Tax avoidance versus tax evasion versus tax mitigation

Mar 30 3:00am Monevator
Don't ask your accountant to help you 'evade' taxes. You could both end up in jail!...
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Survival Strategy: A Learning Investment Team

Mar 30 12:01am CFA Institute Enterprising Investor
The less personal the variable to be optimized in an investment process, the lower the resistance. Let's call it Schuller's Law. Read more...
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Latticework Of Mental Models: Hedgehog Vs Fox

Mar 29 11:30pm Safal Niveshak
On June 16, 2015, Donald Trump announced his candidacy for President of the United States. Most political forecasters and pundits brushed this news as Trump’s another gimmick for seeking attention and creating sensational news. Sixteen months later, as November 2016 approached, it became frighteningly clear that Trump was very close to winning the elections. However, […] The post Latticework Of Mental Models: Hedgehog Vs Fox appeared first on Safal Niveshak.
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Trading Food for Thought: March 29 Edition

Mar 29 8:56pm Blog – Trend Following Trading Systems from Michael Covel
Food for thought: Dollar variations – the two main levels of uncertainty Would You Rather Have $1 Million or $5,000 Monthly in Retirement? Swedroe: Private Equity Adds Risk, Little Return Playing Devil’s Advocate on Index Funds Do Algorithms Beat Us at Complex Decision Making? Can This Man Make AI More Human? Corporations in the Age […] The post Trading Food for Thought: March 29 Edition appeared first on Trend Following Trading Systems from Michael Covel.
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Targets aplenty as property market rug is ripped out

Mar 29 8:45pm ROGER MONTGOMERY ROGER MONTGOMERY
In this article published in the Herald Sun, Roger discusses his views on residential property across the eastern seaboard. He also mentions the arrival of Amazon. Read here.
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Ka-Ching! Corporate bottom lines haven't looked this good since 2011

Mar 29 6:56pm Market Insider with Patti Domm
Stocks could soon switch focus to what could be the best corporate earnings and revenue growth in five-and-a-half years.
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After-hours buzz: LULU, CPO, CVE & more

Mar 29 5:46pm Market Insider with Patti Domm
See which stocks are posting big moves after the bell.
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Computer Sciences' shares climb ahead of being added to S&P 500

Mar 29 5:12pm Market Insider with Patti Domm
Shares of Computer Sciences Corporation climbed Wednesday, reaching a 52-week intraday high, on news that the company will be joining the S&P 500.
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U.S. oil export surge steals more OPEC share

Mar 29 5:08pm Market Insider with Patti Domm
U.S. oil exports are surging but there may be also early signs of a market rebalancing..
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Citizens Financial shares fall 2% after employees admit fabricating 'Citizens Checkup' data

Mar 29 5:06pm Market Insider with Patti Domm
Eleven former and current employees said they falsely produced information, The Wall Street Journal reports.
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Gold Stocks Move Higher Despite Drop In Price Of Metal

Mar 29 3:39pm RTT - Mkt/Sector Trends
After initially showing a lack of direction, gold stocks have moved mostly higher over the course of the trading session on Wednesday.
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Op-Ed: Karma. BlackRock brings Wall Street some automation payback

Mar 29 3:31pm Commentary
BlackRock's replacing of human stock pickers with computers is great news, and Jake Novak explains why.
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Five issues standing in the way of Trumps tax reform ambitions

Mar 29 3:00pm ROGER MONTGOMERY ROGER MONTGOMERY
Tax reform is one of the Trump administration’s key policy ambitions. But realising that ambition may not be so easy – a number of key issues could stand in the way. Last Friday, I wrote about the likely impact of postponing a vote on the U.S. healthcare reform bill – due to Republican infighting –… Continue reading →...
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New Mauboussin Report: The Incredible Shrinking Universe of Stocks The Causes and Consequences of Fewer U.S. Equities

