This is an excerpt from the Federal Revenues Pro Trader Report. Withholding tax collections started to recede in late August and early September after a blockbuster month. The normal 3-4 month cycle in these collections appears to be still in
September 4, 2015
Ahhhh, Labor Day. That bittersweet holiday where you gather with friends, fire up the Weber, crack open a few cold ones and ease off into the weekend. It’s a great time to celebrate the last great weekend of the summer.
As the U.S. stock market got stuck in a web of uncertainty with China being the major culprit, the often overlooked equal weight ETFs grabbed attention over the past month and easily crushed their market counterparts. But will this trend
The Fed got what they wanted today besides the much weaker than expected jobs report. The Unemployment Rate dropped to 5.1%, largely on the number of people who have been unemployed for so long that they are no longer counted
Written by AlphaBetaWorks Insights Our June 2015 piece listed SunEdison (SUNE) and Micron (MU) among the top ten stocks driving hedge fund risk and alpha. In the semiconductor sector, they were virtually the sole drivers. In addition, since mid-2014 semiconductor sector alpha for Hedge Funds has
Jim Rickards defended holding 10% of your portfolio in gold on Fox Business this week. Dagen McDowell aggressively challenged his argument that gold is the equivalent of an insurance policy for your wealth, but Rickards pointed to thousands of years of history supporting
The most important piece of news announced today was also, as usually happens, the most underreported: it had nothing to do with US jobs, with the Fed’s hiking intentions, with China, or even the ongoing “1998-style” carnage in emerging markets.
At the end of August monthly momentum for the S&P 500 Index (SPX) joined MACD in warning that the long term trend has changed from bullish to bearish. This is just one more domino to fall in the ongoing battle
An Industry in Severe Trouble We always keep a close eye on industries that are in trouble (as our countless articles on the gold industry probably demonstrate), because this is where bargains usually emerge. We have a simple rule of
This Great Graphic is a weekly bar chart of the German DAX. It was created on Bloomberg, and tracks a three-point trend line going back to 2011. The recent sell-off marks the third point. Click on picture to enlarge Like
