Author Archives: macromon

Quest for yield in emerging markets – FT

FT senior investment columnist John Authers talks to Omar Negyal, portfolio manager, emerging markets income, at JP Morgan about his strategy to capitalise on cheap emerging markets by focusing on dividend yields. For more video content from the Financial Times, … Continue reading →

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U.S. Sector ETF Performance – July 1

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Daily Risk Monitor – July 1

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Waste Management Creates More Energy Than Solar Industry

Stumbled across this interesting and really surprising factoid in today’s Investor’s Business Daily. In 2013, the company created more energy than the entire solar industry in the U.S. It made 9.82 million megawatt hours (mwh) of energy, compared to 9.25 … Continue reading →

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Q2 Global Equity Market Performance

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U.S. Sector ETF Performance – June 30

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Daily Risk Monitor – June 30

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Palo Alto Networks (PANW) Breaks Out

The market looks like it has already settled in to the dog days of summer.  Here is one stock moving and triggered a nice cup with handle set up.  The measured move target for Palo Alto Networks is around $104 … Continue reading →

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Weekend Lecture: Capital in the Twenty-First Century – LSE

To view slides+audio please see: https://www.youtube.com/watch?v=oXYIY… To download slides please see: http://www.lse.ac.uk/newsAndMedia/vid… Speaker(s): Professor Thomas Piketty Chair: Professor Tim Besley Recorded on 16 June 2014 in Peacock Theatre, Portugal Street. What are the grand dynamics that drive the accumulation and … Continue reading →

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The week explained – Economist

INSTABILITY in Iraq, the acquittal of Rebekah Brooks and the sanctity of smartphones are three important stories that made the news this week. Our correspondents explain. – Economist (click here if video is not observable)

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