Kass – I Call B.S.

Written by Doug Kass | Jul, 18, 2018

“The sentence should have been: ‘I don’t see any reason why I wouldn’t’ or ‘why it wouldn’t be Russia’. Sort of a double negative…” – President Trump Emma Gonzalez, the Marjory…

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Do You Have Too Much Stock Exposure?

Written by John Coumarianos | Jul, 18, 2018

If you’re retiree trying to use your saved capital to generate income, you’re basically trying to construct a pension for yourself. And that means you should think about how Jeremy…

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Technically Speaking: A Look At The A/D Line

Written by Lance Roberts | Jul, 17, 2018

By Lance Roberts and Michael Lebowitz, CFA In yesterday’s post on investor psychology, we discussed the issue of confirmation bias. To wit: “As individuals, we tend to seek out information…

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Weekend Reading: Renter Nation

Written by Lance Roberts | Jul, 13, 2018

“The psychological factors are harder to assess. People aren’t flipping condos for sport the way they were during the bubble when mortgages were available to anyone regardless of whether they…

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What Can QE Tell Us About QT?

Written by Peter Cook | Jul, 13, 2018

“Peter Cook is the author of the ‘Is That True?’ series of articles, which help explain the many statements and theories circulating in the mainstream financial media often presented as “truths.”…

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Some Questions On Employment & Wages

Written by Lance Roberts | Jul, 12, 2018

Last week, the Bureau of Labor Statistics published the latest monthly “employment report” which showed an increase in employment of 213,000 jobs. It was also the 93rd consecutive positive jobs…

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