iShares Russell 2000

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  • Why investors are preferring high-quality debt
    Financials

    Why investors are preferring high-quality debt

    High-quality bonds can be an investor refuge when there’s market volatility. These securities provide relatively stable cash flows. The default probability is low.

    By Phalguni Soni
  • uploads///Moving Average Analysis of the SP  Index
    Fund Managers

    What S&P 500 Index Moving Averages Could Indicate

    The S&P 500 Index is trading 1.2% above its 20-day moving average and 6% above its 100-day moving average.

    By Sarah Sands
  • Financials

    What key PMI indicators mean for stocks and investors

    Last week, the Institute for Supply Management (or ISM) and Markit both released their reports on the Purchasing Managers Index (or PMI). The ISM’s report gave its strongest reading since February.

    By Phalguni Soni
  • uploads/// Population over  US
    Company & Industry Overviews

    Why Structural Hurdles Could Thwart US Economic Progress

    The American economy is facing major structural issues that have the potential to thwart economic progress. The most important hurdle facing the US economy is an aging population.

    By Rick Rieder
  • uploads///Will Alphabet Provide a Strong Return in the Near Future
    Fund Managers

    What’s Leon Cooperman’s Largest Position?

    Alphabet reported its 3Q17 earnings on October 26, 2017. The company posted EPS (earnings per share) of $9.57, which beat analysts’ estimates of $8.33.

    By Sarah Sands
  • uploads///Weakening Dollar Index Signaling the End of Earnings Recession
    Fund Managers

    How Will the Fed Affect the Earnings Recovery Environment?

    The dollar index (UUP) rallied about 22% between October 2014 to July 2016.

    By Sarah Sands
  • uploads///AXDX analysts Reco
    Company & Industry Overviews

    What Analysts Recommend for Accelerate Diagnostics and Peers

    Of the four analysts covering Accelerate Diagnostics in January 2018, three analysts have given the stock a “buy” rating.

    By Kenneth Smith
  • uploads///key interest rate
    Fund Managers

    Why Do Central Bankers Continue to Surprise Bill Gross?

    In his recent webcast by Janus Capital, Bill Gross expressed his surprise at the extent to which central bankers of the developed world (EFA) (VEA) have distorted the financial system.

    By Surbhi Jain
  • uploads///payroll tax
    Financials

    Will We See a Recession within the Next 2 Years?

    In a recent interview, Jim Rogers said, “I’m on record as saying that we’re going to have a recession certainly within a year or two.”

    By Surbhi Jain
  • uploads///
    Company & Industry Overviews

    Why Have Analysts Raised their Revenue Estimates for Papa John’s?

    In 1Q16, PZZA’s domestic company-owned restaurants generated nearly 48% of Papa John’s revenue, while domestic commissaries and others generated 39.4%.

    By Rajiv Nanjapla
  • uploads///US Manufacturing PMI in September
    Macroeconomic Analysis

    September Manufacturing Report: Are US Business Conditions Better?

    The US September manufacturing PMI (purchasing managers’ index) report indicated an improvement in US (QQQ) (IWM) business conditions.

    By Sarah Sands
  • uploads///US ADP Employment Change in September
    Macroeconomic Analysis

    Key ADP Highlights: 135,000 Jobs in September

    The ADP National Employment Report for September 2017 showed some weaker improvement in private sector employment to 135,000 in September compared to the market’s expectation of 125,000.

    By Sarah Sands
  • Real Estate

    Why the housing market impacts consumption and equity investors

    This article considers the importance of investment, including residential investment, in the support of U.S. consumption data and the implications for investors.

    By Marc Wiersum, MBA
  • uploads///lnce pm
    Earnings Report

    Snyder’s-Lance Reported Mixed Quarterly Results in 1Q16

    Snyder’s-Lance (LNCE) has a market cap of $3.0 billion. It fell by 5.2% and closed at $31.80 per share on May 10, 2016.

    By Gabriel Kane
  • Consumer

    Must-know: Is income inequality positive or negative for stocks?

    At the heart of the ongoing budget debate is the underlying notion that the less fortunate 60% of Americans should be entitled to a reasonable foundation of social services.

