views on markets, equities, bonds, derivatives, finance, investing, the economy

Behind the Profit Tumble at Goldman Sachs (video)



What's Behind the Profit Tumble at Goldman Sachs? - Goldman Sachs Group’s profit tumbled 49 percent as fixed-income trading revenue dropped more than its rivals and litigation expenses rose fivefold. JMP Securities Managing Director and Banking Analyst Devin Ryan speaks on Bloomberg's “Market Makers.” Ryan owns no stock in Goldman Sachs. (published July 16, 2015)



China, Greece, Tweets, Feeds









Greece Elections, Markets Reactions, LIVE Tweets








Jeffrey Gundlach, 2015 Market Outlook, Summarized

Jeffrey Gundlach's 2015 Market Outlook, Summarized:
  • U.S. dollar underlying fundamentals strong despite its rapid ascent last year, currency trends can be “persistent and long lived.”
  • Negative impact of falling oil prices -- 35% of the S&P 500 capital expenditures are related to energy companies, probability of  decline in expenditures will impact economy negatively later this year.
  • Higher bond prices (lower bond yields) trend will continue in the first half of this year.
  • Stock market positive for the last 6 years (2009-2014)--stocks have never been up 7 years in a row since 1871.
  • Stay away from European stocks and bonds at the present time.



Winning the Loser's Game (video)

How to Win the Loser's Game: Full Version -

Here is the full-length version of How to Win the Loser’s Game, the landmark documentary serialised on SensibleInvesting.TV from August to October 2014. 80 minutes long, it contains interviews with some of the biggest names and brightest minds in the investment world. The aim is to provide ordinary investors with the information they need - and to challenge the industry to offer consumers a fairer deal. Presented and produced by Robin Powell. Published on Nov 5, 2014
source: https://sensibleinvesting.tv


M&A Hackers, Market Savvy Hackers Steal Insider Deal Data (Video)

M&A Hack: Market Savvy Hackers Steal Insider Deal Data: Video - Bloomberg:
(Allow video to load after clicking play or go to link above)

Hackers with knowledge of Wall Street markets have stolen information on mergers and acquisitions for more than a year, gaining access to data from more than 80 companies. Bloomberg’s Michael Riley reports on “In The Loop.” (Dec. 1 --Bloomberg)




High-Speed Trading, HFT, Efficiency, Cheating

HFT: Which is it--efficiency or cheating?

High-Speed Trading Isn't About Efficiency—It's About Cheating - Matthew O'Brien - The Atlantic" . . . high-frequency trading (HFT) hedge funds. These funds use computer algorithms—a.k.a.: algobots—to buy and sell stocks at incredible speeds. We're talking milliseconds. The idea is to react to any market news or inefficiencies before actual humans can process them. And it's any idea that has taken over stock trading: algobots make up about half of all stock transactions in 2012 (which is actually down from its peak of 61 percent). . . ."




What Is Going On in Russia Explained (video)

Video: What's Going On in Russia? The Crisis Explained: Video - Bloomberg:
(Allow video to load after clicking play or go to link above)

2 minute video explains what is going on in Russia--The value of the ruble has plunged against the dollar even as Russia's central bank takes drastic action to try and prop up the currency. Bloomberg's Joe Weisenthal breaks down what happened and what's next.  (12/17 Bloomberg)




Tech insiders, IPOs, cashing out

Tech insiders dumped shares ahead of slide - FT.com: "....Among insiders to take money out of their companies before going public, early backers of King Digital Entertainment, maker of the Candy Crush Saga game, were paid $504m in dividends in the months before their company went public. The company’s shares ended last week 22 per cent below their March IPO price.

“It’s a yellow flag with regard to what’s really going on with the company,” said Mr Thomas. “It makes you worry what they are trying to sell to investors.”

Three executives at Box, a cloud storage company which has posted big losses and raised questions about whether the recent tech stock rally has made it too easy for companies to become public entities, sold $11m of shares during private financings, according to the company’s prospectus."





