Bloomberg.com – Andrew Lo Study Says Twitter Can Help You Trade Fed Meetings It looked at sentiment `polarity’ in days before the FOMC met Researchers found a predictable enhancement of returns In the social media cacophony, some of the noise rises to the level of stock market signal. That’s the finding of a working paper… Continue reading Trade The Fed With Twitter
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<Click on graphic for larger image> The Wall Street Journal – Negative Rates and Patches of Trouble for Japanese Insurers The newfangled world of negative interest rates has hamstrung life insurers. That is, by now, a well-established fact. So when the boss of Japan’s largest life-insurer by assets, Nippon Life, says subzero rates are eroding… Continue reading Negative Rates Push Insurers To Invest In Riskier Assets
The Financial Times – Investors pull $15bn from hedge funds Firms suffer worst outflows in seven years as protests grow over ‘exorbitant fees’ Hedge funds have suffered their worst quarter in seven years after more than $15bn was pulled out by investors starting to fight back against the high fees being charged across the industry.… Continue reading Hedge Fund Woes
MoneyBeat (WSJ Blog) – Is It Time to End the Quarterly Earnings Dance? Is it time to end the quarterly earnings dance? That’s not an idle question. The Securities and Exchange Commission is mulling the idea. The agency unveiled a broad “concept release” last week that explores the myriad rules and regulations around financial disclosures. Included in the 285-page… Continue reading Time To End The Quarterly Earnings Report?
<Click on graphic for larger image> Bloomberg.com – Citi: Expectations, Not Data, Are Driving Stock Prices Legend has it that John Maynard Keynes once said “when the facts change, I change my mind. What do you do, sir?” For economists, facts have largely been staying the same—it’s their minds that have been changing. That’s how… Continue reading Seasonality In Expectations
<Click on chart for larger image> MoneyBeat (WSJ Blog) – The Earnings, My Friend, Are Blowin’ in the Wind Over the past year, according to data from FactSet, the words “headwind” or “headwinds” were uttered in 2,083 conference calls for which transcripts are available for companies in the Wilshire 5000 index. Meanwhile, during the same… Continue reading Earnings Headwinds
Fortune – Donald Trump Likes Low Interest Rates But Says He’d Replace Yellen The GOP frontrunner says low interest rates are good for America, even if the Fed Chair isn’t. Donald Trump likes Janet Yellen’s low interest rates, but not the Federal Reserve Chairwoman herself. “I think she’s done a serviceable job,” Trump tells Fortune.… Continue reading Trump Speaks About The Fed & Yellen
Bloomberg.com – Soros Says China’s Debt-Fueled Growth Echoes U.S. in 2007-08 Billionaire investor George Soros said China’s debt-fueled economy resembles the U.S. in 2007-08, before credit markets seized up and spurred a global recession. China’s March credit-growth figures should be viewed as a warning sign, Soros said at an Asia Society event in New York… Continue reading Soros Warns On China
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Charts of the Week Topics Covered This Week Include: An Update On Election Betting, New York Primary Edition An Update On Election Betting, New York Primary Edition – 2 Energy Loans And Debt Energy Loans And Debt – 2 Scary Stock Market Talk S&P 500 Earnings And Revenue Expectations A Look At S&P 500 Fundamentals… Continue reading Charts of the Week
<Click on graphic for larger image> The New York Times – 2016 Delegate Count and Primary Results Candidates will seek to win delegates in each state’s contest to capture their party’s nomination for the presidency. Delegate totals are from The Associated Press. Read more to learn about how election results work. Comment The New York… Continue reading Post-New York Election Betting Update