By Neil Eigen and Rich Rosen, Senior Portfolio Managers, Columbia Management If the buy low/sell high investing maxim is self-evident, why don’t more investors do it? In ...Read more Comments Off on The Importance of Being Earnest (Columbia)
As retail investors continue to appear significantly pessimistic in their fund outflows ($7.1bn from US equity mutual funds in w/e January 4th - the largest since the meltdown ...Read more Comments Off on Print-Or-Panic: TrimTabs On The Market's Meltup
`by Chris Brightman, Research Affiliates Oliver Wendell Holmes’ 1858 poem “The Deacon’s Masterpiece”1 describes a perfected one-horse “shay,” a highly engineered carriage designed so that the failure of ...Read more Comments Off on The Trouble With Quants (Brightman)
Discussing whether Meredith Whitney’s predictions on the muni bond market are overblown, with Thomas Doe, Municipal Market Advisors CEO, and Doug Dachille, First Principles Capital Management CEO. Source: ...Read more Comments Off on Meredith Whitney's Muni Meltdown Scenario: Paranoia?
Last week Raymond James' strategist Jeffrey Saut discussed underperformance angst, and how the sentiment is helping to drive stock prices higher, due to skeptical asset managers caving in ...Read more Comments Off on Melt-up Fuels Investor Confidence
Jason Zweig, author of the Intelligent Investing at WSJ.com discusses the effect that leveraged ETFs may be having on the market's closes. Here is an excerpt: At 3 ...Read more Comments Off on Are Leveraged ETFs Putting Cracks in Market Close?