Short-seller Chanos: DaVita’s reimbursement model is at risk from CNBC.
What Are Your Thoughts: Is Anyone Really “Middle Class”?
The Repo rate mini-panic, the Daniel Jones Era and much more…
Clips From Today’s Closing Bell
Fed should bring down Fed funds rate at least 25 basis points: Siegel from CNBC.
Do “Insurance Cuts” Actually Work?
Perhaps insurance cuts are just there to serve as a “confidence fairy” and make capital markets participants feel better?
Did negative-yielding debt peak?
$17 trillion!
I thought “price distortion” was an opportunity
Larry Swedroe comes around swinging a sledgehammer at absurd claims that index funds are distorting the markets – if this is the case, then, if anything, selecting the mis-priced securities ought to be a field day for investors who believe they can do so. Swedroe offers up the only argument against “passive distortion” that really…
Clips From Today’s Halftime Report
Here’s where investors stand on the value vs. momentum stock debate from CNBC.
Just tell me what the consumer is up to, skip the rest
Had you simply focused on the health and wealth of the consumer, you’d have gotten things mostly right.
Animal Spirits video coming to The Compound!
This week, we launched a new playlist on The Compound that will publish clips from Michael Batnick and Ben Carlson’s red hot Animal Spirits podcast.
What Advisors Bring to the Table
Advisors themselves are highly aware of the multi-faceted approach to advice that clients are now looking for in the modern era.
