Section
Insight
18937 posts
Quiet heroes - Mawer
by Mawer Investment Management, via The Art of Boring Blog Lights flash and the code blue alarm sounds…
Brooke Thackray: May 2015 Market Update
by Brooke Thackray, AlphaMountain Investments CAD/USD HAC was fairly active in making currency adjustments in the favorable six…
Jeffrey Saut: "The Happening"
by Jeffrey Saut, Chief Investment Strategist, Raymond James “The Happening” . . . except in this case I…
The Top Five Accounting Mistakes Analysts Make
by Jason Voss, CFA, Enterprising Investor Prior to entering graduate school almost 20 years ago, I had a…
The Biggest Risk to US growth: Further Dollar Rally
by Walter Kurtz, Sober Look The biggest risk to US economic growth remains the possibility of an extended…
Conflicting Finance Narratives
by Ben Carlson, A Wealth of Common Sense Learning about investing from some of the all-time great investors…
The U.S. Equity Market is Losing Momentum
by Carl Swenlin, StockCharts.com One of the charts we like to review from time to time is the…
Crude Oil Rally About to Sputter?
by Walter Kurtz, Soberlook.com There is a distinct possibility that the recent oil rally is about to run…
Earnings Recap: Good Enough?
KEY TAKEAWAYS The S&P 500 is on track to post year-over-year earnings growth of about 2% in the…
The Shrinkage Effect in the Stock Market
by Ben Carlson, A Wealth of Common Sense There are a number of reasons cited for the fact…
Is the Agribusiness Sector Set To Explode Higher?
Agribusiness is My Favorite Base in the World by J.C. Parets, AllStarCharts.com The bigger the base, the higher…
Here's What CEOs Said About The Economy This Week
by Scott Krisiloff, Avondale Asset Management Each week I read dozens of transcripts from earnings calls and presentations…
This Economic Recovery Can't Get Any Respect
by Cullen Roche, Pragmatic Capitalism Is it just me or do we seem to be permanently grumpy about…
Should Long-Term Investors Mind the Macro?
by Todd Wenning, Clear Eyes Investing One of my key takeaways from the Berkshire Hathaway conference last weekend…
Who's Smarter? Stocks or Corporate Bonds?
by Dana Lyons, J. Lyons Fund Management, Inc. One of the Wall Street platitudes often repeated is that…