    By Marc Wiersum, MBA
  • Energy & Utilities

    Part 6: Mid Cap Growth MLP, Mark West Energy Partners—overbought?

    MLP’s—have retail investors gone too far? The below graph of Mark West Energy Partners, MWE, reflects exceptional growth against the S&P 400 mid cap index as well as the Morningstar mid cap growth index. This mid cap Master limited Partnership, MLP, has certainly ridden the MLP bull market. Despite the challenges faced by Chesapeake Energy, […]

    By Marc Wiersum, MBA
  • uploads///Corporate Tax Rate of Various Countries
    Financials

    Why Buffett Believes US Businesses Aren’t Really Hurting from the US Corporate Tax

    The US economy has been improving gradually, but some businesses in the US have suffered a lot over the years.

    By Sarah Sands
  • Technology & Communications

    With consumerism under pressure, will profits follow?

    This series looks at trends in personal consumption data as a component of U..S gross domestic product and considers the implications for both equity and fixed income investors.

    By Marc Wiersum, MBA
  • uploads///Sucampo pipeline pre
    Company & Industry Overviews

    Sucampo Pharmaceuticals’ Research Pipeline in December 2017

    Sucampo Pharmaceuticals (SCMP) recently completed a Phase 3 study for the alternate sprinkle formulation of Amitiza (lubiprostone) in adults with CIC (chronic idiopathic constipation).

    By Kenneth Smith
  • Basic Materials

    Part 3–Starwood Hotels & Resorts—a mid cap growth stock that is fully booked

    Strong Momentum in HOT The below graph reflects the strong performance of Starwood Hotels and resorts, HOT, which was particularly strong until the 2008 crisis, and is once gain handsomely outperforming the Morningstar mid cap growth total return index. While just a bit below the S&P 400 index over the years, Starwood Hotels has been […]

    By Marc Wiersum, MBA
  • uploads///Novavax RSV Pipeline
    Company & Industry Overviews

    Exploring Novavax’s Vaccine Candidates for RSV

    According to Novavax, ~64.0 million RSV infections occur every year on a global basis. The global cost of RSV exceeds $88.0 billion.

    By Kenneth Smith
  • Financials

    Must-know: Many investors fear stocks—is this good for markets?

    Currently, the S&P 500 is giving year-to-date (or YTD) returns of more than 8%. It posted gains for seven consecutive quarters. The S&P 500 Index (SPY) closed at a new high 34 times in 2014.

    By Russ Koesterich, CFA
  • uploads///SP  profitability
    Fund Managers

    Why the S&P 500 Net Profit Margin May Predict a US Recession

    Over a good four decades, the S&P 500’s net profit margin has fallen notably when the economy was on the verge of, or already into, a recession.

    By Surbhi Jain
  • uploads///US Consumer Sentiment Index in October
    Macroeconomic Analysis

    US Consumer Sentiment at 13-Year High: How Will It Impact Market?

    The University of Michigan Consumer Sentiment Index has risen to 100.7 so far in October 2017 compared to 95.1 in September.

    By Sarah Sands
  • Energy & Utilities

    Part 4: Mid Caps—why value rallies and growth weakens post Fed taper announcement

    Value for the long haul The below graph reflects the recent outperformance of mid cap value shares relative to mid cap growth shares since the 2008 crisis, with a more pronounced 10% outperformance since 2013. The prior article in this series demonstrates that mid cap value dominates mid cap growth in the long run, though […]

    By Marc Wiersum, MBA
  • uploads///Performance of Barclay Event Driven Index at Different Scenario
    Macroeconomic Analysis

    How the Event Driven Index Provided Returns in a Flat Market

    The Barclay Event Driven Index outperformed other indexes in April 2016, providing a return of 2.3%. Year-to-date, the index had returned 2.6% as of April 30.

    By Sarah Sands
  • Financials

    The Fed’s take on economic growth as the US dollar appreciates

    The Fed believes persistently low inflation and an appreciating dollar will impact gross domestic product (or GDP) growth in the coming quarters. A higher US dollar makes US goods less competitive in overseas markets.

