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Archives by Year:
Brad Delong Marks His Beliefs About “The Return Of Depression Economics” To Market
Lifted from Robert Waldmann’s Stochastic Thoughts: I am overwhelmed by admiration for Brad DeLong (happens a lot) who reposted his review of Krugman’s “The Return of Depression Economics” from 1999 “Just in case I get a swelled-head and think I am right more often than I am …” Way back in the last century, Brad thought he […]
EC HH It’s True. Quality Leads Market Returns In Narrow Breadth Markets
It takes time to find great investment ideas. I know I have to pass on at least eight ideas before two become research worthy, but it still doesn’t guarantee that those two ideas are investment worthy. Unless you are a full-time investor, it’s difficult to dedicate the hours you need into searching, analyzing and learning […]
Court Says Private Equity Funds Are Liable For Pension Liabilities Of Portfolio Company
If you open a box and a dog pops out, your enthusiasm will be curbed if you were expecting something else. Surely this is how several private equity funds must feel now about one of their investments. According to “Private Equity Funds Liable to Union Pension Plan” by Jacklyn Wille (Pension & Benefits Daily, March 30, […]
Dividend Income Update March 2016
It’s dividend income update time. One of my favorite times of the month as I get to review my previous month of passive income received from my dividend income portfolios. Without rehashing the wild ride we experienced in the market the last quarter, I could find comfort in one thing, my dividends. As we all […]
S&P 500 And Nasdaq 100 Forecast – April 4, 2016
S&P 500 During the Friday session, the Nonfarm Payroll Numbers came out slightly better than expected at 215,000 for the month of March, as opposed to the expected 205,000. Initially, the S&P 500 fell during the day but found quite a bit of strength as we shot higher. We ended up forming a very positive […]
EC Gold/Money Supply Correlation Report – April 4, 2016
There were some fireworks this week. Gold went up on Tuesday (it was a shortened week due to Easter Monday), from a low of $1,215 to $1,244 over the day, a move of over 2 percent. Silver moved from $15.02 to $15.44, almost 3 percent. What happened on Tuesday to drive this move down in the dollar? […]
Most Investors Are Insane, Are You?
“Insanity: doing the same thing over and over again and expecting different results.” – Albert Einstein Why in the world do investors completely disregard facts? Here’s a headline for you written by Amy Whyte on a recent article that appeared at ai-cio.com: “return chasing is rampant among US pensions, endowments, and insurers, the International Monetary […]
Industrial Production: Those Ugly Annual Benchmark Revisions And The Heightened Risk Of Recession
The big economic news on Friday was the Department of Labor’s Employment Report for March. The mainstream press focused on two numbers: the 215K new jobs and the 5% unemployment rate. Over the next few days we’ll dig in a bit deeper to look at some of the underlying employment demographics, which in many ways […]
Can “Make In India” Make India?
Under various nation-building initiatives undertaken by the new government in India, the “Make In India” campaign has hogged limelight and there is a sense of optimism that it can trigger manufacturing driven growth. However, I am sceptical about the impact the manufacturing sector can have on the country’s exports and GDP growth. This article explains […]
EUR/USD: Towards Key Trendline Following The Historic Pattern
EUR/USD is trading at higher levels than it used to. What does this mean moving forward? Here is a technical view from Nordea: Here is their view, courtesy of eFXnews: While some technicals suggest the USD may pause here, the overall decline in volatility, caused by better global data – notably from China – is […]
