Using apples-to-apples comparisons to underlying assets, the U.S. could afford even more debt.
Valuations are telling only at extremes; we aren’t there yet.
Stock moves attributed to Trump are overrated next to positive underlying fundamentals.
Pundits dug deep for charts plotting their biggest fears, but in reality, they aren’t very scary at all.
If QE is the bee’s knees, why did no one tell the Japanese?
The FAA’s approval of commercial drone flights excited investors, but with key rules still unwritten, patience seems paramount.
The hunt for high dividends isn’t fueling this bull market.
Should stocks’ recent “boring” streak worry investors?
July’s UK retail sales report is yet more evidence sentiment surveys aren’t as predictive as many think.
Falling uncertainty as elections approach tends to boost stock market returns.
Recent UK economic data are insufficient to draw any conclusion about the impact of June 23’s vote to leave the EU.
Credit rating agencies continue to downgrade sovereign debt, but this doesn’t mean nations’ finances are imperiled.
When weighing politics—even Brexit—investors must focus on actions, not talk.
Negative bond yields show investors remain fearful, a sign the bull market is far from over.
Department stores’ recent woes aren’t a sign the US economy is headed for recession.
Spain’s government takes a siesta, but the economy keeps on working.
Stocks’ rally since February 11 is built on fundamental support, not sand.
Recent developments suggest the “too big to fail” regulatory environment may be changing.
Free people and free markets will overcome the horrific attacks in Brussels.
Subprime auto loans aren’t another crisis waiting to happen.
Investors may be starting to notice central banks’ monetary gimmickry is misguided.
Conflict and tension are omnipresent, and markets typically aren’t impacted materially.
Stocks opened 2016 on a rocky note, but one day’s volatility doesn’t predict the year.
How one man’s conversion to skepticism can inform your approach to due diligence.
A policy change at the NYSE highlights the silliness of stop-losses as a trading tactic.
Mutual funds have benefits, but investors should consider the drawbacks as well.
The unemployment rate is a terrible indicator of where the economy and stocks are headed.
The ECB’s press conference Q&A turned into Mario Draghi attempting the impossible: forecasting volatility.
Considering diving into Energy stocks? Better check the water’s depth.
Why one freaky statistic shouldn't scare you.
Technical analysis returned to headlines this week. What can investors glean from it all?
If Greece fears haven't derailed the bull market yet, the likelihood they do the enxt time they pop up is teensy.
Are subprime auto loans going to drive the next financial crisis?
The hunt for a new safe haven to replace those just proven unsafe is on again.
The eurozone economy has several little-noticed positives.
What to make of noisy negotiations between Greece's new anti-austerity government and their European creditors?
President Obama's decision to scrap plans to tax 529 savings plan distributions probably won't have a direct market impact, but it illustrates why stocks like gridlock.
A crop of new products promise data about your body and fitness level, but they’re far less accurate than touted. The same holds true for economic data.
Contrary to fears otherwise, the global economy is growing just fine.
Politicking over a Greek exit from the euro resumes.
Did the Fed just tell you when short-term rates will rise?
Did economic reform in Japan just become more likely?
What to make of recent IMF estimates that show, by one measure, China’s economy will be larger than America’s this year.
Will OPEC’s decision not to reduce its output negatively impact US shale producers?
And there are two big takeaways.
It has been a bouncy start to October, but equity investors must focus on longer time periods than seven trading sessions.
Contrary to the old Wall Street saying, the Fed’s interest rate moves often mean little for stocks.
The latest factory surveys have folks chattering about a global manufacturing slowdown, but even if they’re right, stocks are pretty good at dealing with these things.
Greater collaboration between the Fed and Treasury doesn’t ensure better policy.
Volatility can be pretty volatile sometimes, but at the moment, this is not one of those times.
Gauges of tangible activity in the US economy show this expansion is driven by more than just the Fed’s attempted financial engineering.
As our boss, Ken Fisher, once wrote, “The older an argument is, the less power it has.”
It’s unlikely you’d see many headlines touting the fact US GDP growth has been above average in three of the last four quarters.
Will the new regulations targeting credit-ratings agencies accomplish much?
Whether you think they’re too sunny or sour, the Congressional Budget Office’s latest debt forecasts probably won’t match reality.
How we learned to stop worrying and love the acrophobia.
Putin's feeble, timid trade war in a picture.
Korea’s plans to goose business spending by taxing the cash on corporate balance sheets probably won’t work out so well.
Will China’s high debt lead to problems for the global economy?
Fed Chairwoman Janet Yellen sees some froth in equity markets—should investors be concerned?
The Federal budget deficit is way down, and deficit fears should be too.
US crude oil production is surging, but will allowing exports make gas prices do the same?
Opportunity cost is money lost.
In the long run, stocks are stocks—there is no permanently “better” stock. And yes, that includes high-dividend stocks.
Why are UK regulators saying, “Let them eat cake”?
Can investors predict future volatility just by looking at “volatility” and “stress” gauges?
This week was full of big news about Energy. What does it mean for investors?
Global financial policy and regulators’ attitudes toward securitization seem to be shifting. What’s behind the change?
What could happen when a country goes bubble-hunting before the boiling point? Sweden likely finds out.
Quantitative easing would likely create—not stop—deflation in the eurozone.
