Section
Insight
19377 posts
The Phases of an Investment Idea
by David Merkel, Aleph Blog Investing ideas come in many forms: Factors like Valuation, Sentiment, Momentum, Size, Neglect……
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...
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…
Every Aspect of Investing Comes With Baggage
by Novel Investor Every investment has the potential to offer you something – better returns, diversification, less volatility,…
The Forgotten Bull Market of 1949-1955
by Eddy Elfenbein, Crossing Wall Street Probably the least well-known bull market for the U.S. stock market is…
Charles Ellis: In Defense of Active Investing
By Charles D. Ellis, CFA, via The Enterprising Investor Investment management is at once both a profession and a…
Howard Marks: The Zen Capitalist Made a Fortune Fishing in Less-Fished Waters
Photographs by William Green by Michael O'Brien, via The Observer As an undergraduate at Wharton in the 1960s,…
99' Barrels of Crude on the Wall
by Erik Swarts, Market Anthropology Light sweet crude (WTI) is currently trading ~$60/barrel, with an opportunity over the…
When Risk and Return Really Start to Matter
by Ben Carlson, A Wealth of Common Sense Forbes wrote a nice profile on financial planner and blogger…
SIA Weekly: Who Could Get Hurt Most by a Greek Default?
by SIACharts.com For this week's SIA Equity Leaders Weekly, we are going to focus on the Greek Debt…
Fund Managers Loathe Agricultural Commodities
by Tiho Brkan, The Short Side of Long Chart Of The Day: Funds hold cumulative short bets against…
How Should We Think About a 60/40 Portfolio?
by Michael Batnick, The Irrelevant Investor With interest rates near all-time lows, the future viability of a classic…
