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Conference Call Thursday: Is This The World We Now Live In?

November 28, 2017

Comment On November 30, 2017 at 9 AM CT (10 AM ET, 7 AM PT and 15:00 GMT), Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webinar/teleconference moderated by Jim Bianco. The ability to process large amounts of data efficiently and rapidly through artificial intelligence and machine learning is changing… Continue reading Conference Call Thursday: Is This The World We Now Live In?

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Expectations for Economic Growth vs Interest Rates Not Squaring Up

November 28, 2017

Economists showing uncertainty over econ growth for 2018, but expecting a low inflation and interest rate environment.

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Newsclips

Investors Shying Away from Value ETFs Again

November 28, 2017

Growth has bested value by a steady margin since June. Interest in value ETFs surges only briefly after stock market declines.

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Insurers Underperform in Record Hurricane Season

November 28, 2017

Bloomberg – The Most Expensive U.S. Hurricane Season Ever: By the Numbers Storms racked up more than $200 billion in damages in U.S. This year’s U.S. Atlantic hurricane season is officially the most expensive ever, racking up $202.6 billion in damages since the formal start on June 1. The costs tallied by disaster modelers Chuck Watson and… Continue reading Insurers Underperform in Record Hurricane Season

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Seasonal Patterns Of Note

November 28, 2017

Comment The month of December brings some interesting seasonal patterns. S&P 500 The chart below shows the average return by month back to the start of the great risk-asset bull market in 1981. December’s average return ranks #1 at 1.62%. But the good seasonal period does not last as January and February are ranked #7… Continue reading Seasonal Patterns Of Note

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Don’t Get Too Caught Up With Buybacks

November 28, 2017

MoneyBeat (WSJ Blog) – Are Buybacks Overrated? Goldman Thinks So Don’t get swept away by big share buybacks and flashy dividends. Investors should be focusing on companies that are making big bets on their own growth, Goldman Sachs says. The companies that spend the most on growing their business–through capital and research and development spending–have… Continue reading Don’t Get Too Caught Up With Buybacks

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The Yield Curve’s Predictive Ability

November 28, 2017

The Financial Times – Flattening yield curve faces test of its predictive powers In the pantheon of economic indicators the bond market’s “yield curve” enjoys rock star status, thanks to its uncanny ability to predict recessions. Right now it is signalling danger ahead, but can we still rely on this normally trustworthy gauge?…the yield curve… Continue reading The Yield Curve’s Predictive Ability

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Commitment of Traders Analysis Webcast For November 27, 2017

November 28, 2017

    OPEN  Commitment of Traders Analysis For November 27, 2017 In the webcast above we detail the latest CoT data for interest rates, the dollar, the Yen, heating oil and the stock indices. Click the open button to view the report and click here for our interactive CoT visualization.  

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Newsclips

Bitcoin vs. Tulips

November 28, 2017

The Financial Times – Tulip bulbs vs bitcoin: a bubble comparison A broader lesson is that bitcoin as an investment or speculation phenomenon is unlike anything that has been seen in a long time. It is behaving even more dramatically than most of the best documented bubbles, although it has not yet reached the excesses… Continue reading Bitcoin vs. Tulips

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The Difficulty In Measuring A Cost Of Living

November 28, 2017

Bloomberg View – Stephen Mihm: The Consumer Price Index Can’t Find Its Happy Place More than a century of trying and failing to find perfection. The tax reform plans released by the House and Senate differ dramatically in so many ways, from the fate of the mortgage-interest deduction to the number of tax brackets. But the… Continue reading The Difficulty In Measuring A Cost Of Living

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Powell Promises Not To Rock The Boat

November 28, 2017

The Financial Times – Powell sends message of Fed continuity to senators In an opening statement to the Senate Banking Committee released on Monday evening, Mr Powell vowed to carry on supporting the economy’s “continued progress toward full recovery” while pledging to defend the central bank’s independence and pursue its goals of maximum employment and… Continue reading Powell Promises Not To Rock The Boat

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Cartoons

November 28, 2017