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The Biggest Stock Bubble In U.S. History
Via Investment Research Dynamics,Please note, many will argue that the p/e ratio on the S&P 500 was higher in 1999 than it is now. However, there’s a number of problems with the comparison.First,...
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Just These Five Companies Account For 28% Of The S&P's 2017 Returns
On the last day of the busiest earnings week in a decade, here is a striking statistic from Goldman Sachs, showing just how dominant a handful of large cap companies have become in terms of both...
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Household Spending Growth Expectations Crash To Cycle Lows
Despite record high stock prices, soaring consumer sentiment measures, and the constant Fed-spun narrative that incomes will rise amid 'full-employment', the latest survey of Americans by The New York...
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Hedge Funds Pile Into Just Six Tech Stocks
Last week we showed a fascinating statistic demonstrating just how poor market breadth has been in the latest push higher by the S&P: according to Goldman, as of May 10, just 10 companies have been...
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Convergex: "Where Do We Go From Today's Selloff: There Are 2 Positive...
From Nick Colas of ConvergexLoose Lips Sink, Well EverythingSummary: As painful as today’s selloff may have seemed, it had none of the characteristics of a genuinely panicky pullback. A VIX at 15.6...
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The First Crack Appears In The Second Tech Bubble
By now everyone knows it: what is going on with a handful of tech stocks is remarkably similar to the irrationally exuberant events from the first tech bubble at the turn of the century.Four weeks ago,...
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Viking Returns $8 Billion To Investors As CIO Departs
Along with Eric Mindich's Eton Park Capital Management, Viking Global Advisors was once a stalwart name in the hedge fund industry, consistently generating double digit returns no matter the economy or...
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Weekend Reading: Charged With Obstruction
Authored by Lance Roberts via RealInvestmentAdvice.com,No! I am not talking about President Trump but rather the crash in both Technology stocks, and Oil prices, which are obstructing the continuation...
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Risk... Is How Much You Lose When You're Wrong
Authored by Lance Roberts via RealInvestmentAdvice.com,For the last couple of months, we have discussed the risk of the narrowing of leadership as money piled into an ever reducing number of primarily...
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Inflation Trade: AMZN + WFM
Here is the latest post from The Institutional Risk Analyst -- Chris“Markets go up on an escalator, they come down on an elevator. This is the most hideously overvalued market in history.” David...
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Goldman Wins Patent For Its Own Cryptocoin Technology
Goldman Sachs has clinched an important victory in its race to transition from a stodgy investment bank into a fintech powerhouse: it was awarded a patent for its proposed "SETLcoin" cryptocurrency...
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Bears Throw In The Towel: FANG Shorts Hit All Time Low
At the end of May, when Bank of America looked at some of the most widely held stocks by active managers, it found that FANG stocks (FB, AMZN, NFLX, GOOG/GOOGL) have returned nearly 30% YTD vs. 8% for...
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Hedge Funds' Love Affair With FAANG Fizzles: Full 13-F Breakdown
One quarter after virtually every hedge fund loaded up on one or more of the six most influential tech stocks in the U.S stock market, Facebook, Apple, Amazon, Netflix and Google - a handful of stocks...
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NFLX Won't Chill – Where to Next?
NFLX soared Wednesday – in what appears to be the start of another leg higher – propelled by the heaviest daily volume it has registered in 3 weeks. While this impulsive price action (building upon an...
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David Stockman Derides The Delirious Dozen Of 2017
Authored by David Stockman via Contra Corner blog,We have previously noted the massive market cap inflation and then stupendous collapse of the Delirious Dozen of 2000.The latter included Microsoft,...
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Wonder Who Was Buying Yesterday's Market Breakout? Here's The Answer
Wonder who was buying the euphoria blow-off top stock market breakout yesterday? One clear answer, according to Nicholas Colas of DataTrek Research, is answer is “Mom and Pop”. Nick looked at the...
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Alphabet's Eric Schmidt Steps Down From Executive Chairman Role
After 17 years in senior leadership at the "Do No Evil" shop, Eric Schmidt is stepping down from his executive chairman role at the internet behemoth...After ten years as CEO and seven as Executive...
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