| Unlikely Bid for Tower Group Posted: 13 May 2014 09:34 PM PDT Tuesday, a subsidiary of Eurohold Group, Euroins Insurance Group, announced a $3.75 bid for Tower Group. I think it is bogus. Here’s why: At the price they are paying, they are offering more than their net worth to buy Tower Group $215MM vs $190MM. They would pay a 2x+ premium over book to buy Tower […] |
 |
| Rising Resource Costs Escalate Odds of Global Unrest Posted: 13 May 2014 07:34 PM PDT As we observe the growing unrest in Ukraine, there is the usual rush to ascribe a cause. Was it meddling by the West? Russia? Was it corruption by prior leaders? Simmering resentments that stretch back centuries that finally erupted? The answers apply to Ukraine as well as to many other countries. Which is why having an accurate framework, a clear 'lens' for seeing what is actually transpiring, will prove far more useful to you than 99\% of what you will hear on the ni Join the conversation » |
 |
| What To Avoid When Relocating Posted: 13 May 2014 07:34 PM PDT Executive Summary The math explaining why Ukraine was a predictable flashpoint Why the IMF's "help" is about to make the Ukranian situation a lot worse Implications for those considering relocating inside or outside of the US Chris' "must have" ingredients that make a potential relocation destination worth considering If you have not yet read Rising Resource Costs Escalate Odds of Global Unrest, available free to all readers, please click here to read it first. Ukraine Now back to Dave’ |
 |
| How the Government and the Fed are Looting Your Accumulated Wealth Posted: 13 May 2014 07:24 PM PDT Greetings, We have just obtained an engaging -- and perhaps even an enraging -- new report that chronicles 200 years of ineptitude, 100 years of theft and failure, and 50 years of economic regression by the Fed and the U.S. government -- committed against YOU. The government and the quasi-governmental bank, the U.S. Federal Reserve, do not want you to read this report we are about to share with you, because it uncovers the devastating impact they have had on the nation's money |
 |
| Puerto Rico’s Stunning New Tax Advantages Posted: 13 May 2014 06:47 PM PDT By Nick Giambruno, Senior Editor, International Man Chances are that you have heard something about the stunning new laws in Puerto Rico that give unbelievable tax benefits for mainland Americans who move to the island. Benefits that are so incredible that many at first thought they were simply too good to be true… but they most certainly are not. With strategies that purport to legally allow US citizens to avoid having to pay taxes, the first thing that usually comes to mind is some sort |
 |
| The True Parasites Of Finance Posted: 13 May 2014 06:44 PM PDT This morning I saw an article by Barry Ritholtz on Bloomberg that got my few remaining active neurons going (or I think it was them). The title alone, The Parasites of Finance, did that, actually. I sort of knew, since I’ve known Barry’s work at the Big Picture site for quite some time, what he would talk about, and I knew I wouldn’t – fully – agree. Or rather, it’s like this: I have nothing against Barry, and he does make some valid point |
 |
| GILD’s Resurgence Could Result in Additional 30\% Profits Posted: 13 May 2014 06:06 PM PDT Gilead Sciences (GILD) is poised to take out resistance at the old highs. The post GILD’s Resurgence Could Result in Additional 30\% Profits appeared first on InvestorPlace. |
 |
| Survey Explains Why Investors Remain “Side Lined” Posted: 13 May 2014 04:53 PM PDT While many dismiss the impact of the "baby boomer" generation moving into retirement, the reality is likely to be far different. If the current survey is representative of that particular group, the drag on the financial markets and economy over the next decade could be quite substantial. |
 |
| The New Logic of M&A Posted: 13 May 2014 04:43 PM PDT There seems to be a new calculus at work in the recent rash of takeovers, as investors set aside their usual wariness of deals and dealmakers for the promise of growth these combinations may bring. We think it's a good reason to stick with stocks. |
 |
| Like So 2000: Wall Street Pumps Crashed Internet Stocks Posted: 13 May 2014 04:09 PM PDT  | The hype mongers on Wall Street are back at work even while their stocks are swooning. |
 |
| Porsche Sued Over Design Flaws in Paul Walker Crash Posted: 13 May 2014 03:54 PM PDT  | Porsche is being sued by the widow of Roger Rodas for alleged mechanical problems in the same car crash that killed Paul Walker. The post Porsche Sued Over Design Flaws in Paul Walker Crash appeared first on InvestorPlace. |
