Some folks were suddenly forced to sell… And for those "shocked" that credit markets sparked this… Before we start, summarizing the bloodbath… Russell 2000 (Small Caps) Down 4.8% – worst week since May 2012 Trannies Down 4.8% – worst week in 4 months (Black Monday) S&P 500 Down 3…Dear Media, Stop Freaking Out About Donald Trump’s Polls
– investorsinsight.com
Hedge Funds Losing Hope for GulfMark Offshore, Inc. (GLF)
– insidermonkey.com
Stocks More Overvalued Now Than 2000 and 2007 No Matter How You Look at Things
– globaleconomicanalysis.blogspot.com
Overvalued No Matter How You LookCurrently, stocks are extremely overvalued by multiple methods.The first way is by looking at Cyclically Adjusted P/E Ratios commonly known as CAPE, Shiller P/E, or P/E 10 ratio.The second is by looking at median P/E and P/S (Price to Sales) measures We will look at both, but here’s a description of CAPE…5 Tax Breaks You Might Not Know About
– girlsjustwannahavefunds.com
Investing Blog Roundup: Home Ownership
– obliviousinvestor.com
Countless articles have been written about the wisdom, or lack thereof, of buying a home as opposed to renting. This week, Jason Zweig of The Wall Street Journal eloquently makes the case that the primary benefit of home ownership is not financial.
The Real Value of a Home from Jason Zweig (I’m linking to a Google search results page rather than to the article directly, because the article is behind the WSJ paywall…
Succinct Summations of Week’s Events for 12.11.15
– ritholtz.com
Positives:
Core retail sales rose 0.4%, up from the 0.2% increase previously and above the 0.3% expected rise.
Bloomberg’s consumer comfort index rose slightly to 40.1, up from 39.6 previously.
MBA mortgage applications index rose 1.2% w/o/w and is up 29% y/o/y…
The Collapse of Junk
– crossingwallstreet.com
In today’s CWS Market Review, I mentioned how poorly the junk bond market has performed. I spoke too soon. Today has been a disaster for junk.Check out this chart of the junk bond ETF (JNK):
This could be the lowest close for JNK since June 2013. I think we’ll see many commodity related defaults next year…
Things that existed before junk bond ETFs
– thereformedbroker.com
Excess risk for high yield bond holders
Pockets of illiquidity
Poorly financed companies
Bad business models
Investor panics
Stock corrections
Fixed income corrections
Carl Icahn
…
from Royalty Gateway http://www.royaltygateway.com/stocks-more-overvalued-now-than-2000-and-2007-no-matter-how-you-look-at-things-more-949-pm-dec-11th/
Some folks were suddenly forced to sell… And for those "shocked" that credit markets sparked this… Before we start, summarizing the bloodbath… Russell 2000 (Small Caps) Down 4.8% – worst week since May 2012 Trannies Down 4.8% – worst week in 4 months (Black Monday) S&P 500 Down 3…Dear Media, Stop Freaking Out About Donald Trump’s Polls
– investorsinsight.com
Hedge Funds Losing Hope for GulfMark Offshore, Inc. (GLF)
– insidermonkey.com
Stocks More Overvalued Now Than 2000 and 2007 No Matter How You Look at Things
– globaleconomicanalysis.blogspot.com
Overvalued No Matter How You LookCurrently, stocks are extremely overvalued by multiple methods.The first way is by looking at Cyclically Adjusted P/E Ratios commonly known as CAPE, Shiller P/E, or P/E 10 ratio.The second is by looking at median P/E and P/S (Price to Sales) measures We will look at both, but here’s a description of CAPE…5 Tax Breaks You Might Not Know About
– girlsjustwannahavefunds.com
Investing Blog Roundup: Home Ownership
– obliviousinvestor.com
Countless articles have been written about the wisdom, or lack thereof, of buying a home as opposed to renting. This week, Jason Zweig of The Wall Street Journal eloquently makes the case that the primary benefit of home ownership is not financial.
The Real Value of a Home from Jason Zweig (I’m linking to a Google search results page rather than to the article directly, because the article is behind the WSJ paywall…
Succinct Summations of Week’s Events for 12.11.15
– ritholtz.com
Positives:
Core retail sales rose 0.4%, up from the 0.2% increase previously and above the 0.3% expected rise.
Bloomberg’s consumer comfort index rose slightly to 40.1, up from 39.6 previously.
MBA mortgage applications index rose 1.2% w/o/w and is up 29% y/o/y…
The Collapse of Junk
– crossingwallstreet.com
In today’s CWS Market Review, I mentioned how poorly the junk bond market has performed. I spoke too soon. Today has been a disaster for junk.Check out this chart of the junk bond ETF (JNK):
This could be the lowest close for JNK since June 2013. I think we’ll see many commodity related defaults next year…
Things that existed before junk bond ETFs
– thereformedbroker.com
Excess risk for high yield bond holders
Pockets of illiquidity
Poorly financed companies
Bad business models
Investor panics
Stock corrections
Fixed income corrections
Carl Icahn
…
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