“Much of the investment news the media feeds to investors is only relevant to short-term investing strategies.”
Posts Tagged ‘ Investment News ’
The Good Leads
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Markets
JOBS DAY! STREET LOOKING FOR 160K! (I’m taking the under) (MarketWatch)
Actionable
Facebook prices at 27-35, some are looking at this negatively. (TechCrunch)
The new Macao concession should be huge for shares of WYNN. (Emerging Money)
This could be your best entry for LinkedIn (LNKD) if you want it. (Dragonfly Capital)
Cash allocations are at 20% highs in the portfolios of individual investors. (Pragmatic Capitalism)
Industry
The Betterment vs Advisers Battle Heats Up. (RIABiz)
UBS Wealth Management is doing very well and McCann is being handsomely for that. (Investment News)
Have you checked out the new Social Security virtual benefits tool online yet? (Investment News)
The Occupy movement gets a little smarter this year with a bit of help from big bank employees. (Due Diligence)
Here’s the mass grave I just dug to bury the sell-side analysts covering Green Mountain Coffee Roasters (GMCR). (TRB)
LOL
The Goldman Sachs Charm Offensive is hilarious. (DealBook)
Josh Brown is a contributor to the Financial Adviser blog. He is a vice president at Fusion Analytics, an investment advisory firm, and the author of the The Reformed Broker blog. His commentary here is for informational purposes and should not be construed as research or advice. Mr. Brown buys and sells investment instruments for his own and his clients’ accounts, and will disclose if he holds a position in a company or industry he writes about.
The Good Leads
Links for the informed adviser…
Markets
Today will center on 8:30 am’s Initial Claims report, your preview here: (Calculated Risk)
Actionable
Chesapeake: Help! My CEO’s running a secret hedge fund! (TRB)
Garmin and True Religion blow through earnings, is there an opportunity to get long here? (Wall Street Bean)
Brightscope defends the financial advisory industry against the uninformed attacks of Betterment. (Forbes)
Industry
Obama working overtime to romance Wall Street supporters. I wonder if this is about the money… (New York Times)
UBS manages to put up a better-then-expected quarter! Alert the media! Oh wait, this is the media. (Investment News)
Asset management firms not raising a lot of assets with social media. They’re doing it Rong. (Financial Planning)
Joel Blumenschein resigns from the board of Finra in the wake of supervisory issues at his own firm. (Investment News)
“The firms are going out but the reps are finding new homes” (Financial Planning)
LOL
Matt Levine: Investment bankers have become experts at lighting money on fire. (Dealbreaker)
Josh Brown is a contributor to the Financial Adviser blog. He is a vice president at Fusion Analytics, an investment advisory firm, and the author of the The Reformed Broker blog. His commentary here is for informational purposes and should not be construed as research or advice. Mr. Brown buys and sells investment instruments for his own and his clients’ accounts, and will disclose if he holds a position in a company or industry he writes about.
The Good Leads
Links for the informed adviser…
Markets
Eurozone PMIs hit, they’re atrocious. Germany’s at a 33-month low. (FT Alphaville)
Factory Orders, the ADP Jobs Survey and more on tap for today: (MarketBeat)
Actionable
A breakout for the REIT ETFs – VNQ, RWR, IYR. (TRB)
Semis may be buyable here, the sector (SMH) and Skyworks (SWKS) at support. (iBankCoin)
Facebook will go public May 18th, hurry up and lock that home equity loan down. (WSJ)
Industry
UBS nailed for sales practices on 23 closed-end funds. (Financial Planning)
Savant Capital and the Monitor Group merge, forming a $2.7 billion RIA. (Financial Advisor)
Pimco taking a second fund, Real Return, and ETFing it. Trend? (Investment News)
An advisor hits his own goal of sending the kids to college debt-free. (Above the Market)
Tax strategies for advisors ahead of the major changes coming our way. (Investment News)
LOL
David Einhorn sneezes on the Herbalife conference call and shatters the stock. (Dealbreaker)
Josh Brown is a contributor to the Financial Adviser blog. He is a vice president at Fusion Analytics, an investment advisory firm, and the author of the The Reformed Broker blog. His commentary here is for informational purposes and should not be construed as research or advice. Mr. Brown buys and sells investment instruments for his own and his clients’ accounts, and will disclose if he holds a position in a company or industry he writes about.
