Saturday, February 13, 2016

Talking Stocks on Bloomberg + MORE 12:49 am Feb 14th

Should You Be 100% Long Stocks?

– thereformedbroker.com

The New York Times is out with an investing column that posits the following: You should be 100% stocks in your portfolio because, given enough time, they should outperform everything else you can possibly own in an investment account.
And here is the data that “proves” it – as long as you’re willing to bet that the future will look precisely like the past:

I’m troubled by this idea, althoug…

Continue Reading On thereformedbroker.com »

What Happens Next?

– zerohedge.com/

What Happens Next?With so much riding on the American "consumer" – given the collapse of the US manufacturing industry and massive mal-investment over-stocking falsely signalled by The Fed's "help" – one wonders just what happens next as the Services economy begins to roll over and the gap between the consumer and industrial America – which has never, in over 30 years, been wider – converges back to a new normal dystopia…

Continue Reading On zerohedge.com/ »

China-focused hedge fund Tiger Pacific Capital recently submitted its first 13F filing with the Securities and Exchange Commission (SEC), revealing a U.S equity portfolio worth almost $110 million as of December 31. The fund was founded by Run Ye, Junji Takegami and Hoyon Hwang in 2012, with seed…

[[ This is a content summary only…

Continue Reading On insidermonkey.com »

On-the-books advice on reads
Barry Ritholtz
Washington Post, February 7, 2016
 
 
 
Late last year, in a fit of pique lamenting poor financial advice in the media, I wrote a column headlined “Bah humbug to ridiculous year-end financial advice.” In it, I urged people to read books.
I mentioned that my favorite of 2015 was “Last Ape Standing: The Seven-Million-Year Story of How and Why We Survived” by Chip Walter…

Continue Reading On ritholtz.com »

Talking Stocks on Bloomberg

– crossingwallstreet.com

I had a chance to discuss this hectic market on Bloomberg today with Scarlet Fu and Alix Steel:

Continue Reading On crossingwallstreet.com »



from Royalty Gateway http://www.royaltygateway.com/talking-stocks-on-bloomberg-more-1249-am-feb-14th/

Should You Be 100% Long Stocks?

– thereformedbroker.com

The New York Times is out with an investing column that posits the following: You should be 100% stocks in your portfolio because, given enough time, they should outperform everything else you can possibly own in an investment account.
And here is the data that “proves” it – as long as you’re willing to bet that the future will look precisely like the past:

I’m troubled by this idea, althoug…

Continue Reading On thereformedbroker.com »

What Happens Next?

– zerohedge.com/

What Happens Next?With so much riding on the American "consumer" – given the collapse of the US manufacturing industry and massive mal-investment over-stocking falsely signalled by The Fed's "help" – one wonders just what happens next as the Services economy begins to roll over and the gap between the consumer and industrial America – which has never, in over 30 years, been wider – converges back to a new normal dystopia…

Continue Reading On zerohedge.com/ »

China-focused hedge fund Tiger Pacific Capital recently submitted its first 13F filing with the Securities and Exchange Commission (SEC), revealing a U.S equity portfolio worth almost $110 million as of December 31. The fund was founded by Run Ye, Junji Takegami and Hoyon Hwang in 2012, with seed…

[[ This is a content summary only…

Continue Reading On insidermonkey.com »

On-the-books advice on reads
Barry Ritholtz
Washington Post, February 7, 2016
 
 
 
Late last year, in a fit of pique lamenting poor financial advice in the media, I wrote a column headlined “Bah humbug to ridiculous year-end financial advice.” In it, I urged people to read books.
I mentioned that my favorite of 2015 was “Last Ape Standing: The Seven-Million-Year Story of How and Why We Survived” by Chip Walter…

Continue Reading On ritholtz.com »

Talking Stocks on Bloomberg

– crossingwallstreet.com

I had a chance to discuss this hectic market on Bloomberg today with Scarlet Fu and Alix Steel:

Continue Reading On crossingwallstreet.com »

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