Asset Management & Market Research

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Making Cents of it all: Where are the Women?

Currently there are 51 female CEOs of Fortune 1000 companies, or put another way just a tad over 5 percent of total CEOs are woman. If this figure did …

GMO's Inker: No free lunch ...

In a client note, Ben Inker of GMO is pretty pointed in his view of small caps: “U.S. small caps seem to offer the equivalent of a case of salmo …

Barron's through the prism of FusionIQ - HAL

In a Barron’s feature over the weekend, Robin Goldwyn Blumenthal summarized the opportunity in the shares of Halliburton (HAL) as follows: ̶ …

Is Herbalife the next Enron ?

Bill Ackerman CEO of Pershing Square discusses the fifty million dollar investigation against Herbalife and the goal to catalyze regulatory interest w …

RECENT POSTS

Tuesday reads & daily charts ...

Posted on at July 22, 2014 by

READS bigger_british_library

We scour the best of publications that cover the markets & economy, the world of business & finance, asset & wealth management, monetary & fiscal policy, Europe & Asia, the news & politics, science & technology … and throw in a bit of arts & entertainme Read More...

S&P 500 Sept. futures still above support ...

Posted on at July 21, 2014 by

ipad chart

Markets rebounded on Friday, after Thursday’s sell-off which ensued after news broke that a Malaysian airliner was shot down, presumably by pro-Russian rebels, over the Ukraine.   There is an old saying on Wall Street, “It’s not the news that matters, but rather how t Read More...

Euro watch ...

Posted on at July 21, 2014 by

eu

Europe has been breaking down technically for the last few months, and it hasn’t been just one bourse, but all the majors. In the charts below, we take a visual inspection of key european markets. As illustrated, all are either at or below key technical levels. German Dax Index &# Read More...

Monday reads & daily charts ....

Posted on at July 21, 2014 by

READS trinity library

We scour the best of publications that cover the markets & economy, the world of business & finance, asset & wealth management, monetary & fiscal policy, Europe & Asia, the news & politics, science & technology … and throw in a bit of arts & entertainme Read More...

Week ahead ...

Posted on at July 20, 2014 by

wallstreet subway stop

The coming week is ripe with earnings reports, with a backdrop of rising geopolitical tensions. Below we list key earnings & economic reports on the docket this coming week. As a bit of vacation beckons, we look to comments from a guest contributor, Milanee Kapadia of Yahoo Finance Read More...

Debunking the stock pickers myth ...

Posted on at July 19, 2014 by

bullseye

Everyone always talks about stock picking skills.  Below is a great article from Barron’s, by Ned David analysts Neil Leeson and Wenbo Zhou, that debunks the stock picking skill argument and shows that stock picking skill really only works when the environment is right. Late last Read More...

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