Section
Europe
485 posts
U.S. Equity Market Radar (June 3, 2013)
U.S. Equity Market Radar (June 3, 2013) The S&P 500 finished down for the second week in a…
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...
Morning in a New Europe
by Scott Minerd, CIO, Guggenheim Partners Europe has had one of the nastiest winters on record, but hopes…
Hugh Hendry: Investment Outlook (May 2013)
From Hugh Hendry, CIO of The Eclectica Fund. The Fund was down 18 bps in April. The main…
The Love Trade for Gold is Still On
The Love Trade for Gold is Still On! By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
U.S. Equity Market Radar (May 21, 2013)
U.S. Equity Market Radar (May 21, 2013) The S&P 500 finished the week roughly 2 percent higher as…
Emerging Markets Radar (May 21, 2013)
Emerging Markets Radar (May 21, 2013) Strengths Dividends paid by Latin American equities have been crucial in cushioning…
James Paulsen: Confidence Runs Through the Stock Market
Confidence Runs Through the Stock Market by James Paulsen, Chief Investment Strategist, Wells Capital Management For the first…
Chartbook: Canadian Economy Up Against Multiple Threats
Horace, the Roman poet of the first century BCE wrote in his work Ars Poetica "many shall be…
Hugh Hendry: Investor Letter, The Eclectica Fund
Here, without comment is Hugh Hendry's Letter to Investors for Q1 2013: The Eclectica Fund - Q1 Review…
Mohamed El-Erian: Putting it All Together
The world is awash in contradiction with stocks rising to new highs as interest rates reflect a slowing…
U.S. Equity Market Radar (May 11, 2013)
U.S. Equity Market Radar (May 11, 2013) The S&P 500 made new highs again this week as cyclical…
The Ultimate Berkshire Hathaway (BRK.B) Annual Meeting Wrap Up
by Jeff Matthews, Not Making This Up Well props to āCD 105.9ā is all I can think, driving…
A Short History of Currency Swaps (Sibileau)
I want to offer today an historical perspective on the favorite liquidity injection tool: Currency swaps. These coordinated…
Donāt Sell in May: Here are Reasons to Extend Your Stay
Donāt Sell in May: Here are Reasons to Extend Your Stay By Frank Holmes, CEO and Chief Investment…
U.S. Equity Market Radar (May 6, 2013)
U.S. Equity Market Radar (May 6, 2013) The S&P 500 powered ahead to new highs this week as…
