Section
Insight
19364 posts
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...
The Biggest Difference Between the Real World & Academia
The Biggest Difference Between the Real World & Academia The Biggest Difference Between the Real World & Academia…
(Not) boring finds for October 2015
by Mawer Investment Management, via The Art of Boring Blog (Not) boring finds for this week – June…
(Not) boring finds for October 2015
by Mawer Investment Management, via The Art of Boring Blog Our team comes across hundreds of weird and…
(Not) boring finds for October 2015
by Mawer Investment Management, via The Art of Boring Blog Our team comes across hundreds of weird and…
MAGNA INTL INC. (MG.TO) TSX - Nov 03, 2015
MAGNA INTL INC. (MG.TO) TSX - Nov 03, 2015 SIA Charts Daily Stock Report (siacharts.com) The SIA Daily…
U.S. Equities Still Outperforming
U.S. Equities Still Outperforming by Tiho Brkan, Short Side of Long EM equities and commodities have underperformed over the last 52…
Did Bill Ackman get Valeant Wrong?
Did Bill Ackman get Valeant Wrong? There is a lot of talk today about the stock Valeant Pharmaceuticals…
Research Puzzle: "their language"
"their language" by Tom Brakke, The Research Puzzle Some stories seem to have fallen apart lately. Valeant has…
It’s Not Easy
It’s Not Easy by Expecting Value Blog I’ll start this post with a quote from Howard Marks, who…
VIX Trips From 37 to 20 Have Been All-Or-Nothing For Stocks
VIX Trips From 37 to 20 Have Been All-Or-Nothing For Stocks by Dana Lyons, J. Lyons Fund Management,…
Gary Vaynerchuk Says Facebook Is 'Best Advertising Product in the World'
Gary Vaynerchuk Says Facebook Is 'Best Advertising Product in the World' Oct. 27 -- Gary Vaynerchuk, chief executive…
The Fed Rate Rise: Is the Wait Nearly Over?
The Fed Rate Rise: Is the Wait Nearly Over? October 29 -- Federal Reserve officials pivoted toward a…
More Evidence of China Re-balancing
More Evidence of China Re-balancing by Cam Hui, Humble Student of the Markets The big news out of…
Connecting the Dots (10/28/2015)
Connecting the Dots (10/28/2015) by Erik Swarts, Market Anthropology As much as we carry a long-term bias towards…