Category Archives: Equities

The Decline of Global Liquidity

We are not writing much these days, but here’s a repost from last December that we got half right x/ pick up in global growth.  Add China to that list as they defend their exchange rate against massive capital outflows.  … Continue reading

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Picture of the Day

After yesterday’s nasty reversal shorts pressed their bets and got their manhood caught in the nutcracker today.

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Market rout deepens Fed dilemma – FT Markets

Gillian Tett and John Authers discuss the pressure that recent market turmoil is putting on the Fed Gillian Tett, US editor, and John Authers, senior investment commentator, discuss how weakness in China and volatile markets are heaping pressure on the … Continue reading

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Quote of the Day – Last Great Bubble Popping?

The illusion of stock-market stability is fading, and the Last Great Bubble — faith in central banks — may be starting to pop.  — Michael A. Gayed

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Markets Looking For That “Jackie Moon” Moment

(click here if video is not available)

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Shareholders fall out of love with buybacks – FT

Share buybacks have hit new all-time highs this year, but companies buying back stock are no longer outperforming. FT investment editor James Mackintosh drills into big buybacks and looks at the renewed preference for dividends. ► FT Markets: http://bit.ly/1J5HNd3 (click … Continue reading

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Dark pool pitfalls getting deeper – FT

Market regulators have been targeting poor stewardship of dark pools. The idea was the pools were an off-exchange venue where big trades could be made without moving markets. But, as Philip Stafford explains, it’s becoming harder to achieve that aim. … Continue reading

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How companies try to foil short sellers – FT

Should short sellers be stopped? They have intermittently been banned for more than 300 years, but like vultures they still prey on failing companies. FT Alphaville’s Dan McCrum analyses the many ways companies attempt to foil the shorters. For more … Continue reading

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State of the American stock market – FT

John Authers reports on a US earnings season in which profits have exceeded expectations – but revenue growth has been dire and markets have remained lukewarm. ► FT Markets: http://bit.ly/1J5HNd3 (click here if video is not observable)

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Chinese Authorities Unable to Convince MSCI – FT

MSCI has announced it is not yet ready to add Chinese A-shares to its benchmark emerging markets index, although this remains on course for May 2017. John Authers gives an initial analysis. ► FT Global Economy: http://bit.ly/1J5mmqH (click here if … Continue reading

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