Blog
UBS Remains Defensive On China’s Credit Bonds
Caveat emptor to buyers of China Credit Bonds, says a new report from a big investment bank.
With limited breakeven spreads across all tenors and yield curves staying flat, one UBS analyst....
Netflix, Inc. Stock Skyrockets To Record High After Massive Subscriber Surprise
Netflix released its latest earnings report after closing bell tonight, posting earnings of 15 cents per share on $2.48 billion in revenue. Analysts had been expecting 13 cents per share on....
India Is Not the New China, at Least Not Yet
India has the second largest population in the world, about 18% of all people one the planet. The main reason many people compare India and China is that they are the two most populated countries....
A Profitable Industry You’ve Likely Never Considered
A recurring theme in my posts is that oftentimes some of the best investment opportunities are not the “celebrity stocks” that get a lot of media attention, but rather the companies like WD-40 and....
Trump and Asia: Now the Good News
With Donald Trump about to be sworn in as US president, markets in Asia are nervous about some of his policies, especially on trade. Investors who are alert to these policies’ likely limitations....
Building a Better Path: Seven Things Investors Need to Know for 2017
Rising volatility and yields. Toppy valuations. Global policy uncertainty. To handle these bumps in the road, investors need to build a better return path focused on strong up/down capture.....
Bank Of America Bullish On U.S. Dollar For 2017
Analysts at Bank of America Merrill Lynch express bullish views on the U.S. dollar for the year, though they anticipate that a correction to the USD rally will present a buying opportunity early....
15 Best Stocks for Value Investors This Week
I evaluated 53 different companies this week to determine whether they are suitable for Defensive Investors, those unwilling to do substantial research, or Enterprising Investors, those who are....
Soros Loses $1 Billion Betting Against Trump, Former Partner Druckenmiller Bets With Trump, Wins
Perhaps the biggest mistake investors make is emotional attachment seeping into their analysis. This can happen to average investors as well as the world’s most accomplished. Just ask George....
Three Reasons To Explore Europe’s Corporate Bond Markets
Instead of sitting on the sidelines in 2017, take a look at Europe’s corporate bond markets. They could prove a beacon of stability in an uncertain world.
Braced for a Bumpy Ride
Sometimes....
Copper is the new oil
One of my interesting friends is in town visiting Chile for a few days.
His name is Gianni– he’s originally from Croatia but lives in Vancouver, and has spent most of his career in the mining....
The January Effect: An Evidence-Based Perspective
January is here again and market commentators are already telling stories about the so-called January Effect. Some articles (examples here and here) are saying the effect is an illusion, while....
Gold Prices Are Being Hacked
Major U.S. and international banks cheat their customers and rig markets. Revelations have been piling up since the 2008 financial crisis. Hundreds of billions have been paid in fines, penalties,....
Understanding Why Currencies Move: Vicious And Benign Circles
Let’s talk about currencies. The different types of currencies and the various roles they play in the global financial system.
Because this topic is complex and I don’t want to get lost in the....
ASEAN Countries Increasingly Drawn To A Growing China, As Reports Of Near War Grow
There are macro trends occurring in China to which investors should be aware, a Credit Suisse report observes. Governmental and societal change does not always occur quickly in a fashion that can....
Danger Zone: Valeant Down 80% Since Short Call
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life and Marketwatch.com
Our Danger Zone reports aim to identify those firms that, when looking below the surface, have....
Digging Down on the Trump Effect
We have a reasonable volume of economic data, but few important reports. We are awaiting earnings season. The elephant in the room (sorry – I just couldn’t help myself) is the transition to the....
How to Invest in Highly Emotional Markets—and Earn Solid Returns
Shrieks of an imminent market collapse seem to surface almost weekly since the Financial Crisis. Swayed by the warnings, many conservative investors have liquidated their equity holdings to defend....
Three of my Favorite Dividend Stocks for 2017
This guest post has been written by Mike McNeil, passionate investor, founder of Dividend Stocks Rock and author of The Dividend Guy Blog.
In the beginning of this New Year, many investors....
Can Emerging Markets Stand On Their Own Feet In 2017?
The nascent recovery in emerging markets (EMs) has been thrown into question by Trump’s election. While the concerns warrant attention, we still see compelling reasons to invest in developing....
This is not normal
BY MAULDIN ECONOMICS
There is concern over the chance of a cyclical recession in the US in 2017. The US is the most powerful and important country in the world. Its fate in 2017 will affect the....
Integer Investments: Nike Is Now A BUY, Target Price: $66
By Integer Investments
Nike is great company, but over the last year its stock has declined 19%. It is now fairly valued and offers the opportunity to start a position.
We think that....
Analysts Less Negative on China Heading into 2017
Watch the video with Andrew Stotz or read Watching the Street: China below.
Consensus Recommendations: China
Analysts have turned more optimistic on China after having the....
Federal Debt Is Not Our Biggest Problem
The nomination of Mick Mulvaney – deficit hawk, three-term Republican congressman from South Carolina and founding member of the House “Freedom Caucus” – to the cabinet-level directorship of the....
Do Central Bankers Know a Bubble When They See One?
Via Mises
Between 2000 and 2008, two of the largest financial bubbles in history — in technology stocks and housing, respectively — suffered spectacular collapses. Opinions vary, but some....