We See What We Want to See

16 Oct

We See What We Want to See by Behavior Gap
Something funny happens when we make up our minds about a particular idea. We start looking for evidence to support our idea or theory. But in the process, we tend to ignore anything that contradicts our thinking.

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17 Jul

SEC Said To Probe Mutual Fund Managers' Fees

By Mani

The U.S. Securities and Exchange Commission is reportedly examining whether mutual fund managers are dipping more deeply than allowed into their investors’ money to pay brokers who distribute the... read more

31 Aug

Has China's 'stealth QE' fixed the economy?

By Rupert Hargreaves

At the beginning of the year, the financial world’s attention was fixated on China and the country’s response to slowing economic growth and pressure from speculators on the renminbi. Six... read more

12 Aug

Albert Edwards Says Yuan Devaluation Was "Inevitable"

By Mark Melin

Chinese devaluation of the renminbi was expected in certain quarters – and it is just the start, says a leading bank analyst, as he eyes an endgame that points... read more

30 Oct

Boardman Bay Sees Combination Of Apple, AT&T, Disney And DirecTV Crushing Comcast

By Mark Melin

Boardman Bay Capital’s Will Graves looks at Comcast Corporation and sees an emperor without clothes. In the wake of the cable and entertainment goliath’s recent earnings announcement – losing... read more

21 Nov

Steve Eisman – “Europe Is screwed. You guys Are Still screwed”

By Mark Melin

It is sometimes more interesting to follow the Wall Street whisper talk than it is to follow the official Wall Street bank meme that often predominates. (Interestingly enough, Wall... read more

26 Jun

Negative Policy Rates Seem To Be Working For Now: Capital Economics

By Mani

The introduction of negative policy rates by four European central banks over the past year has helped to trim longer-term interest rates and to stem the upward pressure on... read more

19 Oct

Fund Managers' Hoard Cash Amid Uncertainty

By Rupert Hargreaves

Fund managers are once again increasing their cash allocations to defend against increasing uncertainty; that’s the key takeaway from Bank of America Merrill Lynch’s monthly Global Fund Manager Survey. The... read more

09 Jan

USANA Health Sciences [Part 1]: An Almost Perfect Business Environment

By Rupert Hargreaves

This is part one of a multi-part series on USANA Health Sciences, Inc. (NYSE:USNA).USANA Health Sciences, Inc. (NYSE:USNA) is a consumer good company. The company manufactures, distributes and sells personal... read more

24 Jun

Cooperman: Brexit Is A Fad, Watch Fed, Valuations, Euphoria; Bridgewater Worries

By Mark Melin

Omega Capital’s Leon Cooperman looks at the world as if it is a mathematical calculation. In a presentation with Evercore ISI this week, Cooperman essentially said: 1) those who... read more

01 Nov

Corporate Debt Issuance Soars As Machines Take Over

By Mark Melin

There are several bastions of old-school Wall Street that have remained relatively intact despite the recent algorithmic onslaught. Listed derivatives products, with their boring product standardization, transparency and clearing... read more