Browsing Category
Bonds
1560 posts
Are Defensive Stocks Simply a Bet on a Lower Treasury Bond Yield???
This article is a guest post by James Paulsen, Wells Capital Management. Escalating fears of a double-dip recession…
July 4, 2010
And the Winner Is...
As investors rush into U.S. Treasuries in response to a weakening economy that may portend the onset of…
July 4, 2010
Bonding with the Bond (Rosenberg)
This is a guest contribution by David Rosenberg, Gluskin Sheff. Call it a pre-Canada Day barbeque with Dave.…
July 1, 2010
Getting, Keeping, Losing! (Saut)
This article is a guest contribution from Jeffrey Saut, Chief Investment Strategist, Raymond James. “... great fortunes are…
June 30, 2010
James Grant: Recovery's Surprising Strength Will "Jar" People
The following is a transcript of a WealthTrack interview with James Grant, esteemed editor and publisher of Grant's…
June 30, 2010
Not Much Out of the G20 (Rosenberg)
This article is a guest contribution by David Rosenberg, Gluskin Sheff. Much of the pledges made are standard…
June 29, 2010
The Great Divergence
This article is guest contribution by Bill Hester, CFA, Hussman Funds. For a brief period during the last…
June 29, 2010
Recession Warning (Hussman)
This article is a guest contribution by John Hussman, Hussman Funds. Based on evidence that has always and…
June 28, 2010
The Economy and Bond Market Diary (June 28, 2010)
The Economy and Bond Market Diary (June 28, 2010) Treasury bonds rallied this week, sending yields lower by…
June 26, 2010
How politicians excited financial markets' attack on the Eurozone
This article is co-authored by Jacopo Carmassi, Fellow of the Wharton Financial Institutions Center, and Stefano Micossi, Director…
June 25, 2010
Daring to Compare Today to the 30s (Rosenberg)
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. MARKET COMMENT Perhaps it…
June 25, 2010
Daniel Arbess - 2010 Investment Strategy
This presentation from star hedge fund manager, Daniel Arbess, a native of Canada, and managing partner of Perella…
June 24, 2010
Ten-year Treasury Yield Hits 52-week Low
This note is a guest contribution by Bespoke Investment Group. Remember back in April when the yield on…
June 24, 2010
True, North, Strong ...
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. Canada: TRUE, NORTH, STRONG…
June 23, 2010
The Case for Bonds (Rosenberg)
This article is a guest contribution from David Rosenberg, Chief Market Economist, Gluskin Sheff. THE CASE FOR BONDS…
June 22, 2010