Meltdown

Meltdown

The Importance of Being Earnest (Columbia)

The Importance of Being Earnest (Columbia)
  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 ...
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Print-Or-Panic: TrimTabs On The Market's Meltup

Print-Or-Panic: TrimTabs On The Market's Meltup
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 ...
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The Trouble With Quants (Brightman)

The Trouble With Quants (Brightman)
`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 ...
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Silver Is Getting Too Popular… Right?

Silver Is Getting Too Popular… Right?
by Jeff Clark of Casey Research Silver Is Getting Too Popular… Right? It’s no secret that the silver market is red-hot. As I write, silver American Eagles and ...
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Meredith Whitney's Muni Meltdown Scenario: Paranoia?

Meredith Whitney's Muni Meltdown Scenario: Paranoia?
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: ...
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Chart of the Week: China Exports

Chart of the Week: China Exports
This article is a guest contribution by Frank Holmes, U.S. Global Investors. The government in Beijing has been aggressive in using money policy to damp down property speculation ...
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Melt-up Fuels Investor Confidence

Melt-up Fuels Investor Confidence
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 ...
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Are Leveraged ETFs Putting Cracks in Market Close?

Are Leveraged ETFs Putting Cracks in Market Close?
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 ...
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