The Good Leads
Links for the informed adviser…
Markets
Despite all the screaming, the only asset class down for the year is Treasurys. (EconomPic Data)
Actionable
Charles Rotblut: Selling in May is not so simple with a real portfolio. (Pragmatic Capitalism)
Passport Capital’s top ten stock holdings include VVUS, CYT and GOOG. (Market Folly)
Cemex (CX) might be too cheap, deserves another look. (Emerging Money)
Lehman Bankruptcy Archives Released!
On the Dick Fuld emails that are borderline to good to be true. (Dealbreaker)
On the greatest analyst call of all time, a buy rec for Lehman from June 2008. (TRB)
On Patrick Pinschmid, MS analyst turned Treasury adviser. (The Big Picture)
Industry
LPL hires 115 new advisors in Q1, over 400 in the past 12 months. (Investment News)
Michael Kitces: If you’re going to put clients through a 2 hour financial planning meeting, at least pack some snacks. (Nerd’s Eye View)
Is the 4% withdrawal rule for retirement portfolios still viable? Not in this environment. (Investment News)
57% of mass affluent investors now expect to have to push back retirement. (Financial Planning)
How Charles Merrill brought Wall Street to Main Street. (Investors Business Daily)
Josh Brown is a contributor to the Financial Adviser blog. He is a vice president at Fusion Analytics, an investment advisory firm, and the author of the The Reformed Broker blog. His commentary here is for informational purposes and should not be construed as research or advice. Mr. Brown buys and sells investment instruments for his own and his clients’ accounts, and will disclose if he holds a position in a company or industry he writes about.
The Good Leads
Links for the informed adviser…
Markets
Q1 GDP report imminent, economists expect 2.7%. (MarketWatch)
S&P downgrades Spain. (The Big Picture)
Italian bond yields headed back up toward 6%. (Reuters)
Actionable
Time to buy Las Vegas Sands (LVS)? (Emerging Money)
Mike Harris: That island bottom reversal in the QQQs is nice…but no guarantee. (Price Action Lab)
Hotel stocks (CHH, HOT, GET, H) have been on fire while no one’s been paying attention. (iBankCoin)
Industry
United Capital makes the case for large national RIAs. (Investment News)
“Investors with at least $1 million in assets are confident in their advisors’ ability to help them meet their goals, even though they are not bullish in the overall market, according to two new companion studies conducted by Charles Schwab Advisor Services.” (Financial Planning)
Advisers are more bullish than their wealthy clients these days. (Wealth Report)
State Street rolls out the new active SPDR ETFs. (Investment News)
LOL
Money doesn’t buy happiness – let’s look at Long Island’s North Shore for example… (TRB)
Josh Brown is a contributor to the Financial Adviser blog. He is a vice president at Fusion Analytics, an investment advisory firm, and the author of the The Reformed Broker blog. His commentary here is for informational purposes and should not be construed as research or advice. Mr. Brown buys and sells investment instruments for his own and his clients’ accounts, and will disclose if he holds a position in a company or industry he writes about.
The Good Leads
Links for the informed adviser…
Markets
Bernanke’s conference yesterday, coupled with the FOMC policy statement, was a model of transparency and clarity. We’re all on the same page now, totally. (TRB)
Stocks in Europe were up until the confidence numbers came out…they’re not up anymore. (MarketWatch)
Actionable
Greggy checks out three beer stocks for trading opportunities: BREW, BUD and ABV. (Dragonfly Capital)
Tibco at the breakout highs, possible bull flag forming. (Trade With Pete)
Industry
Could Obama be better for muni bonds than Romney? (Learn Bonds)
Scott Bell: “Everyone in the financial world is staring at another magical coastline, with a $10 TRILLION dollar view” (I ♥ Wall Street)
How advisers use interns (Not Safe For Work). (Investment News)
Raymond James reports “records for net revenue, assets under management and assets under administration.” (Financial Advisor)
Another angel nailed for selling fraudulent private placements. Keep it up. (Investment News)
LOL
Meredith Whitney: Don’t worry, I still hate Citigroup – just not the same way as I used to. (Dealbreaker)
Josh Brown is a contributor to the Financial Adviser blog. He is a vice president at Fusion Analytics, an investment advisory firm, and the author of the The Reformed Broker blog. His commentary here is for informational purposes and should not be construed as research or advice. Mr. Brown buys and sells investment instruments for his own and his clients’ accounts, and will disclose if he holds a position in a company or industry he writes about.
