Section
Economy
4471 posts
Stocks and Inflation Expectations are Once Again Synching Up
by Capital Spectator The tumble in stock prices lately has been accompanied by a so-far mild retreat in…
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...
James Paulsen: Investment Outlook (February 2014)
Recovery gaps still suggest considerable potential for stocks by James Paulsen, Chief Investment Strategist, Wells Capital Management Although…
William Smead: EM Misery and US Large-Cap Euphoria
by William Smead, Smead Capital Management Many investors are wondering why emerging stock market misery currently equates to…
Jeffrey Saut: "Pile on" Effect Exagerrated Downside Dive
āTinker to Evers to Chanceā by Jeffrey Saut, Chief Investment Strategist, Raymond James February 3, 2014 Last week…
Liz Ann Sonders: So Cruel ā Pullback Could Become Correction
February 3, 2014 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
How Major Asset Classes Performed in January 2014
Major Asset Classes | Jan 2014 | Performance Review by Capital Spectator January was a rough month for…
Five Reasons the ECB will Have to Ease Again
by SoberLook.com It may be something symbolic such as a small rate cut or possibly a more substantial…
Market Sentiment Going into February is Looking Pretty Stark
February Sentiment Summary by Short Side of Long Equities Chart 1: Individual investor optimism has just started to…
The Economy and Bond Market Radar (February 3, 2014)
The Economy and Bond Market Radar (February 3, 2014) Treasury bond yields continued their recent slide, heading lower…
Byron Wien: Preparing for a Volatile Year
Preparing for a Volatile Year by Byron Wien, Vice Chairman, Blackstone Advisory Partners LP February 2014 Last yearās…
Derek Hernquist: Worry-Free Urgency
by Derek Hernquist āBoundaries are necessary because of peopleās tendency to escalate commitment to past choices.ā Chip and…
Technical Weekly: 30-Yr Yields and a Risk-Off Pairing Example
by SIACharts.com In this week's edition of the SIA Equity Leaders Weekly, we are going to take a…
Peter Tchir: Is QE a Victimless Crime?
by Peter Tchir of TF Market Advisors, QE a Victimless Crime? If that title canāt make you want…
European Equities: In The Market With an Airbag
by Michele Patri, AllianceBernstein Confidence returned to European markets in 2013 after several turbulent years. As the continent…
Gavekal Explains The Emerging Market Panic
by Charles Gave and Louis Gave via Evergreen Gavekal, With emerging markets in panic mode, investors are bound…
