via hedgeye: A viewer asked Hedgeye CEO Keith McCullough on our inaugural Mega Market Trends webcast his thoughts on how the current shorting opportunity in the market compares to previous setups in 2001 and 2008. McCullough explains that while there are some similarities …
by visualcapitalist For most investors, 2018 was both an eventful and frustrating year. Between the looming threat of trade wars and growing geopolitical uncertainty, the market also skipped a beat. Volatility took center stage, and the S&P 500 finished in negative …
By John Mauldin “Buy and hold” is a great, time-tested investment strategy. It works on two conditions, though. You have to allow it sufficient time. And you have to stick with it. The problem is very few investors can stick with it. They see …
by QuantalyticsResearch US Stocks Global stocks are drifting lower with investors weighing last week’s US-China trade progress and the potential for further progress this week as well as the outlook for global growth Walmart (WMT) reported a 4.2% rise in …
When you see something hitting a RECORD level, you need to pay attention. But of course, there are trends. There are going to be instances where things go out of whack from month to month. It happens. But seeing a …
We Are Close To The End Of The Tactical Rally – Credit Suisse strategists via reuters pic.twitter.com/AJ1UwZceS3 — *Walter Bloomberg (@DeItaone) February 18, 2019 China’s slow down in a picture UGLY! pic.twitter.com/rRUDdk5UhK — mcm-ct.com (@mcm_ct) February 18, 2019 Sales of …
SAN FRANCISCO/NEW YORK (Reuters) – Lyft Inc will pitch investors on its fast growth in the United States as it seeks to beat out Uber Technologies Inc to become the first publicly listed ride-hailing company, according to people familiar with …
Seems like stock buybacks are really working wonders for the markets. Not to mention that insane level of QE that has flooded the system. Strong and robust economy? Or a dying economy supported by every possible method of stimulus? …
by Dana Lyons According to one survey, individual investors poured money back into stocks at a historic pace last month. There is quite a bit of debate stirring regarding the extent to which investors are embracing the current stock market …
via CNBC: Professional investors took their highest cash positions in 10 years during January after the brutal fourth-quarter sell-off, according to the latest Bank of America Merrill Lynch Fund Mangers Survey. The pessimism was reflected in a belief that the …
By Rodney Johnson Senators Bernie Sanders and Chuck Schumer have proposed legislation that would stop public companies from paying dividends or buying back their shares unless they first meet certain conditions. The senators aren’t worried about viability (companies are financially …
Leveraged loan market concerns from CNBC. via CNBC: Leveraged loans are made to companies with weak balance sheets and poor credit profiles. They often are blamed for helping cause the financial crisis due to the high levels of corporate debt …
By Lance Gaitan The partial government shutdown is obviously affecting federal employees that aren’t getting paid, but for the most part, life goes on. These federal workers might be in a pinch right now, but eventually they’ll get paid back …
by Michael Snyder Global economic activity has been slowing down dramatically in recent months, and now the mainstream media is filled with dire warnings that a global recession is dead ahead in 2019. And without a doubt, things do not look …
by jessefelder “For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments.” -Warren Buffett “My greatest discovery was that a man must study general …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter The US Treasury yield curve is having some bad-hair days. It is overall flat-ish, but within this description, it is steepening at the short end, sagging in the middle, and steepening at the long end. And …
via WSJ: Vanguard Group will no longer allow individual investors to make new trades on certain investments that seek to magnify bets, pouring cold water on strategies that became popular after the last financial crisis. Starting January 22, customers won’t …
by etienner I’m not saying investors should definitely buy these, I just think it would be nice to discuss alternative investments that are available in the ETF market. S&P 500 5yr return: 9.18% Asset class Recommended ETF Correlation to …
via Yahoo: (Bloomberg) — Investors should put about 40 percent of their portfolios in non-U.S. stocks and bonds to diversify their holdings, according to top executives at Vanguard Group, the fund giant that manages $4.9 trillion. Global stock markets are …
by Lance Roberts What a difference a year makes. In 2017 stocks went up in almost a straight line and volatility remained amazingly low throughout the year. In 2018 stocks got dinged early but quickly recovered. For a time, it …
Trend-following algorithms turn bearish at swiftest pace since 2008 as machines steer more trades. From the Wall Street Journal: Investors have started to shake off last year’s steep losses, helping markets regain some ground in 2019. But the robots are still …
From Lisa Lee and Bloomberg: One of the safest ways to invest in junk-rated companies is starting to look pretty risky. Money managers have grown increasingly concerned about loans to high-yield corporations over the last month as early signs of slowing global growth have emerged. Investors …
People Bought Fewer New iPhones Because They Repaired Their Old Ones. And they repaired their old ones because the new ones aren’t delivering the innovation and performance that used to make people scrap their perfectly-good older phones to buy the …
by Matt from Silver Fortune via Silver Fortune With the major U.S. stock markets still down significantly from their highs, will people realize they were in a bubble all along?
via NYT: KADI, India — Vikram Singh is accustomed to life under the tyranny of elements he cannot control, from rains that do not fall to insects that tear at his crops. Lately one unchanging trouble is plaguing his family …
by Daniel Carter The yield curve is collapsing once again, and that has many investors talking about what it means for the US economy. Overwhelmingly, the sentiment is that a flattening yield curve is bad for the economy, and an inverted …
by Dana Lyons The S&P 500 has rallied into year-end following every December 52-week low in its history. In the midst of the carnage on Wall Street, we are here to bring a little more holiday cheer to Wall Street. Last week, …
Investors rush into bonds in record numbers as global economic outlook falls to worst in 10 years “This month’s survey [found] the biggest ever one-month rotation into the asset class” of bonds, Bank of America Merrill Lynch says. The monthly …
via confoundedinterest: (Bloomberg) Here’s another reason Donald Trump is “not at all happy with the Fed” and will continue to be frustrated by the world’s No. 2 economy. He is the first president to suffer the new normal of China becoming more creditworthy than …
