by Eric Bush, CFA, Gavekal Capital European stocks are once again adding diversification for equity investors. The 65-day correlation between European stocks and the MSCI World Index has fallen to 47% from 74% on 9/8/16. That peak in ...Read more Comments Off on European Equity Correlations Have Dramatically Declined
The BoJ sends an invitation to government, a challenge to markets. by Brad Tank, Neuberger Berman The engines aren’t running yet, and the fuel is still on its way. But in last week’s announcements from the Bank of ...Read more Comments Off on Japan Wheels Out Its Helicopters
by Helen Lamanna, AdvisorAnalyst.com Here are this week's reading diversions for your personal enlightenment. Have an excellent weekend! Is Ibuprofen Linked To Heart Failure? Everyday Painkillers Damned In New Report Research suggests that long-term use of NSAIDs triggers ...Read more Comments Off on 20 Tough Truths About Life No One Wants to Admit, and other Weekend Reads
by SIACharts.com We are taking a commodity focus this week in the Equity Leaders Weekly. We are going to re-examine the Crude Oil Continuous Contract (CL.F) in light of OPEC's meeting yesterday which resulted in an agreement to ...Read more Comments Off on SIA Weekly: What to Make of Oil and Gold?
by Lance Roberts, Clarity Financial It was interesting to see the markets reaction to the Consumer Confidence report on Tuesday, along with some of the media headlines, to wit: “Consumer confidence just surged to its highest level since the ...Read more Comments Off on 3 Things: Confidence Peak, Dumb Money & Bonds Are Dead?
by John Manley, CFA, Wells Fargo Asset Management Before I try to explain this rather enigmatic title, I have to restate the rules by which we are playing. From my point of view: Three things drive stocks up ...Read more Comments Off on Why do earnings rise, even as they slide?
by Fixed Income, AllianceBernstein Investors worried about interest-rate volatility should think hard about their commitment to the US bond market. And not just because US rates are poised to rise. Over the past quarter century, US fixed income ...Read more Comments Off on Worried About Volatility? Go Global (Bonds)
Technically Speaking: Still Not Out Of The Woods by Lance Roberts, Clarity Financial In this past weekend’s newsletter, I discussed the markets walk along a bullish trend line: “With the Fed holding still on hiking rates, with a ...Read more Comments Off on Technically Speaking: Still Not Out Of The Woods
by Don Vialoux, Timingthemarket.ca Another Milestone Number of followers to EquityClock’s StockTwits passed 29,000 yesterday. Previous milestone was set at 28,000 on September 9th Observations Two events impacted equity markets yesterday, continuing strength in crude oil prices following ...Read more Comments Off on Tech Talk for Friday September 30th 2016
Looking Ahead: 4 Big-Picture Themes by Brad McMillan, CIO, Commonwealth Financial Network Writing my fourth-quarter preview of the economy and markets, which I plan to share with you tomorrow, I started thinking about several big ideas that are ...Read more Comments Off on Looking Ahead: 4 Big-Picture Themes
We were able to corner Som Seif, President and CEO, Purpose Investments, into revealing which of his ETFs he would buy right now. Watch Part 1 - Som Seif: What are the odds of a rate hike in ...Read more Comments Off on Som Seif: Which ONE of your ETFs would you invest in now?
CONSTELLATION SOFTWR (CSU.TO) TSX - Sep 29, 2016 SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming and underperforming stocks from our marquee equity reports; the S&P/TSX 60, S&P/TSX ...Read more Comments Off on CONSTELLATION SOFTWR (CSU.TO) TSX - Sep 29, 2016
by Dimitris Melas, Global Head of Equity Research, MSCI Hedge funds and other investors who manage portfolios that rebalance frequently face a challenge when it comes to the use of factors for trading, hedging and risk monitoring: Which ...Read more Comments Off on Which Factors Are More Time-Sensitive?
by LPL Research The second half of September is historically one of the weakest times of the year for equities. Last week was the fourth week of September. Going back to 1990, this week has been higher only ...Read more Comments Off on Why Last Week Could Be a Good Sign for the Bulls
by John Natale, Wells Fargo Asset Management Stocks reversed early-session losses to end in the green following reports that OPEC will cut oil production for the first time in eight years. The Dow climbed 110 points, with 21 ...Read more Comments Off on OPEC Agreement Boosts Stocks