10 Thursday AM Reads

Another snow storm. * Sigh * Hopefully, our morning train reads will help you through the rest of our winter of discontent:

• What happens when US rates rise? Three Scenarios (Mediumsee also The Blueprint for a Bond Bear Market? (A Wealth of Common Sense)
• Janet Yellen, Forecasting Ace (Real Time Economics)
• Passive management vs. saving more (Noahpinionbut see Yale Sticks to Endowment Model, Despite Critiques (Chief Investment Officer)
• U.S. Companies Are Stashing $2.1 Trillion Overseas to Avoid Taxes (Bloomberg)
• No, the Banks Aren’t Losing (Pro Publica)

Continues here





Category: Financial Press

NASDAQ 5000 – Crash? Bubble? Fair Value?

NASDAQ 5000 – Crash? Bubble? Fair Value? March 4, 2015 Almost fifteen years ago, on April 1, 2000, we wrote and published a piece entitled “Will the NASDAQ sell-off become a crash?” We have now retrieved that piece from our archives and posted it on our website. In preparing that piece we evaluated the stock…Read More

Category: Cycles, Technical Analysis, Think Tank

Star Trek Fans Are ‘Spocking’ Canadian $5 Bills

I know I mentioned this earlier this morning, but really, how awesome is this:   ‘Star Trek’ fans told to stop ‘Spocking’ Canadian $5 bill Source: Toronto Sun   The Toronto Sun is reporting that: “A drive was launched in the aftermath of Nimoy’s death on Friday to ink the features of his most famous character, Star…Read More

Category: Currency, Humor, Science, Television

The US Housing Market

Source: WSJ

Category: Digital Media, Real Estate

Congrats to Josh on 100k Followers!

Click thru for live Twitter feed     Congrats to my colleague and partner Josh Brown, for hitting a major milestone this week: 100,000 Twitter followers. If you are not following Josh on Twitter, you are missing some of the most insightful and hilarious comments about the workings of the financial markets in all the…Read More

Category: Web/Tech

Please Stop Talking About Inflation Adjusted Nasdaq

The last refuge of scoundrels is their blind insistence that all data points must be adjusted for inflation. I was reminded of this earlier in the week when Nasdaq, after 15 long years, closed above the 5,000 mark. The immediate response from parts of the bearish contingency was to demand that the numbers take into…Read More

Category: Inflation, Investing

10 Wednesday AM Reads

Its Wednesday, and we have only had two snowstorms so far this week, with another expected tomorrow. No worries, there is only 16 days to Spring. And, our morning train reads: • Wall Street Has Its Eyes on Millennials’ $30 Trillion Inheritance (Bloomberg) • Innovation, not easy money, is behind the Nasdaq’s return to 5,000 (MarketWatch) see also The Last Nasdaq 5000 Was…Read More

Category: Financial Press

Investment in the Euro Area: Why Has It Been Weak?

Category: Bailouts, Economy, Think Tank

Google’s New Network: MVNO

MVNO: Mobile Virtual Network Operator

Google Inc. (GOOGL) announced yesterday that it plans to unveil a new wireless service within the next few months. The service would be small and available within the U.S, and it is intended to integrate with Android products. Google’s already-strained relationship with the telecom industry could widen if the product is perceived as a threat to wireless carriers like Verizon (VZ), Sprint (S) and AT&T (T).

Google to Big Telecom: Work with us or perish

Source: Yahoo

Category: Technology, Video, Web/Tech

Cable Television, Voting Preferences and Turnout

Source: Bloomberg

Category: Markets