Trading News Today


 

Nadig: Record 1st Half ETF Flows [0.20]

Posted on July 5, 2017, 2:15 p.m. by HOME @ [source]

Even with all their resources, institutions still don’t have much of an advantage over passive investing.

advantage institutions investing passive resources

 

In the end it is not so much about “predicting” what will happen next in the financial markets, but rather recognizing – and being prepared for – the potential risks, that makes the most difference in the long run. So let’s start by looking at current trends.

Bearish bond gold market model moving stock ticker trend trend following

 

Conversations with hundreds of business leaders reveal nine ways that they are—and are not—adapting to the analytics revolution. Here we offer nine insights based on these conversations, and suggest actions for business leaders to take.

analytic business business model Case ceo culture data executive leader organization

 

Global Interest Rates: Still Lots of ZIRP [0.27]

Posted on July 5, 2017, 1:30 p.m. by The Big Picture @ [source]

How Greed and Easy Money Corrupted Wall Street and Shook the World Economy Learn More...

True wisdom comes to each of us when we realize how little we understand about life, ourselves, and the world around us.

Corrupted easy economy Greed learn money Shook Street true wall

 

Portfolio sheets are back [0.11]

Posted on July 5, 2017, 1:29 p.m. by Investing For A Living @ [source]

Quick note. I have upgraded the Google code a bit and implemented auto sort so they should be a bit more robust than in the past.

bit code google implemented menu note portfolios quick tracking upgraded

 

Recognizing when a recession starts in real time is, for all practical purposes, impossible. In that case, you’ll see lots of new recessions starting, but only a handful will be the genuine article.

analysis Big data indicators levels rate recession trend warning year

 

Momentum Portfolio July Update [0.11]

Posted on July 5, 2017, 11:55 a.m. by SCOTT'S INVESTMENTS @ [source]

In 2011 Scott’s Investments began tracking a momentum portfolio which ranks a basket of ETFs based on price momentum and volatility. In 2014 I also introduced a pure momentum system, which ranked the same basket of ETFs based solely on price momentum.

conservative etfs momentum portfolio pure ranked system turnover volatility weighted

 

So is it possible the retirement crisis is oversold?

For one thing, he notes that while many contend low-earning Americans aren't saving enough for retirement, poverty is lower during retirement than during people's working years.

Biggs crisis found income Pre report retiree retirement Vettese year

 

Top Global Brands, 2017 [0.24]

Posted on July 5, 2017, 10:30 a.m. by The Big Picture @ [source]

Via the FT, comes this list of Top 100 global brands, 2017.

brands FT global top

 

Was There a Great Moderation for Inflation Volatility?

Most accounts of the “Great Moderation”–a decline in macroeconomic volatility in the decades prior to the Great Recession–focus on employment growth and GDP growth.2 Some accounts include wage and price inflation, but the inflation data fits awkwardly.

base BLS core CPI data early index inflation seasonal adjustment volatility

 

'QQQ' Hit By Outflows [0.17]

Posted on July 5, 2017, 4 a.m. by HOME @ [source]

The tech-heavy 'QQQ' had outflows of almost $1.6 billion on Monday, July 3.

Net Flows ($, mm) AUM ($, mm) % of AUM U.S. Equity -2,688.76 1,660,028.24 -0.16% International Equity 952.21 668,203.72 0.14% U.S.

AUM equity flows heavy July mm monday net outflows tech

 

ETF League Table As Of July 3, 2017 [0.04]

Posted on July 5, 2017, 4 a.m. by HOME @ [source]

 

ETF Watch: Oppenheimer Plans Multifactor Funds [0.07]

Posted on July 5, 2017, 4 a.m. by HOME @ [source]

A recent filing from Oppenheimer Funds outlines plans for four multifactor ETFs targeting U.S. and non-U.S. markets. This filing represents a new direction for the firm and a sort of “next generation” approach to the multifactor concept.

etfs exposures factor filing fund include indexes market multifactor track

 

Ivy Portfolio July Update [0.07]

Posted on July 5, 2017, 2:36 a.m. by SCOTT'S INVESTMENTS @ [source]

The Ivy Portfolio spreadsheet track the 10 month moving average signals for two portfolios listed in Mebane Faber’s book The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

The Ivy Portfolio spreadsheet on Scott’s Investments tracks both the 5 and 10 ETF Portfolios listed in Faber’s book.

closing commission free etf Ivy listed moving portfolio signal spreadsheet update

 

Steve Jobs had unveiled the iPhone onstage in January 2007, but the phone he displayed wasn’t anywhere near finished. His presentation followed a carefully scripted series of steps that had been programmed to work just for the demo.

displayed finished iPhone january jobs onstage phone presentation Steve unveiled

 

Capital allocation is one of the most important decisions management has to make for corporations. This piece I wrote for Bloomberg goes over how things have changed in recent decades in capital allocation decisions and what it means for shareholder yields.

buyback capital dividend earnings investors lower market shareholder stock yield

 

50 Smartest Companies in 2017 [0.24]

Posted on July 4, 2017, 4 p.m. by The Big Picture @ [source]

 

The Broker Who Saved America [0.07]

Posted on July 4, 2017, 2:26 p.m. by The Reformed Broker @ [source]

You know Hancock and Washington and Franklin and Jefferson. You might even know Greene and Knox, Henry and Hale.

America American army colonies founding money revolution Solomon war Washington

 

Research links: diversification doing its job [0.00]

Posted on July 4, 2017, 12:58 p.m. by Abnormal Returns @ [source]