Perspective

Perspective

Here’s What CEOs are Saying About the Economy

Economy Insight Markets Outlook
by Scott Krisiloff, Avondale Asset Management Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below is a weekly ...
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2011 All Over Again?

Insight Markets Outlook
by Cam Hui, Humble Student of the Markets Trend Model signal summary Trend Model signal: Risk-on (upgrade) Trading model: Bullish (upgrade) The Trend Model is an asset allocation ...
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What if The Future is Better Than We Think?

Insight Markets Outlook
by Ben Carlson, A Wealth of Common Sense “Humanity is now entering a period of radical transformation in which technology has the potential to significantly raise the basic ...
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Enduring Lessons from the Financial Crisis

ETFs ideas Insight Markets Outlook Risk Management Strategy
by Ben Carlson, A Wealth of Common Sense When asked what people would learn from the financial crisis, GMO’s Jeremy Grantham replied: In the short term a lot, ...
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Veronika Hirsch: Investment Commentary (August 2014)

active investing Insight Markets Outlook portfolio management Seasonality Stocks Strategy
by Veronika Hirsch, Portfolio Manager, Arrow Capital Management, Inc. Investment Commentary - August 31, 2014 Exemplar Canadian Focus Fund I am writing a slightly abbreviated commentary this month, ...
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On the Attraction of "Behemoth Stocks"

Insight Markets Outlook Stocks US Stocks
Photo Credit: Benh LIEU SONG by David Merkel, Aleph Blog Somewhat less than three years ago, I wrote two articles on Behemoth stocks [one, two], which I define as ...
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Toronto Native Frank Holmes: "I’m Grateful to Live in America. Here’s Why."

Insight Markets North America Outlook US Stocks
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors   An important principle of our investment process at U.S. Global Investors is a belief that government ...
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The Stock Market's Seven-Year Itch

Insight Markets Outlook Stocks US Stocks
Excerpted from 'Tangible Ideas' via Sean Corrigan of  Diapason Commodities, So where does this leave us, in financial markets, at the mid-point of the year, other than with ...
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The Last Cheap Asset Class

ETFs Insight Markets Outlook
With cash paying nothing and long-dated bonds barely keeping up with inflation, investors have bid up most asset classes in search of a decent return. However, according to ...
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Financial Markets are Like Snowflakes – Every Period is Different

Insight Markets Outlook Stocks
by Clear Eyes Investing Markets are like snowflakes; different time periods can share common traits and might even look alike, but no two are exactly the same. Rather ...
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