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One More Cry of ‘Wolf’ [0.03]

Posted on Aug. 4, 2017, 5:19 p.m. by Jay On The Markets @ [source]

If I were the type to make bold proclamations I would probably consider “taking my shot” right here and shout “This is the Top” and/or “The Market May Crash.” Unfortunately, on those occasions (well) in the past when I would make bold public predictions of what was about to happen in the financial markets I would almost invariably end up looking pretty stupid. So even if I did make a “bold proclamation” it wouldn’t necessarily mean that anyone should pay any attention.

attention bold decline market past pay pretty proclamation signs warning

 

Who Actually Owns Your ETF? [0.17]

Posted on Aug. 2, 2017, 9:45 p.m. by HOME @ [source]

It would be easy to read the story we broke Monday about the seemingly un-amicable breakup of PureFunds and ETF Managers Group (ETFMG) and simply say, “Well, that’s interesting,” make some popcorn, put your feet up and watchpoever,. I know about as much about the specifics here in this particular case as you do, if you’ve read the article.

act etf fund interesting investment manager mutual pretty PureFunds shareholder

 

Return On Equity At Record Low [0.07]

Posted on July 20, 2017, 10:30 a.m. by The Big Picture @ [source]

I have been bullish pretty much this entire market run — from March 2009 to today. Bulls should especially seek out bearish data and arguments (the same for bears seeking bullish data).

argument Bullish bulls corporate data entire equity market pretty side

 

Creation and consumption [0.12]

Posted on July 14, 2017, 9:49 p.m. by Home - Benedict Evans @ [source]

There's a pretty common argument in tech that though of course there are billions more smartphones than PCs, and will be many more still, smartphones are not really the next computing platform, just a computing platform, because smartphones (and the tablets that derive from them) are only used for consumption where PCs are used for creation.

There are two pretty basic problems with this line of thinking.

consumer creation mobile PC pictures pretty Professional screen smartphone tool

 

The Post-Election/Year ‘7’ Bermuda Triangle [-0.03]

Posted on June 7, 2017, 1:25 p.m. by Jay On The Markets @ [source]

There are many “seasonal” tendencies that have played out often in the stock market during post-election years and also during years ending in the number “7” (no, seriously).

Does this really matter and/or will it affect the market in 2017?

data displays election investment market months post pretty seasonal years

 

For the latest data on the world’s energy markets, organizations such as the IEA (International Energy Agency) and the EIA (Energy Information Administration) are crucial sources. Every year, investors and entire industries rely on their reporting on energy supply and demand, as well as their forecasts going forward.

changing data entire forecasts investors pretty PV rely solar years

 

Three Things [0.27]

Posted on April 28, 2017, 10:59 p.m. by The Reformed Broker @ [source]

I’m delayed at ORD for a night flight back to New York.

Ben Carlson put up a post last night on how we use tactical asset management and he said it’s the biggest reaction he’s ever seen.

actually break cheeseburger eating McDonald pretty required streak was

 

A Tensorflow Exercise [0.12]

Posted on April 3, 2017, 7:30 a.m. by Quintuitive @ [source]

A previous post in this series, implemented the Walk Forward Loop on top of Microsoft’s CNTK. The result is that we run out of memory fairly quickly.

domain feature framework garbage google implementation interest popular pretty TensorFlow

 

I’m getting very excited for the program we’re putting on in California this June.

What if I told you that the most important investing event of 2016, the Evidence-Based Investing Conference, is now on its way out west this June?

adding amazing based idea industry investment panels pretty roster Speakers

 

About nine years ago our good friend Matt Hougan wrote an article called “The World’s Cheapest ETF Portfolio”.

The following years have seen fees continue to decline.

cool demonstrates dollars extra fee fund lots manage mutual pretty

 

The Only Months That Matter in 2017 [-0.01]

Posted on March 15, 2017, 1:14 p.m. by Jay On The Markets @ [source]

During the 1960’s to the 1980’s the “post-election year” gathered a reputation as being a “bad year” for the stock market. But the truth is that starting in 1985 the post-election year has been a pretty good one for the stock market.

constitute dow election investment market necessarily post pretty stock truth

 

SPY-UI indicator update for March 2017 [0.19]

Posted on March 12, 2017, 2:58 p.m. by Investing For A Living @ [source]

On Friday, March 10, the unemployment rate (UER) for Feb 2017 was released by the BLS. In this post I’ll update the SPY-UI indicator for March.

add charts data drawdowns future pretty SMA spy UER UI indicator

 

Why Low Vol Funds Are Bleeding [0.09]

Posted on March 7, 2017, 6 p.m. by HOME @ [source]

Sometimes the simplest questions are the most important to ask. Such is the case when I looked at the flows into low-volatility funds last week as part of the regular checkup on ETF fund flows.

flows fund looked low market pretty regular spike vix volatility

 

Population Growth Exposure Key To Utility ETFs [0.12]

Posted on Feb. 8, 2017, 8:15 p.m. by HOME @ [source]

Rowland Wilhelm is vice president of Reaves Asset Management based in Jersey City, New Jersey, which is the ETF issuer for the Reaves Utilities ETF (UTES), an actively managed fund that focuses on the utility sector.

ETF.com: Utilities were one of the best-performing sectors of 2016—at least for the first half.

dividend fed fund growing idea income pretty rate utilities utility

 

The Sordid Past of Years Ending in “7” [0.01]

Posted on Jan. 20, 2017, 1:39 p.m. by Jay On The Markets @ [source]

Don’t worry, this story does not involve Russian hookers (nor Blue Dresses).

In Months to Beware of in 2017 I included certain months “within Years Ending in 7” as months to be cautious.

bull decade market months pattern pretty secular stock typical years

 

Only a few days after Trump’s inauguration ceremony, the U.S. National Debt will creep across the important psychological barrier of $20 trillion. The debt is burdensome by pretty much any metric, and the rate of borrowing has exceeded economic growth pretty much since the late 1970s.

borrowing burdensome debt economic exceeded metric money pretty rate years

 

The Seven Year Glitch [0.00]

Posted on Jan. 12, 2017, 2 p.m. by The Big Picture @ [source]

Though my political leanings should be apparent to anyone who’s read some of the pieces I’ve written over the years, it’s rare for me to write solely on politics sans some inclusion of markets/economics. The wife asks about refurnishing their living space about once per month, over sixty times over the course of five or six years until, exhausted, she concedes to herself that she’ll never prevail.

AYFKM BR continues forbids partially politics pretty simply solely writing

 

I was going to title this post something like ‘bond quant performance during the bond meltdown’ or something a bit more hyperbolic than the current title. Just google ‘bond meltdown’ and you’ll see what I mean.

agg benchmark BND bond ief model performance pretty quant YTD

 

Recently, ReSolve’s fearless leaders – Mike Philbrick, Adam Butler and Rodrigo Gordillo – were invited to join Meb Faber on his new podcast.

Why most portfolios would benefit from holding some gold, even if gold produces zero long-term return.

bonds diversification equities market Permanent portfolio pretty stocks valuation years

 

PIMCO’s $20M Fine Highlights Bond Pricing Fiction [0.08]

Posted on Dec. 2, 2016, 2:15 p.m. by HOME @ [source]

The headline last night seems like a big deal: PIMCO is paying a $20 million fine to the SEC because it engaged in some less-than-obvious bond pricing strategies, which had the effect of boosting the headline performance of their flagship PIMCO Total Return Active ETF (BOND), particularly in 2012.

But as usual, when it comes to both ETFs and bond pricing, it’s far less simple than it seems.

allegation asset bond desk lot net past PIMCO pretty trading