Fall Back
By Lance Roberts, Real Investment Advice Doug Kass made an interesting observation about the market yesterday: “The month of September…
By Lance Roberts, Real Investment Advice Doug Kass made an…
Fundamentally Speaking: Q2-Earnings Review & Market Outlook
By Lance Roberts, Real Investment Advice With the markets closed yesterday, there is little to update you on with respect…
By Lance Roberts, Real Investment Advice With the markets closed…
Trump Signs Order Loosening Requirements for Retirement Withdrawals – Affects Asset Managers
On Friday 31st President Trump presented an executive order on Retirement accounts.  The directive says the government should look into…
On Friday 31st President Trump presented an executive order on…
Caramba in Spanish Banks – Biggest Exposure to Most Toxic Emerging Markets
Of all the large financial institutions in the world, Spanish banks have the largest exposure to main trouble-spots in emerging…
Of all the large financial institutions in the world, Spanish…
Emerging Markets, ETFs and South Korea
Nobody has missed the explosion of ETFs and how popular they have become over the past decade. Expressing views on…
Nobody has missed the explosion of ETFs and how popular…
Russian Internet Update – Yandex Gaining Market-Share
Yesterday we wrote about the Russian Internet companies possibly setting up long trades and concluded: Mail.Ru (MAIL LI) and Yandex (YNDX…
Yesterday we wrote about the Russian Internet companies possibly setting up…
Russian Internet Companies – Next Dominant Players?
Alibaba (BABA US), the Chinese internet giant is close to finalizing a joint venture with one of the two big…
Alibaba (BABA US), the Chinese internet giant is close to…
Consumer Confidence Bonanza as a Warning Signal
The most recent Conference Board index number that came out for August is the highest since October 2000. The number…
The most recent Conference Board index number that came out…
M&A in the Coating Sector to Pick-up
Is M&A in the Coating Business Space about to pick-up? This is something that current Chief Executive Officer of Axalta…
Is M&A in the Coating Business Space about to pick-up?…
Continental AG Profit Warning – Are Semi Companies With Big Auto Exposure Next?
Continental AG (CON DE), the German auto supply companies came out with a profit warning on the 22nd of August.…
Continental AG (CON DE), the German auto supply companies came…
Weekend Reading Sep 1st: Potential Trade Wars Continues
Another week, another set of potential trade war issues. Trump threatening Canada with no trade deal at all, and talk…
Another week, another set of potential trade war issues. Trump…
FAANG Perspective Update – Highest Short Interest, September, Elections
We previously wrote that is makes sense to look at FAANG stocks beyond the daily fluctuations of the stock and…
We previously wrote that is makes sense to look at…