Posts filed under “Markets”

Historical Presidential Cycle Pattern – 1928 through 2012


Source: BofA Merrill Lynch Global Research, Bloomberg

 

 

Bank of America Merrill Lynch took a look at the presidential-election cycle and found that, on average, the second year is rather weak. Continues here

Category: Cycles, Markets, Politics

Why is 2014 Soft? Consider These Bear Market Excuses

Last week, we discussed why investors conflate various rationales when confronted with unknown stock market moves. As stated in “What’s Your Stock Market Story?,” people much prefer a narrative to any admission that market movements are often random. We know little, understand less and hate to admit it most of all. That column generated more…Read More

Category: Investing, Markets, Psychology

Sarkar Weekly Report 4.12.14

The Chinese trade data released this week, came in well below expectations. Whilst generally unreliable, other data confirms the slowdown of the Chinese economy. Markets expect that China will increase its stimulus programme in response to the slowing economy, which, in the past, has been the traditional response. However, comments by the Chinese Premier Mr…Read More

Category: Markets

Succinct Summations of Week’s Events 4.11.14

Succinct Summations week ending April 11th Positives: 1. AAII bulls dropped to 28.5%. 2. UMich April consumer confidence came in at 82.6, up from 80 and better than the 81 expected. 3. PPI came in at 0.5% in March, much higher than the 0.1% expected and up 1.4% y/o/y. A little bit of inflation is…Read More

Category: Markets

Self-Improvement & Skill Acquisition

Perspective: “A lifetime of outperforming the markets is unattainable for most. But a lifetime of self-improvement and the acquisition of skill and knowledge – that’s available for anyone who’s willing to go for it.” -Josh Brown, The Reformed Broker   Discuss . . .

Category: Markets

Why Citi Bike is too popular for its own good

Source: Know More

Category: Consumer Spending, Markets

New Versus Old Tech

Last month, we noted that high flying tech names were crashing back to earth. After terrific run ups, companies such as Twitter Inc., LinkedIn Corp., SolarCity Corp., Netflix Inc. and Tesla Motors Inc. all have taken a shellacking. The setback reflects several concerns: Last year’s torrid market couldn’t continue at that pace; perhaps corporate earnings…Read More

Category: Markets

Kiron Sarkar Weekly Report 4.4.14

The US March non-farm payrolls (NFP) data came in slightly below expectations, though the previous 2 months numbers were revised higher. In addition, whilst the unemployment rate remained at 6.7%, it looks as if more people joined the workforce which is encouraging. Furthermore, the slightly weaker NFP data has pushed back expected rate rises by…Read More

Category: Markets

Succinct Summation of Week’s Events 4.4.14

Succinct Summations week ending Positives: 1. Dow Jones and S&P 500 both hit new all-time highs. 2. NFP saw 3 straight monthly increases for the first time in 3 years. 3. Europe’s Composite PMI Q1 is expected to grow 0.5%, the fastest pace since 2011 (Markit). 4. Dallas Fed manufacturing rose to 4.9, a six…Read More

Category: Markets

Tweets of the Week 4.4.14

The weekend is almost here. These are the best tweets I saw this week (More here):   So devious! Rigged market explodes higher, nefariously pumping up Main Street’s 401(k) balances. — Downtown Josh Brown (@ReformedBroker) April 1, 2014   Your weekly QE Limerick: Markets today are a bore Printing means markets just soar I’m falling…Read More

Category: Markets, Web/Tech