    By Phalguni Soni
  • uploads///Shorting Small Cap Stocks Could be Costlier Compared to Large Cap
    Fund Managers

    Will George Soros’s Position in IWM Provide a Strong Return?

    According to the recent 13F filings, Soros Fund Management has increased its position in the iShares Russell 2000 ETF (IWM) by 36% in 1Q17 compared to the previous quarter.

    By Sarah Sands
  • uploads///FF futures
    Financials

    Ray Dalio: The Next Downturn May Be a Difficult One to Reverse

    “The next downturn may be a difficult one for central banks to reverse,” warned Ray Dalio, CEO of the world’s largest hedge fund.

    By Surbhi Jain
  • uploads///Investment as a Percent of GDP
    Consumer

    Greenspan’s lament: Consumption is no substitute for investment

    Why it’s becoming increasingly difficult to expect sustainable prosperity from additional consumption in the U.S. economy.

    By Marc Wiersum, MBA
  • uploads///safe haven winners of brexit
    Financials

    Has Britain Really Voted Its Way to Prosperity?

    The Brexit referendum aftermath has translated to gains for certain hedge funds, while washing away earlier gains for others.

    By Surbhi Jain
  • uploads///How Volatility Is Impacting the Market Movement
    Fund Managers

    How Bill Ackman Is Taking Shelter from a Potential Market Drop

    Bill Ackman, an activist investor and the CEO of Pershing Square Capital Management, shared his views on how geopolitical risk could affect market movement (SPY) in a CNBC report.

    By Sarah Sands
  • Financials

    Is rising business inventory growth a bull market indicator?

    This article considers the implications of growing business inventories in the context of an improving investment environment and the outlook for investors.

    By Marc Wiersum, MBA
  • uploads///QE and SnP
    Financials

    Jeffrey Gundlach: The Fed Has Been Supporting the S&P 500

    Gundlach also believes it’s interesting to look at the correlation between the size of the Fed’s balance sheet and the S&P 500 (SPY) (SPXS) (SPXL) level.

    By Surbhi Jain
  • uploads///Will Facebook Provide a Strong Return in
    Fund Managers

    Goldman Sachs on Facebook: Annual Sales Growth to Improve 32%

    Goldman Sachs estimated that Facebook’s annual sales growth could improve by 32% from 2016 to 2019.

    By Sarah Sands
  • Financials

    Why does the Fed matter? Because its policies move the market

    With monetary policy a huge driver of investment performance, all investors need to be fluent in “Fedspeak.”

    By James Malthus, Macro Analyst
  • uploads///Earnings Growth of the SP  Index is Improving Gradually
    Fund Managers

    Jurrien Timmer’s Take on What Will Drive Markets the Most in 2017

    When asked in a recent interview his thoughts about the short-term and medium-term investment story, Jurrien Timmer said that the main issue for the market other than geopolitical risks is its valuation.

    By Sarah Sands
  • uploads///Part
    Miscellaneous

    Why Office Depot And OfficeMax Were A Merger Of Equals

    Starboard’s interest in the office supplies industry is well known. Starboard disclosed a ~14.8% stake in Office Depot (ODP) in 2012. It has been pushing ODP to reduce its store size and cut costs.

    By Phalguni Soni
  • Financials

    Why scheduling the rate hike is a balancing act

    Since 2008, the Fed’s monetary policy has been extremely accommodative. However, as the recovery progresses, there are increasing calls for policy normalization.

    By Phalguni Soni
  • uploads///sam pm
    Consumer

    How Did Boston Beer Perform in 2Q16?

    Boston Beer reported fiscal 2Q16 net revenue of $244.8 million, a fall of 2.9% compared to net revenue of $252.2 million in fiscal 2Q15.

    By Gabriel Kane
  • uploads///US Treasury Yields on December th
    Fund Managers

    David Tepper Discussed the Equity and Bond Market

    Tepper thinks that the bond market’s (BND) performance is a good indicator to analyze the equity market’s (QQQ) performance.

