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systematicrelativestrength.com

401k Spotlight: Q&A with Pat Church • Systematic Relative Strength • Dorsey Wright Money Management Systematic Relative Strength

http://systematicrelativestrength.com/2014/04/08/401k-spotlight-qa-pat-church

The Official Blog of Dorsey Wright Money Management. 401k Spotlight: Q&A with Pat Church. Patrick Church, of Church Capital, was kind enough to share his insights into serving the 401k market with the following Q&A. Q (AH): Please give an overview of your background in the industry. Q (AH): How well do you think 401ks are doing in preparing people for retirement? Q (AH): Describe the reasons that you chose to focus on serving the 401k market. To learn more about Church Capital, please click here. Nothing...

iheartwallstreet.com

I ❤ Wall Street. | Page 2

http://iheartwallstreet.com/page/2

Terms & Conditions. I’ve been doing some research and thought I’d share this. Disclaimers… Not investment advice, not necessarily free of errors. Using Morningstar and latest 13F (as of 12/31/14). Benchmarked against S&P 500 (total return). This entry was posted in home. March 4, 2015. Think small. Think Big. In 2004 Elon Musk simply said, “I wish.”. Continue reading →. This entry was posted in home. January 31, 2015. Robo-Advisors: The Logical Next Step. Continue reading →. This entry was posted in home.

iheartwallstreet.com

Part 2: The Bionic Advisor Toolkit | I ❤ Wall Street.

http://iheartwallstreet.com/2015/03/27/bionic-robo-advisor-tools-to-compete

Terms & Conditions. Part 2: The Bionic Advisor Toolkit. Disclosure: I’m not receiving any remuneration to be talking about any of these firms; I share because I care. Your results may vary.). So the last time I wrote on this subject I mentioned the issues you need to understand when considering Robo-advisors without the human touch. And how to compete. Then I was rudely interrupted by a pseudo-cat-fight between, Weathfront CEO, Adam Nash and Schwab. In which I took time to point out the. You’re goi...

iheartwallstreet.com

Ex-Cog | I ❤ Wall Street.

http://iheartwallstreet.com/author/gdpwealth

Terms & Conditions. Let’s talk about Risk, Roboadvisors. If you’re a reader of the blog, you might think I am biased to think roboadvisors are generally a bad idea because I’m an adviser when I’m not slapping my hands on the keyboard. And maybe you’re right, but it’s really a bit more nuanced than that. Continue reading →. This entry was posted in home. August 24, 2015. The Clock: “Where do you think we are right now? 8220;Nobody rings a bell at the top, or bottom”. Continue reading →. May 11, 2015.

macronomy.blogspot.com

Macronomics: June 2015

http://macronomy.blogspot.com/2015_06_01_archive.html

Wednesday, 17 June 2015. Credit - The Third Punic War. The worst pain a man can suffer: to have insight into much and power over nothing." - Herodotus, Greek historian. While coming close to "Grexithaustion" thanks to the never ending Greek tragedy, which seems to be a manifestation of Henri Poincaré's "recurrence theorem" we discussed in our last conversation " Eternal Return. In similar fashion, while Rome was letting Numibia continue abusing its Carthaginians neighbors, it was busy imposing more and m...

macronomy.blogspot.com

Macronomics: Credit - Mack the Knife

http://macronomy.blogspot.com/2015/07/credit-mack-knife.html

Thursday, 30 July 2015. Credit - Mack the Knife. Oh the shark has pretty teeth dear,. And he shows them pearly white. Just a jack-knife has Macheath dear. And he keeps it out of sight." - The Threepenny Opera 1954. Which we mused about in our October 2013 conversation:. Of course what is happening in the commodity space as well as in the Emerging Markets space is of no surprise to us given we mused on Emerging Markets risks in our conversation " The Tourist trap. Back in September 2013:. In fact we could...

macronomy.blogspot.com

Macronomics: Credit - Zemblanity

http://macronomy.blogspot.com/2012/09/credit-zemblanity.html

Saturday, 22 September 2012. Insanity: doing the same thing over and over again and expecting different results.". Which have been flooding the markets recently with even more liquidity. Definition of Zemblanity - "The inexorable discovery of what we don't want to know". While serendipity means a "happy accident" or "pleasant surprise"; specifically, the accident of finding something good or useful while not specifically searching for it, zemblanity is the opposite. Robert K. Merton. Back to the Future?

macronomy.blogspot.com

Macronomics: The link between consumer spending, housing, credit and shipping.

http://macronomy.blogspot.com/2012/08/the-link-between-consumer-spending.html

Wednesday, 15 August 2012. The link between consumer spending, housing, credit and shipping. Confidence is contagious. So is lack of confidence." - Vince Lombardi. Back in March in our conversation " Shipping is leading deflationary indicator. Where we indicated that the deterioration of credit would accelerate the demise of some shipping companies due to many banking institutions paring back drastically funding or pulling-off completely from structured finance operations such as shipping :. Container vo...

macronomy.blogspot.com

Macronomics: May 2015

http://macronomy.blogspot.com/2015_05_01_archive.html

Thursday, 28 May 2015. Chart of the Day - S&P500 - Leverage and performance. When you combine ignorance and leverage, you get some pretty interesting results." - Warren Buffett. This Exane BNP Paribas chart displaying the S&P 500 with the performance relative to the leverage summarizes clearly the current "releveraging" trend in the United States we think:. Source Exane BNP Paribas. This might be a statement of the obvious but, this "releveraging" to finance buybacks/acquisitions is a "bullish" developme...