Perspective

Perspective

Here’s What CEOs are Saying About the Economy

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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?

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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?

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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

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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)

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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"

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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."

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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

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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

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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

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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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An Updated Definition of Active Investing

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active investing ETFs Insight Markets Outlook Strategy
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. ...
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Warren Buffett's Biggest Losses

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Insight Markets Outlook Stocks Strategy
  by Ben Carlson, A Wealth of Common Sense “Unless you can watch your stock holding decline by 50% without becoming panic-stricken, you should not be in the stock ...
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Tom Bradley: What 'They' Say

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ideas Insight Markets Outlook
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 ...
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Point of Stress (Kara Lilly)

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ideas Insight Markets Outlook
Point of Stress There is a very big difference between performing well in a relaxed atmosphere and performing well under pressure. When the stakes are low, and there ...
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Tom Bradley: Asleep at the Switch

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Banking Markets Outlook Regulation US Stocks
by Tom Bradley, Steadyhand Investment Funds I had a nightmare last night. I dreamed that I was on the board of JP Morgan. It was no fun. For ...
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