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Insight
18020 posts
Inflation is the Biggest Correction Risk
by James Paulsen, Chief Investment Strategist, Wells Capital Management The accompanying chart is a good reminder that even…
Guy Haselmann: "Long ECB, Short FRB"
Long ECB Short FRB by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · New ECB actions were…
Review: Performance of Major Asset Classes in August
by James Picerno, Capital Spectator Most markets around the globe bounced back in August after July’s drubbing. Although…
Vialoux's Technical Talk - Sept. 4, 2014
by Don Vialoux, Timing the Market Pre-opening Comments for Thursday September 4th U.S. equity index futures were…
September Swoon Ahead?
Despite stocks’ strong recent performance, investors may want to exercise a bit of caution going into the fall.…
Demography Having an Impact on Inflation and Bond Yield (excerpt)
by Dr. Ed Yardeni Global economic growth has slowed over the past few years. Economists such as…
Pay Attention To Stock Markets Of China & Russia
by The Short Side of Long Usually at the end of every month I summarise sentiment of major…
Historical Monthly Stock Market Data is Pretty Useless
by Cullen Roche, Pragmatic Capitalism There’s an endless parade of articles and pundits today discussing the historical monthly…
Even Bull Markets Aren't Easy
by Ben Carlson, A Wealth of Common Sense “Risk, then, comes in two flavors: “shallow risk,” a loss…
Could a China Recession Cause $50/barrel Crude Oil?
by William Smead, Smead Capital Management Globalization has created an interconnection between major world economies and commodity prices.…
Charlie Munger's Investing Principles
by Ben Carlson, A Wealth of Common Sense “If you can get good at destroying your own wrong…
Vialoux's Technical Talk - September 3, 2014
by Don Vialoux, Timing the Market Interesting Chart Strength in the U.S. Dollar dominated equity and commodity trading…
Ryan Lewenza: "Round Numbers"
Round Numbers prepared by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James August 29, 2014 • The…
Jeffrey Saut: Homesick
Homesick by Jeffrey Saut, Chief Investment Strategist, Raymond James September 2, 2014 Because interest rates, credit growth and…
Draghi’s Difficult Dance
Draghi’s Difficult Dance by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Draghi’s clever Jackson Hole speech…
