Reasons to be bullish the commodity complex
BCA Research published this note on commodities on April 28, 2009: There are a number of reasons to…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
World's Largest Companies: Top 25
This is a guest contribution by Bespoke Investment Group: "For those interested, below we highlight the 25 largest…
Country ETFs Overbought
This is a guest post from Bespoke Investment Group: From our daily ETF Trends report at below we…
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
Bill Ackman, Joseph Stiglitz on Charlie Rose
A fascinating, enlightening conversation and debate about the economy with Bill Ackman, major investor and hedge fund manager…
Regression to Trend: New S&P 500 Update (dshort.com)
Doug Short (dshort.com) provides useful analysis to make the point statistics however reliable or unreliable can cause us…
A Light at the End of the Tunnel?
This week's Economist cover story discusses the idea that it may be too early to assume that the…
Alex Tabarrok: An Optimistic Lesson from 1929
Alex Tabarrok, noted economist, professor, and author of MarginalRevolution.com, one of the internet's most successful blogs, provides many…
China Fifth Largest Holder of Gold
“China has quietly almost doubled its gold reserves to become the world’s fifth-biggest holder of the precious metal,…
Jim Rogers isn’t buying a US stock recovery (Barron's)
“Legendary investor Jim Rogers is skeptical of the latest rally in equities - as well the health of…
Richard Russell: Are we in a bear market rally or a new bull market?
Richard Russell of Dow Theory Letters, provides the following note April 20, 2009: “(1) The market turned up…
Bonds: Reversion Cuts Both Ways
Robert Arnott, Founder, Research Affiliates, and innovator of FTSE-RAFI Fundamental Indices, has published a detailed report testing the…
Emerging Markets Versus G7
BCA Research has published the following daily note about the relative strength of Emerging Markets versus G7 equity…
Peter Thiel: Letter to Clarium Capital Partners (April 2009)
Clarium Capital, Peter Thiel's hedge fund, has released its quarterly letter to shareholders which includes a lucid assessment of…
Meredith Whitney: Three Questions by David Berman
Rallies don't impress celebrity bear, fundamentals do. Meredith Whitney, CEO, Meredith Whitney Advisory Group, is interviewed by The…
