Image surveillance company lands $50 million contract with US Coast Guard; Shares rise

Feb 15 5:16pm Market Insider with Patti Domm
Shares of FLIR Systems rose after the company announced a $50 million contract to provide electronics systems to the U.S. Coast Guard.
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530

Alternative Links: 8th Richest Man

Feb 15 4:50pm RCM Alternatives
After becoming the world’s eighth-richest man at his peak in early 2012, the Brazilian tycoon lost $35 billion in a single year as his commodities empire collapsed.
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486

Op-Ed: Why Trump is right to back away from the two-state solution in the Middle East

Feb 15 3:40pm Commentary
The idea of a "two-state solution" as a path to peace between Israelis and Palestinians isn't really a solution, says Jake Novak. Here's why.
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508

H&R Block hits session low after Trump said company wouldn't like tax plan

Feb 15 3:15pm Market Insider with Patti Domm
Trump says, "H&R Block probably won't be too happy. That's one business that might not be happy with what we're doing."...
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536

Despite whining, markets show no signs of being worried about a slowdown in the Trump agenda

Feb 15 3:09pm Trader Talk with Bob Pisani
Stocks rallied this morning as President Trump, meeting with retail CEOs at the White House.
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545

Airline Stocks Move Notably Higher As Berkshire Increases Stakes

Feb 15 2:40pm RTT - Mkt/Sector Trends
Airline stocks have shown a strong move back to the upside during trading on Wednesday, with the NYSE Arca Airline Index jumping by 1.7 percent.
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528

AIG shares tank following big fourth-quarter loss

Feb 15 1:08pm Market Insider with Patti Domm
The company reported a fourth-quarter loss of $2.96 per share after the company took a $5.6 billion charge.
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550

Trust Your Equipment: Investment Advice for Military Service Members

Feb 15 12:45pm Wealthfront Knowledge Center
Military service members are well suited to use a low-cost automated investing services to help them achieve their personal investment goals.
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556

Op-Ed: Is copper still king? Here's why the current cheap valuation may be a mirage

Feb 15 12:08pm Commentary
"Options Action" trader Michael Khouw goes deep on copper amid some bearish options activity in mining giant Freeport-McMoRan.
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490

Ben Bernanke: An Insiders Take on the Economy

Feb 15 12:02pm CFA Institute Enterprising Investor
It was just shy of two weeks since President Donald Trump’s inauguration when former US Federal Reserve chair Ben Bernanke took to the podium at the CFA Society Boston’s 31st Annual Market Dinner. His presentation covered a broad range of topics, from the current state of macroeconomics, regulation, and policy, to financial stability and the geopolitical climate at large. John Bowman, CFA, shares a few key takeaways from his speech and the subsequent question-and-answer session. Read more...
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505

Wednesday links: efficient solutions

Feb 15 12:00pm Abnormal Returns
Q&A: Yuval Noah Harari author of Homo Deus: A Brief History of Tomorrow, on the future of mankind.  (Fast Company)...
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525

Chart of the day: good setup for break of support - Adam H Grimes

Feb 15 11:19am Adam Grimes
The post Chart of the day: good setup for break of support appeared first on Adam H Grimes. Related posts: Chart of the day: longer-term support in EURUSD...
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522

A Deep-Value Canadian Grahamite Teaches His Process

Feb 15 10:58am csinvesting
Tim McElvaine explains his simple but effective process. 2016-05\_conference\_transcript\_McElvaine Fund An excellent tutorial on Graham-like investing. Note his simple four-pronged approach.   Read more below: 2015\_-\_annual\_report\_web\_version 2015\_-\_we\_are\_here\_30jun2015 2014\_-\_annual\_report\_2...
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509

Jim Cramer says 'billionaire battle' brewing between Warren Buffett and Carl Icahn

Feb 15 10:39am Wealth
Jim Cramer says Carl Icahn believes Apple's best days are behind it while Warren Buffett thinks otherwise.
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444

Op-Ed: Donald Trump is keeping us all busy but make no mistakehe's getting very little done

Feb 15 10:22am Commentary
By now, Barack Obama had already signed three major laws, says Vox's Matt Yglesias.
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430

Personal finance links: sophisticated and fancy sounding

Feb 15 10:21am Abnormal Returns
Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the...
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498