 |
| Forex Trading Alert: EUR/USD - A Gift for Currency Bears Posted: 13 May 2014 03:50 PM PDT Earlier today, the ZEW Institute showed that its index of German economic sentiment fell to a 16-month low this month. Additionally, the ZEW Institute reported that its economic sentiment index for the entire euro zone also moved ... |
 |
| S&P500 Heat Map – May 13 Posted: 13 May 2014 03:31 PM PDT Click here to enlarge map |
 |
| NASA: Antarctica is Melting Posted: 13 May 2014 03:25 PM PDT Glaciers are supposed to move at a glacial pace, but the ones down south are breaking the rules. The result could raise sea level three feet by the year 2100. Can we trust NASA? |
 |
| Investors Digest Contradictory News Posted: 13 May 2014 03:21 PM PDT Most economic news Tuesday was negative but bulls so far are taking it in stride especially given new market highs. Early news from China indicated more negative announcements including a drop in Factory Orders and an 18\% drop in house prices in just one month. The spin from analysts' remains the government will be supportive of markets. But that's been the same storyline for over a month and all the government says is the economy is in a "new normal" environment. That's vague. In th |
 |
| What Is Dow Theory Telling Us Now? Posted: 13 May 2014 03:20 PM PDT Stock prices have a high correlation to economic activity and earnings. History tells us bear markets are often kicked-off by recessions. The head of one of the nation's closely watched manufacturing indexes says a recession ... |
 |
| Michael Sam NFL Jersey Is Selling Like Hotcakes Posted: 13 May 2014 03:00 PM PDT  | This St. Louis Rams player may have been a seventh round draft pick but the Michael Sam NFL jersey has been the second best-selling jersey of the draft. The post Michael Sam NFL Jersey Is Selling Like Hotcakes appeared first on InvestorPlace. |
 |
| U.S. Sector ETF Performance – May 13 Posted: 13 May 2014 02:47 PM PDT  | (click here if charts are not observable) |
 |
| GDP Forecasting: A Revision in Progress Posted: 13 May 2014 02:46 PM PDT May 14th, 2014 Ralph Dillon They often say even a broken clock is right twice a day. In this case, that is exactly two more times being correct than an economist or investment firm trying to accurately predict GDP for the prior 21 quarters! Imagine always being wrong.I am by no means advocating that it is an easy task trying to predict what the economy will do in the next quarter or over a fiscal year, but when the forecasts compared to reality are so wrong time and time again, why do we place s |
 |
| Daily Risk Monitor – May 13 Posted: 13 May 2014 02:43 PM PDT  | Click on table to enlarge and for better resolution (click here if table is not observable) |
 |
| Daily Market Commentary: Breakout Holding Posted: 13 May 2014 02:33 PM PDT A modest day for the indices was best represented by the maintenance of the various breakouts. The S&P didn't add much to yesterday's finish, but it held above key breakout support.The Dow did likewise and managed to do so on higher volume accumulation.The Nasdaq finished with a rebuff off resistance, holding to the coiling trading range. The trading range will resolve itself soon, and the semiconductor index may be the one to guide as to which side it will break.The semiconductor index is h |
 |
| VoxFailure and Supply Side Banking Confusion…. Posted: 13 May 2014 02:33 PM PDT Is this a VoxSplainer or VoxFailure? |
 |
| Euro Cracking as ECB Joins “Race to Debase”! What to Do … Posted: 13 May 2014 02:30 PM PDT MARKET ROUNDUP We couldn’t get much going in the way of follow through in stocks today, despite yesterday’s breakout. The Russell 2000 that everyone has been focused on gave back more than |
 |
| ‘Best Way’ To Create Systemic Poverty Posted: 13 May 2014 02:24 PM PDT The primary argument in favor of "aggregate demand" policies, or at least attempts at demand-side "stimulus", amounts to putting more money into the economy as spending. You hear it all the time, as in give money to people that do not have it now and they will spend it, thus creating a "pump priming" that [...] |
 |
| Temporarily Cleanse Your Twitter Feed Of The Phrase ‘Drag Your Ass Down The BQE’ Posted: 13 May 2014 02:00 PM PDT  | Are Charlie Gasparino's tweets at the general public getting in the way of your tracking who Carl Icahn is dining with this week, but don't want him to know you’re silencing them? The programmers are here to help. Today we're beginning to introduce a new account feature called mute to people who use our iPhone… Continue reading »Follow Dealbreaker on Twitter or become a fan on Facebook.Tags: mute buttons, Twitter |
