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Horizon Kinetics market commentary for the first quarter ended Mach 31, 2015. So, we’ll talk about the portfolios. And we might talk about performance, but it won’t be about short-term performance, because—forgive a perhaps incendiary statement—it’s meaningless. We’ll review some portfolio holdings, using some objective valuation facts and predictive attributes as they relate to security […] The post Horizon Kinetics Q1 Letter: Would You Fire this Manager? appeared first on ValueWalk.

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Global debt has expanded by $35 trillion since the credit crisis and as Lacy Hunt exclaims, "that's a net negative, debt is an increase in current consumption in exchange for a decline in future spending and we are not going to solve this problem by taking on more and more debt." Santelli notes that debt will actually keep growth "squashed down" and points out the low rates in Europe questioning the ability of The ECB's actions to save the economy which Hunt confirms as "longer-term rates are excellent economic indicators" and that is not a good sign for Europe.      "This process is far from over," Hunt concludes, "rates will move irregularly lower and will remain depressed for several years." Santelli sums up perfectly, "we're all frogs in boiling water," as we await the consequences of central planning.     Full Hoisington note below: Hoisington Q1 2015

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Submitted by Lance Roberts via STA Wealth Management, Speaking of seeming backward, the economic data has continued to disappoint on virtually all fronts, earnings are weak and markets are grossly extended. Yet, investors are more bullish than ever as noted yesterday: "While investors may be looking for returns, they are 'extraordinarily optimistic about their investment prospects in both the short and long term,' says Natixis. Respondents say they need 10.1 percent return on their investments, and 81 percent of them feel their expectations are realistic.   Fifty-four percent expect their returns this year to be better than 2014.   Stocks will be the best-performing asset class this year, according to 45 percent of the respondents, followed by 17 percent who say cash will be the top performer." While it has been repeatedly stated that individuals have "missed out" on surging asset prices, it has only been those with little or no money actually to
Richard Oldfield’s presentation from Ben Graham Centre’s 2015 Value Investing Conference on Value vs growth stocks and Coca-Cola vs Russian equity market. Richard Oldfield: Value vs Growth Stocks; Coca-Cola vs Russian Equity Market See full slides below. The post A Look At Returns: Coke Vs Russian Stocks appeared first on ValueWalk.

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Straw ... meet camel's back...   Before we start, it is perhaps worth noting that the US equity market is now the worst performing asset YTD (beaten by gold, credit, bonds, and oil)...   Year-to-Date, Trannies are ugly, The Dow just went red then was liofted to close pefectly unchanged YTD, and the S&P is up less than 1%...   Dow 17823 was what mattered - MUST KEEP GREEN STOCKS YTD DREAM ALIVE...   Chug it — StockCats (@StockCats) April 17, 2015   Big down day in stocks started with Chinese regulators cracking down, continued through Europe with BBG down, pushed further on Grexit fears, then legged lower on DoJ anti-trust news...   On the day, Nasdaq came under pressure from AAPL weakness and Trannies outperformed  (Dow lost 18,000; S&P lost 2,100; Nasdaq lost 5,000) and all that with a handful of hopeful Greek headlines which typiucally would have sent algos rushing higher...   On the week...
William Browne’s presentation at the Ben Graham Centre conference on how to keep your wits when your suspicion is the world has lost theirs: A look inside Benjamin Graham’s tool box. Also has some great cartoons! William Browne: A Look Inside Benjamin Graham’s Tool Box See full slides below. The post William Browne: A Look Inside Benjamin Graham’s Tool Box appeared first on ValueWalk.

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New Seasonal Pattern?Yesterday Fed Governor Stanley Fischer proclaimed U.S. Economy Should Rebound After ‘Poor’ First Quarter. “There’s definitely a rebound on the way already, and we’ll see at what speed it proceeds,” Mr. Fischer said during an interview on CNBC. “The first quarter was poor. That seems to be a new seasonal pattern. It’s been that way for about four of the last five years.Richmond Fed President Jeffrey Lacker said Wednesday that he thinks a “strong case” can

