Section
Credit Markets
588 posts
Emerging Markets Cheat Sheet (January 10, 2011)
Emerging Markets Cheat Sheet (January 10, 2011) Strengths Macau’s casino revenue surged 66 percent on a year-over-year basis…
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...
Study Linking Vaccine to Autism Was Fraud, and other Weekend Reads
Here are this weekend's reading diversions for your enlightenment. Have a great one! Psoriasis Symptoms: How To Tell…
Hugh Hendry: Investment Outlook (Winter 2010-11)
THE ECLECTICA FUND Manager Commentary, December 2010 by Hugh Hendry, Eclectica Asset Management There Are No Policy Remedies…
Glory Days: Another Good Year in 2011?
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. January 3, 2011 Key…
Gold Market Cheat Sheet (January 3, 2011)
Gold Market Cheat Sheet (January 3, 2011) For the week, spot gold closed at $1,420.78 per ounce, up…
A Fed-Induced Speculative Blow-Off
by John Hussman, Hussman Funds Why are Treasury yields rising despite hundreds of billions of Treasury purchases by…
10 Important Lessons I’ve Learned
by Jeffrey Saut, Chief Investment Strategist, Raymond James Lost in the “noise” of the year-end soothsaying contests are…
Going against the flow: Dealing with capital flows to emerging markets
Going against the flow: Dealing with capital flows to emerging markets by Anton Korinek, via VoxEU 22 December…
The $4 trillion question: What explains FX growth?
The $4 trillion question: What explains FX growth since the 2007 survey? by Michael R King and Dagfinn…
The Stock Market may not be Fighting the Fed, but are Bonds?
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. December 14, 2010…
Things I Believe (Hussman)
by John P. Hussman, Ph.D., Hussman Funds 1) Investors dangerously underestimate the risk of an abrupt and possibly…
Bargain Shopping in Peru, Chile and Brazil
Bargain Shopping in Peru, Chile and Brazil By Frank Holmes, CEO and Chief Investment Officer, US Global Investors…
MarketWatch: “Goldman Conspiracy” - Bogle’s “pathological mutation?”
Marketwatch.com's Paul Farrell contributes the following commentary on John Bogle's (retired Founder, CEO, Vanguard) description that today's Wall…
Bonds: Reversion Cuts Both Ways
Robert Arnott, Founder, Research Affiliates, and innovator of FTSE-RAFI Fundamental Indices, has published a detailed report testing the…
Peter Thiel: Letter to Clarium Capital Partners (April 2009)
Clarium Capital, Peter Thiel's hedge fund, has released its quarterly letter to shareholders which includes a lucid assessment of…
