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,
visit http://www.FT.com/video

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U.S. Sector ETF Performance – July 1

ETF_DayETF_YTD(click here if charts are not observable)

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Daily Risk Monitor – July 1

Click on table to enlarge and for better resolution

RiskMon_1RiskMon_2RiskMon_3(click here if table is not observable)

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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 million for the U.S. solar industry.

After organic material decomposes at its landfills, Waste Management takes the methane that the material creates and makes energy out of it. Its subsidiary Wheelabrator Technologies also converts trash to thermal energy via 17 waste-to-energy plants.

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Q2 Global Equity Market Performance

Jun30_Global EquitiesJun30_Global EquitiesYTD(click here if charts are not observable)

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U.S. Sector ETF Performance – June 30

ETF_DayETF_QETF_YTD(click here if charts are not observable)

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Daily Risk Monitor – June 30

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RiskMon_1RiskMon_2RiskMon_3(click here if table is not observable)

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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 – nice!   Needs some follow through this week to increase the probability of acquiring the target price.

We picked up a small posisch.  Always with a stop loss, folks.

Jun30_PANW(click here if chart is not observable)

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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 distribution of capital? Thomas Piketty’s latest findings will transform debate and set the agenda for the next generation of thought about wealth and inequality.

Thomas Piketty is a professor of economics at the Paris School of Economics, an alumus of LSE and author of Capital in the Twenty-First Century.

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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

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