Monday, December 28, 2015

Once Again… + MORE 5:51 am Dec 29th

Submitted by John Whitehead via The Rutherford Institute, “Those who cannot remember the past are condemned to repeat it.” – George Santayana, The Life of Reason, Vol. 1 In Harold Ramis’ classic 1993 comedy Groundhog Day, TV weatherman Phil Connors (played by Bill Murray) is forced to live the same day over and over again until he not only gains some insight into his life but changes his priorities…

Continue Reading On zerohedge.com/ »

The Riskalyze Report: A Year-End Rotation

– thereformedbroker.com

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*…

Continue Reading On thereformedbroker.com »

The US stock market started the last trading week of 2015 on a slightly negative note, with major indices losing ground on Monday. Among thousands of stocks,  Valeant Pharmaceuticals Intl Inc (NYSE:VRX), Chimerix Inc (NASDAQ:CMRX), Iconix Brand Group Inc (NASDAQ:ICON), Chesapeake Energy Corporation…

Continue Reading On insidermonkey.com »

Misguided Plans to Fix the Fed Part 1: Bernie Sanders

– globaleconomicanalysis.blogspot.com

Starting with a recent op-ed in the New York Times by Bernie Sanders, let’s take a look at various proposals floating around to fix the Fed and other central banks.Bernie Sanders says To Rein In Wall Street, Fix the FedSanders: Wall Street is still out of control. Seven years ago, the Federal Reserve and the Treasury Department bailed out the largest financial institutions in this country because they were considered too big to fail…

Continue Reading On globaleconomicanalysis.blogspot.com »

When Will They Bottom? Oil, SP500, then Exxon MobilA full blown bear market in energy resources and energy stocks has been underway since mid-2014. History shows that the price of crude oil typically bottoms before the broad stock market. And oil related stocks bottom at the same time or later than the broad market.
 
The monthly chart below shows how oil bottoms several months before the stock market does…

Continue Reading On investorsinsight.com »

Once Again…

– crossingwallstreet.com

Here’s the 2016 Crossing Wall Street Buy List. The list goes live at the opening bell next Monday.
AFLAC (AFL)
Alliance Data Systems (ADS)
Bed Bath & Beyond (BBBY)
Biogen (BIIB)
Cerner (CERN)
Cognizant Technology Solutions (CTSH)
CR Bard (BCR)
Express Scripts (ESRX)
Fiserv (FISV)
Ford (F)
HEICO (HEI)
Hormel Foods (HRL)
Microsoft (MSFT)
Ross Stores (ROST)
Signature Bank (SBNY)
Snap-on (SNA)
Stericycle (SRCL)
Stryker (SYK)
Wabtec (WAB)
Wells Fargo (WFC)

Continue Reading On crossingwallstreet.com »

Tracking Trump

– ritholtz.com

Tracking Trump
Source: Bloomberg

Continue Reading On ritholtz.com »

Concentrated stock holding….

– obliviousinvestor.com

Concentrated stock holding….A reader writes in, asking:
“You wrote recently about it being a bad idea to own a significant amount of stock of your employer. What about if you’re retired? In my case, I have a large portion of my portfolio in a taxable account in the stock of my former employer. Because it’s taxable, I’d have to pay tax to sell it…

Continue Reading On obliviousinvestor.com »



from Royalty Gateway http://www.royaltygateway.com/once-again-more-551-am-dec-29th/
Submitted by John Whitehead via The Rutherford Institute, “Those who cannot remember the past are condemned to repeat it.” – George Santayana, The Life of Reason, Vol. 1 In Harold Ramis’ classic 1993 comedy Groundhog Day, TV weatherman Phil Connors (played by Bill Murray) is forced to live the same day over and over again until he not only gains some insight into his life but changes his priorities…

Continue Reading On zerohedge.com/ »

The Riskalyze Report: A Year-End Rotation

– thereformedbroker.com

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*…

Continue Reading On thereformedbroker.com »

The US stock market started the last trading week of 2015 on a slightly negative note, with major indices losing ground on Monday. Among thousands of stocks,  Valeant Pharmaceuticals Intl Inc (NYSE:VRX), Chimerix Inc (NASDAQ:CMRX), Iconix Brand Group Inc (NASDAQ:ICON), Chesapeake Energy Corporation…

Continue Reading On insidermonkey.com »

Misguided Plans to Fix the Fed Part 1: Bernie Sanders

– globaleconomicanalysis.blogspot.com

Starting with a recent op-ed in the New York Times by Bernie Sanders, let’s take a look at various proposals floating around to fix the Fed and other central banks.Bernie Sanders says To Rein In Wall Street, Fix the FedSanders: Wall Street is still out of control. Seven years ago, the Federal Reserve and the Treasury Department bailed out the largest financial institutions in this country because they were considered too big to fail…

Continue Reading On globaleconomicanalysis.blogspot.com »

When Will They Bottom? Oil, SP500, then Exxon MobilA full blown bear market in energy resources and energy stocks has been underway since mid-2014. History shows that the price of crude oil typically bottoms before the broad stock market. And oil related stocks bottom at the same time or later than the broad market.
 
The monthly chart below shows how oil bottoms several months before the stock market does…

Continue Reading On investorsinsight.com »

Once Again…

– crossingwallstreet.com

Here’s the 2016 Crossing Wall Street Buy List. The list goes live at the opening bell next Monday.
AFLAC (AFL)
Alliance Data Systems (ADS)
Bed Bath & Beyond (BBBY)
Biogen (BIIB)
Cerner (CERN)
Cognizant Technology Solutions (CTSH)
CR Bard (BCR)
Express Scripts (ESRX)
Fiserv (FISV)
Ford (F)
HEICO (HEI)
Hormel Foods (HRL)
Microsoft (MSFT)
Ross Stores (ROST)
Signature Bank (SBNY)
Snap-on (SNA)
Stericycle (SRCL)
Stryker (SYK)
Wabtec (WAB)
Wells Fargo (WFC)

Continue Reading On crossingwallstreet.com »

Tracking Trump

– ritholtz.com

Tracking Trump
Source: Bloomberg

Continue Reading On ritholtz.com »

Concentrated stock holding….

– obliviousinvestor.com

Concentrated stock holding….A reader writes in, asking:
“You wrote recently about it being a bad idea to own a significant amount of stock of your employer. What about if you’re retired? In my case, I have a large portion of my portfolio in a taxable account in the stock of my former employer. Because it’s taxable, I’d have to pay tax to sell it…

Continue Reading On obliviousinvestor.com »

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