Investors in Energy Stocks Bearish on WTI Crude Oil

March 9, 2017

The Financial Times – WTI oil prices fall below $50 for first time since December Oil is slipping after data from the US revealed the country’s oil stockpiles hit an all-time record in February – rising for the ninth consecutive month and...

The OPEC Agreement May Be Tested

March 9, 2017

Bloomberg.com – Shale Billionaire Hamm Says Industry Binge Can ‘Kill’ Oil Market Harold Hamm, the billionaire shale oilman, said the U.S. industry could “kill” the oil market if it embarks into another spending binge, a rare...

Can The Fed Ignore Soft Data?

March 9, 2017

Bloomberg View – Tim Duy: Fed Must Look at Soft Data to Justify a Rate Hike Note that the divergence between markets and the Fed appears to have been more a matter of increasing confidence in the outlook than one of dramatic change in the...

Chinese Business Leaders Weigh In On Capital Controls

March 9, 2017

The Financial Times – Capital controls the talk of China parliamentarians “The biggest bottleneck enterprises encounter is the strict controls on foreign exchange,” Fu Jun, chairman of conglomerate Macrolink, told state media. “After a...

The Cost Of Active Management

March 9, 2017

Of Dollars And Data (Blog) – The Fees Are Too Damn High: How Active Funds Have Cost Investors Over $250 Billion You read that right: The fees are too damn high and they have cost investors over $250 billion since the year 2000. I am talking...

8 Years Ago Today The Financial Crisis Stock Bear Market Bottomed

March 9, 2017

MarketWatch.com – Bull market’s 8-year anniversary reminds us that the Dow rewards the bold  Apple has gained nearly 1,000% since 2009 If investors took a leap of faith when the bottom fell out of the market eight years ago and invested...

The Rise Of Quants

March 9, 2017

The Financial Times – Goldman Sachs’ lessons from the ‘quant quake’ Nearly 10 years after its nadir, quantitative investing is again the hot trend in finance What became known as the “quant quake” subsided in a week and was largely...

Insiders Are Selling

March 9, 2017

The Wall Street Journal – Corporate Insiders Haven’t Been This Uninterested in Buying Stocks Since Ronald Reagan Was President Corporate executives are buying their own firms’ shares at the slowest pace in at least 29 years, the latest sign...

Cartoons

March 9, 2017