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From: Advisor Perspectives <advisor_perspectives@advisorperspectives.com>
Sender: Advisor Perspectives <advisor_perspectives@advisorperspectives.ccsend.com>
Date: Wed, 28 May 2014 16:07:07 -0400
To: <mainandwall@hotmail.com>
ReplyTo: advisor_perspectives@advisorperspectives.com
Subject: Research Perspectives: George Soros, Halbert Wealth Management, GaveKal Capital, Fortigent, BlackRock, and Flexible Plan Investments
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May 28, 2014
Dear Reader,
Boston Partners and Fortigent will be hosting an educational conference call, on Global Long/Short Investing: Opportunities and Challenges. The IMCA has accepted this event for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. White paper included in registration. Please click here to register for this informative event! Welcome to Research Perspectives, a daily newsletter containing a short summary of the economic and market commentaries that we consider most relevant to our audience. These commentaries are from independent research firms, fund companies, and advisors. Having Trouble Printing? If your text is too small to read, then before printing go to "Page Setup" and deselect "Shrink to Fit Page Width" in your browser.  Europe's Ukrainian Lifeline
Europe's voters recently expressed their dissatisfaction with the way the EU currently functions, while Ukraine's people demonstrated their desire for association with the EU. European leaders and citizens should take this opportunity to consider what that means - and how helping Ukraine can also help Europe. Europe's Ukrainian Lifeline by George Soros of Project Syndicate  Fed Official: We're Sitting On A "Ticking Time Bomb"
It is very rare for high-ranking Fed officials to issue dire warnings, but that's exactly what Charles Plosser - the president of the Philadelphia Federal Reserve Bank - did last Tuesday. Mr. Plosser is very concerned about the $2.5 trillion in "excess reserves" that banks have on deposit with the Fed. Fed Official: We're Sitting On A "Ticking Time Bomb" by Gary Halbert of Halbert Wealth Management A Deeper look at Corporate CapEx and Stock Buybacks Yesterday we analyzed aggregate capital spending on tangibles for non-financial constituent companies in the MSCI World Index (90% of global investible market cap). We found that CapEx as a % of sales has been extremely steady over the last nine years, fluctuating in a 0.9% range. In 2013 CapEx as a % of sales, at 7.9%, registered the second highest reading over the 9 year period. A Deeper look at Corporate CapEx and Stock Buybacks by Team of GaveKal Capital Home Sales Gain: Now Where? This week is full of economic data with the Case-Shiller Home Price index coming out. Also coming out is data on durable goods orders and consumer confidence. On tap for later in the week is the second estimate of Q1 GDP, pending home sales, and personal income growth. Home Sales Gain: Now Where? by Chris Maxey, Brian Payne of Fortigent Value Offers a Cushion: Why Last Year's Winners Are Now Losers and Vice Versa A trend in markets this year has been the poor performance of last year's stock market winners, and the resilience of some of last year's losers. Russ takes a look at what's behind this trend, specifically with retailers and emerging markets. Value Offers a Cushion: Why Last Year's Winners Are Now Losers and Vice Versa by Russ of BlackRock Where's Molly? It was after midnight. While the sky was clear and the stars were sparkling, there was no moonlight as the moon was new. I walked briskly down the street, but after a long day of sales presentations and meetings, inside I was tired and dragging. On each side of me dark houses loomed. There were no street lights. Where's Molly? by Jerry Wagner of Flexible Plan Investments Yesterday's commentaries are below: We also offer a weekly digest of the most popular commentaries, published on Fridays at 4pmET. To subscribe to it, or to update your profile, select the "Update Profile/Email Address" option at the bottom of this email. Please send any comments and suggestions to feedback@advisorperspectives.com.If you do not want to receive Research Perspectives, please select the SafeUnsubscribe option at the end of this email. When you do, you will be presented with a screen that lists the newsletters we offer. You will need to check the box that says "Advisor Perspectives (Tuesdays 9amET)." Leave the box that says "Research Perspectives (daily 4 pmET)" un-checked. You may check the third box, "Occasional White Papers and Messages from Third Parties," to receive these occasional mailings. |
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