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 …
via Bloomberg: What began guardedly, as traditional lenders retreated post-Lehman, has exploded into a financial-industrial complex rapidly approaching $1 trillion, with money streaming in from pension funds, insurers and hedge funds. It’s part of a decade-long borrowing spree that has …
https://twitter.com/moorehn/status/1073534270197645312 US Leveraged Loan Funds pic.twitter.com/sfYChaqw82 — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) December 15, 2018 Citi leveraged loan strategy, widening credit spreads and waning attractiveness of floating rate paper contributing to their decline, expect more weakness ahead. pic.twitter.com/BGifwy5SdO — LongConvexity …
via Sunny Oh Investors fled U.S. equity funds at the fastest pace on record in the week ended Wednesday, according to data from Lipper. More than $46 billion was redeemed from U.S. stock mutual funds and ETFs between Dec. 5 …
Lefty Millennial Media Companies Are Collapsing, Investors Pull Out. Vice and Vox have both missed revenue projections, Disney has written down their investment in Vice by 157 Million dollars, and Buzzfeed resorted to selling cookware at Walmart. Social justice, the …
Leveraged loans trading above par…..where were investors brains most of the year prior to October? This is QE cognitive dissonance…. pic.twitter.com/1kACLUv67F — M/1_LP (@MI_Investments) December 14, 2018 The $2.53B withdrawal from US #leveragedloan funds this week? The largest on record. …
by Graham Summers of Gains, Pains, & Capital Yesterday’s bounce was yet another example of why bear markets are so difficult to navigate. Everyone is so excited that President Trump might be able to cut a deal with China… that they’re buying stocks without looking …
by Dennis Miller With our current political climate, the EU punishing Britain for Brexit, tariffs, trade wars, the Fed raising rates, record government deficits and whatever hysteria the media can create – the crystal ball is full of clutter. How should …
via reuters: A worrying sign of inversion in the U.S. Treasury bond curve is dulling the appeal of the developed world’s highest-yielding bond market for foreign investors. Overseas investors are reviewing their investments or shunning Treasuries as rates at the short …
NEW YORK (Reuters) – The growing ranks of stock market Eeyores now have another reason to stay glum: Next year’s profit picture is darkening fast. Corporate earnings forecasts are eroding as the tailwind from the tax cut fades and as …
Dick’s Sporting Goods is warning investors that its decision to remove certain “assault-style” weapons from its Field & Stream stores cost it dearly and may limit its future gains. The sporting goods retailer was forced to confront angry shareholders late …
By Bill Bonner BALTIMORE – We spent a delightful, long Thanksgiving weekend in the country, entertaining children and grandchildren. Not once did we open our laptop computer or look at the headlines. But now, it is another workweek, and we’re …
via BI: In the era of peak quantitative easing (QE), there weren’t many options out there for investors seeking a little bit of yield. Government bond yields were ultra-low, corporate debt yields, especially for investment grade, weren’t much higher, while …
by Michael Snyder These large stock market declines are starting to become a regular thing, and tech stocks are getting hit particularly hard. But we have been in a bull market for such a long time that many investors are having …
by John Rubino Dan Oliver: We learned nothing from the 2008 crisis … Michael Alkin: The US auto industry is about to implode … Rick Rule vs Marin Katusa: Who is the top stock picker? … Peter Schiff: Investors are …
Many investors might assume that corporate buybacks indicate the best times to buy a company’s shares. History shows otherwise! Learn why corporate stock market timing is usually wrong. https://www.youtube.com/watch?v=2ueXnXfNQOU