Knowledge is Power: Top Global Energy Firms, Martial Country, Don’t Panic Edition

Five reasons for investors not to panic about a Fed lift-off (FE Trustnet) Have Analysts Become Bearish on Chipotle After Health Incidents? (Factset) Platts 250 – Global Energy Company Rankings for 2015 (Platts) In a market where everything’s going wrong, this stock is doing everything right (Financial Post) Stocks are more overvalued now than at 2000 and …

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Knowledge is Power: Oil, Millennials, Stocks Flip-Flopping Edition

Jeremy Grantham says America’s economy stinks, and soon its stock market will too (MarketWatch) For US investors – Think twice about delaying your first MRD (Fidelity) Stocks See Record Flip-Flopping in 2015 (Moneybeat) Like Soviet Russia in 1959, has China already peaked? (FT beyondbrics) In search of a European Google (The Guardian) We need to see some carnage before …

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Knowledge is Power: Oil Prices, Canadian Banks, Tax Loss Harvesting Edition

Oil price at lowest level since 2009 (BBC) X Marks the Spot That Makes Online Ads So Maddening (NY Times) A fresh take on UK equities (Money Observer) Bull or bear, there’s something for everyone in Big Six bank earnings (Financial Post) Hong Kong Prudence Down the Toilet (Asia Sentinel) Are markets heading for a significant correction in 2016? …

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Knowledge is Power: Nifty Nine Stocks, Global Top 20 Generic Companies, Entitlement Reforms Edition

Fangs and Nifty Nine power US equities (FT) Confessions of a financial crisis junkie: How I learned to stop worrying about the past (Financial Post) Student Debt in America: Lend With a Smile, Collect With a Fist (NYT) Making lemonade: Tax-loss harvesting (Vanguard Advisors Blog) Top 20 generics companies by 2014 revenue (Fierce Pharma) Understanding the Two Chinas (AB Blog) Russia’s …

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Knowledge is Power: Mobius on China, Commodities, Indian Economy Edition

The middle-class economic squeeze is not about rising federal taxes(EPI) Don’t rush in to oil stocks (MoneyWeek) Consumption in China: From Commodities to Karaoke (Mark Mobius) US Equities: Revenue Is King in 2016 (AB Blog) China Stocks Go From Zero to $7 Trillion in 25 Years: Timeline (Bloomberg) US Elections: Where have all the good candidates gone?, …

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