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FiveThirtyEight

  • !What The Senate GOP Plan Would Mean For Health Insurance
    Senate Republicans released the text of their bill to repeal and replace the Affordable Care Act today, and like the House bill before it, the measure would give big tax cuts to the wealthiest Americans and roll back Medicaid, the health insurance pr…
    - 9 hours ago 22 Jun 17, 6:22pm -
  • !The Knicks Would Be Crazy To Trade Kristaps Porzingis
    New York is not a place where hope lives long. On the eve of the 2017 NBA Draft, Knicks president Phil Jackson appeared on the team’s MSG Network to explain why the team was entertaining trade offers for Kristaps Porzingis, the best young prospect…
    - 9 hours ago 22 Jun 17, 6:09pm -
  • !To Beat The Warriors, You Gotta Draft Like The Warriors. (Good Luck With That.)
    In the age of superteams and super-duper teams, the Golden State Warriors built the ultimate doomsday machine when they added Kevin Durant in free agency last summer. Winning a championship this year seemed — and ultimately was — inevitable. But…
    - 10 hours ago 22 Jun 17, 5:00pm -
  • !The Senators Who Could Take Down The Health Care Bill
    If you’re wondering what will happen with the Senate’s effort to repeal Obamacare, I recommend you follow the words, actions and eventually the votes of four Republican senators over the next days or weeks: Susan Collins (Maine), Mike Lee (Utah),…
    - 13 hours ago 22 Jun 17, 2:39pm -
  • !Significant Digits For Thursday, June 22, 2017
    You’re reading Significant Digits, a daily digest of the numbers tucked inside the news. 5 Uber founder Travis Kalanick stepped down as the CEO of the troubled ride-hailing company Tuesday after five major investors in the company called for his re…
    - 15 hours ago 22 Jun 17, 12:14pm -

Meb Faber

  • Episode #58: Axel Merk, “Is Your Portfolio Robust Enough for Whatever Might Be Coming Your Way?”
    Episode #58: “Is Your Portfolio Robust Enough for Whatever Might Be Coming Your Way?”                     Guest: Axel Merk. Axel is the President and Chief Investment Officer of Merk Investments, manager of the Merk Funds. Founder of th…
    - 2 days ago 20 Jun 17, 5:00pm -
  • Tweets of the Week
    [View the story “Top Tweets of the Week” on Storify]The post Tweets of the Week appeared first on Meb Faber Research - Stock Market and Investing Blog.
    - 3 days ago 19 Jun 17, 11:33pm -
  • You Don’t Want to Buy Vol, You Want to Sell Vol!
    That headline was a response I received from a handful of friends regarding my last post on buying puts as tail risk insurance. And I agree.  Well, sort of. It’s been long known that there exists a premium for selling insurance…hey, otherwise wh…
    - 3 days ago 19 Jun 17, 11:19pm -
  • Nervous About The Market? It Might Be Time for This Strategy
    When the tech bubble collapsed back in 2000, the Nasdaq fell from 5,132 to just 1,470 a few months later. Many popular stocks found their market prices gutted. For example, Cisco lost 86% of its market cap, while Amazon fell over 90% from $107 to $7.…
    - 7 days ago 15 Jun 17, 7:24pm -
  • Tweets of the Week
    [View the story “Tweets of the Weeks” on Storify]The post Tweets of the Week appeared first on Meb Faber Research - Stock Market and Investing Blog.
    - 8 days ago 14 Jun 17, 5:38pm -

Mechanical Forex

Alpha Architect

  • !Factor Investing: Evidence Based Insights
    I will be talking on the Factor Investing panel at the upcoming Evidence-Based Investing Conference in Dana Point, CA next […]The post Factor Investing: Evidence Based Insights appeared first on Alpha Architect.
    - 12 hours ago 22 Jun 17, 3:05pm -
  • 1042 Exchange: Navigating Between a Rock and a Hard Place
    This particular Greek dilemma is what came to mind when I first encountered an ESOP. I observed that business owners who sold shares to an ESOP seemed, like Odysseus, to find themselves between a rock and a hard place. They could elect to pursue a 10…
    - 3 days ago 20 Jun 17, 3:18pm -
  • Academic Research Insight: The Strategic Timing of Earnings News
    Title: FURTHER EVIDENCE ON THE STRATEGIC TIMING OF EARNINGS NEWS: JOINT ANALYSIS OF WEEKDAYS AND TIMES OF DAY Authors:     […]The post Academic Research Insight: The Strategic Timing of Earnings News appeared first on Alpha Architect.
    - 4 days ago 19 Jun 17, 3:15pm -
  • Active Share: Does it Predict Fund Performance?
    The Holy Grail for mutual fund investors is the ability to identify in advance, which of the active mutual funds […]The post Active Share: Does it Predict Fund Performance? appeared first on Alpha Architect.
    - 8 days ago 15 Jun 17, 3:00pm -
  • “Passive” Investing: Theory and Practice in a Global Market
    Purely passive investing is theoretically plausible, but practically impossible. That said, the practical implementations can often be “good enough.” As a […]The post “Passive” Investing: Theory and Practice in a Global Market appeared fi…
    - 8 days ago 14 Jun 17, 3:46pm -

System Trader Success

  • Seasonality in the Bond Market? You Bet!
    For those who are willing to see it, there is strong evidence that reasonably persistent seasonal trends exist in the stock market (see here, here, and here). But what about the bond market? Do seasonal trends exist there? Consider the following and…
    - 4 days ago 19 Jun 17, 10:00am -
  • Using Metals to Trade Bonds
    Sometimes things in the financial markets are pretty obvious if one is willing to see them.  Despite all of the angst that has been exhausted since July of 2016 – when the S&P 500 Index broke out to a new all-time high – regarding the 2016 elect…
    - 11 days ago 12 Jun 17, 5:00am -
  • MCVI Indicator and Strategy on Daily Charts
    A while back we posted an article called, “Modified Chartmill Value Indicator“, the author presented an indicator that might prove helpful in your trading. The indicator is an oscillator which highlights overbought and oversold conditions. The au…
    - 18 days ago 5 Jun 17, 10:00am -
  • Market Seasonality Study
    May is just about over and our seasonality indicator  recently exited a long position on May 18, 2017. This turned our Seasonality Bias, found on our State of U.S. Markets webpage, from green to red. At this time two of  the three indicators are…
    - 25 days ago 29 May 17, 10:00am -
  • Open Up!
    This is kind of a weird one. I was mulling over the question of what happens when the market opens up, i.e. above its previous close. Is the day likely to be an up day? A down day? I got out of my data and started poking around. I looked at all “op…
    - 32 days ago 22 May 17, 10:00am -