Section
Economy
4166 posts
The Economy and Bond Market Radar (October 28, 2012)
The Economy and Bond Market Treasury bond yields fell this week as weak economic data fueled concerns that…
Emerging Markets Radar (October 28, 2013)
Emerging Markets Radar (October 28, 2013) Strengths HSBC October China flash PMI was 50.9 versus the estimate of…
Scott Minerd: "Risk-on Returns"
October 23 2013 Ultra loose U.S. monetary policy continues pushing asset values higher at home and abroad. Seasonal…
Oil, Dollar, Yields Struggle
by Bespoke Investment Group As the stock market has been rallying, oil and the dollar have really been…
The Boom and Bust Cycle
This post was first published at Bawerk.net. You may also follow us on @EBawerk As is clear to…
Eric Sprott's Open Letter to The World Gold Council
Authored by Eric Sprott of Sprott Global Resources, Dear World Gold Council Executives; As you very well know,…
The Underperformance Culprit: Active Management or Active Managers?
by Tony Scherrer, CFA, Director of Research & Portfolio Manager, Smead Capital Management Each year we are reminded…
How the Shutdown Caused an Information Fog
What happens when the departments that collect and publish economic information stop operating, as they have during the…
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…
The Most Dangerous Line Uttered During The Debt Ceiling Debate
by Lance Roberts of STA Wealth Management, Today there is a great sense of relief that has swept…
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…
William Smead: Confidence in the Future (Q3/13 Letter to Investors)
To understand where we are going and have confidence in the future, you have to understand where we’ve…
What’s Changed Since 2007?
by Scott Krisiloff, Avondale Asset Management Last week marked the 6th anniversary of the S&P 500′s previous cycle…
