Section
ideas
138 posts
Dr. Copper Has Been Replaced
by Andrew Thrasher There used to be a belief on Wall Street that copper had a Ph.D. in economics…
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...
James Montier: "Stocks are Hideously Expensive" in "The First Central Bank Sponsored Bubble"
via Mark Dittli at Finanz und Wirtschaft, James Montier, the outspoken value investor and member of the asset…
What Caused the Great Depression?
by Ben Carlson, A Wealth of Common Sense The price of oil is down nearly 40% in…
Beat the Average Investor by not Trying to “Beat the Market”
by Cullen Roche, Pragmatic Capitalism If we look at “the market” of financial assets from the 30,000 foot…
Irrational Exuberance – Descriptive Superlatives Exhaustion Point Is Reached
by Pater Tenebrarum via Acting-Man blog, Positioning Indicators at new Extremes We are updating our suite of sentiment…
Myth: "Time reduces risk"
MYTH: Time reduces risk A research report authored by Ineichen Research & Management EXECUTIVE SUMMARY > Alternative investments…
Hugh Hendry: "I Believe Central Bankers Are Terrified"
Part One of MoneyWeek's Interview with Hugh Hendry, November 19, 2014 For the full transcript, visit here. And…
What Constitutes a Rich Life?
by Ben Carlson, A Wealth of Common Sense When I was in college, every spring a group…
Veronika Hirsch: Investment Commentary (October 2014)
O C T O B E R 2 0 1 4 EXEMPLAR CANADIAN FOCUS PORTFOLIO Experience. Intelligent Investing.…
Where to find Opportunity in Today’s Pricey Markets
While most developed markets are richly priced, there’s one country that has caught our attention. Heidi Richardson, head…
Not All Market News is Noise
by Michael Batnick, The Irrelevant Investor We’re often told that a key to successful investing is to focus…
Three Things Worth Thinking About
by Lance Roberts, STA Wealth Management Is Energy Ready For A "Dead Cat" Bounce? Each week in my…
Distinguishing the Fed's Securities Purchases from Monetary Expansion
by Sober Look There has been a bit of confusion about what today's FOMC announcement means with respect…
The Contrarian (Sociopathic?) Mindset
by Patrick O'Shaughnessy, Millenial Invest Expensive stocks suck. Cheap stocks are great. If you had followed these basic…
Rising Rates: The Great Pumpkin
by Douglas J. Peebles, AllianceBernstein In late 2013, the 10-year US Treasury yield hit 3%, spooking investors who…
