Section
Monetary Policy
1048 posts
'Til Debt Do Us Part
Here we go again. As if the federal government shutdown isn’t bad enough, the U.S. government now 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...
Fear The Boom, Not The Bust
Submitted by Frank Hollenbeck via the Ludwig Von Mises Institute, If you listen to TV commentators, you’ve been…
The Fire Fueling Gold
The Fire Fueling Gold By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Gold took…
The Economy and Bond Market Radar (October 7, 2013)
The Economy and Bond Market Radar (October 7, 2013) Treasury yields rose modestly this week as attention was…
Scott Minerd: Buying the Shutdown
October 2nd, 2013 Volatility from the government shutdown and other political developments in Washington D.C. will likely continue…
Bearish USD Outlook is Bullish Tailwind for Commodities
It continues to appear as if the major metals are in a bottoming process. When I last wrote…
The Death Knell of the Global Synchronized Trade
by William Smead, Smead Capital Management Dear Fellow Investors, At Smead Capital Management, we believe the interest on…
The Bigger Threat Than a U.S. Government Shutdown
by Russ Koesterich, Portfolio Manager, Blackrock Most headlines today are focusing on the looming possibility of a government…
EM Countries Best Poised to Weather the End of Easy Money
What will happen to emerging market assets when the Fed inevitably begins to wind down its asset purchase…
Is The Market Simply Enjoying A Refreshing Pause?
by David Templeton, Horan Capital Advisors Much seems to be made of the S&P 500 Index's five day…
Guest Post: 10 Reasons The Market Will (Or Won't) Crash
by Lance Roberts of Street Talk Live blog, Douglas McIntyre, of 24/7 Wall Street, recently wrote an article…
The Impact of Tapering on Risky Assets
The U.S. Federal Reserve surprised the markets by announcing its decision to postpone reducing the purchase of Treasury…
Bill Smead: Bernanke’s Temporary Reprieve
by William Smead, Smead Capital Management There is no nice way to state this opinion: the end of…
James Paulsen: Investment Outlook (September 24, 2013)
5 Job Market Myths by James Paulsen, Wells Capital Management Conditions in the job market have always dominated…
Fifty Shades of Gold
Fifty Shades of Gold By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Goldman Sachs created…