Section
ideas
138 posts
September Market Return Is Favorable When August Return Is Negative
Although investing in stocks is a long term endeavor the following post will provide some insight into returns…
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...
Svalbard
Svalbard is an archipelago in the Arctic Ocean, located about halfway between Norway and the North Pole. With…
Why More is Less
by Tom Brakke, Research Puzzle Published in early 2004, The Paradox of Choice by Barry Schwartz carried the…
Mining Bullies
Mining Bullies 2013-08-01 10:00:00 by Kara Lilly, Mawer Investment Management If mining companies were children, BHP Billiton, Vale,…
Think Your Password Is Secure From The NSA? Try This
Submitted by Simon Black via Sovereign Man blog, Seven minutes. Thatâs how long it would take to crack…
A Modest Proposal
by Simon Black via Sovereign Man blog, Decades ago, John Maynard Keynes famously wrote in his novel The…
Investing in Water: Rising Demand Brings New Opportunities
July 9, 2013 by Michelle Gibley, CFA, Director of International Research, Schwab Center for Financial Research Key Points…
Stay the Course As Mixed Signals Move Markets
Stay the Course As Mixed Signals Move Markets July 1, 2013 By Frank Holmes, CEO and Chief Investment…
Didier Sornette: How we can Predict the Next Financial Crisis
Good stuff here from Didier Sornette. Â Sornette has done some superb risk on behavioral finance and risk management.…
Investors in Search of the Holy Grail will Always be Disappointed
Reality Check by Robert P. Seawright, Above the Market June 19, 2013 Every advisor who works with individual…
Guest Post: Paul Krugman The Marxist
Submitted by James E. Miller via The Ludwig von Mises Institute of Canada, Someone once wrote that criticizing…
Managing Equity Risk: Some Rules for the Road
by Kurt Feuerman, AllianceBernstein Under the surface of Mayâs strong equity returns were major shifts in sector leadership,…
Why Donât Investors Understand Emerging Markets?
by Tassos Stassopoulos, AllianceBernstein Big is not necessarily beautiful when it comes to forecasting emerging markets. In fact,…
Own These Worldâs Leading Brands And Never Fear A Recession Again
Own These Worldâs Leading Brands And Never Fear A Recession Again (via Market Shadows) Courtesy of Chuck Carnevale.…
The Hindenburg What? (Visscher)
by Steve Visscher, Mawer Investment Management I had a friend ask me this week about the Hindenburg Omen.…
