Here is a chart showing the asset mix held in separately managed accounts by public, non-financial U.S. corporate entities. It covers 2008 through the present.
via WSJ
Are you surprised by the allocations?
The green area represents equity ... What does that say about Market confidence?
When someone yells "Stop" ... I don't know if it's in the name of love, it's 'Hammer Time,' or I should collaborate and listen?
Here are some of the posts that caught my eye. Hope you find something interesting.
Did you think Beyonce's Lip-Synced Inaugural Anthem was really a big deal?
There is more ... This quote from the Washingtonian's Sophie Gilbert says a lot about Washington.
To press seated just below the [inauguration] podium, in front of the 'President's Own' Marine Corps Band, it was evident that the band wasn't actually playing during [Beyoncé's rendition of the national anthem] -- even though band director Colonel Michael J. Colburn was conducting energetically and the band members mimicked blowing into their instruments.
Here are some of the posts that caught my eye. Hope you find something interesting.
Carl Icahn and William Ackman are longtime rivals.
Last week they put on quite a show. Alerted by the buzz of social media, the eyes of Wall Street turned to CNBC. What they witnessed was verbal fisticuffs that could rival anything on reality TV.
Here is the video of a spat between two hedge fund magnates with a decade-long grudge against each other. Apparently, name-calling is fair in battles such as this.
One step above "I'm rubber and you're glue; anything you say bounces off me and sticks to you." Fun to watch if you like things like that.
The Standard & Poor's 500 Index closed above 1,500 for the first time in more than five years on Friday.
The benchmark Index extended its rally to eight days. This winning streak is the longest in eight years and left the S&P 500 just 4% beneath its all-time closing high of 1,565.15 (set on October 9, 2007).
Meanwhile, some technicians will note the less than enthusiastic volume and the negative divergence (where recent price highs happened with lower momentum). These are often taken as early topping indicators (or signs of weakness).
Apple's stock has now dropped 37% since its September high of $702.10.
As a result, Exxon reclaimed its status as the world's most valuable company.
Do you attribute this to Apple's weakness ... or an early warning that 'smart-money' is taking risk off the table?
Remember: Price is the Primary Indicator.
What do you think is the most bullish indicator of our markets?
It's not a trick question; the answer is "price". Despite the uncertainty about the economy, the markets have held-up nicely throughout this rally. And that, in-and-of-itself, is bullish.
It doesn't matter what technical analysis indicator you use (increasing negative divergences and selling on down days ... or less positive momentum and market breadth), the markets have given us a clear message recently. Price is the primary indicator, and it has stayed above support.
Traders learn strong uptrends tend to trump bearish divergences. But it bears watching.
So proud of our 'solution' to the debt ceiling issue ...
Here are some of the posts that caught my eye. Hope you find something interesting.
U.S. Health Worse than Nearly All Other Industrialized Nations.
Bloomberg recently reported that the last-place health ranking of the United States among 17 wealthy countries (based on a U.S. study of health outcomes).
Americans spend $2.7 trillion every year, more than any other nation, on healthcare costs.
Yet, America fares badly in a comparison of health measures in rich countries. Here is a chart from the Economist reporting similar results.
America is obviously doing something wrong. But what, exactly, is the question.
Hope you had a good week and don't need any apology enhancers.
Here are some of the posts that caught my eye. Hope you find something interesting.
There’s a lot of information about your neighborhood (or anyplace you choose). Drawing on publicly available information (such as the U.S. Census, Yelp!, and others), this app digs it up, divides it into categories (people, weather, history, housing, etc.), and serves it up in easy to digest graphics.
The results are interesting, even though an app like this just scratches the surface of what's possible with access to data.
Some of the data you'll learn about a location includes:
Sitegeist was created by the Sunlight Foundation in consultation with design firm IDEO. It is the third in a series of National Data Apps.
Bet you start seeing more apps like this.
Here Are Some Links for Your Weekend Reading
American Airlines and US Airways announced their merger this week. The combination will produce the world’s largest airline, based on combined revenue.
American recently freshened its 45 year old logo, which now includes a stylized U.S. flag image on aircraft tails, the long-time signature look of US Airways planes.
via FareCompare
I travel a lot, so I have had the opportunity to talk about this with many airline employees. Clearly, they are not happy. A pilot said the problem is that both companies had angry employee cultures ... and smaller troughs make pigs meaner.
Welcome to the friendly skies.
Here are some of the posts that caught my eye. Hope you find something interesting.
Lighter Links:
Trading Links:
Posted at 06:25 PM in Business, Current Affairs, Market Commentary, Trading, Web/Tech | Permalink | Comments (0) | TrackBack (0)
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