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Fixed Income
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Index Summary and U.S. Equity Market Notebook (5/24/2010)
Index Summary (5/24/2010) The major market indices were down this week. The Dow Jones Industrial Index fell 4.02…
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...
Economy and Bond Market Notebook (5/24/2010)
The Economy and Bond Market Notebook Treasuries rallied sharply this week as the flight-to-quality trade accelerated. The yield…
James Paulsen: A New Inflation-Expectations Monitor?
This article is a guest contribution by James Paulsen, Chief Investment Strategist, Wells Capital Management. A New Inflation-Expectations…
Howard Marks: Warning Flags
This article is a guest contribution by Howard Marks, CIO, Oaktree Capital Management. Memo to: Oaktree Clients From:…
Hugh Hendry: Investment Outlook May 2010
This article is Hugh Hendry's letter to Eclectica Fund investors for May 2010. THE ECLECTICA FUND Manager Commentary,…
Why Be Bullish?
This article is a guest contribution by Dr. Charles Lieberman, Advisors Capital Management. Investors are nervous that Greece…
Two Choices: Restructure Debts or Debase Currencies
This article is a guest contribution by John Hussman, Hussman Funds. Last week, the European Central Bank pledged…
Index Summary and U.S. Equity Market Notebook (5/15/2010)
Index Summary Notebook (5/15/2010) The major market indices were up this week. The Dow Jones Industrial Index rose…
Economy and Bond Market Notebook (5/15/2010)
The Economy and Bond Market Notebook (5/15/2010) The yield on the 10-year Treasury changed very little for this…
Gold Market Notebook (5/15/2010)
Gold Market Notebook (5/15/2010) For the week, spot gold closed at $1233.18 per ounce, up $24.78, or 2.05…
Eight Hundred Years of Financial Folly
This article is a guest contribution from *Carmen Reinhart, via VoxEU.com. This column, first posted 19 April 2008,…
Rosenberg: "Bazooka Bust" and Gold Glitters
Email this article | Print this article This article is a guest contribution from David Rosenberg, Chief Market…
The Death of Capital (Michael Lewitt via Outside the Box)
This article is a guest contribution by Michael Lewitt, by way of John Mauldin's Outside the Box. Was…
Hugh Hendry: "We hedge fund managers are on your side"
Email this article | Print this article by Hugh Hendry, CIO, Eclectica Asset Management UK. This op-ed originally…
John Hussman: Illiquidity is not a "glitch"
This article is a guest contribution by John Hussman, Hussman Funds. "Of all the mysteries of the stock…
