Uncategorized

Clips from Today’s Halftime Report: Jim Chanos Edition

My friend Jim Chanos was on-set for the entire hour for today’s show. It was great timing, today was definitely a day that we wanted to hear some perspective from one of the greatest living legends in the biz and a natural born skeptic. Chanos weighed in on China, Hewlett-Packard, Caterpillar, his new short position…

Five Hundo

You’ll read all the superlatives this weekend. Biggest one-day drop since _____. Ninth largest ____ ever. Greatest spike in the Vix since ____. 4 out of every 5 ____ have now fallen ____ percent. On and on. It’s a parlor game. Maybe this kind of thing is helpful for context. Maybe it’s just rubbernecking. Whatever….

Are NYSE Traders Inherently Pessimistic?

This is a killer insight from Jeff Miller, who blogs at A Dash Of…well…Insight: Jan Hatzius is a top-flight economist, leader of the Goldman Sachs team, and highlighted by many sources as the very best during the last financial crisis. He is neither a perma-bull nor a perma-bear. He deserves our respect. I do not…

The Riskalyze Report: Advisors Trade High-Yield for International Bonds

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $44 billion and counting that advisors manage on the Riskalyze platform*. I…