 |
| Tim Geithner and the Wall Street Bailout Redux Posted: 13 May 2014 01:58 PM PDT  | Timothy Geithner's new book about the financial crisis, "Stress Test," is basically an argument that... |
 |
| F21 Red: Forever 21 Opens an Even Lower-Priced Store Posted: 13 May 2014 01:42 PM PDT  | Forever 21 is adding a new concept store to the fold called F21 Red which is meant to be more affordable and faster to shop in than most apparel stores. The post F21 Red: Forever 21 Opens an Even Lower-Priced Store appeared first on InvestorPlace. |
 |
| 3 Stocks Short Sellers Are Targeting Posted: 13 May 2014 01:32 PM PDT It's a tale of two markets. # ad\_banner #Value stocks, which are well represented in the Dow Jones Industrial Average and S&P 500 Index remain near all time highs, while growth stocks, more clearly represented by |
 |
| Dow, S&P 500 Tag New All-Time Highs in Choppy Trading Posted: 13 May 2014 01:20 PM PDT "Investors are waiting to digest several key economic reports this week, and retail sales failed to impress this morning," observed Schaeffer's Senior Equity Analyst Joe Bell, CMT. "The ov... (Read More) |
 |
| 5 Things to Know About Motorola’s New Moto E Smartphone Posted: 13 May 2014 01:03 PM PDT  | Motorola has revealed the Moto E smartphone. The company's new device is very affordable and it has a variety of impressive features for its price. The post 5 Things to Know About Motorola’s New Moto E Smartphone appeared first on InvestorPlace. |
 |
| Reese On Investing In Retailers In A World With Less QE Posted: 13 May 2014 12:53 PM PDT In his latest column for Seeking Alpha, Validea CEO John Reese says that the end of the Federal Reserve’s quantitative easing effort means investors should be careful about which retailers they invest in. “With the Fed tapering its QE program, … Continue reading → |
 |
| Morgan Stanley CEO Still Getting Used To The Idea Of An Annual Meeting That Doesn’t Involve Shareholders Handing Him His Ass On A Platter Posted: 13 May 2014 12:52 PM PDT  | Not being told what a shitty job management is doing somehow feels off. Morgan Stanley's annual investor meeting lasted 20 minutes, and no one asked any questions. The gathering was notable only for its lack of excitement, and for the absence of one particular shareholder who always made the event more lively. James P. Gorman,… Continue reading »Follow Dealbreaker on Twitter or become a fan on Facebook.Tags: at least insult our ties or something...for old time's sake, James Gorman, |
 |
| This Oil Stock Yields 10.5\%... But I Doubt You've Ever Heard Of It Posted: 13 May 2014 12:33 PM PDT They're some of the most reliable dividend paying stocks on earth. Each controls a large stake in one of the most universal and depended on forms of energy in the world, practically guaranteeing it will receive |
 |
| This 'Boring' Stock Is Up Big Time -- And Could Go 150\% Higher Posted: 13 May 2014 12:32 PM PDT When it comes to investing, I'm a huge fan of "boring." That is, I appreciate companies with crucial but more obscure products that are so much a part of our daily lives that most people wouldn't even |
 |
| Hedge Funds Aren’t Going To Say They’re Thrilled Lehman Bit The Big One But… Posted: 13 May 2014 12:27 PM PDT  | A small group of firms that waded into the morass in the aftermath of the financial crisis, including Paulson & Co., King Street Capital Management LP, Varde Partners Inc., Halcyon Asset Management LLC and Solus Alternative Asset Management LP have made billions of dollars trading in the debt. As claims are being paid out, often… Continue reading »Follow Dealbreaker on Twitter or become a fan on Facebook.Tags: c'est la vie, Halcyon Asset Management, Hedge Funds, King Street Capit |
 |
| Failure Test Followthrough in the EUR Posted: 13 May 2014 12:14 PM PDT  | he chart above is a daily chart of the EURUSD. I’ […] |
 |
| The Mets Could Really Use A Ponzi Scheme Right About Now Posted: 13 May 2014 12:13 PM PDT  | Running the Mets' finances was so much more fun when Bernie Madoff was around to help pay the bills. Saul B. Katz, who owns a majority share of the Mets in a partnership with his brother-in-law and business partner, Fred Wilpon, has expressed a desire to sell his portion of the team because he has… Continue reading »Follow Dealbreaker on Twitter or become a fan on Facebook.Tags: missing Bernie, New York Mets, Saul Katz |
 |
