Section
QE
208 posts
William Smead: The Thermometer of the Stock Market
by William Smead, Smead Capital Management As long-duration owners of common stock, we believe it is the wealth…
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...
John Taylor: Why Economic Failure Causes Political Polarization
Authored by John Taylor, originally posted at WSJ.com, It is a common view that the shutdown, the debt-limit debacle…
Did The Fed Kill The Long Term Investor?
by Lance Roberts of STA Wealth Management, Gone are the days where people looked towards next year when…
David Templeton: Multiple Expansion Contributing To Market Returns
by David Templeton, Horan Capital Advisors “We are nicely above the old high, and we’re just getting to…
Steen Jacobsen: Rediscovering The Price Of Money... When Things Can't Get Any Worse
by Steen Jakobsen, CIO Saxo Bank (via Trading Floor.com), I’ve been starting my speeches for some time now…
Scott Minerd: "Risk-on Returns"
October 23 2013 Ultra loose U.S. monetary policy continues pushing asset values higher at home and abroad. Seasonal…
Eric Sprott's Open Letter to The World Gold Council
Authored by Eric Sprott of Sprott Global Resources, Dear World Gold Council Executives; As you very well know,…
How the Shutdown Caused an Information Fog
What happens when the departments that collect and publish economic information stop operating, as they have during the…
The Economy and Bond Market Radar (October 21, 2013)
The Economy and Bond Market Radar (October 21, 2013) Treasury bond yields fell this week as the government…
The Most Dangerous Line Uttered During The Debt Ceiling Debate
by Lance Roberts of STA Wealth Management, Today there is a great sense of relief that has swept…
Slowly At First, Then All At Once
by Simon Black of Sovereign Man Slowly at first, then all at once “How did you go bankrupt?”…
Housing Issues A Continuing Drag On Consumer Spending
by David Templeton, Horan Capital Advisors A recent report by the Federal Reserve Bank of New York shows…
Jeffrey Saut: "Huey Lewis and the News!"
“Huey Lewis and the News!” by Jeffrey Saut, Raymond James October 14, 2013 The object lesson here is…
Bill and TED's Excellent Adventure
by Paul Moroz, Mawer Investment Management Political differences in Washington have managed to create an anomaly in financial…
The Economy and Bond Market Radar (October 14, 2013)
The Economy and Bond Market Radar (October 14, 2013) Treasury bond yields were little changed this week as…
