ECB holds to its previous plan awaiting data and "shocks"
After the European Central Bank decided to leave monetary policy alone, the central bank’s president Mario Draghi struck a balanced tone but left the door wide open to further policy action. “We continue to believe the central bank’s work is not yet done,” predicted a June 2 Capital Economics piece titled “ECB holds fire but more easing still likely.”
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
Analyst Recommendations And International Stock Market Returns
Henk Berkman
University of Auckland - Business School
Wanyi Yang
University of Auckland - Business School
July 1, 2016
Abstract:
This paper shows that analyst recommendations... Read More
The Dangers Of Indexed Annuities by Stephen Aust
This brief blog is a second BONUS July blog. Lucky you. It will not cover any market information. I will summarize the... Read More
Luis Stuhlberger's Verde Fic Fim management report for the month ended May 31, 2016. Translated from Portuguese using Google Translate.
The Verde fund gains in May with their positions in stocks, particularly in... Read More
Lombard Odier Investment Management’s Arnaud Langlois pitched this stock as a short idea. This industrial gas business is up 40% this year and is a “stock market darling,” Langlois... Read More
Excerpts from Ray Dalio's Linkedin page
H/T ZeroHedge
Also see
Ray Dalio Warns “Certain Investors Will Be Shocked”
Ray Dalio Warns Of Danger And Debt Bomb - Why?
Get The Full Ray Dalio Series... Read More
Despite posting solid results for November, J.C. Penney Company, Inc. (NYSE:JCP) gets a Hold rating from Deutsche Bank AG (NYSE:DB) as its analysts doubt whether the retailer can improve... Read More
Fed Minutes for December meeting are out.
Full TEXT:
Developments in Financial Markets and the Federal Reserve's Balance Sheet
The Manager of the System Open Market Account reported on developments in domestic... Read More
Société Générale publishes a monthly update on the performance of several value oriented fundamental trading strategies across both developed and emerging markets. For deep value investors, one of the... Read More
Actuaries are entrusted with a huge responsibility in today’s world. We need them to tell the future, which is impossible. This is particularly true in the world of pensions... Read More
Russia's Energy minister, Alexander Novak, revealed that the government will sell a 5.66 percent, in the state owned oil company ROSNEFT OIL CO (PINK:RNFTF) to BP Plc (NYSE:BP) (LON:BP) next... Read More