Yesterday, I discussed a few of the issues surrounding the current extension of the cyclical bull market and the excuses that will be delivered when it eventually ends. The current deviation in price from underlying economic fundamentals should be a warning sign for investors. However, when prices are trending strongly higher, warnings often fall on deaf ears….
When you look across the globe for attractive asset classes to invest in many of us start and stop with the US. The following paragraphs will zero in on the efficiency of stocks and bonds across the US, International Developed and Emerging Markets and how they are reflected in a global asset allocation set. Here…
Jack Ma has managed to do it again, having made his fortune during the Internet bubble (only to stand aside as all his shareholders got wiped out). He went public again last year to huge fanfare, and with his stock at a lifetime low, 100% of the entire who was blinkered enough to buy his…
Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs, separate accounts and private investment funds. Mr. Faber has authored numerous white papers and three books: Shareholder Yield, The Ivy Portfolio, and Global Value. He is a frequent speaker and writer on investment strategies…
Introduction We have all heard the positive sounding news: fourth quarter revenues of US$362 million, a 121% increase from third quarter of 2014; contract sales of $402 million, which is a 140% increase from the third quarter of 2014. These numbers are really a testimony to just how bad the Chinese real estate market was…
Best Buy Co., Inc. (BBY), specialty retailer of consumer electronics, came out with fourth-quarter fiscal 2015 results, wherein earnings of $1.48 per share beat the Zacks Consensus Estimate of $1.36, and surged 23.3% from the prior-year quarter. Renew Blue transformation program and strength seen in categories like large screen televisions and mobile phones helped the…
By this measure, the U.S. scores very poorly: 4 out of a possible 5 on the Fragility Index. There is a certain logic to the idea that stability is a good predictor for future stability: if a nation’s economy and governance are stable and devoid of disorder, this trajectory of stability will be durable, right? Well,…
Video Length: 00:02:15 See Today’s Trading Opportunities Below – Watch The Video For Full Market Analysis 1 – The gold markets tried to rally on Monday, but ended up pulling back in order to form a shooting star for the session. This of course is a negative sign, but in the end we are still…
GOOGL was an NFTRH+ trade idea on Feb. 17. The target is 590, but I am going to do what I often do and sell below that target. I am not going to be greedy in this market. By “this market” I mean ‘this market with the really lousy sentiment backdrop’: Market Sentiment Hideously Over Bullish. Over…
Dick’s Sporting Goods Inc. (DKS), the sporting goods retailer, came out with fourth-quarter fiscal 2014 results, wherein earnings of $1.30 per share surpassed the Zacks Consensus Estimate of $1.22. Moreover, the bottom line surged 17.1% from $1.11 a share earned in the year-ago quarter. Following its fourth quarter results, Dick’s Sporting issued earnings and comparable store…