Mar 29 2:55pm Hurricane Capital
Credit Suisse’s Global Financial Strategies team has published a new report, “The Incredible Shrinking Universe of Stocks – The Causes and Consequences of Fewer U.S. Equities” There has been a sharp fall in the number of listed stocks in the U.S. since 1996. While listings fell by roughly 50 percent in the U.S. from 1996 … Continue reading New Mauboussin Report: The Incredible Shrinking Universe of Stocks – The Causes and Consequences of Fewer U.S. Equities →...
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Energy Stocks Moving Notably Higher Amid Jump In Oil Prices

Mar 29 2:50pm RTT - Mkt/Sector Trends
While many of the major sectors are showing only modest moves during trading on Wednesday, energy stocks have moved notably higher along with the price of crude oil.
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Trader Talk: BlackRock and other asset managers are in a technological arms race

Mar 29 2:24pm Trader Talk with Bob Pisani
In 1997, when I first came to the NYSE, there were 5,000 people on the floor of the New York Stock Exchange.
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Op-Ed: Heres the worst case scenario for Obamacare now

Mar 29 1:29pm Commentary
Obamacare is still the law of the land but here are the big challenges it faces now, says Jennifer Fitzgerald.
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Episode #45: Gary Antonacci, You Get a Synergy That Happens When You Use Dual Momentum

Mar 29 1:19pm Meb Faber Research – Stock Market and Investing Blog
Episode #45: “You Get a Synergy That Happens When You Use Dual Momentum”   Guest: Gary Antonacci. Gary has over 40 years’ experience as an investment professional focusing on underexploited investment opportunities. Since receiving his MBA degree from the Harvard Business School, Gary has concentrated on researching, developing, and applying innovative investment strategies that have … Continued The post Episode #45: Gary Antonacci, “You Get a Synergy That Happens When You Use Dual Momentum” appeared first on Meb Faber Research - Stock Market and Investing Blog.
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You Dont Always Have to Eat Your Broccoli

Mar 29 1:00pm Wealthfront Knowledge Center
Soon after Burt Malkiel joined Wealthfront four years ago, we hosted an event to introduce him to our Bay Area clients. I’ll never forget when he was asked: “Do you own any stocks?” This was kind of like asking George Washington to name the last time he told a lie.
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Ollie's Bargain Outlet could be "most cushioned" retailer from border tax, analyst says

Mar 29 12:59pm Market Insider with Patti Domm
Ollie's Bargain Outlet reported an earnings beat after the bell on Tuesday.
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Op-Ed: It's time to take the corporate tax rate down to 20-25%

Mar 29 12:27pm Commentary
It's time to take the corporate tax rate down to 20-25\% and to simplify tax filing for individuals, says former US Comptroller David M. Walker.
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Wednesday links: an amazing computer

Mar 29 12:21pm Abnormal Returns
Review: Caveats aside, Real-Time Risk: What Investors Should Know About FinTech, High-Frequency Trading, and Flash Crashes by Irene Aldridge and Steve Krawciw...
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Snap shares seesaw after analyst says Facebook chases Snapchat's innovation

Mar 29 12:19pm Market Insider with Patti Domm
Facebook unveiled new features Tuesday that were eerily similar to Snapchat.
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Special Message From Margrethe Vestager on the Importance of Antitrust

Mar 29 11:32am
A special message from Margrethe Vestager, the European Commissioner for Competition, delivered to the participants of the Stigler Center’s conference on concentration in America.      Margrethe Vestager is the European Commissioner for Competition, a role she has held since 2014. Previously, she served as Denmark’s Minister for Economic Affairs and the Interior (2011-2014) and as a member of the Danish parliament, the Folketing (2001-2014). Under her leadership, the European Commission has been very active on the antitrust front in the past three years, most notably filing three antitrust charges against Google.             Thank you all very much […]...
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Personal finance links: focused on you

Mar 29 11:03am Abnormal Returns
Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how...
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Restoration Hardware shares leap more than 11% after earnings beat

Mar 29 11:02am Market Insider with Patti Domm
Restoration Hardware stock climbs to near one-year highs after the home furnishing company beat on earnings and sales.
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How Do You Know If Your Investment Strategy Has Stopped Working?

