Section
Insight
19352 posts
9 Lessons From The Great Depression
by Ben Carlson, A Wealth of Common Sense Dean Mathey was a successful investor who served as chairman…
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...
Thackray Market Letter: April 2015
by Brooke Thackray, AlphaMountain Investments Initially, the stock market was expected to respond negatively to the April 3rd…
Doubling Down on Risk
by Ben Carlson, A Wealth of Common Sense In August of 2007 we had one of the first…
Short Bonds, Long Oil is Looking Like a Thing
by J.C. Parets, AllStarCharts.com How many people do you know that have this trade on right now. I…
China Bubbles
by Eddy Elfenbein, Crossing Wall Street I often tell investors that true stock bubbles are relatively rare. That…
Ryan Lewenza: Low Bar For Q1/15 Earnings Season
Low Bar For Q1/15 Earnings Season by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James • As…
Guy Haselmann: Massaging for a June Hike
Massaging for a June Hike by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · A key factor…
Transitioning to a Range Trade
KEY TAKEAWAYS · We believe the solid Q1 2015 broad bond market performance is unlikely to be sustainable…
The Drop in 2015 S&P 500 Earnings Estimates Has Been Pretty Sharp.
The Drop in 2015 S&P 500 Earnings Estimates Has Been Pretty Sharp. by Stefan Cheplick The chart above…
Can the Russell 2000 Continue to Lead the S&P 500?
by Andrew Thrasher, CMT Since mid-January Large Cap stocks (i.e. the S&P 500) have been nipping at the…
Playing Defense In The Stock Market Right Now Doesn’t Make You An Idiot
I’ve taken some flak recently for my persistently bearish views of the stock market over the past year. Rightfully…
3 Secrets From the Book of (Trend Following) Revelations
by Cam Hui, Humble Student of the Markets Good investors know about the adage that diversification is the…
The U.S. Stock Market is Inching Toward the Danger Zone
by James Picerno, Capital Spectator Warren Buffett last week said that US stocks “might be a little on…
SIA Weekly Outlook: USDCAD and Long-Term Interest Rates
For this weeks edition of the SIA Equity Leaders Weekly, we are going to look at an important…
Are Emerging Markets Still an Asset Class?
by Ben Carlson, A Wealth of Common Sense Mohamed El-Erian, the former PIMCO CEO, wrote a piece for…
