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Do Energy Companies Have To Liquidate Before Crude Prices Can Rally?

December 29, 2015

<Click on chart for larger image> The Financial Times – Oil drop threatens to push energy groups into liquidation A growing number of energy companies that have filed or will soon file for bankruptcy court protection are likely to be liquidated, with their prospects diminished by the latest falls in natural gas and oil prices,… Continue reading Do Energy Companies Have To Liquidate Before Crude Prices Can Rally?

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Another Fund Liquidates

December 29, 2015

Bloomberg.com – Whitebox to Liquidate Its Mutual Funds as Redemptions Rise Risk to remaining investors `just too high for our comfort’ Minneapolis-based firm run by Redleaf oversees $3.85 billion Whitebox Advisors, the $3.85 billion investment firm whose equity head Jason Cross resigned this month, plans to liquidate its three mutual funds on Jan. 19 after… Continue reading Another Fund Liquidates

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Newsclips

Approaching The Second Longest Bull Market Of All Time

December 29, 2015

The Telegraph (UK) – Why this bull run is starting to grow legs The bull market is rapidly approaching a milestone as the second-longest ever Mark the date of April 27 in your diary. And if you have any kind of stake in the markets, perhaps pop some champagne in the fridge. What will you… Continue reading Approaching The Second Longest Bull Market Of All Time

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Home Prices

December 29, 2015

<Click on graphic for larger image> <Click on graphic for larger image> The Wall Street Journal – U.S. Home Price Growth Strengthened in October S&P/Case-Shiller national home price index rose 5.2% year-on-year Home price growth gained strength in October, according to a report released Tuesday, even as more recent indicators suggest the pace of home… Continue reading Home Prices

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Tech In Finance

December 29, 2015

<Click on graphic for larger image> The Wall Street Journal – Want to See Technology Taking Over Finance? Look at China Internet companies have transformed the average smartphone into a platform for cashless transactions China is moving to rein in its fast-growing and innovative online finance sector, which offers a glimpse of how the rest… Continue reading Tech In Finance

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The Distant Scream From Hedge Funds Continues

December 29, 2015

<Click on chart for larger image> DealB%k – Hedge Funds Struggle With Steep Losses and High Expectations Steep losses this year come at a difficult time for the nearly $3 trillion industry; some pension funds have openly questioned what value hedge funds add to a portfolio in light of their hefty fee structure. Hedge funds… Continue reading The Distant Scream From Hedge Funds Continues

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FANG Stocks And The Rest Of The Market

December 29, 2015

<Click on graphic for larger image> The Reformed Broker – Joshua M Brown:  My Chart of the Year, Hands Down I’m showing you the percentage of NYSE stocks above their 200-day moving average (representing an intermediate-term uptrend) in black. You can see that the amount of stocks above this uptrend gauge has been cut in… Continue reading FANG Stocks And The Rest Of The Market

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Shall We Listen To Him This Time?

December 29, 2015

New York Magazine – Michael Burry, Real-Life Market Genius From The Big Short, Thinks Another Financial Crisis Is Looming If The Big Short, Adam McKay’s adaptation of Michael Lewis’s book about the 2008 financial crisis and the subject of last month’s Vulture cover story, got you all worked up over the holidays, you’re probably wondering… Continue reading Shall We Listen To Him This Time?

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Fed Voting In 2016

December 29, 2015

The Wall Street Journal – Fed Poised to Look a Bit More Divided New voters bring more-hawkish views to policy-setting committee The Federal Reserve in 2016 could look more divided as policy makers assess the health of the U.S. economy and debate whether, when and how much further to raise short-term interest rates.  The regular rotation of… Continue reading Fed Voting In 2016

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Cartoons

December 29, 2015

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The Bad Year For Asset Allocation

December 28, 2015

Bloomberg.com – Lu Wang:  The Year Nothing Worked: Stocks, Bonds, Cash Go Nowhere The idea behind asset allocation is simple: when one market struggles, it’s OK because an investor can jump into another that is thriving. Not so in 2015. In fact, if you judge the past year by which U.S. investment class generated the… Continue reading The Bad Year For Asset Allocation

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Predicting Stock Returns

December 28, 2015

MoneyBeat (WSJ Blog) – This Simple Way Is the Best Way to Predict the Market Twenty-five years ago, John C. Bogle, founder of Vanguard Group, the giant investment firm, began publishing studies of stock and bond performance, seeking to determine the “sources of return” that have driven their results. Mr. Bogle updates his findings in… Continue reading Predicting Stock Returns