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Yesterday I penned "The Pop Media Is In Love With Goldman Again, Probably Because They Don't Read The Fine Print", illustrating how quickly the media swallows what a big name brand company throws at them. If you do a Google search in Goldman's latest quarterly earnings, it looks something like this: I pointed out what was really pertinent in the last quarter's report... Goldman had to ratchet up risk in order to hit $200 per share again): ... and recommended a very unique macro trade on Veritaseum to monetize the situation... I offered Goldman to defend their quarter's reporting, good name and share price by taking the GS long side of this swap. It's good thing they didn't, because this is what it looks like 24 hours later with the recommended GS bear leg up nearly 50% - in JUST ONE DAY!   I invite one and all to try what I consider to be a revolutionary method of trading value that sidesteps all of the banks, brokers and exchanges, offers you near unlimited
The Hidden Costs of the World’s Ghost Apartments Take an evening stroll on either side of New York’s Central Park and you will notice how few lights are on in the newer apartment buildings. That’s because no one lives there. Across the globe, empty luxury apartments darken many of the most desirable cities—Miami; San Francisco; […] The post The Hidden Costs Of The World’s Ghost Apartments appeared first on ValueWalk.

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Succinct Summations week ending April 17th Positives: 1. The Hang Seng Index crossed 28,000 for the first time since 2007 2. Initial jobless claims rose to 294k vs the 280k expected (bellows 300k for 6 straight weeks). 3. Core CPI rose 1.8% vs expectations of a 1.7% rise. 4. The NAHB index rose to 56,...Read More

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With fifteen years under my belt writing about astroturf, think tanks, fauxcademics, and other dirty lobbying and policy tricks, I've always had a hobbyist's fascination with propaganda, especially online. When done "correctly," disinformation or guerrilla marketing is utterly invisible. When done poorly -- you get more comedic, ham-fisted attempts at information control, like Scientology's personal website's attacks on the new HBO documentary "Going Clear" or, well, ISP-paid sockpuppets who

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Presented with no comment...     Source: Townhall

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Activist investing swains, good stories today, see the news and stocks below for April 17 below. Tips solicited via the Twitter @activiststocks, sign up for the free daily activist email, and ICYMI the latest newsletter is here. News: No surprise, but the ISS is supporting Elliott in its battle with Alliance Trust — recommending shareholders […] The post Activist Stocks: Alliance Trust, Panera Bread, Rovi, Altisource appeared first on ValueWalk.

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Take to the skies with your own drone (why should governments and big corporations have all of the fun?). Grab the Extreme Micro-Drone 2.0 with Camera at 46% off in the Techdirt Deals store and you'll be flying high soon. This mini drone weighs just over 1 ounce, comes with a 640 pixel micro camera for taking pictures and videos and has a flight range of 400 feet. It's small enough to fly indoors as well as outside and comes pre-programmed with algorithms for flips and self-stabilization so

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Today a legend who was recently asked by the Chinese government to give a speech to government officials in China told King World News that demand for gold from China is "insatiable" and the price of gold will hit $2,000 this year. The post Man Asked To Speak To Chinese Officials Says Gold Demand From China Is “Insatiable” And Price Will Hit $2,000 This Year appeared first on King World News.

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Consolidation In The Greek Banking Sector by Eurobank from Ben Graham Centre Conference. Macroeconomic update Adjustment program achievements & socioeconomic costs Notable progress in correcting macro imbalances Twin deficits nearly eliminated Price competitiveness restored (Unit Labor Costs in Real Effective Exchange Rates back to pre-Euro entry levels) Average maturity of Greek public debt extended significantly […] The post Eurobank: Consolidation In The Greek Banking Sector appeared first on ValueWalk.

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Analysts at Sterne Agee initiated coverage of GrubHub with a 'Buy' rating The post GrubHub: Analysts Bullish On Restaurant Opportunities appeared first on ValueWalk.

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The Western U.S. Dollar based monetary system is headed for a train wreck.  This isn’t a matter of IF, it’s a matter of WHEN.  Investors lulled to sleep by the low paper price of gold are losing out on the best buying opportunity of a lifetime.  The precious metals will be one of the best […] The post THE COMING GOLD RUSH: There’s A Lot Less Gold In The World appeared first on Silver Doctors.

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We have never, ever, seen the US equity market so disconnected from underlying macro fundamentals.     As the chart shows, the rising stock market is shockingly divergent from the US Macro picture (the greatest divergence ever). This has happened before (in 2006/7) but on a lesser scale, and did not end well.   Charts: Bloomberg

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