Newsclips
Cartoons
April 27, 2015
<Click on graphic for larger image>
Search
Found 40629 Results
Page 1562 of 3386Newsclips
Talking Markets – Twice!
April 24, 2015
Comment Jim Bianco was on Bloomberg yesterday morning discussing the Federal Reserve and earnings. To view the interview, click on the image above. To view any of our recent interviews, click here. In the interview Jim argued the Fed does not want to catch the markets off guard. While officials may continue to speak for… Continue reading Talking Markets – Twice!
Newsclips
April’s Economic Data Gets Off To A Disappointing Start
April 24, 2015
Irish Times – Global economy less robust than thought Business activity weakened in China and Japan in April and growth slowed in Europe and the US, suggesting the global economy may be less robust than policymakers are predicting. In China, where the government has been engineering a rebalancing of its economy towards domestic spending and… Continue reading April’s Economic Data Gets Off To A Disappointing Start
Newsclips
Crude Oil Supply/Demand Catch 22
April 24, 2015
<Click on graphic for larger image> Bloomberg Brief – High U.S. Shale Fracklog May Keep Prices Low Depressed oil prices have left exploration and production companies in no mood to complete many of the wells they’ve drilled in U.S. shale plays in recent years. A Bloomberg Intelligence analysis shows there are more than 4,700 drilled… Continue reading Crude Oil Supply/Demand Catch 22
Newsclips
Is Caterpillar Pointing The Way (To Poor Growth)?
April 24, 2015
<Click on chart for larger image> Bloomberg.com – This Is Caterpillar’s Forecast for The World Economy Caterpillar sees world GDP at 2.7 percent Caterpillar, the maker of construction and mining equipment, came out with earnings this morning that topped analyst expectations, thanks in part to solid sales in North America. Overall, our view of world… Continue reading Is Caterpillar Pointing The Way (To Poor Growth)?
Newsclips
Greece And Russia
April 24, 2015
The Telegraph (UK) – Ambrose Evans-Pritchard: US alarmed by Greek energy alliance with Russia American pushes for an alternative gas pipeline from Azerbaijan that would help break the stranglehold that Russia has on European markets The US is scrambling to head off a Greek pipeline deal with Russia, fearing a disastrous change in the strategic… Continue reading Greece And Russia
Newsclips
Japanese Stocks
April 24, 2015
The Economist – Japan’s stockmarket: Winged Nikkei The Japanese are learning that the stockmarket can go up as well as down VETERAN investors well remember the last time Japan’s benchmark Nikkei index closed at 20,000, the sort of round number that pundits call “psychologically significant”. It was in April 2000, and the Nikkei went on… Continue reading Japanese Stocks
Newsclips
Everyone Loves Junk Bonds
April 24, 2015
<Click on graphic for larger image> The Economist – Buttonwood: Default is not in the stars Junk bonds have been remarkably good credits Junk debt also looks a lot less like garbage than it used to. Contrary to its reputation, issuers are proving to be reliable payers, as a new study by Deutsche Bank shows.… Continue reading Everyone Loves Junk Bonds
Newsclips
More On Active v Passive Management
April 24, 2015
<Click on chart for larger image> Comment We have frequently discussed active management’s underperformance relative to passive management (here, here and here). Our comments from 2012 still apply: Simply, the actions of people like Ben Bernanke or Mario Draghi matter far more than any specific fundamental of a company. It’s as if every S&P 500… Continue reading More On Active v Passive Management
Newsclips
Volcker Speaks His Mind
April 24, 2015
The Economist – Financial regulation in America: Fed up A former central banker turns on his own kind “NO ONE is happy,” says Paul Volcker, a former chairman of the Federal Reserve, referring to the chaotic, overlapping and unaccountable sprawl of government agencies regulating America’s financial institutions. This week a group of wise men he… Continue reading Volcker Speaks His Mind
Newsclips
Booming Chinese Stocks … And Brokerage Accounts
April 24, 2015
<Click on graphic for larger image> Zero Hedge (blog) – WTF Chart Of The Day – Chinese New Share Accounts Edition!!!! We’ve all seen Chinese stocks explode in the last year; we’ve all seen margin lending soar to fund this exuberance; we’ve all read the dominant buyer in this trading frenzy is high-school-educated housewives; and… Continue reading Booming Chinese Stocks … And Brokerage Accounts
Newsclips
European Stocks Climb A Wall of Worry
April 24, 2015
<Click on graphic for larger image> The Financial Times – Unlike the US, European groups have no forex excuse Scant evidence that the cheap euro will see a jump in profits Yet, analysts are sceptical. The average buy/sell/hold stock recommendation in Europe is close to the worst since the mid-1990s (see chart). Profits have been… Continue reading European Stocks Climb A Wall of Worry