Company Overview and News
Beddow Capital Management Inc has disclosed 45 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 245,399,000 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Beddow Capital Management Inc's top holdings are Mesabi Trust (NYSE:MSB) , Autoliv, Inc. (NYSE:ALV) , TimkenSteel Corporation (NYSE:TMST) , Nestle S.A. (OTC:NSRGY) , and International Business Machines Corp. (74-2)
The big economic events that just took place were the passage of the Trump tax cut, the rate hike of 0.25% by the Fed with projections to make three more next year, and the ramping up of balance sheet reduction at the Fed. All will have either a dramatic new impact or will add dramatically to prior actions. On the one hand, we have added liquidity into our economy, and on the other hand we have reduced liquidity. (220-1)
Measuring relative strength for different asset classes and making investment decisions accordingly can be a far more effective and consistent approach.
Back before Thanksgiving, we examined a couple of ways to trade the flattening Treasury yield curve. We were, in retrospect, a trade short. (4-0)
Even though the Federal Reserve hasn't tinkered with the Fed Funds target rate since June, interest rates have been ratcheting upward in anticipation of the next reset. Fed Funds are at the extreme left end - the short end - of the yield curve. The rate applies to overnight interbank loans of excess reserves.
Previously, we had presented a retirement planning case study on our hypothetical couple - John and Lisa – who had 10 years left to retire.
For the second week in three investors were net purchasers of fund assets (including those of conventional funds and ETFs), injecting $6.9 billion. Investors padded the coffers of taxable bond funds (+$3.5 billion), equity funds (+$2.9 billion), money market funds (+$464 million), and municipal bond funds (+$44 million). They remained cautiously optimistic ahead of Q3 2017 earnings season after Congress passed a budget resolution early in the fund-flows week-which many viewed as a precursor to tax-reform legislation. (41-0)
Scott's Investments provides a free "Dual ETF Momentum" spreadsheet, which was originally created in February 2013. The strategy was inspired by a paper written by Gary Antonacci and available on Optimal Momentum. Antonacci's book, Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk, also details Dual Momentum as a total portfolio strategy.
Counsel Portfolio Services Inc. has disclosed 294 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 1,010,802,000 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Counsel Portfolio Services Inc.'s top holdings are iShares 1-3 Year Treasury Bond ETF (NYSE:SHY) , SPDR Barclays International Treasury Bond ETF (NYSE:BWX) , Vanguard FTSE Emerging Markets ETF (NYSE:VWO) , Toronto-Dominion Bank (ON) (NYSE:TD) , and Bank of Nova Scotia (Halifax, NS) (NYSE:BNS) . (79-0)
The market is at all time high and keeps going higher. What should an investor do?
Breadth momentum quantifies risk at the universe level by the number of assets with non-positive momentum relative to a breadth protection threshold.
Bonds are selling off as the market expects rising interest rates and inflation will lower bond returns over the longer-term. In contrast, the S&P 500 (NYSEARCA:SPY) and the Dow Jones (NYSEARCA:DIA) continue to make new all-time highs post-election. In the two months following the U.S. election, $41.5 billion flowed out of bond funds while $70 billion flowed into U.S. equity funds, according to Bank of America Merrill Lynch.
The appeal of U.S. equities brightened in Q3, as the broader market steadied at the start of the quarter. The global market received the much-needed respite from the awful Brexit-led sell-off in late June. Rock-bottom yields in most developed economies and a less-than-feared impact of Brexit (at least so far) probably triggered a risk-on rally (read: Top ETF Stories of July).
Chicago, IL – September 28, 2016 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here: (https://www.zacks.com/stock/news/232735/will-the-bond-bubble-finally-burst). Will the Bond Bubble Finally Burst? Welcome to Episode #51 of the Zacks Market Edge Podcast.
The month of January was all about heightened global growth concerns and deflation fears. In particular, the acute plunge in oil prices has taken a toll on a number of assets worldwide. Most economies across the world, be it China, Japan, the Eurozone or the otherwise improving U.S. economy, fears of a slowdown were prevalent.
2017-12-11 - Wilton
2017-12-11 - Wilton
2017-12-03 - Wilton
2017-11-27 - Wilton