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Archives by Year:
Berkshire Overtakes Facebook; $2.34 Trillion In S&P 500 Market Cap Is Erased
From Election Day 2016 through the S&P 500’s last all-time high on January 26th, the index added $6.3 trillion in market cap to take its total market cap up to $25.46 trillion. Since the high on 1/26, the index has now lost $2.34 trillion in market cap, bringing the total down to $23.12 trillion. This […]
The Market’s Red Flags Are Waving Again
Last week we pointed out how utilities stocks – a market safe-haven – were exhibiting some amazing strength while everything else was falling apart. It was a hint that investors were thinking a pullback was looming, and if they’re thinking it, they may well eventually make it happen. The thesis turned out to be right […]
France And Germany Clash Over US Car Tariffs
With several weeks remaining until steel and aluminum tariffs introduced a few weeks ago by the Trump administration take effect, the US and its largest trading partners are mired in behind-the-scenes negotiations to strike a deal that could win them an exemption from some or all of the tariffs. And while recent leaks have focused […]
The Opportunity In The Extremes For Silver
At the beginning of the month, I described what I called “maximum bearishness for silver.” For the first time in at least 10 years, speculators flipped net bearish on silver. At the same time, speculators remained quite bullish on gold. I decided to initiate a pairs trade going long iShares Silver Trust (SLV) calls and […]
How To Exploit An Inefficient Market
The Efficient Market Hypothesis is a mainstay of academic thinking about financial markets. It is rejected by many traders and money managers. Warren Buffett, for example, famously said that he would be on a corner, selling pencils from a tin cup if markets were efficient. I do not expect to settle this decades-long debate in a single […]
Not Much Green Left…Bear Market Approaching?
Watch for the S&P Consumer Staples, Real Estate & Utilities Sectors and the Dow Utilities Index to join the others and turn red (in the 5-Day MA column)…as a potential warning of a bear market in the making. What we’d need to watch for as counter-indicators to such a scenario is described here, here, here, here and here. Source: Barchart.com
Sensex Trades In Red, Metals Sector Leads Losses
After opening the day in red, share markets in India have continued the downtrend and are presently trading below the dotted line. Sectoral indices are trading mixed with stocks in the metals sector and stocks in the power sector trading in red. While stocks in the consumer durables sector are trading in green. The BSE Sensex is down by 160 points (down 0.5%) and the NSE […]
Do Millennials Switch Jobs More Often?
In a previous article, we discussed some of the benefits of renting a house compared to buying it. We presented the argument as to why renting is better than buying while filling in the gaps which are counterpoints as to why buying might be better. While most of the arguments made can apply to people of […]
SPIVA And Active Bond Management
Active Equity Fund Managers Stuck in the Rough, While Active Bond Managers Tend to Stay on the Fairway Since the launch of the State Street Global Advisors S&P 500 exchange-traded fund (SPY) in 1993, passive, index-replication portfolio construction has been widely adopted and represents the common investing experience of John and Jane Q. Public. Passive […]