Hello Inflation, Good to See You

Feb 15 10:21am Absolute Return Investing with Eric Cinnamond
I’m continuing to see cost pressures in earnings reports this quarter. In response, many companies are cutting expenses and raising prices. How strong and sustainable this trend becomes, I don’t know, but it is noticeable. Yesterday’s PPI report and today’ CPI report confirmed what I documented last week (link). In my post summarizing Q4 2016 … Continue reading Hello Inflation, Good to See You...
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6

5 things millennials should be doing with their money right now

Feb 15 10:17am Commentary
Advice for young people who are struggling to manage their finances.
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415

Making these 2 counter-intuitive decisions can save you millions

Feb 15 9:36am Commentary
Challenge your assumptions about what's worth buying.
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396

High RS Diffusion Index

Feb 15 9:16am Systematic Relative Strength
The chart below measures the percentage of high relative strength stocks (top quartile of our ranks) that are trading above their 50-day moving average (universe of mid and large cap stocks.)  As of 2/14/17. The 10-day moving average of this indicator is 69\% and the one-day reading is 81\%. The relative strength strategy is NOT […] The post High RS Diffusion Index appeared first on Systematic Relative Strength.
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418

Stigler Center Lecture: Is American Democracy in Trouble?

Feb 15 9:02am
David Moss, the Paul Whiton Cherington Professor at Harvard Business School, will examine the health of American democracy from a historical perspective.    Fears about extreme political conflict and polarization have been at the center of American political discourse in recent years. Yet, in his new book Democracy: A Case Study (Harvard University Press, 2017), Harvard Business School professor David Moss writes that political conflict is vital for democracy. “Political conflict is not a disease, as some pundits contend,” he writes, “but instead an essential feature of American democracy.”   In recent years, particularly in the last 12 months, it […]...
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416

Slew Of Economic Data May Lead To Choppy Trading On Wall Street

Feb 15 9:00am RTT - Market Analysis
The major U.S. index futures are pointing to a roughly flat opening on Wednesday, with stocks likely to show a lack of direction after trending higher over the past several sessions. Reaction to several key economic reports could impact trading on the day along with Federal Reserve Chair Janet Yellen's second day of testimony on Capitol Hill.
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417

The Institutional Performance Derby: The Client Is the Loser

Feb 15 9:00am Investiv Daily
It’s important to understand how investing institutions operate and think so you don’t get trapped. Nobody at these institutions eats their own cooking and there is no incentive to do anything. It reminds me of communism. Institutional investing is a self-reinforcing mechanism, which is great in a bull market but terrible in a bear market. […]...
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414

CPI Busts Out

Feb 15 8:58am The Reformed Broker
As I write, the bank stocks are indicating a new 9-year high on the open...
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412

Early movers: PEP, ANTM, HLT, AMZN, GOOGL, IART & more

Feb 15 8:05am Market Insider with Patti Domm
Names on the move ahead of the open.
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413

Oclaro Second Quarter Update: No sign of the inflection yet

Feb 15 7:47am Reminiscences of a Stockblogger
I’ve owned Oclaro since last spring, first wrote about the company here, and subsequently here.  Oclaro has their year end in June, so the company recently reported their second quarter results. Oclaro had another very good quarter, which had been expected after a preliminary announcement two weeks prior.  Revenue grew 14\% sequentially and 64\% year […]...
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476

What traders are watching Wednesday

Feb 15 7:32am Market Insider with Patti Domm
Janet Yellen speaks but two key economic reports could provide more clues Wednesday about how soon the Fed could raise interest rates.
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415

1-Week Free Trial to Scuttleblurb: Investment Analysis and Commentary

Feb 15 7:00am market folly
Scuttleblurb.com is giving our readers a free 1-week trial.  With earnings season in full swing, it's the ideal time to check it out.Scuttleblurb provides subscribers with balanced and insightful fundamental equity analysis and commentary on companies across a variety of industries, as well as time-saving summaries of earnings calls and sell-side conferences ( Quick Blurbs ).  Sample blurbs are available on the site.  As a subscriber, you'll get access to their growing library of content and weekly email updates on 100+ blurbs per year (several hundred pages of analysis and summaries).  Click here to take advantage of the free 1-week trial for Market Folly readers. Recent posts include:[OAK] Valuation Attractive on Normalized Fee-Related Earnings[DLTR, DG] Dollar Store Deep Dive[CHUBA/K] A Skeptical TakeQuick Blurbs [WETF, ALLY, HBI, ANTM, AMZN, LUV, URI, WN...
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392

