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Financial

E Weekly Investment Report: The Best And Worst In ADRs (INFY, PSDV, ARMH, MPEL)

January 6, 2014 - by - Leave a Comment

The best scoring ADRs from one year ago (1/7/2013) returned 43.67% this past year, 23.44% more than the MSCI EAFE, with 0% turnover.  The top performers from our list one …

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Financial

Insider Trading Report Edition #185: Notable Insider Buys And Sales

January 6, 2014 - by - Leave a Comment

Happy New Year and welcome to edition 185 of Insider Weekends. Insider buying increased with insiders purchasing $9.42 million of their stock last week compared to $4.87 million in the week prior. …

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Financial

Stocks Close Out A Banner Year. Where To Invest Now?

January 6, 2014 - by - Leave a Comment

With plenty of wind in their sails, bulls coasted comfortably into year-end to close out 2013 with a stellar performance, as Santa made his widely-expected appearance on Wall Street. In …

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Financial

$500 Billion In 2013 Corporate Buybacks: Half Of QE

January 6, 2014 - by - Leave a Comment

Everyone knows that the Fed, through the bank excess reserves/cash deposit pathway, participated in indirectly purchasing some $1 trillion in risk assets in 2013 through POMO – a process that …

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Financial

Bank Index Vs. S&P 500, Still-Bullish

January 6, 2014 - by - Leave a Comment

The bank index has led the S&P 500 since late 2011. Furthermore, a tapering of QE bond manipulation would theoretically at least favor the banks relative to other sectors as …

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Financial

“Polar Vortex” Day Market Summary

January 6, 2014 - by - Leave a Comment

The “polar vortex” (no, really) which is about to unleash even record-er cold temperatures upon the US may be the greatest thing to happen to the economy: after all once …

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Financial

Turkish Central Bank’s Current Predicament

January 6, 2014 - by - Leave a Comment

Rising rates in the United States have sent shock waves across a number of emerging markets, particularly in nations with high current account deficits. At the top of the list …

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Financial

E Weekly Report: Alpha Generating Ideas

January 5, 2014 - by - Leave a Comment

Top scoring weekly returns:  Buy and Hold 1 Year   The best sector is industrial goods The best scoring sector remains industrial goods heading into Q4 earnings season.  Managers should …

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Financial

Republicans To Lower The Cost Of Raising The Debt Ceiling

January 4, 2014 - by - Leave a Comment

In all likelihood the US debt ceiling will need to be raised no later than this coming March. The question now is whether we are going to see a repeat …

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Financial

EC Facts Don’t Matter To Mainstream Media – Example, Real Construction Spending

January 4, 2014 - by - Leave a Comment

On Thursday, the Commerce Department reported the widely ignored monthly Construction Spending report for November. Did you notice it? I didn’t think so. But boy, was the WSJ having an …

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