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Washington Post Politics
Scott Walker just got punked at a New Hampshire pizza shop
https://twitter.com/wpjenna/status/628226181502996480
http://www.washingtonpost.com/news/post-politics/wp/2015/08/03/scott-walker-just-got-punked-at-a-new-hampshire…
ETNHX
Ahead of the class even with 15-20 % cash.Finally bought 18 months ago.$$$ cost averaging N/L in Schwab retirement actt.Ted,Scott,Kevin, others have extolled many health care investment options for a long time on this board and seem to rem…
Ah,utopia.
"This legislation in coordination with our recent law regarding bullying in the workplace will successfully create a harmonious environment for our residents(M F O Community)which will enhance their life experience.”
And many in the aud…
Related.Accelerated Move Towards Cleaner Sources of Energy
By Joby Warrick August 1 at 11:59 PM Washington Post
Coal and natural gas are the most common sources for electricity in the country, but coal represents a declining share. The new Clean Pow…
Thesis for Continuation of Those and Other Current Trends
By Tom Stevenson4:44PM BST 01 Aug 2015
Tom Stevenson is an investment director at Fidelity Worldwide Investment. The views expressed are his own. He tweets at @tomstevenson63.
Excerpts from …
Bruce Fund (BRUFX) near top of all funds for past 15 years.
http://www.marketwatch.com/tools/mutual-fund/screener?FundType=0&FundValue=0&ReturnFundPeriod=11
New holdings include 3 utilities /21% cash
http://quicktake.morningstar.com/syndicat…
Google's Class A shares (NASDAQ:GOOGL) are now up 11.5% AH, and its Class C shares (NASDAQ:GOOG) up 10.7%, following the Web giant's Q2 beat. Both share classes are making new 52-week highs
Dow Jones 18,120.25 0.39%
Nasdaq 5,163.18 1.26%
Technology…
Carl Icahn Calls BlackRock a ‘Very Dangerous Company’
By MATTHEW GOLDSTEIN and ALEXANDRA STEVENSON JULY 15, 2015
Mr. Icahn went into a long and sometimes rambling rant about why he sees some exchange-traded funds, a popular vehicle for trading bask…
NEWS July 16 02:11 AM
Deal with lenders approved despite strong SYRIZA opposition
Greek Parliament passed the prior actions demanded by lenders to pave the way for bridge financing and a third bailout in a vote during the early hours of Thursday m…
MARKETS
Calpers Struggles as Its Return Falls Short
Largest U.S. pension fund earned 2.4% in fiscal 2015, shy of 2.5% goal
By TIMOTHY W. MARTIN WSJ
Updated July 13, 2015 6:43 p.m. ET
The California Public Employees’ Retirement System fell short of…
Trigger Warning
Brilliant People no matter where they are or what they wear.
Hooray!!
Dr Matt Taylor: The tattooed Rosetta project ...
www.independent.co.uk › News › Science
With his brash shirts and brazen tattoos, Matt Taylor is not your typi…
Google up strongly after WSJ reports of spending/hiring curbs
Jul 14 2015, 14:28 ET | About: Google Inc. (GOOG) | By: Eric Jhonsa, SA News Editor
(GOOG +3.3%, GOOGL +2.9%)
New Google C F O Ruth Porat is "involved in an internal audit examining cos…
Markit Global Business Outlook
Emerging market malaise drags global business confidence to post-crisis low
Global confidence about the year ahead at its lowest
since early-2009
Emerging market optimism hits new low amid weaker
optimism in China, I…
FPA Crescent Fund
Q2
2015 Update
Positioning:
Gross exposure to equities is circa 57%
and net exposure is approximately 53%
. Fixed Income remains low at around 2.3%
Added
to private investments, specifically
real estate partnerships
Cash i…
Business
Greece debt crisis: What's the deal?
By Robert Plummer
Business reporter, BBC News
13 July 2015
You might wish to take note of the fact that so far, the EU has not yet firmly undertaken to pay out one cent to Greece.
For now, everything hi…
When Bubbles Burst: China Edition
Posted on July 8, 2015 by David Ott
Acropolis Investment Management
You may be looking at the largely flat emerging markets returns in that chart, feeling nervous about Greece and China and wondering whether you s…
Gundlach said today that the China markets resembled the NASDAQ of the dot.com days.
YTD
+492.44 (15.22%)
1 Month
-1295.98 (-25.80%)
3 Month
-234.26 (-5.91%)
6 Month
+376.60 (11.24%)
1 Year
+1667.75 (80.98%)
Bubbly + Help from state-backed margin finance company = What ???
Chinese shares dropped almost two percent in early trading, reversing much of gains made on Monday following unprecedented steps to stabilise a plummeting market.
