Investment and market analysis, commentary, outlook, and practice resources for financial industry professionals.
A - J
Frank Holmes, US Funds
Jeffrey Saut, Raymond James
Jeremy Grantham, GMO
L - Z
Liz Ann Sonders
Mawer Investment Management
Resolve Asset Management
Russ Koesterich, Blackrock
Som Seif, Purpose Investments
As rate hikes near end, historic investor opportunity may begin
Taking Stock: Q4 2023 Equity Market Outlook
Why Junior Gold Stocks Could Be Gearing Up for a Glittering Performance
Capital One Financial Corp - (COF) - September 22, 2023 (Daily Stock Report)
Zorba The Greek
Stocks and Inflation Expectations are Once Again Synching Up
by Capital Spectator The tumble in stock prices lately has been accompanied by a so-far mild retreat in…
February 6, 2014
What Matters More: Earnings or the Fed?
by Cullen Roche, Pragmatic Capitalism There are two camps in the world when it comes to thinking about…
December 20, 2013
Dr. Ed Yardeni: Earnings & the Bull Market
Earnings & the Bull Market (excerpt) My bullishness since March 2009 has been driven by rising earnings. The…
November 27, 2013
Ryan Lewenza: North American Equity Strategy - Q3/13 Earnings Recap
North American Equity Strategy - Q3/13 Earnings Recap by Ryan Lewenza, North American Equity Strategist, TD Wealth Highlights…
November 23, 2013
"The More Comfortable You are in Valuing a Company, the Less Point There is to Doing that Valuation"
One of the responses to my last post on valuing young companies was that even if you can…
November 22, 2013
William Smead: Investment Outlook (September 4, 2013)
"Exponential Business Success" by William Smead, Smead Capital Management At a major conference in November of 2012, the…
September 5, 2013
S&P 500 Earnings Above Or Below Trend?
One market factor frequently mentioned regarding current S&P 500 earnings is they are far above historical trend. An…
August 19, 2013
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