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Newsclips

Is Passive Investing “Devouring Capitalism?”

January 19, 2018

The Financial Times – Robin Wigglesworth: Larry Fink knows passive investing can’t outsource engagement The move to beef up BlackRock’s corporate governance group comes amid mounting concerns about the rising tide of passive investing, which ploughs trillions into companies but brings little in the way of engagement with corporate executives and boards on important issues. Paul… Continue reading Is Passive Investing “Devouring Capitalism?”

Newsclips

Pension Funds Still Love Hedge Funds Despite Performance

January 19, 2018

The Economist – The hedge-fund delusion that grips pension-fund managers HEDGE-FUND managers may be feeling quietly smug about their performance in 2017. They returned 6.5% on average, according to Hedge Fund Research, a data provider, their best year since 2013. But those returns do not really suggest that they are masters of the investing universe.… Continue reading Pension Funds Still Love Hedge Funds Despite Performance

Newsclips

The Big Mac Index

January 19, 2018

The Economist – Our Big Mac index shows fundamentals now matter more in currency markets IT IS usually considered quaint to predict foreign-exchange movements by reference to whether currencies are dear or cheap. Metrics such as The Economist’s Big Mac index, a lighthearted guide to exchange rates, hint at how far currency values are out of whack.… Continue reading The Big Mac Index

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Cartoons

January 19, 2018

Newsclips

Bond Flows Turn Higher

January 18, 2018

Net deposits are highest in ICI data going back to early 2013

Newsclips

The Dollar Breaks Below Its September Lows

January 18, 2018

Bloomberg – Mohamed El-Erian: Weaker Dollar Won’t Derail Global Growth A stronger euro and yen translate to a further dampening of inflationary pressures even as both the Bank of Japan and the European Central Bank have yet to totally overcome their concerns about harmful deflation. In other words, worries about the overall low rate of… Continue reading The Dollar Breaks Below Its September Lows

Newsclips

Webcast – The Risk-On Cycle Continues

January 18, 2018

OPEN Webcast: The Risk-On Cycle Continues In the webcast above, Jim Bianco discusses the Risk-On Cycle Continues post we recently had in Newsclips.

Newsclips

New Highs In Tech – On An Inflation-Adjusted Basis

January 18, 2018

MoneyBeat (WSJ Blog) – Nasdaq Tops Inflation-Adjusted High from Dot-Com Boom The Nasdaq Composite Index closed at an inflation-adjusted record for the first time in nearly two decades, passing one of the few elusive milestones during this long bull market. The tech-heavy index rose 1%, or 75 points, to 7298.28 on Wednesday, passing its peak… Continue reading New Highs In Tech – On An Inflation-Adjusted Basis

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An Odd Case To Make Against Bitcoin

January 18, 2018

Bloomberg – Bitcoin Isn’t the Future of Money Blockchain technology gives Bitcoin two crucial characteristics — it can be exchanged peer-to-peer without the need for a trusted intermediary, and it lets transactions be anonymous. In both these ways, Bitcoin resembles physical cash. But whereas physical cash is the liability of a government, with a central… Continue reading An Odd Case To Make Against Bitcoin

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Some Great Graphics On The Repatriation Of Cash In The U.S.

January 18, 2018

The Wall Street Journal – How the Tax Law Will Affect U.S. Firms Bringing Overseas Money Home December’s federal tax overhaul gave American companies much of what they wanted on the tax front. For many multinational firms, it came with a price tag. They must pay a one-time “repatriation” tax on an estimated $2.5 trillion… Continue reading Some Great Graphics On The Repatriation Of Cash In The U.S.

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TIC Update – China’s Holdings Of U.S. Treasuries Fall

January 18, 2018

Bloomberg Business – China’s Holdings of Treasuries Slump to Lowest Level Since July China’s holdings of Treasuries fell to a four-month low even as its foreign-exchange holdings increased in November, in a potential sign the world’s second-largest economy is curbing its appetite for U.S. government debt. China’s Treasury holdings are attracting extra attention after Bloomberg News reported last… Continue reading TIC Update – China’s Holdings Of U.S. Treasuries Fall

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Norway Beats The Market

January 18, 2018

Bloomberg – $1 Trillion Can’t Answer This Question The good news for Norway’s citizens is that the nation’s sovereign wealth fund has made a ton of money from actively managing its $1 trillion on their behalf. The bad news for the rest of us is that we’d still probably be better off sticking with a… Continue reading Norway Beats The Market

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