Trump Rally: The 2018 Sequel? Dow breaks 25,000, heads higher

WASHINGTON, January 6, 2018: During the last two weeks of December 2017, we and our portfolios were essentially out of action. From the looks of it, most investors deserted the field as well, save for a small but intrepid band of tax-loss sellers, shorts and permabears, all of whom enjoyed hammering the market down whenever they… Please follow and like us:

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RBS: Goldilocks Markets Ahead

When looking at 2018 modeling, NatWest Markets sees a lot of the old mixed in with a bit of new. But there are values to be had. Looking at the year ahead, the arm of the Royal Bank of Scotland is keeping an eye on the US Fed, warning not to take them for granted, as… Please follow and like us:

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Morgan Stanley: When Will The Bull Market End?

Trying to predict the end of economic cycles isn’t an easy game, but analysts at Morgan Stanley believe that they have some idea as to the date of the current bull market end. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read… Please follow and like us:

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Junk Universe Sell-Off: Nothing To Worry About?

Last week investors pulled $6.8 billion from high-yield bond funds last week, the third-biggest outflow on record. Several factors contributed to the outflows including worries about the sustainability of yields at multi-year lows, rising interest rates, China worries and concerns surrounding struggling US tax legislation. However, while bond funds suffered outflows, investors snapped up equities. Equity… Please follow and like us:

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Quantopian Test Backfires Or Just Too Early To Make a Determination?

Steven Cohen’s experiment at diving into quantitative investing may have hit a speed bump on his way to launching a new hedge fund with the widely hailed Quantopian platform. The Wall Street Journal reported that the experiment at unleashing a horde of mathematicians, engineers, and computer programmers onto the market panoply has been met with anemic… Please follow and like us:

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Hedge Fund Assets Set Fifth Quarterly Inflow Record

Total hedge fund capital through the third quarter increased to a $3.15 trillion, up $50 billion over the April-to-June period and the fifth straight record quarterly level, Hedge Fund Research reported last week. Steady performance and investor inflows drove the increase, HFR said, as global economic growth prospects improved despite continued elevated geopolitical risks. Global fund… Please follow and like us:

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The Case For 5,000 Gold

“We believe that precious metals remain a relevant asset class in modern portfolios, despite their lack of yield,” said Goldman Sachs in a recent report on the dilemma of what investors should do about falling gold price . “They are neither a historic accident or a relic,” the report, titled “Fear And Wealth” continued. Following the… Please follow and like us:

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The Robots Are Not Coming To Wall Street, They’re Already Here — And Multiplying

When considering the forthcoming computerized-automation revolution, one area where this societal change will be different from the previous industrial revolution is who it impacts. While much of the industrial revolution forced the working class to find new skills, the smart technology revolution is going to take on human intelligence – and this will impact the upper… Please follow and like us:

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Is It Finally Time to Look Beyond US Large Caps?

The last eight years have been a great run for investors, with valuations climbing higher and the major indexes tripping over themselves to set new records. As of this month, the second longest bull market in history is only 10 months shy of the all-time record, which is starting to make some investors nervous. Over the… Please follow and like us:

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‘Trust in the Company’ Is Top Driver of Investment Decisions: Edelman

The overwhelming majority of institutional investors cite “trust in the company” as the biggest driver of investment decisions, according to a global report released this week by Edelman, a public relations agency. And in a political environment that poses business risks, according to many of those investors, building trust often means taking a political stand. In… Please follow and like us:

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From ‘Wall Street’ to Main Street

Christopher S. Smith of Dover, Delaware, joined Edward Jones after earning his undergraduate and graduate degrees in business in 2008. He then went on to earn his CFP designation at Georgetown and the related Accredited Asset Management Specialist designation. Over the past decade, the advisor pursued his professional and personal dreams with careful guidance from mentors,… Please follow and like us:

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Amidst the gloom in Apple, our holdings get an Allergan break

WASHINGTON, September 25, 2017 – We confess, we don’t really have a lot to say this fine Monday morning, as a surprisingly sultry but sunny autumn begins to unfold in the Nation’s Capital. Stocks, in general, are looking pretty sickly this morning for a variety of foreign and domestic reasons we’ve dealt with in our companion… Please follow and like us:

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Gold Outperforming The Market In 21st Century

Spot gold finished July up more than 2 percent, its best month since February, when it returned 3.7 percent. The yellow metal responded to a struggling U.S. dollar, which has lost more than 10 percent so far this year relative to other currencies and is currently at a 15-month low. The dollar could very well continue… Please follow and like us:

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ETFs: Why They Keep Growing on Advisors

Ease of use, lower expense ratios and transparency are among the many reasons that financial advisors have become big advocates and users of exchange-traded funds, according to an online survey conducted recently by ThinkAdvisor.com. The advisor poll focused on advisors’ usage, strategies and other trends related to ETFs, which are estimated to have some $3 trillion… Please follow and like us:

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The Consumer – Changing Behaviours

The way we spend our time and money has been changing. Selfies are a new form of ‘art’ work, more communication is done with emojis and worser grammar than ever before and shopping continues to move out of the mall to your phone. The only certainty is that change will continue. Your favorite activities, brands and… Please follow and like us:

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