The Fed met just now, they said (I’m paraphrasing) that your grandchildren better get accustomed to low rates. The Hunt for Yield is probably going to continue so let’s talk… When we think dividends, we typically think large, value-skewing, old line companies, what we used to refer to as widow-and-orphan stocks before the PC Police kicked in…
Where the puck will be
If you’ve been following me or the blog or my media appearances for awhile, you’ll note that we’ve been heavily involved with value and dividend-oriented stocks and sectors since early 2011 – way before the current mania came into being. And now that the Muppets are being pitched “low-vol” strategies and Coca-Cola shares as though…
When Defensive Stocks Plays Offense
Stop it already with the “low volatility” thing. Your so-called low-vol trade is actually high-vol now that everyone’s sick of bonds but afraid to bet on growth. The rally is not about low-vol, it’s about value stocks and dividends versus growth stocks and cyclicality. Let me show you the scoreboard YTD through April and please…
Hot Links: Booms, Bounces and Haircuts
Your morning financial links, expertly curated.
Clips from Today’s Fast Money
Highlights from today’s show, enjoy!
361 Capital Weekly Research Briefing
361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…
Housing Price Recovery Rolls On, Surely Leading Us Toward Our Imminent Doom
A nice improvement in single-family housing prices this February according to new data this morning. Anyone who has even a remote connection with the outside world knew that this was happening. The real estate market where I live has been acting as though someone flipped a switch on January 1st – there are bidding wars…
Hey guess what – Abenomics is starting to work
The latest data from Japan indicates a society that is beginning to buy in to the New Nippon and Abenomics. Check this out, from Wall Street Breakfast: Abenomics got a vote of confidence from Japanese consumers in March as household spending jumped the most in nine years, while the jobless rate in Japan fell to…
Hot Links: Investment Pornography
Your morning financial links, expertly curated.
“Read 500 pages like this every day…”
“Read 500 pages like this every day…That’s how knowledge works. It builds up, like compound interest. All of you can do it, but I guarantee not many of you will do it.” – Warren Buffett My favorite article from this weekend was from the Omaha World-Herald and it’s about how Warren and Charlie’s deputy stock…
