David Robertson: “Bonfire Of Money” & The Distortion Of Capital
by David Robertson, CFA, CEO, Areté Asset Management The “Bonfire Of Money” and the distortion of capital and…
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...
Technically Speaking: Navigating Market Lingo In 2021
by Lance Roberts, RIA In February, Institutional Investor published a brilliant piece entitled “Asset Manager B.S. Decoded.” As…
Shades Of 1999 As “Market Mania” Returns In 2020
by Lance Roberts, RIA “Maybe this time is different. Those words, supposedly the most dangerous to utter in…
Technically Speaking: Charting 2020 – A Year Of Speculative Mania
by Lance Roberts, RIA As we prepare to wrap up the year, 2020 will go down in the…
#MacroView: Yellen’s “Arranged Marriage” To The Fed
by Lance Roberts, RIA Recently, President-Elect Joe Biden named Janet Yellen to be his administration’s Treasury Secretary. Yellen…
The “Roaring 20’s” – The Fundamental Problem Of The Bullish View
by Lance Roberts, RIA Recently, Ed Yardeni discussed his view of why another “Roaring 20’s” may lie ahead.…
MacroView – The Energy Rally Is Likely Premature
by Lance Roberts, RIA The rally in energy companies is likely premature. To understand why such may be…
Half-Truths Are Half Lies By Definition
by Michael Lebowitz, 720 Global Research Half-Truths Are Half Lies By Definition “When one side of a story…
