martes, 4 de febrero de 2014

Today’s articles on Macro View

Editors' Picks

Ben's 2014 Guide To Precious Metals Investing by Ben Kramer-Miller

Market Outlook

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

Dear Healthcare Investors: The Correction, It's Here by EnhydrisPECorp

Mean Reversion: Ignore At Your Peril by Ted Waller

Volatility Returns by David I. Templeton

It's Time To Consider Buying Zynga And What's Next For The Stock Market by The Oxen Group

Things Aren't As Bad As They Look, Yet by David Brown

Construction Spending: December 2013 by Sold At The Top

Corporate Revenues Back To Low Point by Joseph Calhoun

The 7-Year Cycle That Will Crush Uninformed Investors, Again by Craig Brockie

Is Evidence Piling Up For A Sustainable Bottom In Stocks? by Chris Ciovacco

Select Sector SPDRs Behavior In January Indicates Change In Mood, 2013 Vs. 2014 by J.J. McGrath

What Now After A Miserable Monday? by Eric Parnell

Looking For An Excuse To Sell: Emerging Markets, PMIs And Hedge Fund Shorts by David I. Templeton

January AAII Asset Allocation Survey: Equity Allocations Decline Modestly by AAII

Emerging Markets Update: 2014 Looking Rough by CFA Institute Contributors

J.P. Morgan Funds: How Did The Emerging Markets Get Into This Mess? by J.P. Morgan Funds

Today's Market: Merger Rumors And News Moving These Names by Matthew Smith

Major Asset Classes January 2014 Performance Review by James Picerno

Say Hello To Total Returns After Negative Returns by Patrick J. O'Hare

Coming Week Lessons Part 2: The Common Driver Of EU, Japan, China, EM Developments by Cliff Wachtel

Coming Week Lessons Part 1: State Of The Global Rally, U.S. Developments by Cliff Wachtel

Does A Tough Start Mean A Bad Year? by Keith Springer

S&P 500: Week Ahead Looks Like Rough Waters by Danny Riley

SPY 4% Off Record High While ECRI's WLI Near 193 Week High by Kirk Lindstrom

Biodiesel Margins Are Improving by Robert Wagner

A Rational And Inefficient Noise Event by Ironman at Political Calculations

Graham And Dodd's Matrix Is Warning Of Trouble Ahead by Robert Wagner

Daily State Of The Markets: The Key Question In The Market Remains... by David Moenning

Gold & Precious Metals

Bloomberg Reports Gold And Silver Coin Sales Out Of Context by Jason Hamlin

Gold Is Rewriting The Textbooks; Likely Headed Lower, Will Test Critical $1,200 Level by Robert Wagner

Ben's 2014 Guide To Precious Metals Investing by Ben Kramer-Miller

Argentina Owes Silver Standard $75 Million by Prudent Finances

Gold Sector In January: Most Hated Sector, Best Performer by Pater Tenebrarum

This Soon-To-Be Gold Producer Is Trading Well Below Its Enterprise Value by Michael Allison

Commodities

Why Natural Gas Prices Are Still Low, Even After Spiking 50% by Hard Assets Investor

World Weather Goes Wild-Drought Expanding Brazil And Big Time Eastern Snowstorms by James Roemer

Commodities Today: Setting Up For A Bounce? by Matthew Smith

Natural Gas: A Meltdown Behind The Revival by Richard Zeits

Refining Stocks: Bet On Brent/WTI Spread Or Not? by YCharts

Corn Prices Rise In January; Planting Delay On Horizon by T. Marc Schober

Molycorp And The Pandora Production Principle by James Kennedy

Economy

Volatility Is Up And Stocks Are Down by Vahan Janjigian

Markets Tumble. How Will The Fed React? by Tim Duy

Abenomics: Looking Like A Faceplant by Brian Romanchuk

China And Emerging Markets: Riding Wild Horses by Otaviano Canuto

Maybe It's Not The Snow? by Joseph Calhoun

Do Data Matter Again? by The Inflation Trader

The Fed Needs To Continue Its Expansionary Monetary Policies by Economics Fanatic

If Consumers Can't Buy And Can't Refinance, A Recession Follows by Hale Stewart

ISM Manufacturing Report Ruins The Week Early by Bespoke Investment Group

A Good GDP Trade-Off: Net Exports Up; Government Spending Down by Bob McTeer

John Hussman: Pushing Luck by John Hussman

Japan: How The Nikkei Writes The News by Pater Tenebrarum

Forex

Euro And S&P 500 Redux by Marc Chandler

All The Reserve Bank Of Australia Has Left For Devaluation Is Jawboning by Dr. Duru

Carnage Continues In Asia by Marc Chandler

GBP/USD - Pound's Slide Continues As Manufacturing PMI Falters by Dean Popplewell

USD/CAD - Lower As Canadian Inflation Improves by Dean Popplewell

AUD/USD - Aussie Posts Gains Despite Weak Building Approvals by Dean Popplewell

Real Estate

Tapering Could Be The Investment Event Of The Year by John Gilluly


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