    By Sarah Sands
  • uploads///yield curve
    Miscellaneous

    Statement Suggests Gradual Rise in the Federal Funds Rate

    The Fed raised the target range for the federal funds rate from 0%–0.25% by 25 basis points. Now, the key interest rate in the US will be 0.25%–0.50%.

    By Surbhi Jain
  • uploads///top holdings
    Fund Managers

    What Were Jim Chanos’s Largest Holdings in 3Q17?

    In 3Q17, Jim Chanos has made a substantial investment in the finance sector (XLF) and various ETFs.

    By Sarah Sands
  • uploads///eaadaeaebd
    Macroeconomic Analysis

    What Commodities’ Outperformance Means for the Business Cycle

    Let’s take a look at where we are in the business cycle, what factors are at play, and what stands to work given current macroeconomic influences.

    By Surbhi Jain
  • uploads///Event Driven Strategy Outperforming Multi Strategy
    Company & Industry Overviews

    Event-Driven Strategy in a Volatile Market

    Event-driven strategy is designed to make an investment in special situations, including mergers and acquisitions, restructuring, split-offs, bankruptcy, and other major events.

    By Sarah Sands
  • Financials

    Why the private investment recovery supports the bull market

    This series examines the current U.S. macroeconomic data pertaining to domestic investment and considers the implications for both equity and fixed income investors.

    By Marc Wiersum, MBA
  • uploads///US Services PMI in October
    Macroeconomic Analysis

    US Services PMI Unchanged: Will It Affect the Service Industry?

    US Services PMI in October The October US services PMI (purchasing managers’ index) report indicates no change in service activity in the United States (QQQ) (SPY) in October 2017. The US services PMI stood at 55.3 in October, showing no change from September. The PMI level didn’t beat the preliminary market’s expectations of 56.0. The […]

    By Sarah Sands
  • uploads///Part
    Real Insights

    What Caused the Muni Defaults in 2016?

    In 2016, Puerto Rico defaulted on constitutionally guaranteed GO (general obligation) bonds. On May 3, 2017, Puerto Rico filed for Title III bankruptcy.

    By VanEck
  • uploads///US Non Farm Payrolls in August
    Macroeconomic Analysis

    Will the August Jobs Report Soften the Fed’s Rate Hike Urgency?

    During the Jackson Hole Symposium, the Federal Reserve chair, Janet Yellen, already hinted that if the August jobs report provided a strong performance, there was a chance for a rate hike during its September 2016 meeting.

    By Sarah Sands
  • uploads///Untitled
    Macroeconomic Analysis

    Important Economic Indicators to Watch Next Week

    The most important indicators next week are the global flash manufacturing PMIs. Manufacturing PMIs are important indicators for the economy.

    By Sarah Sands
  • Financials

    Long-term implications of a disconnect between news and strong equity markets

    In the short term, recent market action isn’t as irrational as it might appear. First, there’s no clear link between these events and near-term economic or earnings growth.

    By Russ Koesterich, CFA
  • uploads///SI
    Company & Industry Overviews

    Short Interest in Flotek Falling: What Does It Mean?

    Short interest in FTK Flotek Industries’ (FTK) short interest as a percentage of float was 21.3% on December 20, compared with 23.3% on September 30. Since the end of 3Q16, FTK’s short interest has fallen 10%. FTK’s share price and short interest as a percentage of float been mostly inversely related in the past three years. […]

    By Alex Chamberlin
  • uploads///US GDP in the First Quarter of
    Fund Managers

    Why Marc Faber Believes US Economic Growth Is Weakening

    In 1Q17, the US economy saw a growth rate of 1.2%, according to the report provided by the US Bureau of Economic Analysis.

    By Sarah Sands
  • uploads/// Index Flows
    Technology & Communications

    Index ETF Flows: A Turnaround on Tech Street?

    The rise of actively selective investors may be the next turnaround story of 2016!

    By Meikel Mokry
  • uploads///Market rally
    Fund Managers

    Mario Gabelli on the Bull Market: Where Are We Now?

    On November 9, 2017, Mario Gabelli, the CEO and chair of Gabelli Funds, shared his views on market movement, fiscal policy, and his infrastructure and multimedia stock picks.

