Video.
August 2012
A Participation Indicator You Cannot Ignore
Chart.
Stocks Higher Than Wall Street’s Forecasts – Now I’ve Seen Everything
I want you to take a moment to think about this – never before in my entire career have stocks outpaced the forecasts of Wall Street strategists to the degree to which they have this year. It’s almost always the other way around, forecasters’ outlooks much rosier than what the indices have actually been able…
Stocks Higher Than Wall Street's Forecasts – Now I've Seen Everything
I want you to take a moment to think about this – never before in my entire career have stocks outpaced the forecasts of Wall Street strategists to the degree to which they have this year. It’s almost always the other way around, forecasters’ outlooks much rosier than what the indices have actually been able…
The Silliness Ceiling Officially Breached
Last July I told you about a startup investing company that seemed to me the epitome of absurdity and lack of industry savvy. It was called Motif Investing and it was based around the premise of designing portfolios based on what they call “motifs” but what the rest of us call fads. I’m America’s foremost…
The Truth About Vix Shrinkage
Where’s the volatility?
New School Twist on an Old School Notion
I love reading about how other practitioners in my industry construct their portfolios and run money for their clients.
Hot Links: “Great Quarter, Guys”
Your morning financial links, expertly curated.
Hot Links: "Great Quarter, Guys"
Your morning financial links, expertly curated.
Niall Ferguson vs President Obama's Economy in Newsweek
Glass houses.