Section
Insight
19371 posts
The 'Summer of Spinoffs' is Wreaking Havoc on S&P Indices
by StockSpinoffs.com The unprecedented number of spins this week has kept the folks at S&P working overtime making changes…
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...
Why Grains Have Caught a Bid
Rain Makes Grains (Die?) by The Alts Team, Attain Capital Forget what’s happing halfway around the world in…
Asset Class Performance in June 2015? Not So Hot.
by James Picerno, Capital Spectator The markets staggered to the year’s midpoint with a thud, with most of…
USDCAD Trend Favours USD, Oil May Be Rangebound $50-60
by SIACharts.com For this week's SIA Equity Leaders Weekly, we are going to focus on the USDCAD relationship…
Breaking Down the Components of ROE Over Time
by Patrick O'Shaughnessy, CFA, Investor's Field Guide Non-financial firms are earning an impressive return on their collective equity…
Letting Go of the Why
by Ben Carlson, A Wealth of Common Sense Watching the drama unfold over the past couple of weeks…
Jeffrey Saut: "When?!"
When?! by Jeffrey Saut, Chief Investment Strategist, Raymond James June 29, 2015 The market, he had learned, was…
Think Modern Portfolio Theory Doesn't Work? Clearing Up Some Misconceptions
by David Varadi, CSS Analytics A note to readers: I have posted some interesting material the last few…
The Phases of an Investment Idea
by David Merkel, Aleph Blog Investing ideas come in many forms: Factors like Valuation, Sentiment, Momentum, Size, Neglect……
Equity Market Performance Around Crisis Events
by David Templeton, Horan Capital Advisors With Greece headlines dominating news stories over this past weekend, investors might…
How Long do Investors Have to Wait Before They See the Benefits of Diversification?
by Michael Batnick, The Irrelevant Investor Everybody who holds a balanced portfolio believes in the efficacy of diversification.…
"Wake Me Up if Greece Actually Leaves [the Euro]."
by Cullen Roche, Pragmatic Capitalism There was a time when Greece and the EMU used to really interest…
Eight Reasons to be Bullish, Eight Reasons to be Bearish
by Andrew Nyquist, SeeItMarket It’s been an amazing year for the markets in many respects. The resiliency of…
3 Things: Trend, Ceiling & Rates
The Long Term Trend by Lance Roberts, STA Wealth Management Yesterday, I posted an article discussing the lack…