The Economy and Bond Market Cheat Sheet (January 20, 2011)
The Economy and Bond Market Cheat Sheet (January 10, 2011) U.S. Treasuries were mixed this week with the…
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...
Gold Market Cheat Sheet (January 10, 2011)
Gold Market Cheat Sheet (January 10, 2011) For the week, spot gold closed at $1,369.57 per ounce, down…
Energy and Natural Resources Market Cheat Sheet (January 10, 2011)
Energy and Natural Resources Market Cheat Sheet (January 10, 2011) Strengths Steel scrap prices have started 2011 in…
Emerging Markets Cheat Sheet (January 10, 2011)
Emerging Markets Cheat Sheet (January 10, 2011) Strengths Macau’s casino revenue surged 66 percent on a year-over-year basis…
Index Shows Companies Are Building Again
Looking for a reason to be bullish on construction materials and equipment stocks? Take a look at the Architecture Billings Index (ABI) published by the American Institute of Architects.
The ABI registered a score of 52 in November, up over 6 percent f...
Can the World Hold 7 Billion?
Some time this year, there will be 7 billion people on the planet. If we all stood shoulder-to-shoulder,…
Mapping China's Growth
China’s economy continues to be full of surprises. Estimates from CLSA show China’s macroeconomic growth outpaced consensus estimates in 2010. Many expected a dramatic slowdown as government stimulus expired, but strength from the private s...
U.S. Equity Market Cheat Sheet (January 3, 2011)
U.S. Equity Market Cheat Sheet (January 3, 2011) The figure below shows the performance of each sector in…
The Economy and Bond Market Cheat Sheet (January 3, 2011)
The Economy and Bond Market Cheat Sheet (January 3, 2011) U.S. Treasuries rallied this week based on strong…
Gold Market Cheat Sheet (January 3, 2011)
Gold Market Cheat Sheet (January 3, 2011) For the week, spot gold closed at $1,420.78 per ounce, up…
Energy and Natural Resources Market Cheat Sheet (January 3, 2011)
Energy and Natural Resources Market Cheat Sheet (January 3, 2011) Strengths The International Organization of Motor Vehicle Manufacturers…
Emerging Markets Cheat Sheet (January 3, 2011)
Emerging Markets Cheat Sheet (January 3, 2011) Strengths China's total online population reached 450 million at the end…
China's Middle Class on the Move
With home and auto purchases growing at an average 34 percent and 22 percent annual pace in the…
U.S. Equity Market Cheat Sheet (December 27, 2010)
U.S. Equity Market (December 27, 2010) The figure below shows the performance of each sector in the S&P…
The Economy and Bond Market Cheat Sheet (December 27, 2010)
The Economy and Bond Market (December 27, 2010) The yield on the 10-year U.S. Treasury note increased by…
