For anyone involved in compliance, 2015 may be the year that gives “so much to do, so little time” new meaning. In his December 10, 2014 “Remarks to the ICI 2014 Securities Law Developments Conference,” Norm Champ describes points to keep in mind. Notable is his mention of risk monitoring as a key area for his…
By Matt Insley, Daily Reckoning Last week, the price of oil broke below $60 per barrel, representing a $40+ discount since June. The oil market has been under siege for six months. It’s been a bloodbath. And the blood is running in the streets more than ever today. From service providers to producers this downturn has been painful….
On August 4th, the Wall Street Journal carried a breathless tale of how a handful of obscure oilfield suppliers were striking immense riches in the sand dunes of Wisconsin. Owing to the “shale revolution”, the stock price of an outfit that had originated in the stagnating business of supplying sand traps to golf courses, and which had…
Having exposed the 20+1 charts of China’s demise previously, we move to Exhibit (a) in the “illusion of prosperity” that keeps the dream (looking) alive to the outside (mostly Western get-rich-quick fast-money) world — China’s Zombie Factories… “There are large numbers of companies across China that should go bankrupt but haven’t done so,” says Han Chuanhua, a…
A new year and a new month are upon us, which is the perfect time to lay out potential stock investments for my dividend income portfolio. This month I am faced with the question of finally dipping my toe into the energy sector, as many dividend growth bloggers have been doing, or perhaps stick with…
Honestly, I sucked. My main investment accounts grew 3.2%. Shame on me. Retirement accounts did a little better, in line with S&P 500. And fixed income account had a stellar year: almost 20%. Lessons learned: First lesson: Don’t chase performance. Ever. I had pretty good 2013, and thought what worked then would work in 2014….
The US dollar is poised to extend last year’s rally. The US economy is at least several quarters ahead of most of the other major economies. Barring a major surprise, the Federal Reserve will likely hike rates around the middle of the year, while the economies in Europe and Japan need more stimulus. In…
Life as an investor has been very different since the Great Recession — and I did not anticipate the large drop in oil prices this year. Oil price decline will have so many knock-on effects (good and bad) that it is difficult to understand the timing or intensity of the effects. Many pundits are pointing…
The Chart of the Day belongs to Dave and Buster’s Entertainment (NASDAQ:PLAY). I found the stock by sorting today’s All Time High List for the stocks with the most frequent new highs in the last month then used the Flipchart feature to review the charts. Dave & Buster’s Entertainment Inc. is an owner and operator…
For the better part of the last 4 months, I’ve been actively hitting the road doing presentations around the country on our award winning papers for various CFA and MTA Societies. The CFA Virginia Chapter was kind enough to professionally record my live presentation. Whether you have followed us for some time tracking our analysis, use…
