Photo Credit: Jon Gos Here are some simple propositions on liquidity: Liquidity is positively influenced by the quality of an asset Liquidity is positively influenced by the simplicity of an asset Liquidity is negatively influenced by the price momentum of an asset Liquidity is negatively influenced by the level of fear (or overall market price volatility) Liquidity…
Marsico Flexible Capital (MFCFX – MF report) a Zacks Ranked #1 (Strong Buy) was created in December 2006. MFCFX seeks long-term capital appreciation. MFCFX primarily invests in companies of any size that have an impressive growth prospect. MFCFX maintains a portfolio of 20-50 securities of companies located throughout the globe. MFCFX may invest a maximum of 40% of…
Conserving what is failing is not a path to stability. What’s in demand but scarce is valuable. This is one of those scale-invariant principles: businesses large and small want what’s scarce and in demand, because that’s what generates profits. What’s abundant but not in demand is cheap. What’s scarce but not in demand is ignored. Capital,…
Now that even the IMF has admitted Greece has an unsustainable debt problem with a debt-to-GDP ratio which will soon cross 200% after its third bailout (even if it leaves open the question what the IMF thinks about Japan’s debt “sustainability”) we wonder what the IMF thinks when looking at Greece’s net government liabilities, which…
Lord Abbett Multi-Asset Growth A (LWSAX – MF report) a Zacks Ranked #2 (Buy) seeks long-term capital appreciation and income growth. LWSAX is a “fund of funds” that invests principally in affiliated mutual funds managed by Lord, Abbett & Co. LLC. Under normal conditions, through the underlying funds, LWSAX indirectly invests principally in U.S. equity securities and select…
Demand for physical gold and silver has surged over the past two months, with mints around the world reporting robust sales in the midst of the Greek crisis and warning signs in other economies. According to US Mint figures, the sale of 1-ounce American Gold Eagles more than quadrupled, jumping from just 13,500 coins sold in May to…
Peak meat consumption has likely already occurred in the developed world. U.S. Department of Agriculture (USDA) data shows that U.S. meat consumption peaked in 2004 at 220.2 pounds per person annually. Since then, demand has declined every year. In 2014, the figure came in at an estimated 202.3 pounds. But it’s a totally different picture…
It’s that simple. With superior growth prospects over the rest of the market, these three banking stocks are must haves in any growth portfolio. Bret Jensen is heavily over-weighting the sector in his own portfolio and he has three strong reasons why. We are getting into the meat of the second quarter earnings seasons even as the…
Deals and Financings Cayman Islands-based WuXi Healthcare Ventures Fund II, L.P. has filed paperwork with the US SEC for a $250 million life sciences venture fund (see story). In March 2015, WuXi AppTec’s (NYSE: WX) board of directors decided to commit up to $50 million as an anchor investment for WuXi Healthcare Ventures Fund II, with an…
“Assiduity is the ability to sit on your ass and do nothing until a great opportunities presents itself” – Charlie Munger Charlie Munger is Warren Buffett’s right-hand-man. Munger is known for his quotable investing wisdom. The above quote talks about not doing anything until a great opportunity presents itself. Once a great opportunity has presented itself…