| Bill Gross Not Yet Ready To Let A Certain Someone Go Posted: 13 May 2014 12:11 PM PDT  | Last month, Pimco deputy chief investment officer Scott Mather announced that the “new normal,” a phrase created by Pimco founder Bill Gross and former CEO Mohamed El-Erian, was no longer. “Our view is that what you'll see in next the few years is we're going to head back to a new destination,” Maher said in… Continue reading »Follow Dealbreaker on Twitter or become a fan on Facebook.Tags: Bill Gross, love stories, memories, Mohamed El-Erian, new normal, PI |
 |
| Prechter Slams the Fed, Pulls Back Curtain on 200 Years of Government Ineptitude Posted: 13 May 2014 12:02 PM PDT Recently, Barron's included an article from Robert Prechter, founder of Elliott Wave International (EWI), the world's largest financial forecasting firm. It was adapted from a recent issue of Prechter's Elliott Wave Theorist, the investment letter the famed market forecaster has published every month since 1979. Part monetary history lesson, part big-picture market forecast, |
 |
| Hottest Technology Stocks Now – CYOU HPQ NCR MSFT Posted: 13 May 2014 11:45 AM PDT  | Technology stocks finished flat on Tuesday on Wall Street. NASDAQ:CYOU, NYSE:HPQ, NYSE:NCR, NASDAQ:MSFT, NYSE:UIS, NYSE:TDC, NASDAQ:TYPE, NYSE:ATE, NYSE:DHR, NYSE:A, NASDAQ:OLED, NASDAQ:EPAY, NASDAQ:CSGP, NASDAQ:HOLI, NYSE:FICO, NASDAQ:NTCT, NASDAQ:NXPI, NASDAQ:HIMX, NASDAQ:OSIS, NASDAQ:MRVL The post Hottest Technology Stocks Now – CYOU HPQ NCR MSFT appeared first on InvestorPlace. |
 |
| The Toilet Malls of Nairobi Posted: 13 May 2014 11:40 AM PDT  | At Iko-Toilet centers, customers can do their business, have a drink, and maybe even get a haircut, all in one place. |
 |
| Fisher: Market Mood Shifting As Bull Marches On Posted: 13 May 2014 11:40 AM PDT Forbes’ Kenneth Fisher says the market mood is changing from skepticism to optimism, which bodes well for stocks. “Based on the numerous Q&A sessions I participated in, while cautious, investors have a lot less skepticism than they did at the … Continue reading → |
 |
| How To Invest Like 'The Next Icahn' Posted: 13 May 2014 11:34 AM PDT Carl Icahn is a notoriously headstrong man. He never hesitates to shame, cajole and coerce CEOs until they start following his advice. Icahn's cage rattling approach has surely led to some impressive investment returns . # |
 |
| Get 40\% Upside From The Best Coffee Stock You've Never Heard Of Posted: 13 May 2014 11:33 AM PDT I never thought I'd get an investment idea from the movie "Wayne's World." I didn't at first. It took me about 20 years to realize it. # ad\_banner #A while ago, I was kibitzing with a |
 |
| Bitcoin Trading Alert: Time to Back Out? Posted: 13 May 2014 11:17 AM PDT In short: we still support having short speculative in the Bitcoin market, stop-loss at $470. MasterCard is lobbying on Bitcoin, The Hill reported. The credit card company is thought to be one of the businesses that might ... |
 |
| Whatever Happened to Roller Skating? Posted: 13 May 2014 11:16 AM PDT  | Heading to the rink for a night of fun may seem kind of retro, but it isn't a thing of the past. |
 |
| Nygren: Corrections Are Normal — Don’t Panic Posted: 13 May 2014 11:15 AM PDT There’s been a lot of concern about the market’s valuation after last year’s runup and this year’s volatility, but top fund manager Bill Nygren isn’t buying it. “I think the market, selling at a mid-teens multiple of expected earnings, is … Continue reading → |
 |
| Goldman Sachs Gets A Presidential Pat On The Head Posted: 13 May 2014 10:47 AM PDT  | President Obama took a little trip to a Bay Area Wal-Mart on Friday to tell Goldman Sachs that it's doing God's work. But it already knew that. Goldman Sachs Group Inc.'s work financing and investing in clean-technology companies drew a mention Friday from President Barack Obama. "We've got public banks like Connecticut's Green Bank and… Continue reading »Follow Dealbreaker on Twitter or become a fan on Facebook.Tags: Barack Obama, clean tech, drops in the bucket, Goldman |
 |
| Mercenary Links May 13th: Demographic Bid Posted: 13 May 2014 10:39 AM PDT Mercenary Links May 13th: Gundlach sees demographic bid for UST's... small biz optimism hits 6.5 year high... retail sales whiff... the insanely complex Formula 1 Steering Wheel, Christopher Columbus flagship found, and more. |
 |
| The Dollar 15-Year Cycle Decline Should Favor Gold Posted: 13 May 2014 10:38 AM PDT he Dollar is following an accurate 15-Year Cycle which is made of five 3-Year Cycles. On the following chart you can see that we are currently in the 15-Year Cycle that began in 2008. The current 3-Year Cycle that began in 2011 ... |
 |
No comments:
Post a Comment