Don’t Neglect the Forgotten

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A forgotten sector comes to life Miners decline relative to gold as investors give up on poor capital allocation by managers who paid high prices at the top of the last cycle 2007/2011. But that has changed as the sector has been starved of capital for years. Go where they ain’t. A forgotten miner in… Read More

Dr. Albert Friedberg: Central Banks unwilling to allow pain in the Capital Markets

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“Despite overleveraged households, uncertainties, and nervousness, it has been tremendously difficult to benefit by being short risk assets. Central banks around the world (including, unfortunately, the Reserve Bank of Australia) once again pivot to accommodative monetary policy, seemingly unwilling to allow any pain in capital markets. The danger builds over time, and as short positions… Read More

Does Best Retail Sales Growth Since 2005 Signal Cycle Peak?

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This article was originally published on UPFINA. The post Does Best Retail Sales Growth Since 2005 Signal Cycle Peak? appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Before we get into the great retail sales report, we must review the solid real wage growth that drove spending growth. No matter what someone… Read More

Fleckenstein Capital: Daily Market Summary

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The free preview lets you access all content over a year old – the Market Rap from one year ago today is posted below. Subscribers get full access to premium site content such as the Market Rap and daily Q&A, with the opportunity to “Ask Fleck” your own questions. Learn more about Bill and what’s… Read More

Fund Managers The Least Bullish On Value Stocks Since 2010

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This article was originally published on UPFINA. The post Fund Managers The Least Bullish On Value Stocks Since 2010 appeared first on UPFINA – Pursuit of Truth in Finance & Economics. We got the first of the July regional Fed manufacturing reports on Monday with the Empire Fed reading. Keep in mind, we still hadn’t gotten… Read More

FRA – The Roundtable Insight – Charles Hugh Smith on the Market’s Obsession with the Federal Reserve

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FRA: Hi, welcome to FRA’s Roundtable Insight .. Today we have Charles Hugh Smith: America’s philosopher, we call him. He is the author, leading global finance blogger and he is the author of several books on our economy and society, including “A Radically Beneficial World: Automation, Technology and Creating Jobs for All”, “Resistance, Revolution, Liberation: A… Read More

Is The Stock Market In A Bubble?

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This article was originally published on UPFINA. The post Is The Stock Market In A Bubble? appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The June PPI-FD inflation report showed mixed results. Energy inflation was very weak and trade services inflation was strong. That’s reflected in each breakdown of the PPI report.… Read More

Should You Invest in Marijuana Stocks?

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Listen on: iTunes | Google Podcasts | Online  Question: What do you think about investing in marijuana stocks? We have a great front-row view of this industry, as Colorado was one of the earlier states to legalize marijuana. We think making money on marijuana (cannabis with high content of intoxicating THC) and hemp (cannabis that contains low content of THC)… Read More

Disclosing Positions

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Not many investors have been likened to Warren Buffett in their investment career. Besides numerous other aspects, you would need to have an incredible track record for one, and most of the Investment Masters, despite having enviable track records themselves, have found it difficult to match Buffett and his long history of success. UK based… Read More

The Fed’s Plan: Extend & Pretend

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This article was originally published on UPFINA. The post The Fed’s Plan: Extend & Pretend appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The Fed just went over how it will cut rates at the July 31st meeting and literally the next day core CPI surprised to the upside. This looks bad,… Read More

How Overheated Is The Stock Market?

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This article was originally published on UPFINA. The post How Overheated Is The Stock Market? appeared first on UPFINA – Pursuit of Truth in Finance & Economics. On Twitter we had a conversation with the viral @StockCats on how overheated the stock market is, where stocks have moved up too fast and sentiment is too high.… Read More

Be Cautious Of Recession Indicators

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This article was originally published on UPFINA. The post Be Cautious Of Recession Indicators appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The May JOLTS report was a mixed bag. There were some sequential and even yearly declines, but openings and hirings are still elevated. The worst thing an indicator can do… Read More

The 10 Best Investment Books for Beginners

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Generally, the most successful people in the world are also voracious readers. This is also true of the most successful value investors. Both Warren Buffett (who used to read 1,000 pages a day when he was starting out) and Charlie Munger (who often advises young investors to “develop into a lifelong self-learners through voracious reading”) credit… Read More

The S&P 500 Can’t Rely On Multiple Expansion In 2020

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This article was originally published on UPFINA. The post The S&P 500 Can’t Rely On Multiple Expansion In 2020 appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Fund flow is a technical indicator where the average of the high, close, and low is multiplied by trading volumes. A positive flow occurs when… Read More

Market Usually Underprices Rate Cut Odds

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This article was originally published on UPFINA. The post Market Usually Underprices Rate Cut Odds appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The June jobs report showed there were 224,000 jobs created which beat estimates for 165,000. The high end of the estimate range was 205,000. Yes, the previous 2 reports… Read More

Learning From David Abrams

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What if I told you that there was a guy who has a degree in History, who, when he started his career in investing not only did not know the difference between a stock and a bond but also hadn’t a clue as to what they actually were, has worked in Risk Arbitrage with Seth… Read More