    By Sarah Sands
  • uploads///SP
    Fund Managers

    Cooperman on the Market: Insights from the Delivering Alpha Conference

    Legendary investor Leon Cooperman shared his view on the market, oil prices, and his favorite stock picks at the conference on September 12.

    By Sarah Sands
  • uploads///US Manufacturing PMI in October
    Macroeconomic Analysis

    October Manufacturing Report: Is the US Business Condition Improving?

    The October manufacturing PMI (purchasing managers’ index) report indicates an improvement in the US business condition.

    By Sarah Sands
  • uploads///NFIB
    Macroeconomic Analysis

    Optimism in Small Business Remained Unchanged in October

    According to the NFIB, the small business optimism index remained unchanged at 96.1 in October. The reading was below the consensus estimate of 96.4.

    By Lara Sheldon
  • Financials

    Must-know: What Shiller’s P/E ratio of the S&P 500 suggests

    The Shiller P/E ratio measures the current price of an index or security relative to its average earnings over the past ten years. The current ratio stands at 25.7x.

    By Russ Koesterich, CFA
  • Financials

    Hawks and doves: Why Fed-watching isn’t for the birds

    The FOMC is made up of hawks and doves, and their balance could affect future policy. Investors who follow the Fed need be able to tell the differences.

    By James Malthus, Macro Analyst
  • Financials

    Shutdown 101: Why perceived wealth distribution isn’t the reality

    Inequality: The which of you with patient ears attend The below chart illustrates the dramatic difference in the reality versus the perception of wealth distribution in the US. The top 20% of the US holds 84% of the wealth, which is quite different from European countries, such as Sweden, which holds closer to 36%. For […]

    By Marc Wiersum, MBA
  • Financials

    Shutdown 101: Robert Reich versus Larry Kudlow and US debt

    Exploding US debt: Going to Vegas, or garden-variety Keynesianism? The below graph reflects the doubling of publicly held debt under the Obama Administration from roughly 35% to 70% of gross domestic product. However, it also reflects the doubling of publicly held debt under the Reagan Bush Administrations from 1981 to 1993. Given the severity of […]

    By Marc Wiersum, MBA
  • Financials

    Kudlow’s lament: Is capital on strike in the U.S.?

    Investment in the United States The below graph reflects the capital strike in fixed domestic investment in the United States. The “strike” of U.S. capital is the notion raised by CNBC commentator Larry Kudlow that despite record profits at U.S. companies, profits and capital aren’t recycling back into the U.S. economy as investment. As displayed below, U.S. […]

    By Marc Wiersum, MBA
  • Basic Materials

    Retirement pick: Gold and the long-term investor

    There is often a debate among academics, financial gurus, asset managers, and advisors as to the place for non-traditional assets in a portfolio.

    By Mike Kane
  • Financials

    Why US Treasuries struggle with the FOMC and GDP growth

    The LSAP program ended in September 2012. It consisted of monthly purchases of longer-term Treasuries and agency-backed securities. The program lowered interest rates in the bond market.

    By Phalguni Soni
  • Financials

    The taper could affect momentum stocks like Keurig Green Mountain

    This article considers the risks associated with investing in high momentum stocks in the current environment of declining Fed bond purchases.

    By Marc Wiersum, MBA
  • Financials

    The fed tapers: Will small caps weaken relative to large caps?

    Determining which index, with its specific risk factors, is the most appropriate for an investor depends upon the investor’s appetite for risk.

    By Marc Wiersum, MBA
  • Financials

    Will the S&P 500 outperform the Russell 2000 under rising rates?

    Should interest rates begin rising as a result of a progressive Fed taper, post-2008 investment returns based on index-specific allocation could see major changes.

    By Marc Wiersum, MBA
  • Financials

    Why growth beat value by 20% post-2008 but may not continue to

    Despite the recent outperformance of growth stocks in the post-2008 economic recovery, in the long run, and over several business cycles, academic studies tend to show that value stocks outperform growth stocks.

    By Marc Wiersum, MBA
  • Financials

    Why large cap growth stocks may hold up better with rising rates

    This article illustrates the extent to which growth stocks can, and have, drastically outpaced value stocks for short periods of time.

