August 2016
By
Garrett Baldwin
Outrage over execution compensation is easy and often feels good. There are numerous examples of outrageous compensation packages (see “Top 10 golden parachutes”), particularly when they involve underperforming stocks. However, the truth is a little more complicated. And often efforts to rein in executive compensation have been the catalyst for CEO pay spinning further out of control. Here we take an in-depth look at executive compensation, what drives it and potential changes to an irrational market.
By
Garrett Baldwin
Outrage over execution compensation is easy and often feels good. There are numerous examples of outrageous compensation packages (see “Top 10 golden parachutes”), particularly when they involve underperforming stocks. However, the truth is a little more complicated. And often efforts to rein in executive compensation have been the catalyst for CEO pay spinning further out of control. Here we take an in-depth look at executive compensation, what drives it and potential changes to an irrational market.
By
Daniel P. Collins
Modern Trader provides cutting-edge actionable market research while holding analysts accountable. And, when we publish specific recommendations, we will also let you know how we did.
By
Daniel P. Collins
The Securities and Exchange Commission on June 17 approved Investors Exchange LLC’s (IEX) application to register as a national securities exchange.
By
Jerry W. Sheldon
Traditional retail is not dead, but needs to ramp up its IT capabilities to compete with e-commerce. We look at companies with holistic technology stocks that are embracing “unified commerce.”
By
Daniel P. Collins
The last thing the SEC wanted was to be seen as making a decision that would benefit powerful entities at the cost of retail investors.
By
Joseph Parnes
Ralph Lauren Corp. (RL), the global apparel and lifestyle retailer focusing on three segments; wholesale, retail and licensing, is suffering from severe performance declines from 2015, making it a ripe candidate for shorting.
By
John Rawlins
Cycle Projection Oscillator: Rocket science meets markets
By
Christine Short
Is buying clothes and accessories passé? That question was on retail sector analysts’ minds during the first half of the year as certain retailers really bit the dust during Q1 earnings season.
By
Andy Waldock
A look at long-term trends of commercial interest in the CFTC’s “Commitments of Traders” report
By
Matt Litchfield
Most armchair strategists started May by saying that 2016 was the year the old “sell in May and go away” adage would hold true, thanks to a laundry list of issues: Weak global economic growth, at least two Fed rate hikes, Brexit and Clinton vs. Trump, which were all supposed to knock equities down and send investors running for cover.
By
Rocco Pellegrinelli
In a difficult year for stocks, the retail sector has not provided particularly strong performance.
By
Dan Keegan
Netflix Inc. is one of the FANG stocks, which are all relatively new and have a history of volatility and plenty of liquidity in both the underlying and options.
By
Uri Gruenbaum
TipRanks started its service on the basic premise that investors should be able to pull up the track record of a market analyst the same way a sports fan can find a box score for where their favorite team is rated.
By
Daniel P. Collins
Spin-off investing has grown from a niche strategy to a proven driver of returns. Meet the spin doctor.
By
Joe Cornell
Diversified companies continue to look at spin-offs as a way to unlock value for investors.
By
J Burr Vannatta
Ticket sales moved briskly for the 25th anniversary of Lollapalooza in Chicago as four-day passes going for $335 and single day tickets going for $120 sold out in one day.
By
Yesenia Duran
The U.S. Energy Information Administration expects the retail price of regular-grade gasoline will average $2.04 per gallon during this 2016 summer driving season, down from $2.63 last summer. That would mark the lowest summer average since 2004.
By
Hillary Choo
Summer cocktails reading list.
By
Yesenia Duran
Looking for real estate investments but the typical real estate fare isn’t cutting it? Are alternative investments more your style? Nothing says unconventional like buying into island life.
By
Daniel P. Collins
The spreads for the highest prices stocks can be as much as five times greater on a percent basis than their lower-priced counterparts.
By
Howard L. Simons
While the concept of inflation-linked bonds is simple, reality often creates scenarios that introduce complexity at increasing rates.
By
Ashraf Laidi
As financial markets face escalating macro, liquidity and geopolitical risks, in addition to uncertainty with U.S. presidential elections, the search for that ultimate safe haven grows in importance.
By
Billy Williams
Conventional wisdom says that picking tops and bottoms gets you in financial trouble and trying is a fool’s errand. But no one gets rich following convention.
By
Perry Kaufman
When price doesn’t move, most traders can’t make money. Here, we look at the condition of low market volatility and discuss what you can do about it.
By
Daniel P. Collins
Both Kelcy Voth and Bryan Vaverek, co-founders and Principals of Evergreen Commodity Advisors, clerked on the Chicago futures trading floors when they were in college. The experienced cemented a desire to trade and learn more about the markets.
By
Chris Concannon
Despite the eight-year bull market in equities, more and more market analysts are referring to the trade in U.S. equities as weak, depressed and even worse.
By
Paul D. Cretien
Traders have several options for getting exposure to stock market volatility, including futures, options and exchange traded funds. With mini contracts also in our arsenal, there are many ways to trade.
By
Bill Ralph
Here’s an entirely new approach to forecasting stock returns based on two novel indicators of stock market behavior.
By
Alan Rohrbach
August is actually not quite as weak as the statistics appear.
By
Murray A. Ruggiero Jr.
The classic approach to developing trading systems is to develop a set of trading rules and parameters that work well on one particular market. One of many problems this can create is that the system tests will generate so few trade samples that the system’s hypothetical profitability is sheer coincidence.
By
John Blank
The Industrials sector has been in the doldrums for some time, until recently. Let’s take a close look at one industry driving its recent upgrade. This week, the Electronics Machinery-Manufacturing industry sparked interest.
By
Jeff Joseph
Before the 2000 crash, the Gilder Technology Report was arguably the most influential letter on Wall Street and you were regarded as one of the best stock pickers in the world.