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Insight
16529 posts
Bespoke: Default Risk Approaching New Lows for Financials
by Bespoke Investment Group We keep a close eye on the credit market because it's seen as a…
William Smead: The Thermometer of the Stock Market
by William Smead, Smead Capital Management As long-duration owners of common stock, we believe it is the wealth…
John Taylor: Why Economic Failure Causes Political Polarization
Authored by John Taylor, originally posted at WSJ.com, It is a common view that the shutdown, the debt-limit debacle…
Did The Fed Kill The Long Term Investor?
by Lance Roberts of STA Wealth Management, Gone are the days where people looked towards next year when…
Bubbles Don't Exist
by Doug French via Casey Research, No wonder investors don't take economists seriously. Or if they do, they…
James Kunstler: Two Forces and Three Bears
by James H. Kunstler of Kunstler.com, In these climax years of industrial technocratic society, two opposing forces shape…
Jeffrey Saut: "A Different Perspective"
“A Different Perspective” October 28, 2013 by Jeffrey Saut, Chief Investment Strategist, Raymond James In last Tuesday’s Wall…
4 Things To Ponder
by Lance Roberts of STA Wealth Management, It has been a very interesting week as the Government shutdown/debt…
Many Investors Are Still Under-Diversified
by Capital Spectator The Crucial Connection: Asset Allocation & Rebalancing The link between asset allocation and rebalancing is…
Scott Minerd: "Risk-on Returns"
October 23 2013 Ultra loose U.S. monetary policy continues pushing asset values higher at home and abroad. Seasonal…
Oil, Dollar, Yields Struggle
by Bespoke Investment Group As the stock market has been rallying, oil and the dollar have really been…
The Greatest, Most Relevant Speech Ever
by SmartKnowledgeU Every now and then, it is good to refresh knowledge of what is truly important in…
Steve Visscher: "Razor Sharp"
by Steve Visscher, Mawer Investment Management Emerging markets are often viewed as the elixir to cure declining…
Ryan Lewenza: The Technical Take (October 22, 2013)
by Ryan Lewenza, North American Equity Strategist, TD Wealth Our call for short-term weakness has not materialized, and…
Eric Sprott's Open Letter to The World Gold Council
Authored by Eric Sprott of Sprott Global Resources, Dear World Gold Council Executives; As you very well know,…
