Section
Emerging Markets
422 posts
Rosenberg: Market is Pricing in Stimulus II
David Rosenberg, Chief Economist, Gluskin Sheff, says the market is pricing in 4.0% real return GDP for the…
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...
Nouriel Roubini: The Phantom Economic Recovery
The following article is a guest contribution from RGE Monitor, and Nouriel Roubini's Project Syndicate, August 16, 2009.*…
How to Blow Market Bubbles
Simon Johnson, former Chief Economist at the IMF, and MIT Sloan School professor provides a well thought out…
Jeremy Grantham: Prepare for Low Growth, Higher Energy Prices
Jeremy Grantham has released his latest newsletter, "Boring, Fair Price." Grantham's newsletter is a must read, given that…
Jeremy Siegel: "The Market Will Stage a Comeback"
Jeremy Siegel, Wharton School prof and Director of Wisdom Tree ETFs, says "Now that it's clear the recession…
Dan Ariely: Are we really in control of our decisions?
Behavioral economist Dan Ariely, the author of Predictably Irrational, uses classic visual illusions and his own counterintuitive (and…
Hendry: Fears of inflation could trigger bigger downturn
We have followed Hugh Hendry, the outspoken and bold CIO of Eclectica Asset Management, and one of the…
"Loonie a Thoughtful Choice" (WSJ.com)
The Wall Street Journal suggests that Americans should think about investing in Canadian assets to take advantage of…
Bespoke: Most Overbought ETFs
"With stocks rallying around the world, the many ETFs that track various equity markets have moved significantly above…
Bespoke: BRIC countries continue to surge
Bespoke Investment Group, who do a brilliant job charting, have put together the year-to-date look at BRICs vs.…
David Swensen Interview (May 22, 2009)
David Swensen, legendary CIO of the Yale Endowment appeared in a full length interview on Consuelo Mack's Wealthtrack…
BRICs, Canada Showing Relative Strength
It appears that the countries with either the healthiest banking and financial systems, or strongest economic growth fundamentals,…
China: Profit Margins Recovery Should Help Stocks
BCA Research has published the following analysis on the strong general corporate earnings recovery in China, May 8,…
Big money poll - the long view (Barron's)
Barrron's magazine has published the results of its Big Money Poll of sentiment among money managers. Here is…
Country ETFs Overbought
This is a guest post from Bespoke Investment Group: From our daily ETF Trends report at below we…
