Posted by: Matthias Kuhlmey This morning on MoneyLife, James Hausberg, Adam Thurgood, and I discuss if the real economy is coming through or if it is still the financial economy (as a product of accommodation). Please click here to listen to this morning’s MoneyLife Show segment.
Posted by: Matthias Kuhlmey http://www.wealthmanagement.com/equities/fragezeichen ’80s flashback: Nena tunes are blasting from my speakers. “…I look around. Try something, I don’t exactly know the way…” The lyrics from her song Fragezeichen (translated as “question mark”) pretty much sum-up my attitude towards today’s capital markets. After years of excessive accommodation by global policymakers, paired with a self-declared […]
Posted by: Matthias Kuhlmey This morning on MoneyLife, James Hausberg, Adam Thurgood, and I each bring our own hot-button issue to discuss. Please click here to listen to this morning’s MoneyLife Show segment.
Posted by: Matthias Kuhlmey This week on MoneyLife, Roger Shaffer, David Molnar, and I discuss what is a good way to inform asset allocation decisions e.g. fundamental analysis, technical, other? Please click here to listen to this morning’s MoneyLife Show segment.
Posted by: Matthias Kuhlmey http://www.huffingtonpost.com/matthias-paul-kuhlmey/the-end-of-the-world-as-w_1_b_14518412.html Several years ago, I became convinced that some of us have an ability to see the future, as, admittedly and quite practically, for those that pay detailed attention to socioeconomic shifts, the future is looking right at them. In 2014, my version of this “anticipated” future appeared to be eerily […]
Posted by: Matthias Kuhlmey This morning on MoneyLife, Roger Shaffer, David Molnar, and I discuss taking guidance from Wall Street’s annual market forecasts. Please click here to listen to this morning’s MoneyLife Show segment.
Posted by: Matthias Kuhlmey http://www.wealthmanagement.com/equities/winter-charts-monkey-beats-man Who doesn’t remember the story of a monkey throwing darts at a list of stocks, ultimately leading to better “picks” and related performance as compared to professional stock pickers? We have long argued that Wall Street has been flawed in its “opinion shaping,” mainly in an effort to design product […]
Posted by: Matthias Kuhlmey This morning on MoneyLife, Stephen Rosen, Peter Lang, and I discuss what the new drivers of market intel are (e.g. crowd-sourcing, specific research) if any. Please click here to listen to this morning’s MoneyLife Show segment. http://moneylifeshow.com/Highlight/170125%20-%20Collective%20Wisdom.m3u
Posted by: Matthias Kuhlmey This morning on MoneyLife, Stephen Rosen, Peter Lang, and I discuss if “enough” positive returns are left for equity risk being taken and what to do to assess markets. Please click here to listen to this morning’s MoneyLife Show segment.
Posted by Matthias Kuhlmey http://www.wealthmanagement.com/equities/winter-charts-big-data-rescue Instead of only relying on traditional data sets, investors may monitor fund flows as an additional point to inform allocation decisions. It is important to watch what investment managers do, and not only what they say. While certainly not a perfect indicator, using an element of mosaic theory may help […]
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