Section
Interest Rates
1069 posts
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…
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...
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…
The Economy and Bond Market Radar (October 21, 2013)
The Economy and Bond Market Radar (October 21, 2013) Treasury bond yields fell this week as the government…
Slowly At First, Then All At Once
by Simon Black of Sovereign Man Slowly at first, then all at once “How did you go bankrupt?”…
Housing Issues A Continuing Drag On Consumer Spending
by David Templeton, Horan Capital Advisors A recent report by the Federal Reserve Bank of New York shows…
Yield – at the Fork in the Road
After breaking down in September, 10 year yields have crept up and kissed the backside of their 50…
The Economy and Bond Market Radar (October 14, 2013)
The Economy and Bond Market Radar (October 14, 2013) Treasury bond yields were little changed this week as…
