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For The First Time In 19 Months, More Companies Are Cutting Than Raising Revenue Guidance

For The First Time In 19 Months, More Companies Are Cutting Than Raising Revenue Guidance

Nov 06, 2018 Finance 0

Confirming investor concerns about “peak profits”, the first cracks in US corporate earnings are starting to appear. On one hand, Q3 earnings season has been impressive: with 75% of the S&P 500 having reported their results so far, 82% percent of companies have beaten consensus expectations on profits, while 61% have beaten on revenue. Earnings […]
3 Top-Ranked Small-Cap Value Funds For Attractive Returns

3 Top-Ranked Small-Cap Value Funds For Attractive Returns

Nov 06, 2018 Finance, No picture 0

Small-cap value mutual funds are an excellent choice for investors on the lookout for a bargain, i.e., stocks at a discount, with impressive growth potential. Value mutual funds are those that invest in stocks trading at a discount to book value, have low price-to-earnings ratio and high dividend yields. Value investing has always been a […]
The “Black Swan” Author Just Issued A Powerful Warning About Global Debt

The “Black Swan” Author Just Issued A Powerful Warning About Global Debt

Nov 06, 2018 Finance 0

By Photo:flickr/Joe Loong |  The world is more fragile today than it was in 2007. That’s the opinion of former derivatives trader Nassim Taleb, whose bestseller, The Black Swan, is about how people make sense of unexpected events, especially in financial markets. True to form, he made a whole lot of money after predicting the global financial […]
The VIX And Investment Timing

The VIX And Investment Timing

Nov 06, 2018 Finance 0

“Davidson” submits: What is the ‘VIX – CBOE Volatility Index’  Created by the Chicago Board Options Exchange (CBOE), the Volatility Index, or VIX, is a real-time market index that represents the market’s expectation of 30-day forward-looking volatility. Derived from the price inputs of the S&P 500 index options, it provides a measure of market risk […]
Secular Trends In Employment: Goods Prodution Versus Services Providing

Secular Trends In Employment: Goods Prodution Versus Services Providing

Nov 06, 2018 Finance, No picture 0

The Department of Labor has monthly data on employment by industry categories reaching back to 1939. At the highest level, all jobs are categorized in either Service-Providing Industries or Goods Producing Industries. The adjacent chart illustrates the ratio of the two since 1939. The latest monthly employment report showed a gain of 250K nonfarm payrolls, […]
Rebalancing EM Small Caps During Volatile Markets

Rebalancing EM Small Caps During Volatile Markets

Nov 06, 2018 Finance 0

As global trade disputes between the two largest economies continue to escalate, volatility has once again become a fact of global markets, as seen in the VIX spiking above 251. Perhaps due to their sensitivity to trade (and concentration in China), emerging market (EM) equities have sold off considerably during this period, falling by 10.7%2 over the last month alone. […]
Sadly, Sound Money Isn’t On The Ballot

Sadly, Sound Money Isn’t On The Ballot

Nov 05, 2018 Finance 0

Americans will be headed to the polls to cast ballots in the midterm elections. Polling suggests that Democrats will return to power in the House of Representatives. Republicans are favored to hold on to the Senate. However, political polls have proven less than reliable. There are plenty of people expecting a surprise once the votes […]
Are We In A Bear Market? One Chart May Have The Answer

Are We In A Bear Market? One Chart May Have The Answer

Nov 05, 2018 Finance 0

By now even those living under a rock know that October was a brutal month for equities, and while the US briefly entered into a correction, it was global stocks – and especially emerging markets – the suffered the bulk of last month’s beatings. Last Thursday, we showed “a quite fascinating statistic” from Deutsche Bank, namely that […]
Frozen In Time, The Wrong S-Curve

Frozen In Time, The Wrong S-Curve

Nov 05, 2018 Finance, No picture 0

As usual, Paul Krugman starts out with a serious attempt at answers before detouring into his current profession. Dr. Krugman used to be an Economist, and a pretty good one too (for whatever that’s worth). Nowadays, he employs his New York Times column as a mouthpiece for really blatant politicking. It isn’t even so much an arm […]
Midterm Election Cycle

Midterm Election Cycle

Nov 05, 2018 Finance 0

There’s a lot of chatter going around today about how “since World War 2, there has not been a down period for the S&P 500 in the twelve months following the mid-term elections”. That seemed a little incredible, so I decided to do some work confirming. Sure enough, it’s spot on correct! Figuring I couldn’t add […]