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134 posts
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…
June 5, 2014
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…
May 30, 2014
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…
May 28, 2014
Why Michael Lewis Got it Wrong.
by Socializing Finance “There is systematic corruption in the market. A rigging, a rigging in the market. And…
May 9, 2014
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…
January 7, 2014
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.…
December 30, 2013
Eric Sprott: Investment Outlook (December 2013)
Inform Act by Eric Sprott and Etienne Bordeleau, Sprott Asset Management December 2013 We have long been advocates…
December 19, 2013
Ivan Hoff: Speculating About 2014
by Ivan Hoff There are two types of forecasts – lucky and wrong. Here are my educated guesses…
December 19, 2013
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…
December 18, 2013
Jeffrey Saut: The One Percent
“The One Percent” by Jeffrey Saut, Chief Investment Strategist, Raymond James December 16, 2013 Just as the commandment…
December 17, 2013
Lance Roberts: Is the Deficit Reduction Just a Mirage?
by Lance Roberts of STA Wealth Management, There has been quite a bit of discussion lately over the…
December 11, 2013
6 Things To Ponder: Bulls, Bears, Valuations & Stupidity
Submitted by Lance Roberts of STA Wealth Management, With just a tad more than three weeks left in the year it…
December 9, 2013