Section
Economy
4412 posts
David Templeton: Expectations For The Market In 2014
by David Templeton, Horan Capital Advisors We have written many times on this blog that the simple change…
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...
And That's a Wrap for 2013
by Capital Spectator The year is fading fast and your editor is heading south for a short holiday.…
The Economy and Bond Market Radar (December 30, 2013)
The Economy and Bond Market Radar (December 30, 2013) Treasury bond yields moved higher this week, reaching the…
Emerging Markets Radar (December 30, 2013)
Emerging Markets Radar (December 30, 2013) Strengths The recent PMIs in Europe, where data showed growth in the…
Eddy Elfenbein: The Year The Fear Bubble Popped
by Eddy Elfenbein, Crossing Wall Street Lately, many investors have been tripping over themselves in an attempt to…
Bernanke’s Santa Claus Cheer
by Scott Minerd, CIO, Guggenheim Partners LLC December 23 2013 What will Santa bring for Christmas … does…
Seth Masters: Lessons Learned from 2013
by Seth J. Masters, CIO, AllianceBernstein In 2013, interest rates rose, bonds fell, equities soared, and US income-tax…
Welcome, Taper
by Dianne Lob, AllianceBernstein The Federal Open Market Committee’s statement that it will begin to taper its bond…
Is Inflation Headed Higher in 2014?
by Capital Spectator Inflation in the US has been drifting lower for more than a year, a trend…
The Economy and Bond Market Radar (December 23, 2013)
The Economy and Bond Market Radar (December 23, 2013) Treasury bond yields were mixed this week even as…
What Matters More: Earnings or the Fed?
by Cullen Roche, Pragmatic Capitalism There are two camps in the world when it comes to thinking about…
Keep an Eye on Credit Spreads
by Cam Hui, Humble Student of the Markets To be honest, I did not expect a December taper.…
Are We In The Next Bubble? (Turn8 Partners)
by Craig McFadzean and Christopher Crowe, Turn8 Partners 2013 is almost in the books and it has been…
Eric Sprott: Investment Outlook (December 2013)
Inform Act by Eric Sprott and Etienne Bordeleau, Sprott Asset Management December 2013 We have long been advocates…
Ivan Hoff: Speculating About 2014
by Ivan Hoff There are two types of forecasts – lucky and wrong. Here are my educated guesses…
