Is The Market On The Naughty List? 12-14-18

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Is The Market On The “Naughty” List Lack Of Experience Daily, Weekly, Monthly View Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Important Note: Over the next couple of weeks, the newsletter will most likely be just a short note updating you on market action and portfolio… Read More

Is Current Stock Market Sentiment A Contrarian Indicator?

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This article was originally published on UPFINA. Heading into the jobless claims report from the week of December 8th, some investors were wondering if the claims were turning higher which would signal the end of this cycle. They had bottomed at 202,000 in September and reached 231,000 in the week of December 1st. That’s not a… Read More

Do What’s Necessary, Not What You Can

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What you can do and what you should do are often not the same things [Read more] The post Do What’s Necessary, Not What You Can appeared first on Capitalist Exploits. Source: https://capitalistexploits.org/65.html

Weekend Reading: Did The Grinch Steal Christmas?

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On Tuesday, we put on a small S&P 500 trading position for an oversold bounce. At first, it didn’t work and we were almost stopped out, but a late day rally kept us in the position. Wednesday was a different picture as stocks rocketed out of the gate on more “trade talk” news with China, but… Read More

The ETF liquidity question: Can the passive universe hold up in the event of a market crisis?

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Markets so dominated by ETFs have not been truly tested by a post-QE world. The following article was originally published in “What I Learned This Week” on December 6, 2018. To learn more about 13D’s investment research, please visit our website. Speaking at the Lipper conference last month, co-chief executive of HanETF, Hector McNeil, warned the audience… Read More

The Bond Rally Was No Surprise

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Nathan Vardi recently penned an article for Forbes entitled “Surprise! The Late-Year Bond Rally.” “In August, Jamie Dimon, CEO of JPMorgan Chase & Co. and the nation’s most prominent banker, predicted the yield on the benchmark 10-year Treasury note could reach 4% in 2018. He cautioned investors to prepare for 5% or higher. Dimon’s call… Read More

3-Really Big Lies Of Financial Advisors

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I’m fortunate enough to meet with investors every week with varied levels of accumulated wealth and honored to listen to life stories. I’m consistently curious as what their guts or instincts tell people about their chosen financial partners and the financial industry overall. Thankfully, it is rare to personally hear of financial advisors involved in… Read More

How To Achieve Bold Goals And Work With Your Heroes

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The more times people put themselves in a position of being uncomfortable, the stronger they become. Brian Paes-Braga is a partner at the Fiore Group, a private investment firm with interests in the mining, technology, entertainment, and beverage industries. Brian has been involved in a host of entrepreneurial, and philanthropic ventures, but is perhaps best… Read More

Kass: My 15 Surprises For 2019

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White House Politics: (When asked what he wanted to give thanks for during a press gaggle Thanksgiving Thursday, Trump responded), “for having a great family and for having made a tremendous difference in this country. I’ve made a tremendous difference in the country. This country is so much stronger now than it was when I… Read More

Exclusive Interview: Daniel LaCalle

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My interview with Daniel LaCalle on everything from Central Bank policy, interest rates, market risk, and the future of economic growth. Read more from Daniel Lacalle at D-Lacalle.com Daniel Lacalle is a PhD in Economy and fund manager. He holds the CIIA financial analyst title, with a post graduate degree in IESE and a master’s… Read More

Kass: An Open Letter To Larry Kudlow

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“We believe that free market capitalism is the best path to prosperity!” – The Kudlow Creed Dear Larry, You and I go way back – we have been friends for many years. I deliver this letter to you out of respect and in recognition of that friendship. It is being submitted and is intended to be respectful,… Read More

Your Guide to The Berkshire Hathaway Shareholder Meeting

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This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! For three days in early May, over 40,000 investors and spectators will flock to the city of Omaha Nebraska to attend what many call the “Woodstock for Capitalist.” The annual Berkshire Hathaway Inc (NYSE: BRK.A) Shareholder meeting attracts crowds… Read More

A Recession by 2020?

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The current situation with the proposed tariffs between China and the US is somewhere in between a trade war and negotiation tactics. We’ll call it a “trade battle” because we don’t know what the end game of this war of words and proposals will lead to. Both sides are dependent on one another; since their… Read More

An “Earnings Driven” Meme

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“A meme (/ˈmiːm/ MEEM) is an idea, behavior, or style that spreads from person to person within a culture – often with the aim of conveying a particular phenomenon, theme, or meaning represented by the meme. A meme acts as a unit for carrying cultural ideas, symbols, or practices, that can be transmitted from one mind to another… Read More

How I Became a Gold-Bug

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My father was Hugo Salinas Rocha -“Salinas” was his father’s surname, and “Rocha” was his mother’s surname; the custom of using both parents’ surnames is universal in Latin America. Father was a successful merchant in Mexico City, and in the 1930’s he ran a store in downtown Mexico City. The store belonged to a company… Read More