A quick review of reporting season

Feb 14 11:57pm ROGER MONTGOMERY ROGER MONTGOMERY
If we look at the overall market, the ASX200 Index is up close to 3\% in the first two weeks of February, so across the overall market, the news so far appears to be pretty good. In this video Portfolio Manager Tim Kelley discusses a few stocks held in The Montgomery Fund.
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474

My Notes on a Brilliant Investment Letter I Just Read

Feb 14 11:28pm Safal Niveshak
One contemporary value investor I’ve learned a lot from, and look forward to read, is John Huber. John is the portfolio manager of Saber Capital Management, LLC, an investment firm that employs value investing strategy with the primary goal of patiently compounding capital for the long-term. He also writes about investing at Base Hit Investing. […] The post My Notes on a Brilliant Investment Letter I Just Read appeared first on Safal Niveshak.
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496

Op-Ed: Whats in the short leash on Chinas insurers risk or politics?

Feb 14 9:13pm Commentary
Talk that China's insurance regulator Xiang Junbo may be under investigation is raising eyebrows, the SCMP reports.
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489

Wednesday's markets watching to see if there's more juice in Fed comments

Feb 14 6:46pm Market Insider with Patti Domm
Janet Yellen speaks but two key economic reports could provide more clues Wednesday about how soon the Fed could raise interest rates.
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523

After-hours buzz: PG, AIG, FOSL & more

Feb 14 6:19pm Market Insider with Patti Domm
Check out which companies are making headlines after the bell: PG, AIG, FOSL & more...
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527

Tweet of the Year

Feb 14 6:00pm The Reformed Broker
Nice to see you awake now, Congressman. ...
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524

Stocks gains hanging on tax plan that has become 'Hunger Games' for tax lobbyists

Feb 14 5:14pm Market Insider with Patti Domm
Stocks have rallied to new highs on tax reform, but the plan with the most punch could have a tough time passing.
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534

The State of the RoboSphere

Feb 14 4:39pm Meb Faber Research – Stock Market and Investing Blog
I update this chart on occasion mainly out of curiosity.  If you have any more recent figures fire ’em over and I’ll correct… Click to enlarge   The post The State of the RoboSphere appeared first on Meb Faber Research - Stock Market and Investing Blog.
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532

Mattel's shares rise after it forms partnership with Alibaba

Feb 14 4:23pm Market Insider with Patti Domm
Mattel says it will be marketing and selling to China one Alibaba's consumer marketplace Tmall.com.
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552

LogMeIn shares slide after Amazon announces Chime video calling service

Feb 14 4:20pm Market Insider with Patti Domm
Amazon Chime could pose a threat to other services like Skype, Google Hangouts as well as LogMeIn's GoToMeeting.
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541

The Rock Stars of the Managed Futures World in 2016

Feb 14 4:06pm RCM Alternatives
The sector of the brain firing off the most “signals” in 2016 was Volatility Traders. Here’s a preview of our review of that sector:...
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548

A Whole New World for International Investing

Feb 14 3:08pm Systematic Relative Strength
2016 was a lackluster year for GDP growth in the US, early estimates put 4th quarter estimates at 1.9\% with a full year estimate at 1.6\%. This is significantly lower than the 4\% growth rate the president has targeted for 2017 and is much closer to estimates of an approximately 2.0-2.2\% GDP growth rate in […] The post A Whole New World for International Investing appeared first on Systematic Relative Strength.
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541

Austin! Houston! Were Coming!

Feb 14 2:45pm The Reformed Broker
Attention Austin and Houston, Texas: The Ritholtz Wealth Management team is coming to town at the end of March. On hand will be our CIO and Chairman Barry Ritholtz, Kris Venne, director of financial planning and Ben Carlson (A Wealth Of Common Sense), who heads up our institutional asset management business. We’re in town to see......
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502

LogMeIn shares dip after Amazon announces Chime video calling service

Feb 14 2:41pm Market Insider with Patti Domm
Amazon Chime could pose a threat to other services like Skype, Google Hangouts as well as LogMeIn's GoToMeeting.
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505