The Good Leads
Links for the informed adviser…
Markets
It’s an FOMC rate decision day, so put on your best clothes and look sharp. Durable goods and mortgage apps also on tap. (Marketbeat)
Apple to Wall Street: iOwn You. (TRB)
Actionable
Think the 10-year Treasury could never yield .50%? Have a look at Mebane Faber’s updated Japan Playbook. (World Beta)
A long and a short idea from Chess, TIF and UNP. (iBankCoin)
Is food distributor Nash Finch (NAFC) worth a look? (Franly Speaking)
Are the payday lenders (CSH, FCFS) bottoming? (Dragonfly Capital)
Industry
Over the last three years “the independent broker-dealer channel gained 4,288 representatives, while the wirehouse broker-dealer channel lost 3,621.” (Financial Advisor)
Europe voting to turn their banks into utilities, they’ve “had enough of banks living on a different planet than everyone else.” (Bloomberg)
Finra raising fees on broker-dealers after a big loss in 2011. (Investment News)
The Coming War Between Brokers and RIAs. (Learn Bonds)
Wall Street goes crazy for junk bonds. (Bloomberg)
LOL
You can cross out romance novels from your list of potential birthday gifts for Stephen Schwarzman. (Dealbreaker)
Josh Brown is a contributor to the Financial Adviser blog. He is a vice president at Fusion Analytics, an investment advisory firm, and the author of the The Reformed Broker blog. His commentary here is for informational purposes and should not be construed as research or advice. Mr. Brown buys and sells investment instruments for his own and his clients’ accounts, and will disclose if he holds a position in a company or industry he writes about.
The Good Leads
Links for the informed adviser…
Markets
On tap today – February Case-Shiller home prices, April consumer confidence index, new home sales for March and Apple earnings apres la close. Enough data for ya? (MarketWatch)
98% of money market funds waiving fees in our Forever-ZIRP environment. (TRB)
Actionable
Netflix plunges on first quarterly loss since 2005, opportunity for investors? (LAT)
The S&P may have found a support line to bounce off of. (Price Action Lab)
Industry
Influence peddling at Calpers!?! I’m shocked. SHOCKED! (DealBook)
Invesco in talks to sell $18 billion wealth management unit. (Reuters)
Asset managers not yet seeing the value of social media. (Financial Planning)
Casey Research is out with its Most Misleading ETFs report (includes HDG, ESR and PAF). (Financial Advisor)
Greed, Immaturity and Hostility – the three primary drivers of salesmen. (The Basis Point)
Meet Christine Gaze, the new head of RIA channel practice management at TD Ameritrade. (Investment News)
LOL
Matt Levine enjoys himself combing through Facebook’s new amended S-1 filing. (Dealbreaker)
Josh Brown is a contributor to the Financial Adviser blog. He is a vice president at Fusion Analytics, an investment advisory firm, and the author of the The Reformed Broker blog. His commentary here is for informational purposes and should not be construed as research or advice. Mr. Brown buys and sells investment instruments for his own and his clients’ accounts, and will disclose if he holds a position in a company or industry he writes about.
The Good Leads
Links for the informed adviser…
Markets
Your guide to this week’s biggest econ and earnings events. (MarketBeat)
Actionable
Is Vietnam (VNM) the next big emerging opportunity? (beyondbrics)
Tom Brakke on TIPS and the 10-year – where yields go will impact everything. (Research Puzzle)
Chess: Silver (SLV) and silver stocks (SIL) are still an avoid. (iBankCoin)
Industry
New prospecting tool? “If advisers are able to answer calls from leads within 30 minutes, they will see conversion rates of between 50% and 70%.” (Investment News)
Obama’s plan to tax investment and dividend income, an argument against. (Manhattan Institute)
Chuck Jaffe: Taxes on mutual funds are a mess. (MarketWatch)
Financial advisor and tech enthusiast Scott Bell may just be onto something brilliant… (I ♥ Wall Street)
Stephanie Sammons lays out the bible of creating a financial advisory blog. (Wired Advisor)
LOL
Every ethnic group needs a good asset management affinity scam – the Persian Jews finally get a Bernie Madoff of their own. (Financial Advisor)
Josh Brown is a contributor to the Financial Adviser blog. He is a vice president at Fusion Analytics, an investment advisory firm, and the author of the The Reformed Broker blog. His commentary here is for informational purposes and should not be construed as research or advice. Mr. Brown buys and sells investment instruments for his own and his clients’ accounts, and will disclose if he holds a position in a company or industry he writes about.