Will stocks keep bouncing sideways?
China’s recent trade data sparked hard-landing fears among investors. But is fundamental weakness really to blame?
What does a flattish first quarter mean for the rest of the year?
With a sales tax hike about to bite an already weakening Japanese economy, the Land of the Rising Sun looks even more like the Land of Rising Disappointment.
Many investment professionals claim to “manage the fund managers”—in my view, a recipe for an inefficient, backward-looking strategy.
In our view, the so-called u-shaped investment strategy is fraught with peril for investors.
Index funds have many fine features, but they can’t help investors fight the biggest stumbling block to long-term success: emotion.
The latest delay of the employer mandate stole headlines from something more impactful for investors: the new tax on investment income.
With all the recent market volatility, can the charts tell us what to expect next?
As seen after GDP’s release Thursday, sentiment is still stuck between skepticism and optimism—for every positive, folks can find a negative.
Global growth is accelerating, and inflation isn’t. Investors used to appreciate this, but today’s skeptical crowd sees low inflation as a grizzly prospect.
On the anniversary of his election, reviewing Japanese Prime Minister Shinzo Abe’s progress thus far might prove insightful for Japanese reform in the near future.
The internet is awash with rumors banks might charge for deposits. What’s a customer to do?
Passive investing is fine in theory, but extremely difficult to apply in the real world.
Will the debt ceiling make China dump its US Treasury holdings?
France’s parliament is considering rules that, if implemented, might create some headwinds for its economy down the road.
Gridlock makes it tough to pass legislation—but is that good or bad for markets?
A prominent UK politico has pledged to freeze energy prices if his party wins the 2015 election—something history shows is dangerous for stocks.
From energy to tofu, Japan’s weakening yen is causing more than a scene these days.
Volatility can be pretty volatile sometimes—what does that mean for markets?
It is true there is no be-all-end-all guide to global economic and monetary policy, but here are a few examples of policies investors should watch closely when considering their portfolios.
This bull market should keep running, but not for the reason many seem to think.
With Moody’s raising its outlook for US debt on Friday, a look at what happened during our two years on “negative” watch confirms ratings agencies’ decisions aren’t predictive.
A proposed tax on municipal bonds likely doesn’t get through Washington gridlock.
EU finance ministers are rewriting the roadmap to bank bailouts.
Japanese stocks’ sharp advance seems to have hit a rough patch.
S&P thinks the US economy is doing fine, but we didn’t need an outlook upgrade to tell us that.
The dreaded Hindenburg Omen flashed Friday, but evidence shows little reason to fear this technical indicator.
Oddly, S&P’s defense against the Justice Department’s lawsuit seems to be their ratings amount to “puffery.”
What can investors glean from two studies making headlines in recent weeks?
Cyprus is in trouble because of two big banks’ bad trades—but that doesn’t make efforts to fix “too big to fail” or the Volcker rule any more sensible.
Bullish or bearish, new record highs hold no predictive value.
If we extrapolate its growth forward, hyperbole is destined to crush common sense.
Businesses trying to capitalize on rising Emerging Markets demand can learn from bourbon label Maker’s Mark’s recent misstep.
An interview with the press reveals a bipartisan effort to solve the debt ceiling debate.
Once again, Argentina likely does much more harm than good in its battle against inflation.
Turns out Hugo Chavez and many Venezuelans are huge baseball fans. If only the country could leverage that love in the name of freer markets and private property protection.
Due to this summer’s drought’s decreasing corn and soy crops, costs of pig feed are rising and the numbers of pigs across Europe are declining. Could this change fried eggs and Cobb salads as we know them?
The common currency tends to be a convenient scapegoat for all that ails Greece, but this seemingly gets the Greek situation entirely backwards.
There seems to be much confusion surrounding the origin of economic activity. But it seems pretty clear, to me.
Contrary to popular belief, price ceilings like rent control frequently have the exact opposite of the intended effect. Fortunately, the Supreme Court may soon have an opportunity to end rent control altogether—to the benefit of all involved parties.
After a brief hiatus, our weekly look at interesting stories around the web returns.
This week’s collection of headlines—financial, economic and otherwise—that caught our eye.
Here are 40 interesting stories that flew beneath many folks’ radar screens this week.
As the debt ceiling drama kicks into overdrive, it’s worthwhile to step back and look at whether the fuss is truly warranted.
Have changes made to the Consumer Price Index calculation affected its value?
|Vietnam is in crisis, stirring up memories of the 1997-98 Asian Financial Crisis. But its problems are unlikely to give investors déjà vu. |
|It's safe to say everyone likes a good deal, but government subsidies often turn out to be more than we bargained for.|
|Nearly three quarters of a century after the end of Prohibition, bootleggers are making a comeback. This time, though, they're turning that corn hooch into fuel, not moonshine. |
|According to 2005 Census data, the average US family has 3.18 persons. Naturally, we know it's impossible for any family to have a fractional population (unless Dr. Moreau's practicing without our knowledge). |
|If you've been around long enough, oil as a cause for hysteria isn't a new thing.|
|The news media has everyone just about convinced the "conspicuous consumption" and "pecuniary emulation" of US consumers is out of hand.|
|The current account balance is a commonly misunderstood economic statistic.||
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