Stanley Druckenmiller: Obama Needs a Gun at his Head in Order to Negotiate in...
One of the great ironies of the Obama presidency is that it has been a disaster for the young people who form the core of his political coalition. High unemployment is paired with exploding debt that...
View ArticleThree Dimensions of the Investment Climate
by Marc Chandler, Marc to Market There are three dimensions to the broader investment climate: the trajectory of Fed tapering, the ECB’s response to the draining of excess liquidity and threat of...
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The Term Bubble is Way Overused
The Bubblicious Financial World by Greg Harmon, Dragonfly Capital Bubble is the latest favorite word in the financial press. Seems everything is in a bubble now from watching ten minutes of financial...
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The Final Two Months of a Great Year
by Scott Krisiloff, CFA, Avondale Asset Management I’ve heard this data mentioned by others in the past few days, but haven’t actually seen it anywhere, so I decided to put it together for myself....
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Retail Investor Cash Hits Low Along With Fear
by David Templeton, Horan Capital Advisors Rydex Cash Levels have fallen to extreme lows recently (See chart below). The Rydex Cash Level measures the cash held in Rydex money markets. Historically,...
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Hedge Funds’ Biggest Bets by Asset Class
Curious where the “hedge fund hotel” is currently located, for both most loved and hated asset classes? The following table shows both the penthouse and the basement of the most recent groupthink,...
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Marc Faber Exposes The Consequences Of A Dysfunctional Political System
Submitted by Marc Faber via The Daily Reckoning blog, As H.L. Mencken opined, ‘The most dangerous man to any government is the man who is able to think things out for himself, without regard to the...
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Jeremy Grantham’s GMO: “The S&P Is Approximately 75% Overvalued – Its Fair...
It has been a while since we heard from the rational folks over at GMO. Which is why we are happy that as every possible form of bubble in the capital markets rages, Jeremy Grantham lieutenant Ben...
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The Risk of the Stock Market Never Went Away, It Just Seems Like it Did
Despite the very strong market since the bottom of 2009 key statistics point to very high risk especially for passive buy and hold investors. The 1-lag autocorrelation of daily arithmetic returns...
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Talk of a Stock Market Bubble is Baloney
by Eric D. Nelson, CFA Follow @ServoWealth In case you haven’t noticed, there has been a surge in market forecasts lately claiming that the recent run up in prices has resulted in a stock “bubble”....
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Lance Roberts: Is the Deficit Reduction Just a Mirage?
by Lance Roberts of STA Wealth Management, There has been quite a bit of discussion lately over the rapid reduction in the government’s budget deficit as it relates to economic growth going forward....
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Things That Make You Go Hmmm … Like “Nothing Being What It Seems”
Investors all over the world are confronted by markets that have been dressed up for the amusement of the crew in charge of the ship, and nobody seems to recognize what they are looking at. Sure, they...
View ArticleThree Dimensions of the Investment Climate
by Marc Chandler, Marc to Market There are three dimensions to the broader investment climate: the trajectory of Fed tapering, the ECB’s response to the draining of excess liquidity and threat of...
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Jeff Miller: Lessons from 2013
by Jeff Miller, A Dash of Insight This is a special edition of Weighing the Week Ahead. With holidays and market closings in the middle of the next two weeks, we can expect a time of relative quiet. It...
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Individual Investors May Be Overly Bullish
by David Templeton, Horan Capital Advisors As reported by the American Association of Individual Investors today, bullish investor sentiment increased nearly eight percentage points to 55.1%. This...
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Eddy Elfenbein: The Year The Fear Bubble Popped
by Eddy Elfenbein, Crossing Wall Street Lately, many investors have been tripping over themselves in an attempt to call the current stock market “a bubble.” Me, I’m in the doubter camp. But what’s...
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Very Few ‘No Dividend/No BuyBack’ Companies In The S&P 500 Index
by David Templeton, Horan Capital Advisors Early this past week we wrote about the strong stock buyback activity by S&P 500 companies. For investors selecting their favored stock purchases from the...
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The Rotation into Stocks May Just be Getting Started
by Jeff Miller, A Dash of Insight Sometimes the calendar of news and events makes it easy to predict what will grab our attention in the week ahead. In the last few weeks leading up to the Fed tapering...
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Investor Sentiment: Still (Overly) Bullish
by Short Side of Long Chart 1: Sentiment readings are at one of the most bullish levels ever! Source: Short Side of Long Regular readers know that I usually do a major update on the overall market...
View ArticleJames Kunstler: The End of Pretend
by James H. Kunstler of Kunstler.com, If being wealthy was the same as pretending to be wealthy then people who care about reality would have a little less to complain about. But pretending is a poor...
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