Mar 29 11:00am The Cordant Blog
Over the last three calendar years, Global stocks (MSCI All Country World Index - ACWI) have returned a meager 3.7\% annualized leading some to question their investment approach. Large market moves up are obviously fun, and even big moves down are often easier to ride out (at least you can see something happening) than a sideways markets. It’s extended periods of low returns which test patience and one’s ability to stick with a strategy and let it work over time.  These periods can be frustrating, causing investors to wrestle with questions like: am I doing the right things to succeed? Is there somewhere else I should be focusing? Are there changes I should make? The pain of patience triggers the question: is my strategy broken? In his fantastic biography, legendary mathematician, successful gambler, and hedge fund manager, Ed Thorp reveals how he answers this question.
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Op-Ed: How Elon Musks Neuralink could end up hurting average Americans

Mar 29 10:39am Commentary
Here's how Elon Musk’s Neuralink could end up hurting average Americans, says Dustin McKissen.
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Skechers hit with downgrade as competition with Nike, Under Armour heats up

Mar 29 10:10am Market Insider with Patti Domm
Shares of footwear company Skechers dropped Wednesday after the stock was downgraded by Susquehanna Financial Group.
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Are High Dividend Yields Worth It?

Mar 29 10:00am Investiv Daily
High dividend yielders are worth it if you know what you’re doing, i.e. you know the sector in detail and understand the macro environment. However in most cases, high yielders are traps with a high risk of permanent capital loss. Less risk can be obtained by investing in dividend aristocrats. Most are fairly priced or […]...
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The Mullet Discount

Mar 29 9:48am Absolute Return Investing with Eric Cinnamond
I’m often asked if I meet with management of the companies I analyze. I typically do not. Given the large number of stocks I follow (300 name possible buy list), traveling the country visiting corporate headquarters simply isn’t practical. However, I will call management when I have questions. My questions are usually relatively simple and … Continue reading The Mullet Discount...
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Retail Holdings making progress with liquidating

Mar 29 9:39am Alpha Vulture
Retail Holdings announced yesterday their results for 2016.  That these would be good was already known since the individual subsidiaries had already reported their 2016 results. But it’s nevertheless good to see it confirmed that revenue was up 16.9\% in US dollars while operating earnings increased by 26.0\%. Bigger news is that apparently the liquidation […]...
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Robot Funds and Consumer Relief

Mar 29 9:36am
Also Wells Fargo, Uber, IPOs, satiety and repose.
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Brexit is more important politically than it is economically

Mar 29 8:00am Credit Writedowns Pro
Today’s news coverage is non-stop Brexit. And this is a big event. But it is the political implications which matter; the economic impact will be more muted.
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Early movers: SONC, RH, PLAY, GSK, PPG, BLC, AMZN, FB, GOOGL, EBAY & more

Mar 29 7:51am Market Insider with Patti Domm
Names on the move ahead of the open.
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Tax season tends to cause market gyrations

Mar 29 7:00am Trader Talk with Bob Pisani
The markets tend to follow a certain pattern before and after Tax Day.
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Opportunities amid the oil dip

Mar 29 6:00am BlackRock Blog
A recent drop in energy-related assets appears overdone given our outlook for oil prices, creating opportunities in selected energy equities and credit. Richard explains, with the help of this week’s chart.
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Risk Disclosure in Plain Language; Go LT Fundamental

Mar 29 4:51am csinvesting
Written in 1998 during the Internet Riot (from Cove Capital Blog) Risks of Investing in IPS Millennium FundPlain Language Risk Disclosure (Funny) First of all, stock prices are volatile. Well, duh. If you buy shares in a stock mutual fund, … Continue reading →...
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Can Coles and Woolies fight the Aldi onslaught?

