Section
Economy
4498 posts
4 Areas Revved Up for a Resources Boom
4 Areas Revved Up for a Resources Boom By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
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 Economy and Bond Market Radar (March 31, 2014)
The Economy and Bond Market Radar (March 31, 2014) Treasury bond yields were mixed this week. The very…
Emerging Markets Radar (March 31, 2014)
Emerging Markets Radar (March 31, 2014) Strengths With the Greek economy expected to grow by 1.1 percent this…
Don’t Believe The Hype Of Rising Interest Rates
by Jesse Felder, The Felder Report “Best investments for a rising rate environment” “The coming crash in the…
A Commodity Story
by Market Anthropology On a relative performance basis we continue to find a discretely transitioning market environment, led…
Are Emerging Markets Bonds Worth the Risk?
As the deteriorating situation in Ukraine rattles global markets, Matt Tucker examines the fixed income side of the…
Higher Rates on the Horizon? Three Implications
Investors were temporarily taken aback last week by the prospect of an earlier-than-expected rate hike. While it’s not…
Four Reasons Businesses Could Begin Spending Again Soon
Despite record profits and exceptionally high corporate cash levels, capital spending by U.S. businesses remains subdued. Russ explains…
Profit Margin Bears Rely on One Big Argument
by Philosophical Economics James Montier of GMO, whose work I deeply respect and enjoy reading, recently put out…
Gavekal: Japan's Self-Defeating Mercantilism
by Joyce Poon, Gavekal Asia Research Director, In the 16 months since Japanese Prime Minister Shinzo Abe launched…
The Economy and Bond Market Radar (March 24, 2014)
The Economy and Bond Market Radar (March 24, 2014) Treasury bond yields moved sharply higher this week, especially…
Three Reasons Europe Deserves Another Look
As investors steer clear of emerging markets and U.S. equities, flows into developed markets overseas are gaining momentum.…
The Problem With Forward P/Es
by Lance Roberts of STA Wealth Management, In a recent note by Jeff Saut at Raymond James, he…
Scott Minerd: The Song Remains the Same
The Song Remains the Same March 19 2014 The noisy journey from winter to spring in the United…
Inflation Does Not Produce Economic Growth
by Frank Shostak via the Ludwig von Mises Institute, After settling at 3.9 percent in July 2011 the…
