stock …
by Simon Black Here’s when you know that you’ve made it into popular culture… It’s when you get credit for a great quote, but no one really knows who said it first. If there’s any doubt, people’s go-to list is …
by Lance Roberts Martin Tarlie of GMO just recently wrote a great piece on the issue of the current U.S. Stock Market Bubble asking the question of whether or not it has finally burst. To wit: “A new model explains this dichotomy …
via businessinsider: Steve Eisman, the hedge fund manager famous for betting against the US housing market ahead of the 2008 crash, is sounding the alarm on the spectacular rise of poorly rated debt among corporations. Eisman, a central figure in the …
by SirTylerGalt I discovered the Crescat Capital investor letters, because their “Q3 2017” letter is featured in Meb Faber’s book “The Best Investment Writing Volume 2”. It’s interesting to read their latest letter. https://www.crescat.net/crescat-capital-quarterly-investor-letter-q4-2018/ Investment Outlook Summary September 20, 2018 …
by oldreddit Below is a list of books I curated from around a dozen “best of” reading lists to become a better investor. Personally, I am interested in a career as a portfolio manager and would like to devour …
CNBC, Released on 12/10/18 Billionaire investor Paul Tudor Jones discusses monetary policy at the Federal Reserve and what the commodities markets says about the economy.
https://investornews.vanguard/our-index-funds-changed-investing-forever-now-were-making-them-even-better/ No DRIP drag, fractional shares, NAV pricing, no spread, and no trading risk. Honestly, I think the mutual fund is better than the ETF version now. If you’re like many successful investors, you like to keep it simple. …
via silverdoctors: Legendary investor Stanley Druckenmiller was recently interviewed by Real Vision, and the interview has since been made public. Carve out the time to watch the entire video as it provides a wealth of information that people would normally have to pay to …
BY ROBERT ROSS Last month was a bloodbath for stocks. The S&P 500 sat on a 9.4% gain for the year on October 1. By October 29, the index was down 1.1%—its worst month in seven years. But I found one group of stocks …
From Business Insider: The hedge fund manager famous for betting against the US housing market ahead of the 2008 crash is shorting two British bank stocks in anticipation that the UK falls out of the European Union without securing an exit …
the bear market infection is spreading around the world! pic.twitter.com/6QbeKbvx1R — Alastair (@StockBoardAsset) October 27, 2018 The market has only just begun a correction from being extended 3-standard deviations above the long-term mean. 1999, 2007 and 2015 were previous instances. …
BY JARED DILLIAN A friend of mine from a former life recently resurfaced. He asked if I would look at his portfolio, which I was happy to do. I felt a bit like an emergency room doctor who got a patient …
via ericwcharmon: https://i.redd.it/9tt313o4qir11.jpg ((SMALL AUTHOR’S NOTE–Although the title says NEW INVESTOR FRIENDLY, I think it’s worth mentioning that I actually do not recommend options trading for individuals who are brand new to investing. Cut your teeth and learn as much as you can …
via ericwcharmon: Authors note: ((This is the third or fourth writing in my ‘New Investor’ series of posts. I’ve received a lot of positive feedback from them and am excited people seem to be getting so much out of them! If …
by: Stefan Gleason, Money Metals News Service Is the Trump agenda in peril? It’s a question investors should consider ahead of the mid-term elections. Up to now, the Trump economic agenda has certainly been great for Wall Street and much …
by QuantalyticsResearch US Stocks Global stocks are advancing this AM as earnings results are dominating headlines (and investor sentiment) US stocks index futures are rising ahead of the open in NY with the Dow Jones minis +0.44%, S&P500 minis +0.43% and …
by Alexander Trigaux, Editor, GoldSilver It’s easy to show that the stock market is extremely overvalued right now. And we have, many times, many ways. What is also true is that attempting to call the top of a wildly overvalued market is guesswork. …
The recent $USD curve flattening indicates that markets are in a late-cyclical mindset. But what happens during the 6 months that precede a curve inversion in the US? See picture$NZD usually suffers a lot, while $JPY performs! More in our …
via @chlobo_ilo Of the big technology stocks, Apple is the most concerning, veteran technology investor Paul Meeks told CNBC on Thursday. “Of all the FAANGs, the one I am frankly most worried about is Apple,” Meeks said on “Power Lunch.” The ecosystem “is …
By Deep Throat IPO: Let’s take a look at what happened once Alibaba’s YUGE! “61%” number hit the street at 7:30 AM on Thursday August 23rd. Pre-market generally went nuts, pushing the opening number up $7, to $184 from the prior …
the most underreported news of the session pic.twitter.com/DpD5SpwjVZ — Alastair (@StockBoardAsset) August 21, 2018 The percentage of unprofitable US small-cap firms (Russell 2000) keeps rising. h/t @SoberLook pic.twitter.com/5BLM39JACg — Alastair (@StockBoardAsset) August 21, 2018 pic.twitter.com/Kbw1ZaWDa2 — Alastair (@StockBoardAsset) August 21, …
Via Business Insider In late 2017, the investing legend Jeremy Grantham was officially on bubble watch. He said as much in a quarterly letter he coauthored for his firm, Grantham, Mayo, & van Otterloo (GMO), back in December. It wasn’t an extremely pressing concern …
We've had an "All tech, all the time" market, one that got (quite frankly) ridiculous. Now the overloved, overhyped, overowned #FAANG stocks are falling, and "Safe Money" style stocks that I've been a huge fan of since Jan/Feb are outperforming …
by Simon Black It was late October, 1989. East Germany was disintegrating, and the Berlin Wall was days away from coming down. The Soviet Union was just starting to fall apart. George H. W. Bush (the elder) was President of the …
https://twitter.com/RooseCapital/status/1027308766809804800 "Libor OIS Spread behaving erratically, or signalling unease in the US dollar funding market as in the run-up to the financial crisis?" h/t @Mora_Wealth pic.twitter.com/1zwq1lGSfx — Alastair (@StockBoardAsset) August 8, 2018 should we not be concerned about this gap? …