Asset Management & Market Research

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Week ahead ...

Markets had their first weekly decline since mid-April, as fears from the Fed and Japan rattled investors.  The markets were over-bought, and comment …

Week in review ...

The three major stock indexes posted their first negative week since mid-April. The prospects of the Fed starting to reduce or “taper” it …

Weekend reads & charts ...

We scour the best of publications that cover the markets & economy, the world of business & finance, asset & wealth management, monetary & …

Mutual fund flows favor equities of late

Mutual funds are still significant players in equity markets. Thus, we like to track where asset flow trends are moving as these trends can be precurs …

RECENT POSTS

FusionIQ Smart Upgrades & Downgrades ...

Posted on at May 24, 2013 by

fusion_IQ_2

We looked at Wall Street analyst upgrades and downgrades over the past week to see how these names were ranked in FusionIQ, our proprietary stock and ETFranking system. Of  23 UPGRADES we tracked, 14 are currently rated a Buy in FusionIQ, while 19 are rated Neutral and none are rated Read More...

Friday reads & daily charts ...

Posted on at May 24, 2013 by

reads DOK-Delft-Public-Library-in-Delft-Holland

We scour the best of publications that cover the markets & economy, the world of business & finance, asset & wealth management, monetary & fiscal policy, Europe & Asia, the news & politics, science & technology … and throw in a bit of arts & entertainme Read More...

Bulls running wild ...

Posted on at May 23, 2013 by

bulls

Sentiment is a great way of determining when the crowd is too positive or too negative and, as a result, whether they are over or under-allocated to stocks.  There are many different sentiment indicators out there, but the Ned Davis Research (NDR) Master Composite sentiment model seems Read More...

Spiking yields and yen spark 7.3% rout in Japan

Posted on at May 23, 2013 by

Japan1 setting sun

The Japanese market tumbled today, as interest rates spiked dramatically on JGB’s and the yen strengthened. ZeroHedge ran a piece this morning with a few telling charts. They wrote “the second Japan opened, its bond futures market was halted on a circuit breaker as the 10 Y Read More...

Thursday reads & daily charts ...

Posted on at May 23, 2013 by

Reads Home-Library-Design-3

We scour the best of publications that cover the markets & economy, the world of business & finance, asset & wealth management, monetary & fiscal policy, Europe & Asia, the news & politics, science & technology … and throw in a bit of arts & entertainme Read More...

Strategists say don't expect June tapering ...

Posted on at May 22, 2013 by

FEDERAL RESERVE HEADQUARTERS DC

Equity markets swung wildly today, with 276 Dow points separating today’s high print from the low. The 2 key events today were Fed Chair Bernanke’s testimony to to the Joint Economic Committee of Congress, and the release of the FOMC minutes from their last meeting. The latt Read More...

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