Section
Economy
4530 posts
The Economy and Bond Market Radar (September 9, 2013)
The Economy and Bond Market Radar (September 9, 2013) Treasury yields moved higher this week with the 10-year…
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 Growth Mirage
by Scott Minerd, Chief Investment Officer, Guggenheim Partners LLC September 05 2013 Despite disappointing economic data, there continues…
In a Little While: Market's Not Out of the Woods Yet
September 3, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
David Stockman on "The End of American Imperium"
by David Stockman via LewRockwell.com, Next week Congress can do far more than stop a feckless Tomahawk barrage…
An American Energy Revolution
An American Energy Revolution August 30, 2013 By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors…
The Economy and Bond Market Radar (September 2, 2013)
The Economy and Bond Market Radar (September 2, 2013) Treasury yields moved lower this week. This was particularly…
Jeff Gundlach Likes Mortgage REITs Now
By Michael Aneiro, Barrons Speaking on CNBC just now, onetime mortgage REIT hater Jeff Gundlach of DoubleLine Capital was…
Citi Asks "How High Can Gold Ultimately Go?"
Via Citi FX Technicals, Gold looks to have found a base... Following the multi-year surge in Gold the…
As Syria Distracts, Here’s What's Happening While No One Is Looking
From Simon Black, author of Sovereign Man As Syria Distracts, Here’s What's Happening While No One Is Looking…
What Lies Ahead For China?
By 2022, research by McKinsey suggests that 75 percent of urban consumers in China will earn around $9,000…
More Evidence of Pressure on U.S. Housing (Minerd)
The slowdown in housing due to higher mortgage rates is becoming more evident in the data for that…
William Smead: Forrest Gump Stock Market
by William Smead, Smead Capital After watching “Forrest Gump” for about the thirtieth time recently, I realized that…
How QE Translated Into Hot Money Emerging Market Inflows
by Sober Look As we look across major emerging economies, even some of the strongest have not been…
Are Stocks Too Expensive?
In response to recent questions about whether the stock market is overvalued, Russ gives two reasons why equity…
Is Asian Turbulence a Win for China?
by Anthony Chan, AllianceBernstein While this week’s sell-off in Asian currency and bond markets does not, as yet,…