    By Marc Wiersum, MBA
  • Financials

    Must-know: Momentum trading the Fed taper and your portfolio

    This article considers the role momentum has in investing versus simply day trading, and the implications for equity investors.

    By Marc Wiersum, MBA
  • Financials

    Tactics or strategy: Momentum trading the taper and your portfolio

    This article considers role momentum has in investing versus simply day trading and the implications for equity investors.

    By Marc Wiersum, MBA
  • Financials

    Why you should pay attention to Scottish referendum opinion polls

    As I write in my new weekly commentary, over the past two weeks, several polls have suggested a realistic chance that the people of Scotland will vote for independence in this week’s referendum.

    By Russ Koesterich, CFA
  • Financials

    Must-know: Where investors can find value

    Outside of the United States, investors, particularly those with little emerging market (or EM) exposure, should take another look at EM stocks.

    By Russ Koesterich, CFA
  • Financials

    Must-know: Are market valuations stretched?

    The NASDAQ Biotechnology Index (IBB) is up 14% this year—less than a third of its 122 companies earned any money in the last 12 months.

    By Russ Koesterich, CFA
  • Financials

    Overview: What stretched valuations mean for investors

    As I’ve been noting for some time, emerging markets (EEM) can offer compelling long-term value.

    By Russ Koesterich, CFA
  • uploads///VIX
    Financials

    Can Increased Volatility Lead to More Capital Investment?

    The US stock market is currently subject to increased volatility. The past two years have seen market uncertainty heightening.

    By Surbhi Jain
  • uploads///SP  profitability
    Financials

    Does Falling Corporate Profitability Signal a Recession?

    Falling profitability of US companies has Joe LaVorgna, chief US economist for Deutsche Bank Securities, feeling a bit pessimistic about the economy.

    By Surbhi Jain
  • uploads///fafbfdbbdbb
    Financials

    The Icahn Lift Sends Hertz Stock Speeding along as It Prepares for a Split

    Icahn believes that Hertz has good potential value, provided it enacts certain changes. The company is already going in for a split.

    By Surbhi Jain
  • uploads///soros top
    Financials

    Trump and Soros Expected a Brexit, Jeffrey Gundlach Did Not

    Billionaire investor Jeffrey Gundlach had positioned himself expecting Bremain to pass. Gundlach, however, sold off his newly acquired European stock positions before the Brexit results impacted the Market.

    By Surbhi Jain
  • uploads///monetary base expanding with QE
    Financials

    Bill Gross: The Economy Needs Credit Creation to Multiply Growth

    In his Investment Outlook for July 2016, Bill Gross highlighted the importance of credit creation as the growth multiplier in the economy.

    By Surbhi Jain
  • uploads///annual us credit growth
    Financials

    Bill Gross: Credit Is the Oil That Lubes the System

    Currently, we’re in a highly levered system, especially the developed world. A levered economy depends on continued credit creation for stability and growth.

    By Surbhi Jain
  • uploads///lower rates not raising equity
    Financials

    Lower Rates Aren’t Equating to Higher Equity Prices

    Bill Gross provided his view on lower rates no longer resulting in credit creation in the economy. They have also lost their efficacy in raising equity prices.

    By Surbhi Jain
  • uploads///median age
    Financials

    Bill Gross: What’s His New Normal Thesis?

    Recently, Gross has been repeatedly mentioning a “new normal” that the developed world seems to be in. Real GDP growth is around 2% in the US.

    By Surbhi Jain
  • uploads///dual mandate
    Financials

    Bill Gross: Possibility of Deglobalization in the Economy

    Gross warned about deglobalization in the global economy. Trade between nations, exacerbating immigration issues, and stagnant economic growth formed his belief.

    By Surbhi Jain
  • uploads///bull vs bear on tesla
    Company & Industry Overviews

    Valuation Expert Aswath Damodaran Weighs in on Tesla’s Stock

    How markets see Elon Musk converting his vision for Tesla into reality is what fascinates investors already invested or interested in the stock.

    By Surbhi Jain
  • uploads///UK top  imports
    Financials

    Will Brexit Weaken the UK’s Competitive Advantage over the US?

