Section
Economy
4448 posts
China's Housing ā Living in a Bubble
Submitted by Mu Chunshan via The Diplomat, Rising home prices, especially in major cities, are prompting a growing…
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...
Equity Market Sentiment is Reaching Extremes
by The Short Side of Long Weekend Sentiment Summary (July Week 4) Equities Sorry for a bit of…
Japan Firing The Third Arrow
by Guy Bruten, AllianceBernstein Japanese Prime Minister Shinzo Abeās ability to implement his agenda is politically unfettered. But…
Liz Ann Sonders: Driftingā¦but for How Long?
July 26, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
Is It āThe Great Rotationā Or āBad Behaviorā
by Lance Roberts, CEO, StreetTalk Advisors There has been a significant number of articles written since the beginning…
Jeffrey Saut: "Bad Trade?!"
āBad Trade?!ā by Jeffrey Saut, Chief Investment Strategist, Raymond James July 29, 2013 āI asked the obligatory question:…
The Economy and Bond Market Radar (July 29, 2013)
The Economy and Bond Market (July 29, 2013) The treasury market sold off modestly this week as yields…
Investors Running Out Of Cash Available For Investments
by David Templeton, Horan Capital Advisors With investors being paid virtually zero percent interest on money market cash…
A One-Pillar Economy
by Scott Minerd, CIO, Guggenheim Partners LLC July 24 2013 Despite blockbuster new home sales, higher interest rates…
How Deep Is The Real Economic Problem In China?
Via Bill Blain of Mint Partners, āYou canāt convince a deaf man by talkingā¦ā Is China about to…
Things That Make You Go Hmmm... Like Fedspeak
Lately, Fedspeak has plummeted to new depths of indecipherability as frantic Fed governors, terrified by the extent of…
Obama's Economic Report Card
via Zerohedge.com As the President prepares to address Congress (and the nation) with his next new new 'better…
Hoisington: "The Secular Low In Bond Yields Has Yet To Be Recorded"
by Lacy Hunt and Van Hoisington via Hoisington Investment Management, Lower Long Term Rates The secular low in…
US Housing Prices Within 7% of 2007 High ā Thatās Not A Bubble?
US Housing Prices Within 7% of 2007 High – That’s Not A Bubble? (via Market Shadows) Courtesy of…
Is Inflation Really Gone Forever?
by Jon Ruff, AllianceBernstein Recent movements in asset prices suggest that markets have forsaken any possibility of an…
