Baupost’s Seth Klarman Warns Of Asset Bubble
More often than not, I take the wisdom provided by selected talking heads and industry insiders with a pound of salt. Without being overly cynical strictly for cynicism’s sake, I …
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February 2014 Conference Board Employment Index Strengthens But Decelerates
The Conference Board’s Employment Trends Index for February 2014 – which forecasts employment for the next 6 months – strengthened. What the author’s of this index are not telling you …
Read More To Celebrate The Bull Market Anniversary, Sbarro Files Second Bankruptcy In Three Years
 People apparently don’t eat pizza when it is snowing… Or during an economic recovery… And certainly not when celebrating the market’s all time high 5 year bull “market” anniversary. …
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Banks Shedding Asset Management Businesses
Here is a chart showing the number of transactions that involve acquisitions of an asset management business by year. It tells us about a couple of trends developing in recent …
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Manic Monday – Nowhere To Go But Up?
WOW!!! That’s all I can say about the action this morning.  There’s a Global currency-manipulation scandal, China had an alarming drop in exports, a decline in manufacturing and expanding inflation at home, Japan’s GDP has been revised …
Read More ‘Taper Pace May Be Too Slow’ –Plosser
My second favorite Bad Cop says… “We must back away from increasing the degree of policy accommodation in a manner commensurate with an improving economy,†Plosser told a panel in …
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More Bad News From Japan
Econintersect: Japan continues to produce disappointing economic numbers. Thefourth quarter (2013) GDP estimate has been revised down to 0.7% annualized from the previous 1.0%. With an increase in the consumption …
Read More Sector Detector: SectorCast Rankings Take A Neutral Slant As Market Hits New
After a requisite knee-jerk selloff, stock market bulls shook off Russia’s military action in Ukraine and Crimea as just another buying opportunity. Even adding the Russian Bear to their arsenal …
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Concerning Doji Bar Amid All-Time Highs – Weekly Market Outlook
Although the market didn’t go anywhere during the latter half of last week, Tuesday’s surge – fueled by the lack of military action in Ukraine – was big enough to …
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Investing In Home Health Care Earnings Growth
Face it, the country is getting older. Demographics are changing. The Mustang Sally’s are becoming little old ladies from Pasadena. Eventually there will be huge demand for nursing homes, assisted …
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