As we discussed a few weeks ago, being a pension investor these days has absolutely nothing to do with “investing” in the traditional sense of the word and everything to do with gami...
When we talk about winners and losers in Euroland as I did in yesterday’s post, the natural question is, “how can you make everybody a winner?”. And I think this is important while Eurolan...
Note: The charts in this commentary have been updated to include the latest monthly data. Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly ...
While we all know that U.S. interest rates have, by and large, been in a downward trend since the early 1980s, over the past few years market participants have begun to think about positioning portfol...
Midstream oil firm Tallgrass Energy Partners, LP (TEP – Free Report) has recently reported that the partnership has agreed to make two acquisitions through its subsidiary, Tallgrass Terminal...
Tomorrow we get three big earnings reports to start the New Year and the fourth quarter reporting season, which roughly reflects company performance from October – December 2017 (varies by compa...
Point forecasts are evil. Economists are asked to make point forecasts, and they oblige. But it’s a dumb thing to do, and they know it. Practitioners, who should know better, rely on these point for...
Want to trade someone else’s list of Picks for 2018? You might. I do read very few of other people’s or firm’s picks-mainly to see if they agree with my own personal list. However, regardless of...
The Treasury Borrowing Advisory Committee (TBAC) was established a long time ago in the maelstrom of World War II budgetary as well as wartime conflagration. That made sense. To fight all over the wor...