Should Investors Stay Away From China? (video)


(Allow video to load after clicking play or go to link below)

A look back to earlier in the year--

Should Investors Stay Away From China?: Video - Bloomberg: "Feb. 10 (Bloomberg) -- BofA Merrill's Ajay Kapur discusses his strategy for investing in emerging markets on Bloomberg Television's "Asia Edge." (Source: Bloomberg)"




Kim Kardashian Changed the Fortunes of Glu Mobile (video)

How Kim Kardashian Changed the Fortunes of One Company -
Nov 7, 2014

Glu Mobile CEO Niccolo De Masi discusses the company's new games and the future of mobile gaming with Bloomberg's Pimm Fox on "Taking Stock." (Source: Bloomberg)




Euronext Will Take Big Hit for Tech Fault says ETX Capital Rundle (Video)

Euronext Will Take Big Hit for Tech Fault: Rundle: Video - Bloomberg:
(Allow video to load after clicking play or go to link above)

ETX Capital Head of Trading Joe Rundle discusses a technical problem at Euronext not allowing indexes to calculate. He speaks with Francine Lacqua on Bloomberg Television’s “On The Move.” (Source: Bloomberg 11/27)




John Bogle, Index Funds, ETFs (video)


John Bogle on the rise of index funds (go to link for video)

The founder of Vanguard explains why his invention [index funds] is winning the battle for assets. Plus: The problem with ETFs, and why we need a transaction tax.





Seer-sucker Theory, Forecasting, Value of Experts

The seer-sucker theory: the value of experts in forecasting | The Big Picture: "Although experts are poor at forecasting change, this does not mean that judgmental forecasting is useless.However, since all available evidence suggests that expertise beyond an easily achieved minimum is of little valuein forecasting change, the most obvious advice is to hire inexpensive experts. Also, look for unbiased experts - thosewho are not actually involved in the situation."






Robinhood video



Robinhood from Robinhood on Vimeo.

For more information about Robinhood please visit robinhood.com

Music by: Yalls
Song: “Leak On”
Video by: Sandwich Video




Josh Brown, Morgan Housel Interview, Pundits

Clash of the Pundits: Morgan Housel Interviews Josh Brown | The Big Picture: "There are a lot of smart investors. There are a lot of entertaining people. There are few of both. Josh Brown, The Reformed Broker blogger is one of them. He is as insightful as he is hilarious, which, after bursting onto the scenes a few years ago, made him almost overnight one of the biggest names in the financial media." - see the video here




TipRanks, Accountability, Financial Markets (video)

How TipRanks Brings Accountability Into Markets: Video - Bloomberg:
(Allow video to load after clicking play or go to link above)

Uri Gruenbaum, co-founder and CEO of TipRanks, explains how the company is bringing accountability into financial markets. He speaks with Elliott Gotkine on "Bottom Line." (Source: Bloomberg--7/8/2014)





13F Data Tips to Help Improve Your Portfolio (video)

13F Data Tips to Help Improve Your Portfolio: Video - Bloomberg:
(Allow video to load after clicking play or go to link above)

Don Steinbrugge, founder of Agecroft Partners, explains how investors can strategically use hedge funds’ 13F filings to improve their portfolio holdings. He speaks on “Market Makers.” (Aug. 15, Bloomberg)





LIVE video, Google Q3 2014, Earnings Conference Call, Press Release, Earnings Slides



Q3 Earnings Conference Call October 16, 2014, 1:30 PM PT / 4:30 PM ET

Press Release: MOUNTAIN VIEW, Calif. – October 16, 2014 - Google Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended September 30, 2014. “Google had another strong performance this quarter, with revenue up 20% year on year, at $16.5 billion,” said Patrick Pichette, CFO of Google.  “We continue to be excited about the growth in our advertising and emerging businesses.”...." (read more at link above)

Earnings Slides [PDF 617k]

Download press release · Download financial data · Open financial data in new window





Business - Google News

Credit Writedowns

Central Banking