Section
Commodities
618 posts
Daniel Arbess - 2010 Investment Strategy
This presentation from star hedge fund manager, Daniel Arbess, a native of Canada, and managing partner of Perella…
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...
China's Yuan Policy Shift Not a Game-Changer
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. WHILE YOU WERE SLEEPING…
An Expert’s View on Yuan Appreciation
Global markets got a nice lift on news that China will allow gradual appreciation of its currency against the U.S. dollar.
But those who closely watch the issue are emphasizing the word “gradual,” as in “don’t expect too much ac...
"Cliffhanger" (Hussman)
This article is a guest contribution by John P. Hussman, Ph.D., Hussman Funds. As we survey the current…
Exxon Apostasy
This article is a guest contribution by Vitaliy Katsenelson, CFA, portfolio manager/director of research at Investment Management Associates…
Stephen Roach: Ample Economic Slack, Absence of Inflationary Pressures Globally
Stephen Roach, Chairman of Morgan Stanley Asia says there is ample economic slack in the global economy, and…
Did Imbalances Cause the Crisis?
This article is a guest contribution from Kati Suominen, Trans-Atlantic Fellow at the German Marshall Fund in Washington,…
The Dow-Gold Relationship (Rosenberg)
This article is a guest contribution from David Rosenberg, Chief Market Economist, Gluskin Sheff. THE DOW-GOLD RELATIONSHIP That…
Doug Kass: De-Risking in Markets Sets Up an Unexpectedly Strong Rally
Seabreeze Partners President Douglas Kass on Bloomberg Radio JUNE 09, 2010 SPEAKERS: MICHAEL HOLLAND, CEO, HOLLAND & CO…
Jing Ulrich: Chinese Equities Completely Disconnected from Economy
(This is not a legal transcript. Bloomberg LP cannot guarantee its accuracy.) JING ULRICH, CHAIRMAN OF CHINA EQUITIES…
Gold Market Diary (June 14, 2010)
Gold Market Diary (June 14, 2010) For the week, spot gold closed at $1,226.70 per ounce up $6.80…
Emerging Markets Diary (June 14, 2010)
Emerging Markets Diary (June 14, 2010) Strengths China’s exports climbed 48.5 percent year-over-year and 9.9 percent month-over-month in…
Canada: Not a Cinderella Story - Let the Princes Keep the Glass Slippers
Earlier this week, one story in particular caught my attention - Russia boosts stake in Uranium One [to…
David Einhorn Discusses Large Short on Moody's and McGraw Hill (S&P) - says Market Spreads More Reliable
David Einhorn, President, Greenlight Capital, elaborately discusses Moody's and McGraw Hill (owners of S&P), pointing out that their…
Gold Market Diary (June 7, 2010)
Gold Market Diary (June 7, 2010) For the week, spot gold closed at $1,219.90 per ounce up $5.52…
