Globally, we’ve been seeing a rotation between cyclicals vs. defensives, but there’s one market where we’ve yet to see this play out. For America, cyclicals have been a major source of strength, and that may not necessarily be a good thing as we discuss in this article… Read More…
Monster Worldwide (MWW) saw a nice bump up in its share price the last couple of days mostly due to with the CEO saying that the company was going... read more
FORECASTS & TRENDS E-LETTER by Gary D. Halbert November 26, 2019 Q3 2019 hedge fund letters, conferences and more IN THIS ISSUE: 1. Many Baby Boomers Are Over-Allocated to Stocks… & Risk 2. 54% of... read more
A Crowded Pipeline For IPOs This Year: A Snapshot Of YTD IPO Activity by Mergermarket Following the most active year for IPO listings on Mergermarket’s record in 2014, 2015 began... read more
This week I had the pleasure to attend Consensus 2018 in New York, the premiere gathering for the who’s who in blockchain, bitcoin and cryptocurrencies. Attendance doubled from last... read more
Institutional Investors: Arbitrageurs Or Rational Trend Chasers Yeqin Zeng ICMA Centre, Henley Business School February 25, 2016 Abstract: This paper studies the relationship between institutional investor holdings and stock misvaluation in the... read more
http://www.hacketts.com/ found via CSinvesting Performance through 5/2/2014 Analyses since inception (12/20/2001) 53 Batting average 792 Analyses mean excess return (relative to the S&P 500) 10% Analyses median excess return (relative to the S&P 500)... read more
BAML does not think buying bonds by the ECB will not stop anytime soon The European Central Bank holds its next monetary policy meeting on Thursday and investors are on... read more
Deflation or inflation? That has been a question many have debated, but it appears that deflation has been the problem. Despite massive Government spending and Fed activity, inflation has... read more
When all the hand-wringing in the Democratic party is done – and shocking claims allegedly emanating from the Clinton camp pointing the finger at Barack Obama as the one... read more
Peter Zaldivar, CFA, Portfolio Manager of Kabouter Management LLC presentation on Hotel Shilla Co Ltd (KRX:008770) (OTCMKTS:HSLLF) From Invest For Kids 2013 Conference. The Stock: Hotel Shilla, 008770 KS South Korea-listed company... read more
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