Section
ideas
138 posts
Philosophy Differs From Strategy
by Rick Ferri Want to be a successful investor? Have a sound investment philosophy before trying…
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...
Tom Brakke: The Nature of Value
by Tom Brakke, Research Puzzle When I travel, I try to meet with people and organizations from…
How Stocks Can Be Expensive and Cheap at the Same Time
by Cam Hui, Humble Student of the Markets As the major US equity averages move to new all-time…
This Indicator Points Towards an Overbought Market
by Andrew Thrasher It’s great to see the S&P 500 ($SPX) hit new highs and actually be…
Buy Stocks When Credit Spreads are High, Sell When They are Low
by David Merkel, Aleph Blog Credit spreads and implied volatility are cousins. When there is complacency, both are…
We Shouldn't Be Shocked By This New Proposal... But We Are
by Simon Black of Sovereign Man blog, Prof. Ken Rogoff’s book ‘This Time is Different: Eight Centuries of…
Made in Detroit: Seeing Value Where Others Do Not
by Kara Lilly, Mawer Investment Management A scrappy, twenty-something-year old from Detroit, Andy Didorosi does not fit into…
Why Michael Lewis Got it Wrong.
by Socializing Finance “There is systematic corruption in the market. A rigging, a rigging in the market. And…
Global Debt Exceeds $100 Trillion
by George Washington, Washington's Blog Bloomberg reports: The amount of debt globally has soared more than 40 percent…
Accidentally Conservative: The Risk that Lies Ahead for Millennials
Research shows that Millennials are substantially more conservative when it comes to their finances than previous generations. Jessie…
Bill Smead: David (Active Management) vs. Goliath (Passive Indexes)
by William Smead, Smead Capital Management Malcolm Gladwell is a fantastic writer and his new book, David and…
The Best Investors Are Always Trying to Get Better
by Gregory Harmon, Dragonfly Capital Let’s face it you suck at investing. Your adviser sucks at investing too.…
Eric Sprott: Investment Outlook (December 2013)
Inform Act by Eric Sprott and Etienne Bordeleau, Sprott Asset Management December 2013 We have long been advocates…
Ivan Hoff: Speculating About 2014
by Ivan Hoff There are two types of forecasts – lucky and wrong. Here are my educated guesses…
Evergreen Gavekal: The Hangover from China's Urbanization Boom
by Andrew Batson and Tom Miller of Evergreen Gavekal, As China’s leaders in recent weeks have laid out…
