Bull Market Has A Lot More Room To Run
Article By:
Peter Morici
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Wednesday, November 19, 2014 10:22 AM EDT
Stocks are trading at record levels. Still the bull market could easily run equities up another 25 percent—even against the backdrop of slower economic growth abroad.
Market Breadth Is Trying To Tell Us Something About Risk
Article By:
Chris Ciovacco
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Wednesday, November 19, 2014 9:52 AM EDT
Since every stock trade has a buyer and a seller, stocks do not rise when there are more buyers than sellers (something that is not possible).
Morning Call For November 19, 2014
Article By:
Jim Van Meerten
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Wednesday, November 19, 2014 8:53 AM EDT
December E-mini S&Ps (ESZ14 +0.04%) this morning are down -0.05% ahead of the minutes of the Oct 28-29 FOMC meeting, while European stocks are up +0.24% at a 1-1/2 week high as health-care stocks gained on speculation of increased M&A activity.
A Conundrum For Treasury Yields
Article By:
James Picerno
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Wednesday, November 19, 2014 8:34 AM EDT
The yield spread for a nominal 10-year Treasury less its inflation-indexed counterpart dipped to a three-year low yesterday.
The No-Lose Line
Article By:
David Merkel
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Wednesday, November 19, 2014 7:45 AM EDT
How long can you hold a Treasury Note or Bond, and not suffer a loss in total return terms, if yields rise from where they are today?
What Blows Up First? Part 5: Shale Oil Junk Bonds
Article By:
John Rubino
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Wednesday, November 19, 2014 4:43 AM EDT
Junk yield premiums over US Treasuries are back down to housing bubble levels. So are default rates.
A High-Yield Mortgage Play Without Mortgage Risk
Article By:
Dividends4Life
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Wednesday, November 19, 2014 4:35 AM EDT
The small-cap arena is where you are most likely to find stocks that deliver multiples of return, since it’s the small companies that grow to become the behemoths.
A Yield Play Without Any Yield?
Article By:
Roger Nusbaum
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Tuesday, November 18, 2014 2:10 PM EDT
Suggestions today about how much to allocate to things like high yield or other sources of yield like maybe MLPs could take a similar path.
Morning Call For Nov. 18, 2014
Article By:
Jim Van Meerten
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Tuesday, November 18, 2014 8:08 AM EDT
December E-mini S&Ps (ESZ14 -0.04%) this morning are down -0.07%, although European stocks are up +0.89% after German investor confidence rose more than expected to a 4-month high.
Dollar Broadly Mixed As Corrective Forces Try To Take Hold
Article By:
Marc Chandler
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Tuesday, November 18, 2014 6:59 AM EDT
The overall theme today appears to be one of consolidation, encouraged by European data, which included a slightly higher than expected UK CPI and a considerably better German ZEW survey.
Financial Repression Authority With Michael Pento
Video By:
Gordon T Long
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Tuesday, November 18, 2014 5:11 AM EDT
Financial repression is any attempt by government to make sure debt service payments remain serviceable. Video length 18:50.
Odds Of Stock Rally Pushing Higher
Article By:
Chris Ciovacco
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Monday, November 17, 2014 4:08 PM EDT
The market may go sideways or it may go down, but history tells us upside is also a realistic outcome in the months ahead.
European Bond Risk Plunges As Draghi Hints At Sovereign QE (Again)
Article By:
Tyler Durden
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Monday, November 17, 2014 10:55 AM EDT
European bond spreads tumbled... EURUSD sliding back under 1.25.
Japan’s Last Stand
Article By:
Michael Pento
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Monday, November 17, 2014 10:02 AM EDT
The Japanese government is now partaking in a truly incredulous measure to expand its QE program in a desperate attempt to de-value its currency and re-inflate asset bubbles around the world. In other words, Japan is constructing its own version of a “last stand”.
Morning Call For Nov. 17, 2014
Article By:
Jim Van Meerten
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Monday, November 17, 2014 8:40 AM EDT
December E-mini S&Ps (ESZ14 -0.28%) this morning are down -0.27% and European stocks are down -0.23% as world equity markets retreated on concern over global growth after Japan Q3 GDP unexpectedly contracted for a second quarter, a sign of recession.
How To Handle An Environment Of “Low Returns”
Article By:
Jesse Felder
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Monday, November 17, 2014 4:12 AM EDT
The truth is, there’s no easy answer for investors faced with skimpy prospective returns and risk premiums. But there is one course of action — one classic mistake — that I most strongly feel is wrong: reaching for return.