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 ...Read more Comments Off on Here’s What CEOs are Saying About the Economy
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 ...Read more Comments Off on What if The Future is Better Than We Think?
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, ...Read more Comments Off on Enduring Lessons from the Financial Crisis
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, ...Read more Comments Off on Veronika Hirsch: Investment Commentary (August 2014)
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 ...Read more Comments Off on On the Attraction of "Behemoth 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 ...Read more Comments Off on Toronto Native Frank Holmes: "I’m Grateful to Live in America. Here’s Why."
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 ...Read more Comments Off on The Stock Market's Seven-Year Itch
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 ...Read more Comments Off on The Last Cheap Asset Class
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 ...Read more Comments Off on Financial Markets are Like Snowflakes – Every Period is Different
by R.P. Seawright, Above the Market We have all heard the arguments about the flaws of active management and we all should have looked closely at the underlying data. ...Read more Comments Off on An Updated Definition of Active Investing
by Tom Bradley, Steadyhand Investment Funds We hear it all the time in conversation with our partners and friends: “They say the market is going higher … they ...Read more Comments Off on Tom Bradley: What 'They' Say