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The Unbearable Lightness of Earnings April 17, 2018

By Knowledge Leaders Team in Knowledge Leaders, News

Baruch Lev is the Philip Bardes Professor of Accounting and Finance at the Stern School of Business, NYU. This article first appeared at the Lev End Of Accounting Blog and is shared here with his permission. Today’s Wall Street Journal published an article that caught my attention: “Next Up: The…

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US-German Bond Spreads & Equity Leadership April 12, 2018

By Steven Vannelli, CFA in Markets

Recent weak data emanating from the Eurozone has been weighing on German Bund yields. The significant drop in the Eurozone Citigroup Economic Surprise Index (CESI) has pressured German Bund yields lower. Looking through the structural decline in German yields, we can see that short-term, cyclical…

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Energy Stocks Are Starting to Flow April 05, 2018

By Steven Vannelli, CFA in Markets, Portfolio Management

Energy stocks are looking lively today, with energy the best performing sector in the US and second best performing sector in Europe. The likely reason for the buoyant performance is a continued improvement in fundamentals. Inventory data released yesterday showed a steady decline in crude…

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