Asian assets were al…
@JohnChisum
Speaking of robotics.The first link caught my eye this A M,which led my curiosity to the other two.The E T F is probably the way to go.Research U's, angel investors and private equity will be funding many ideas and applications in this …
But,If You've Got an Understanding in This Field...
Quantum computers A little bit, better
From the print edition: Science and technology The Economist
After decades languishing in the laboratory, quantum computers are attracting commercial intere…
Trigger Warning !
http://www.inquisitr.com/wp-content/uploads/2015/04/megyn-kelly-screen-shot-2-665x385.jpg
Posted: April 23, 2015
Fox News Host Megyn Kelly To Feminists: ‘Toughen Up, Buttercups!’
Kelly had nothing but scorn for the college studen…
Met coal prices fall another 15%, hitting lowest since 2004
Benchmark prices for metallurgical coal used in steelmaking have plunged an additional 15% from levels that had already hit a six-year low...This summer’s price decline is so steep that it …
Quick perspective.
WTI crude oil costs rose to an average $60.09 per barrel (-43.3% y/y), up versus the March low of $44.39. Yesterday, prices eased to $59.52 per barrel. These prices compare to a June 2014 high of $107.95.
Gasoline prices jumped 2.…
Buy The Rumor
All this deal chatter comes at a time when announced global health-care M&A volume is at its highest-level on record year to date with $280 billion billion in transactions, according to Dealogic. That’s up 26% from the same time pe…
India @ Eight Month Low/China Valuation Fueled Higher
The 30-share gauge, Sensex...closed at an 8-month low of 26,425.30 -- a level not seen since October 17, 2014 .Similarly, the 50-share Nifty has stumbled by 476.05 points or 5.63 per cent in the …
A good outline of China's place in the index world.
How to Tell Emerging from Developed Markets
Posted on June 11, 2015 by David Ott ,Acropolis Financial
After my article the other day about China being the second largest stock market in the world…
The Return Of The Bond Vigilantes By James Picerno | Jun 11, 2015 at 06:44 am EDT
The Capital Spectator
US Treasury yields continued to rise yesterday, with the rate on the benchmark 10-year Note reaching 2.50%–the highest level since last September…
Banking Analyst Available !
Meredith Whitney, who turned fame as a banking analyst into a stint running her own hedge fund, is through with managing other people's money.
In a brief phone call Wednesday, Stanley Arkin, a lawyer for Ms. Whitney, wou…
A Bright side;
A Closer Look at Monetary Policy and its Impact on Financial Markets
By Diane C. Swonk, Chief Economist and Senior Managing Director June 10, 2015
Labor Markets: Almost There
The May employment report suggests that
the labor market i…
The latest on risk from Howard Marks (Oaktree Cap)
He quotes Mr Bernstein and others in a thoughtful and insightful look at risk
http://www.oaktreecapital.com/MemoTree/Risk Revisited Again.pdf
@ Dex posted "Earlier this week, the ECB chief stoked a rout in bonds after he told investors Wednesday to “get used to periods of higher volatility,”
Adding to that perception:Market Perspectives from Acropolis Posted on June 5, 2015 by David Ott …
9
The Idolatry of Interest Rates James Montier
is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société
Générale. Mr. Montier is the author of several books including “Behavioural Inve…
To read GMO's 1Q 2015 Letter, which contains Ben Inker's "Breaking Out of Bondage," and Jeremy Grantham's "Are We the Stranded Asset?
A brief update on the U.S. market: still not bubbling yet, but I think it will
■
The key point here is that in our …
Despite declines for the day and the week, the major averages posted solid gains for the month: Dow +1%, S&P +1.1%, Nasdaq +2.6%.
Treasury prices rose as a weak reading on regional factory activity added fuel to typical month-end demand; the 10…
The Braves and Brewers could both use another "Hurricane"
Earl Gillespie and Blaine Walsh described all the action.
"Hurricane"Bob Hazle 1957 Milwaukee Brave call-up helped the Braves storm to the top.
American Professional Baseball Player
Bob Hazl…
Advice for Graduates: Buy Stocks
Posted on May 27, 2015 by David Ott Acropolis is a fee-only wealth management firm,
When I graduated from college 20 years ago, the world was a different place: only a few people had cell phones,the Internet wasn’…
More on @Mark and Scott's toll road theme ..
HIGHLAND CAPITAL MANAGEMENT | GLOBAL ALLOCATION COMMENTARY
As mentioned, we expect a near-term bounce in crude
prices as aggregate demand increases in the wake of capex
reductions. The dislocation of “e…
$2.69 in Southern WI today.Energy price overview:
Gasoline prices rose to an average $2.77 per gallon at the pump (-24.5% y/y) last week
WTI crude oil costs eased last week to an average $59.23 per barrel (-42.9% y/y),
Natural gas prices improved…
