Wednesday, December 16, 2015

Essential Listening: A/B Testing + MORE 12:20 am Dec 17th

Five Airline Operators to Own Now

– insidermonkey.com

With crude trading near prices not seen in over a decade and the U.S. economy strong enough to tolerate a rate hike, many airlines are fantastically profitable. Given that the smart money does exhaustive research and hires only the best and brightest, we take advantage of the smart money’s…

[[ This is a content summary only…

Continue Reading On insidermonkey.com »

Something Strange Is Taking Place In The Middle Of The Atlantic OceanEarly last month, we noted that something very strange was happening off the coast of Galveston, Texas.  As FT reported, “the amount of oil [now] at sea is at least double the levels of earlier this year and is equivalent to more than a day of global oil supply.” In short: the global deflationary crude supply glut is beginning to manifest itself in a flotilla of stationary supertankers, as millions of barrels of oil are simply stuck in the ocean as VLCCs wait to unload…

Continue Reading On zerohedge.com/ »

Holy shit, the Fed just hiked interest rates by one quarter of one percent. Is everyone okay? Everybody’s arms and legs accounted for?
The overnight borrowing rate against which the entire economy keys off of has now risen from “around zero” to “basically zero.”
Key piece of the statement:
“Given the economic outlook, and recognizing the time it takes for policy actions to affect future…

Continue Reading On thereformedbroker.com »

Essential Listening: A/B Testing

– cfainstitute.org

The launch of the Serial podcast was a milestone for the medium. For whatever reason, Serial broke away from the podcasting pack and made an impact on the broader media world. For example, Saturday Night Live even lampooned it with its own parody. Now the second season of Serial has launched and is not surprisingly attracting a great deal of attention as well…

Continue Reading On cfainstitute.org »

Yellen on Natural Rates

– crossingwallstreet.com

This is from Janet Yellen’s press conference.
This expectation is consistent with the view that the neutral nominal federal funds rate–defined as the value of the federal funds rate that would be neither expansionary nor contractionary if the economy were operating near potential–is currently low by historical standards and is likely to rise only gradually over time…

Continue Reading On crossingwallstreet.com »

Every year, Saxo Bank CIO and chief economist Steen Jakobsen comes up with a selection of “outrageous” predictions for the new year. Note: This is not the official Saxo forecast, but I do believe many of the ideas below are in-line with their general direction on things.The predictions are not all that outrageous…

Continue Reading On globaleconomicanalysis.blogspot.com »

Holiday Hack: Host a Potluck!

– financiallywisewomen.com

In today’s Financially Wise Living episode, we’re continuing our holiday hack series, and I’ve got a great one for you: host a potluck! Instead of having your next holiday celebration…

Continue Reading On financiallywisewomen.com »

The Federal Reserve’s liftoff day is here, and truth be told, I find almost all of the commentary on the subject to be overwrought speculation and uninformative blather. If that sounds harsh, it is. But at least it’s consistent with my other writings on this and related subjects.
You see, much of what you believe to be important isn’t important at all…

Continue Reading On ritholtz.com »



from Royalty Gateway http://www.royaltygateway.com/essential-listening-ab-testing-more-1220-am-dec-17th/

Five Airline Operators to Own Now

– insidermonkey.com

With crude trading near prices not seen in over a decade and the U.S. economy strong enough to tolerate a rate hike, many airlines are fantastically profitable. Given that the smart money does exhaustive research and hires only the best and brightest, we take advantage of the smart money’s…

[[ This is a content summary only…

Continue Reading On insidermonkey.com »

Something Strange Is Taking Place In The Middle Of The Atlantic OceanEarly last month, we noted that something very strange was happening off the coast of Galveston, Texas.  As FT reported, “the amount of oil [now] at sea is at least double the levels of earlier this year and is equivalent to more than a day of global oil supply.” In short: the global deflationary crude supply glut is beginning to manifest itself in a flotilla of stationary supertankers, as millions of barrels of oil are simply stuck in the ocean as VLCCs wait to unload…

Continue Reading On zerohedge.com/ »

Holy shit, the Fed just hiked interest rates by one quarter of one percent. Is everyone okay? Everybody’s arms and legs accounted for?
The overnight borrowing rate against which the entire economy keys off of has now risen from “around zero” to “basically zero.”
Key piece of the statement:
“Given the economic outlook, and recognizing the time it takes for policy actions to affect future…

Continue Reading On thereformedbroker.com »

Essential Listening: A/B Testing

– cfainstitute.org

The launch of the Serial podcast was a milestone for the medium. For whatever reason, Serial broke away from the podcasting pack and made an impact on the broader media world. For example, Saturday Night Live even lampooned it with its own parody. Now the second season of Serial has launched and is not surprisingly attracting a great deal of attention as well…

Continue Reading On cfainstitute.org »

Yellen on Natural Rates

– crossingwallstreet.com

This is from Janet Yellen’s press conference.
This expectation is consistent with the view that the neutral nominal federal funds rate–defined as the value of the federal funds rate that would be neither expansionary nor contractionary if the economy were operating near potential–is currently low by historical standards and is likely to rise only gradually over time…

Continue Reading On crossingwallstreet.com »

Every year, Saxo Bank CIO and chief economist Steen Jakobsen comes up with a selection of “outrageous” predictions for the new year. Note: This is not the official Saxo forecast, but I do believe many of the ideas below are in-line with their general direction on things.The predictions are not all that outrageous…

Continue Reading On globaleconomicanalysis.blogspot.com »

Holiday Hack: Host a Potluck!

– financiallywisewomen.com

In today’s Financially Wise Living episode, we’re continuing our holiday hack series, and I’ve got a great one for you: host a potluck! Instead of having your next holiday celebration…

Continue Reading On financiallywisewomen.com »

The Federal Reserve’s liftoff day is here, and truth be told, I find almost all of the commentary on the subject to be overwrought speculation and uninformative blather. If that sounds harsh, it is. But at least it’s consistent with my other writings on this and related subjects.
You see, much of what you believe to be important isn’t important at all…

Continue Reading On ritholtz.com »

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