Trough

Trough

Are Investors Worried About the Right Risk?

Are Investors Worried About the Right Risk?
  by Seth Masters, Chief Investment Strategist, AllianceBernstein Individual and institutional investors alike have been shifting their capital from stocks to cash and bonds at a rapid rate ...
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From High to Low – A Look at World Markets (Horowitz)

From High to Low – A Look at World Markets (Horowitz)
  by Andrew Horowitz, The Disciplined Investor It has been a wild ride over the past 52 weeks and some markets came out looking good, some not so ...
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Oversold Stocks Piling Up (Bespoke)

Oversold Stocks Piling Up (Bespoke)
  by Bespoke Investment Group May 9, 2012 Although the S&P 500 is down less than 5% from its bull market highs, the percentage of stocks that are ...
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Earnings Growth—Is It Enough? (Ezrati)

Earnings Growth—Is It Enough? (Ezrati)
  by Milton Ezrati, Lord Abbett After two-plus years of exceeding expectations, earnings this year seem poised, at last, to reflect the plodding nature of this economic recovery. ...
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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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A False Sense of Security (Hussman)

A False Sense of Security (Hussman)
"The world economy has stepped back from the brink and we have causes to be a little bit more optimistic. But optimism should not give us a sense ...
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Guest Post: Forget Gold—What Matters Is Copper

Guest Post: Forget Gold—What Matters Is Copper
Forget Gold—What Matters Is Copper Guest contribution by Gonzalo Lira People are freaking out that gold has fallen to $1,650, from its lofty highs above $1,800—they are freaking ...
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Russ K.’s Market Calls - Equities, Mega Caps, Germany & More

Russ K.’s Market Calls - Equities, Mega Caps, Germany & More
by Russ Koesterich, Chief Investment Strategist, iShares Call #1: Maintain Overweight Equities, Mega Caps, Germany, the Netherlands & Brazil Given last week’s extraordinary volatility, my call this week focuses ...
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Chart: Baltic Dry Index Continues to Drop

Chart: Baltic Dry Index Continues to Drop
"The Baltic Dry Index, which measures changes in the cost to ship goods by sea, is about as volatile as an option contract.  As shown in the chart below, ...
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