All Is Not Well In Leveraged Speculation-Land
– zerohedge.com/
Excerpted from Doug Noland's Credit Bubble Bulletin, The 1987 stock market crash raised concerns for the dangers associated with mounting U.S. “twin deficits.” Fiscal and trade deficits were reflective of poor economic management. Credit excesses – certainly including excessive government borrowings – were stimulating demand that was reflected in expanding U…
A Rally Top in Place?
– investorsinsight.com
Stock markets rebounded solidly from their lows of February 11th, 2016, making new multi-month highs, earlier last week. The SPX rescinded 0.7% by the end of last week. These market gains can be attributed to the very bullish decisions of the European Central Bank (ECB) and the FED Central Banks. On March 10th, 2016, the ECB surprised the financial world by announcing a much stronger than expected stimulus package…Where Does the Money Go When the Market Is Down?
– obliviousinvestor.com
A reader writes in, asking:“One thing I’ve never understood is where the money goes when the stock market goes down. Let’s say the market is down a collective $100 billion over a period of time. Did the money just disappear? Did it go to cash or some other asset? I have the same question when the market is up…
Systemic Risk: You’ll Know It When You See It
– cfainstitute.org
With so much talk of systemic risk in recent years, there is surprisingly little consensus on what systemic risk actually is. So what is systemic risk? And how big a threat does it pose to markets today? Read more
HB Fuller Co (FUL): A Small Cap Stock With Big Long-term Dividend Growth Potential
– insidermonkey.com
HB Fuller Co (NYSE:FUL) is a small cap dividend growth stock that few investors are familiar with. However, this dependable business has increased dividends paid for 46 consecutive years and is worth some attention. The company operates in a large and stable industry with strong growth prospects….
[[ This is a content summary only…
The 2016 Market Regime – Low Vol, High Quality Take Over
– thereformedbroker.com
An interesting slide from the latest State Street Global Advisors deck – this year’s outperforming stocks low volatility names and high quality names (there is frequently a lot of overlap between the two). Last year’s winning style – momentum – has thus far turned negative…
Cuba’s Relations and Trade With the World
– ritholtz.com
Source: The Economist
The post Cuba’s Relations and Trade With the World appeared first on The Big Picture.
Barron’s on Cerner
– crossingwallstreet.com
In this weekend’s Barron’s, Vito J. Racanelli looks at Cerner (CERN) and sees a bargain.
The market’s love affair with health-care stocks has grown frosty. Since mid-July the sector is the market’s worst performer, down 13%. Shares of Cerner (ticker: CERN), a provider of health-care information technology have fallen even more, losing about a third of their value in the past 12 months to $51…
from Royalty Gateway http://www.royaltygateway.com/the-2016-market-regime-low-vol-high-quality-take-over-more-749-pm-mar-28th/
All Is Not Well In Leveraged Speculation-Land
– zerohedge.com/
Excerpted from Doug Noland's Credit Bubble Bulletin, The 1987 stock market crash raised concerns for the dangers associated with mounting U.S. “twin deficits.” Fiscal and trade deficits were reflective of poor economic management. Credit excesses – certainly including excessive government borrowings – were stimulating demand that was reflected in expanding U…
A Rally Top in Place?
– investorsinsight.com
Stock markets rebounded solidly from their lows of February 11th, 2016, making new multi-month highs, earlier last week. The SPX rescinded 0.7% by the end of last week. These market gains can be attributed to the very bullish decisions of the European Central Bank (ECB) and the FED Central Banks. On March 10th, 2016, the ECB surprised the financial world by announcing a much stronger than expected stimulus package…Where Does the Money Go When the Market Is Down?
– obliviousinvestor.com
A reader writes in, asking:“One thing I’ve never understood is where the money goes when the stock market goes down. Let’s say the market is down a collective $100 billion over a period of time. Did the money just disappear? Did it go to cash or some other asset? I have the same question when the market is up…
Systemic Risk: You’ll Know It When You See It
– cfainstitute.org
With so much talk of systemic risk in recent years, there is surprisingly little consensus on what systemic risk actually is. So what is systemic risk? And how big a threat does it pose to markets today? Read more
HB Fuller Co (FUL): A Small Cap Stock With Big Long-term Dividend Growth Potential
– insidermonkey.com
HB Fuller Co (NYSE:FUL) is a small cap dividend growth stock that few investors are familiar with. However, this dependable business has increased dividends paid for 46 consecutive years and is worth some attention. The company operates in a large and stable industry with strong growth prospects….
[[ This is a content summary only…
The 2016 Market Regime – Low Vol, High Quality Take Over
– thereformedbroker.com
An interesting slide from the latest State Street Global Advisors deck – this year’s outperforming stocks low volatility names and high quality names (there is frequently a lot of overlap between the two). Last year’s winning style – momentum – has thus far turned negative…
Cuba’s Relations and Trade With the World
– ritholtz.com
Source: The Economist
The post Cuba’s Relations and Trade With the World appeared first on The Big Picture.
Barron’s on Cerner
– crossingwallstreet.com
In this weekend’s Barron’s, Vito J. Racanelli looks at Cerner (CERN) and sees a bargain.
The market’s love affair with health-care stocks has grown frosty. Since mid-July the sector is the market’s worst performer, down 13%. Shares of Cerner (ticker: CERN), a provider of health-care information technology have fallen even more, losing about a third of their value in the past 12 months to $51…
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