Section
Insight
18170 posts
The Dave Semenko principle: focusing on your area of genius*
by Mawer Investment Management, via The Art of Boring Blog There are two main world views relating to…
Bonds Are Supposed to be Boring
by Ben Carlson, A Wealth of Common Sense Earlier this week I posted a handful of graphs that…
What's Driving U.S. Stocks? Irony.
Despite mostly downside surprises from U.S. economic data, hopes of a slower pace in interest rate normalization from…
In US Small-Caps, Quality Is on Sale
by James McGregor, AllianceBernstein Investors who wanted safety and certainty last year mostly shunned smaller-cap US stocks. As…
Signs of Froth in the Biotech Sector
Signs of Froth in the Biotech Sector by Dana Lyons, JLFMI Blog There is a fervent debate in…
Jeffrey Saut: Active vs. Passive Redux
Active vs. passive redux Jeffrey Saut, Chief Investment Strategist, Raymond James March 23, 2015 Most of you know…
The Bulls are Alright
by Cam Hui, Humble Student of the Markets Trend Model signal summary Trend Model signal: Risk-on Trading model:…
A Look at Global Relative Strength
A look at global relative strength by Adam Grimes Where do we start? It’s easy to get overwhelmed…
Size Matters & Their Estimates are Still Too Damn High
by Erik Swarts, Market Anthropology [dropcap]W[/dropcap]ith the U.S. equity markets continuing to make and trade near their all-time…
MORGAN STANLEY (MS) NYSE - Mar 24, 2015
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
What Constitutes Long-Term in the Stock Market?
In a research note late last year, AQR’s Cliff Asness described what long-term means when it comes to…
Counting on Cash
An Active Approach to Sustainable Equity Returns by David Dalgas, CFA, Chief Investment Officer—Global Core Equity, Kenneth Graversen,…
Follow The Money
Follow the Money by R.P. Seawright, Above the Market Hal Holbrook had a wonderful supporting role in the…
The Outlook for a Bottom in Crude Oil
by J.C. Parets, AllStarCharts.com Since the oil crash first began last summer, I have constantly been asked how…
Guy Haselmann: June Hike - Weeding Out The Noise
June Hike - Weeding Out The Noise by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Since…