Mar 29 1:00am ROGER MONTGOMERY ROGER MONTGOMERY
So far, Aldi has had a relatively small impact on Coles and Woolworths.  But that is set to change as the German retailer continues its expansion strategy.  In the longer term, we expect to see their returns on capital decline.  If that occurs, it will translate into lower shareholder returns. It was not so long… Continue reading →...
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Conscious Living: Overcoming the Negative

Mar 29 12:03am CFA Institute Enterprising Investor
Much of the public still has a negative opinion of capitalism and finance. What can we do about it? Kim Ann Curtin recommends five practices to help us live more consciously. Read more...
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Money News 29.03.2017

Mar 28 10:05pm ROGER MONTGOMERY ROGER MONTGOMERY
In this interview with Ross Greenwood, Stuart Jackson discusses investors chasing dividend yields.
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Week 298: Keep on Truckin

Mar 28 10:05pm Reminiscences of a Stockblogger
Portfolio Performance   Top 10 Holdings See the end of the post for my full portfolio breakdown and the last four weeks of trades Thoughts and Review No great insights this month.  My portfolio continues its upward climb even as the market stalls.  I continue to be buoyed by my large position in Identiv and […]...
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Markets could see heartbreak if Brexit is hard to do

Mar 28 6:56pm Market Insider with Patti Domm
Wall Street traders will be watching a historic moment for the U.K. and Europe Wednesday, but they're much more concerned about politics in the U.S.
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After-hours buzz: RH, SONC, PLAY & more

Mar 28 5:44pm Market Insider with Patti Domm
These are the stocks posting the largest moves after the bell.
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This is what immigration means to the U.S. economy in two charts

Mar 28 5:29pm Market Insider with Patti Domm
Immigrants are responsible for nearly half the population growth of the United States.
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Hedge-Fund Manager Wants to Rearrange GM's Stock

Mar 28 3:48pm
He thinks it would look much nicer with a few cosmetic changes.
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Mexican peso, stocks are among top performers in March thanks to Trump trade unwind

Mar 28 3:43pm Market Insider with Patti Domm
Mexico's peso and its stock market were on a tear in March.
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Dow Transports on pace for best day in 2017

Mar 28 3:18pm Market Insider with Patti Domm
Dow Transports ticked up 2 percent during Tuesday intra-day trade and is on pace for its best day in 2017.
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Thought Diversity

Mar 28 3:00pm ROGER MONTGOMERY ROGER MONTGOMERY
When problems get more complex, considering a broader range of outcomes and actions can lead to better end results.
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Rapper 'The Game' Talks About His Cannabis Venture: 'Setting The Standard For Quality Medicine, Patient Care'

Mar 28 3:00pm Exclusives
Snoop Dogg isn't the only rapper that's made a foray into the cannabis industry. In fact, it seems to be a spreading trend that has caught on with other big names in hip-hop, including Wiz Khalifa, Cypress Hill and Ghostface Killah. Last year, The Game became the first celebrity to own a marijuana dispensary. This led him to develop branded strains of cannabis flowers and concentrates, which are now sold at the Santa Ana, California location.Im History Behind The Reserve Back in 2004, Game — born Jayceon Terrell Taylor — was handpicked by Dr. Dre to be a part of the hip-hop group G-Unit. He then moved on to become an extremely popular solo rapper. More than a decade after being selected for G-Unit, Game was the one with a chance to handpick a prospect of his own. It wasn't an M.C. that he chose, but a medical cannabis dispensary: The Reserve. "When I met Game, he actually came in one day. He was doing a performance and was looking for a shop to do a signing or something like that," said Darice Smolenski, the dispensary's co-owner. "He was highly impressed with what he saw at our shop and decided he wanted to be a part of this [because] he was trying to get into this industry on a legitimate level." Benzinga: How and why did you decide to get into the medical cannabis industry? Game: I've been involved with this community for most of my life. I'm proud to be alive during a time where we have the opportunity to responsibly bring cannabis to the public. It's a dream come true for me, and I simply want to build with the right people and brands so I can be a part of ...Full story available on Benzinga.com...
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A Day In The Life Of A Fintech Exec Who's Changing The Way Traders Communicate

