Cartoon
May 2013
Chart: The Emotional Investing Roller Coaster
Chart.
Hot Links: The Velvet Rotation
Your morning financial links, expertly curated.
Clips from Today’s Fast Money
Chart o’ the Day: Earnings Growth Net of Buybacks
Chart
Treatment of the bears so far in 2013…
The New R&D: Repurchases and Dividends
“If you look at total R&D growth, including the corporate and government side, the U.S. is now at the low end. We’re seeing other countries, from Germany to Korea to China, make much bigger bets. And if that persists for long enough, it’s going to have an impact.” – Rob Atkinson, president of the Information…
Hot Links: The New NEW Housing Bubble
Your morning financial links, expertly curated.
Clips from Today’s Fast Money
David Trainer in Praise of Slow GDP Growth
There’s an interesting argument to be made about why a slow-growth recovery can actually be beneficial, despite the fact that we can’t seem to get above stall speed and out of the rut. The great thing about this sluggishness return to normal, according to David Trainer of New Constructs, is that the reallocation of capital…