Weekend Reading: A Permanent Shift To Valuations?

Authored by David Studdert via Off-Guardian.org, The weekend just gone, Manifestation 23, marked a seismic shift in the .....»»

Treasury yields fall Monday, pulling away from their intraday highs, after inflation showed few signs of picking up.....»»

Authored by Lance Roberts via RealInvestmentAdvice.com, One of the worst possible outcomes for the U.S. economy, and ultimately for investors, is stagflation. Of course, if you weren’t around in the .....»»

Timing Method Performance over Ten Decades Equity Performance Optimization with Factor Tilts — (Geeky title, Great article!) Mean Reversion revisited: S&P 500 (What changed i.....»»

Authored by Lance Roberts via RealInvestmentAdvice.com, Over the last several weeks, a majority of U.S. companies have divulged their earnings. The vas.....»»

Authored by Lance Roberts via RealInvestmentAdvice.com, “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu: T.....»»

Authored by Lance Roberts via RealInvestmentAdvice.com, An interesting email hit my desk this morning: “The stock market goes up 80% of the time, so why worry about the declines?” Like a “b.....»»

With a few exceptions, analysts have been predicting a permanent consumer shift away from cars toward SUVs and trucks. Could gas prices .....»»

Authored by Lance Roberts via RealInvestmentAdvice.com.....»»

With a few exceptions, analysts have been predicting a permanent consumer shift away from cars toward SUVs and trucks. Could gas prices change that?.....»»

With a few exceptions, analysts have been predicting a permanent consumer shift away from cars toward SUVs and trucks. Could gas prices change that?.....»»

Authored by Lance Roberts via RealInvestmentAdvice.com, On Tuesday, the market tumbled on concerns over Italian debt. (A problem, by the way, I discussed a couple of years ago.) However, on Wednesday, the market reversed course and apparently the c.....»»

Authored by Lance Roberts via RealInvestmentAdvice.com, On May 24, 2018, Paul La Monica penned an article for CNN Money entitled Companies have spent a stunning $2 trillion on mergers so far this year.  The article notes that in.....»»

Authored by Lance Roberts via RealInvestmentAdvice.com, If you’re a frequent reader, you’ve noticed that we often find fault with the one-sided manner in which the mainstrea.....»»

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Authored by Lance Roberts via RealInvestmentAdvice.com, “The psychological factors are harder to assess. People aren’t flipping condos for sport the way they were during the bubble when mortgages were available to.....»»

Authored by Lance Roberts via RealInvestmentAdvice.com, Yesterday, I discussed the failu.....»»

The deteriorating health of Sergio Marchionne forced Fiat Chrysler to replace him as CEO this weekend, a sudden change at a company dealing with a rapidly evolving industry and a global trade dispute......»»

Authored by Lance Roberts via RealInvestmentAdvice.com, Yesterday, I discussed the mathematical adjustment to the GDP calculation that added $1 trillion to economic growth. To wit: “Where did a bulk of the change .....»»