Mar 28 2:59pm Exclusives
To get you prepared for the 2017 Benzinga Global Fintech Awards, Benzinga will profile the daily schedules of select fintech leaders whose companies have applied. For this installment, we spoke with German Soto-Sanchez, global head of corporate development for Cloud9 Technologies. Cloud9 Technologies Cloud9 Technologies is a fintech company that creates communications platforms for traders. Using Cloud9 tech, traders can place orders, communicate with the back office, and make secure, high-quality phone calls across the world. The company raised $30 million from JPMorgan Chase & Co. (NYSE: JPM) and Barclays PLC (ADR) (NYSE: BCS) last year. What's a day in your life like as the Global Head of Corporate Development for Cloud9 Technologies? German Soto-Sanchez: 5:15 a.m. — Wake up and read my daily affirmation from a book called Jesus Calling. Check email (only respond to urgent items) and check daily schedule. Then I head to the gym for some cardio. My gym is eight blocks away, so it takes some motivation to get there (especially when it is 10 degrees outside), but I always enjoy listening to my Birthday Playlist, which is made up of my favorite songs going as far back as my elementary school days! 7 — Arrive back at home in time to see my son off to school and my daughter, who we homeschool. I also have breakfast, which is the same each day — a shake and health bar. 8–8:15 — Leave for work. I live in Harlem, and I am a proud native New Yorker, so I take the subway every day. I normally use my commute to read the news. First I look at the New ...Full story available on Benzinga.com...
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Op-Ed: Rep. Devin Nunes sure seems like the wrong person to lead the Trump-Russia probe

Mar 28 2:50pm Commentary
Rep. Devin Nunes is behaving strangely and probably isn't the right person to lead the Trump-Russia investigation, writes Vox's Yochi Dreazen.
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Richard Posner: The Real Corruption Is the Ownership of Congress by the Rich

Mar 28 2:22pm
In a keynote interview during the Stigler Center’s conference on concentration in America, Judge Posner said: “You are not going to have people competing with the the Koch brothers. They own many people in Congress.” On antitrust, Posner said: “Antitrust is dead, isn’t it?”        “The real corruption is the ownership of Congress by the rich,” said Judge Richard A. Posner of the 7th U.S. Circuit Court of Appeals, one of the most prominent legal scholars of the last 50 years, during a keynote interview today at the Stigler Center’s conference on concentration in America.    During a conversation with University […]...
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Americans haven't been this confident about job market since 2001

Mar 28 1:07pm Market Insider with Patti Domm
Americans haven't felt this good about the job market since 2001, a new stat shows.
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ESG Links: Allocating With Purpose

Mar 28 12:44pm The Reformed Broker
Due to client demand, Ritholtz Wealth Management has created an ESG version of our classic asset allocation models, known as the Portland Portfolio. Research shows that high net worth families are increasingly interested in directing their investable assets toward companies with good records on Environmental, Social and Governance issues. Please enjoy the below reads, curated by our in-house ESG......
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Hedge Fund Best Practices

Mar 28 12:43pm RCM Alternatives
If you're an advisor or manager, it might be worth your time to check out a new whitepaper out from CalALTs (formerly California Hedge Fund Association) titled, “Best Practices. Hedge Fund and Private Equity Operations” in conjunction with their AltsLA conference.
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Tuesday links: pundits and professionals

Mar 28 12:32pm Abnormal Returns
Book Q&A: Ben Carlson author of Organizational Alpha: How to Add Value in Institutional Asset Management talks with Jeffrey Ptak of Mornignstar...
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Hospital stocks tank as Republicans hope to revive Obamacare repeal

Mar 28 12:30pm Market Insider with Patti Domm
Hospital stocks were largely trading in red territory on Tuesday, after an upbeat day Monday.
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Op-Ed: Donald Trump is trying to make his Russia scandal about Hillary and Bill Clinton

Mar 28 12:16pm Commentary
Donald Trump's latest tweets appear to be an attempt to pin his Russia scandal on Hillary and Bill Clinton, says Vox's Tara Golshan.
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