    On Brexit, import restrictions and tariff quotas currently applicable to importers in the UK and foreign businesses that export to the UK are set to change.

    By Surbhi Jain
  • uploads///subprime and student loan crisis
    Company & Industry Overviews

    Is Student Debt the Next Bubble to Hit the US Economy?

    Many are likening the current student debt situation in the United States to the mortgage debt situation that led to the 2009 financial meltdown in the US economy.

    By Surbhi Jain
  • uploads///rising average tuition fees in the US
    Financials

    Why Is College Education So Expensive in the United States?

    The rise in delinquencies on student loans in the United States (SPY) (IWM) (QQQ) can be partially attributed to the accelerated rise in college tuition and fees.

    By Surbhi Jain
  • Financials

    Are Asian equity ETFs like EWJ and FXI in purgatory for 2014?

    The Japanese ETFs—DXJ and EWJ—performed very well. Meanwhile, both Korean and Chinese ETFs—EWY and FXI—have been flat, with China still in slightly negative territory.

    By Marc Wiersum, MBA
  • uploads///u vs MA
    Financials

    Gundlach Says This Chart Is ‘Early Warning Indicator’ of Recession

    Jeffrey Gundlach seems quite bearish in his views about the US economy (IWM) (QQQ).

    By Surbhi Jain
  • uploads///alternative investments
    Financials

    Gross Notes Investors’ Shift to Less Risky Alternatives

    Central bankers can only hope to stimulate the economy with lower and lower rates as long as there are takers for their low or negative yielding sovereign debt.

    By Surbhi Jain
  • uploads/// forces
    Financials

    The ‘Three Big Forces’ That Drive All Economies

    The “three big forces” Ray Dalio believes that “three big forces” drive all economies. These are: productivity growth the short-term debt cycle the long-term debt cycle An economy has to go through upturns and downturns Central bankers need to study the determinants of productivity for their economy. The determinants could include the costs of education, […]

    By Surbhi Jain
  • uploads///aggregate debt US
    Financials

    Ray Dalio: What Does the Future Hold?

    Ray Dalio shares his view on the economy You won’t find many investors who do not follow Ray Dalio’s views on the economy and markets (SPY) (QQQ) (IWM). During a speech at the New York Fed’s 40th Annual Central Banking Seminar, Ray Dalio had a few things to say about the future. “Debt will not […]

    By Surbhi Jain
  • uploads///us china trade balance
    Financials

    How a Donald Trump Win Could Impact China

    Republican presidential candidate Donald Trump stated that he intends to weaken trade links between China and the US, and that he would be likely to introduce trade policies against China.

    By Surbhi Jain
  • uploads///dual mandate
    Company & Industry Overviews

    Paul Krugman to the Fed: Don’t Raise Rates

    Inflation is moving up towards its target, but it still has a ways to go before it gets there. Paul Krugman believes raising rates could keep inflation from reaching that target.

    By Surbhi Jain
  • uploads///Global Market Showed Sell off on November
    Company & Industry Overviews

    Paul Krugman Sees a ‘Trump Slump’ in the Making

    While Krugman agrees that the US economy (SPY) (IWM) (QQQ) has been adding jobs at a good pace and is also closer to full employment, he attributes the achievement to the low-interest rate regime.

    By Surbhi Jain
  • uploads///FB
    Financials

    Must-know: Minimizing ETF losses by observing max drawdowns

    In practice, asset owners (both retail and institutional) want to avoid significant portfolio drawdowns even if the benchmark index declines.

    By Aniket Ullal
  • Financials

    Why the biggest risk to equity portfolios is the equity market

    The Federal Reserve Bank could end its bond buying program by the end of this year, so it’s important for investors to know how this development could impact their portfolio.

    By Marc Wiersum, MBA
  • Financials

    Why an undiversified portfolio could mean fewer profits

    Another common investor mistake is to have an under diversified portfolio. In a 1991 to 1996 study of the customers of a large US discount brokerage, more than 25% held only one stock and more than 50% held three or fewer stocks.

    By Russ Koesterich, CFA
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