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Insight
17994 posts
Buffettâs Performance by Decade
by Ben Carlson, A Wealth of Common Sense I ran some numbers on Warren Buffettâs performance for a…
April 2, 2015
Finding an Oasis in a Bond Liquidity Drought
by Gershon Distenfeld, AllianceBernstein Letâs not mince words: Liquidity is draining out of global corporate bond markets, and…
April 2, 2015
March's Market Madness
Marketâs March Madness KEY TAKEAWAYS ¡ With the NCAA Final Four set, we share our own Final Four…
April 1, 2015
With ETFs, Volume Is Not Liquidity
With ETFs, Volume â Liquidity by Ted Bader, SIA Charts Despite ETFs raising $100 Billion in Canada and…
April 1, 2015
Howard Marks: The Most Important Thing - Uncommon Sense
Warren Buffett said "When I see memos from Howard Marks in my mail, they're the first thing I…
April 1, 2015
A Bond âBubbleâ is Very Different From a Stock âBubbleâ
by Cullen Roche, Pragmatic Capitalism Brad Delong is right to reject the idea that there is a bubble…
April 1, 2015
Competing Investment Strategies Are Difficult to Stick With or Let Go Of
by Ben Carlson, A Wealth of Common Sense One of the most difficult aspects of investing is that…
April 1, 2015
Guy Haselmann: "Animal Farm"
Animal Farm by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM ¡     Karl Marx died in March 1883,…
March 31, 2015
For Canadian Pension Funds, Itâs Time to Go Global
by Erin Bigley, Portfolio Manager, AllianceBernstein Pension funds in Canada have long relied on a simple fixed-income strategy:…
March 31, 2015
Momentum Stocks: Caution Ahead
The recent pickup in volatility is a useful reminder of the risks lurking in momentum stocks, both traditional…
March 31, 2015
Jeffrey Saut: Secular Bull Market
by Jeffrey Saut, Chief Investment Strategist, Raymond James Everything investors have learned since the last secular bull market.…
March 31, 2015
Woe Betide The Value Investor
by Jason Hsu, Vivek Viswanathan, Research Affiliates Research Affiliates is a value shop in the tradition of Ben…
March 31, 2015
The Myth of Volatility Drag (Part 1)
 by Will Morrison, CFA Institute âWhenever the market has volatility we lose money. We call this âvolatility drag.ââ…
March 31, 2015