Retailers make hay while the sun shines

Feb 14 2:00pm ROGER MONTGOMERY ROGER MONTGOMERY
Furniture and appliance retailers, like JB Hi-Fi and Harvey Norman, are enjoying their best trading conditions in a decade, buoyed by low interest rates and a renovation boom.  Alas, these sunny conditions won’t last.  And there’s more for the retailers to worry about than rising interest rates putting a clamp on demand.  There’s also the… Continue reading →...
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508

7 daily habits that will make you smarter

Feb 14 12:49pm Commentary
Genius is less about genetics and more about hard work.
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459

Op-Ed: Democrats want to use Flynn scandal to damage Trump. Here's why they'll fail

Feb 14 12:42pm Commentary
Flynn's resignation is fueling calls from Democrats for Congressional probes. Don't count on it, says Jake Novak.
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408

Tuesday links: a tacit acknowledgement

Feb 14 12:07pm Abnormal Returns
Notes: How to do deep work, messy style. Insights from Deep Work by Cal Newport and Messy by Tim Harford.  (Zapier)...
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491

Mattel's shares move higher after it forms partnership with Alibaba

Feb 14 12:05pm Market Insider with Patti Domm
Mattel says it will be marketing and selling to China one Alibaba's consumer marketplace Tmall.com.
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441

Kudlow: Trump needs to understand the consequences of his economic plan

Feb 14 11:12am Commentary
Tax and regulatory reform must come sooner rather than later, says Larry Kudlow.
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439

Why We Dig In

Feb 14 11:05am The Reformed Broker
Every day we are presented with a choice - continuing on with a given long-held belief or changing our minds. ...
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453

Bonds are getting bashed by a hawkish Janet Yellen

Feb 14 10:49am Market Insider with Patti Domm
Janet Yellen just gave the markets a wake up call—the Fed does intend to raise rates three times this year and possibly even in March.
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442

Shares of Hibbett plunge after fourth-quarter profit warning

Feb 14 10:43am Market Insider with Patti Domm
The sporting goods company saw same-store sales decline 2.2 percent in the fourth quarter.
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441

Chart of the day: Intraday ranges in ES - Adam H Grimes

Feb 14 10:33am Adam Grimes
The post Chart of the day: Intraday ranges in ES appeared first on Adam H Grimes. Related posts: Chart of the Day: S&P 500 short-term setup (5/28/15) Chart of the Day: S&P 500 short term setup ( Chart of the day: global stock volatility...
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482

Research links: research gaps

Feb 14 10:14am Abnormal Returns
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at...
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481

Desperate Value

Feb 14 10:07am Absolute Return Investing with Eric Cinnamond
The last small cap cycle peaked in 2007, with the Russell 2000 reaching 856 before collapsing 60\% to 343 in 2009. Small cap stocks were in a bubble and the bubble popped. Today the Russell 2000 stands at 1392! Equity prices, valuations, and justifications of the current cycle continue to amaze me. How can investors … Continue reading Desperate Value...
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496

How to Explain Momentum with Rational Investors Its complicated.

Feb 14 9:50am Alpha Architect
A recent theory paper from researchers at NYU and Rutgers attempts to explain the empirical evidence on stock serial correlation (e.g., short-term […] The post How to Explain Momentum with Rational Investors — It’s complicated. appeared first on Alpha Architect.
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420

Europes delusional economic policies

Feb 14 9:34am Credit Writedowns Pro
Yesterday three big things happened in three different eurozone economies that I think are interrelated. And I am going to tell you what I believe they mean for the European political economy by tying them together in this post under the somewhat provocative banner of “Europe’s delusional economic policies”. The reason for the title is that what I see happening is an anti-growth economic framework which is having political consequences by fomenting nationalism and anti-EU sentiment.
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422

Relative Strength Spread

Feb 14 9:32am Systematic Relative Strength
The chart below is the spread between the relative strength leaders and relative strength laggards (top quartile of stocks in our ranks divided by the bottom quartile of stocks in our ranks; universe of U.S. mid and large cap stocks).  When the chart is rising, relative strength leaders are performing better than relative strength laggards.    […] The post Relative Strength Spread appeared first on Systematic Relative Strength.
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391

Op-Ed: Flynn's out. Here's who could be next in Trump's toxic White House

Feb 14 9:32am Commentary
Trump's management style creates chaos and dysfunction, says Dustin McKissen. Flynn disaster is just the beginning.
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366