Section
Interest Rates
1014 posts
Is Europe Making a Comeback?
A move by the European Central Bank to cut interest rates to a record low of 0.25% has…
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...
The Big Lie: Lunch (and Debt) Are Free
Submitted by Charles Hugh-Smith of OfTwoMinds blog, Actions create consequences, and not necessarily the consequences that were planned…
Are We In Global Bubble Territory? Not Yet
While U.S. stocks are no longer cheap, most valuation metrics refute the notion that global equities are in…
Jim Rogers: "This is Absolute Insanity"
"It's not just the Fed, it's central banking," Jim Rogers exclaims to Reuters in this brief clip, "this…
Lance Roberts: The Market in Pictures
by Lance Roberts of STA Wealth Management, I recently posted a piece entitled "The Economy In Pictures" wherein…
Paranormal Markets: What’s Bad for the Economy Is Good for Stocks?
Negative economic news has been causing increases in stock prices. Jeff explains how uncertainty over Fed policy is…
David Rosenberg: Seismic Investment Shift
Financial Thought Leader David Rosenberg is predicting a generational investment shift. The influential Chief Economist and Strategist at…
Scott Minerd: Investment Outlook (November 6, 2013)
Macro View: Party Like it's 1999 November 06 2013 There remains significant upside for risk assets, but in…
Is Bad the New Good?
by Jamie Hyndman, Mawer Investment Management Remember the first time you heard that red wine and dark chocolate…
Robert Shiller: "Is Economics a Science?"
by Robert J. Shiller, originally posted at Project Syndicate, I am one of the winners of this year’s…
A Trading Opportunity in Bonds
by Humble Student of the Markets What a non-surprise from the Fed! As I awaited the FOMC announcement,…
William Smead: The Thermometer of the Stock Market
by William Smead, Smead Capital Management As long-duration owners of common stock, we believe it is the wealth…
John Taylor: Why Economic Failure Causes Political Polarization
Authored by John Taylor, originally posted at WSJ.com, It is a common view that the shutdown, the debt-limit debacle…
David Templeton: Multiple Expansion Contributing To Market Returns
by David Templeton, Horan Capital Advisors “We are nicely above the old high, and we’re just getting to…
Scott Minerd: "Risk-on Returns"
October 23 2013 Ultra loose U.S. monetary policy continues pushing asset values higher at home and abroad. Seasonal…
