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Showing posts from May, 2018

At first glance

At first glance, it certainly looks like a case of good economics suddenly turning into bad economics, so let's dig a little deeper.The box standard explanation and a more exact one Every single attempt to explain the recent change in investor sentiment that I have come across argues along the same lines. Yes, economic fundamentals are rather good at present and, yes, those fundamentals are driving interest rates modestly higher, but there is a limit as to how much of a rise in interest rates equity investors are prepared to tolerate.Allow me to ask a very simple question then: Was it really the recent rise in interest rates that started the sell off? If it was, why didn't the first 40 basis points matter? Why only the last 15 basis points (Exhibit 2)?Exhibit 2: US bond yields vs. US equitiesThe more I read about it and the more I speak to other investors, the clearer the picture becomes. iPhone Cases But three areas where a DSLR camera is unbeatable are the speed, particular...

Poirot receives a visit

Poirot receives a visit from Prince Paul of Maurania, who wants to marry the dancer. Reedburn was in love with Valerie although his feelings were not reciprocated. Prince Paul and Valerie saw a clairvoyant the previous week who turned over the king of clubs in her pack of cards and said a man threatened danger to her. iphone 7 plus case Sign in / Join NowSummaryDividend investing and quantitative analysis are often viewed as different worlds.However, my simplest quantitative model portfolio is in dividend stocks.No black box: all the details about it are here.Quantitative investing aims at making systematic investment decisions based on hard data. Quantitative models make the investment process:independent of opinions and emotions,reproducible by anyone at any time, andThe first step to design a stock strategy is to define a stock universe. A good way to avoid liquidity issues is to stay in large and mid cap companies. iphone 7 plus case iphone 7 plus case Mm. I thought it was for ...

Join NowPower is okay

Sign in / Join NowPower is okay, and stupidity is usually harmless. Power and stupidity together are dangerous". Patrick Rothfuss, The Name of the WindToday we take a look at an oncology concern whose stock was in a free fall, but whose shares are on the move again. cheap iphone Cases The agreement provides for the acquisition of MEGA Brands for C$17.75 per common share and includes the acquisition of all of the outstanding common shares and warrants of MEGA Brands. This represents a premium of 32% to the 30 day volume weighted average price of MEGA Brands common shares on the TSX as of February 26, 2014. Mattel plans to fund the acquisition through a combination of new debt and cash on hand.. cheap iphone Cases cheap iphone Cases 2 and charged with possession of drug paraphernalia and shoplifting. Penny department store at Willowbrook Mall after the man was observed leaving the store without paying for $155 worth of sneakers and clothing he had taken without purchasing. And c...