Section
Insight
18862 posts
Cullen Roche: The Ten Biggest Myths in Economics
by Cullen Roche, Pragmatic Capitalism Heidi Moore asked a good question on Twitter yesterday about the most prominent…
Stock Sector Performance Since Taper Announcement
by Bespoke Investment Group With the Minutes from December's FOMC meeting due out today, traders will be looking…
Hedgers are Getting Long 10-year U.S. Treasury Futures
by Charts, Etc. Blog A few months ago, I discussed the relationship between the 10-year UST yield and…
Liz Ann Sonders: Outlook for Economy/Stocks in 2014
January 6, 2014 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
Russ Koesterich: How High Can US Stocks Go this Year?
Russ explains why last yearâs combination of significant multiple expansion and higher interest rates suggests more muted gains…
Russ Koesterich: A Better Economy May Not Necessarily Be Better For Stocks
Russ K explains why an improving economy doesnât necessarily mean another stellar year for U.S. equities. by Russ…
Bill Smead: David (Active Management) vs. Goliath (Passive Indexes)
by William Smead, Smead Capital Management Malcolm Gladwell is a fantastic writer and his new book, David and…
Jeffrey Saut: "I'm Back"
"I'm Back" by Jeffrey Saut, Chief Investment Strategist, Raymond James January 6, 2014 Well, I'm back after roughly…
Dr. Ed Yardeni: Buybacks, Great Rotation, and Melt-Up
Buybacks, Great Rotation, and Melt-Up (excerpt) by Dr. Ed Yardeni Until last year, retail investors didnât believe that…
Ben Hunt: Adaptive Investing - What's Your Market DNA?
by W. Ben Hunt via Epsilon Theory blog, It is not the strongest or the most intelligent who…
Jim Kunstler's 2014 Forecast: Burning Down The House
Submitted by James H. Kunstler of Kunstler.com, Many of us in the Long Emergency crowd and like-minded brother-and-sisterhoods…
Bitcoin is the Linux of payments. And its killer apps will be for US dollars.
by Druce Vertes, CFA, CFA Institute I was scanning the news the other day, and someone on Hacker…
Why Diversification Didn't Work in 2013
by Short Side of Long In the recent Bloomberg article one of the greatest fund managers of our…
Brian Pretti: The World's Capital is Now Dangerously 'Boxed In'
by Adam Taggart via Peak Prosperity, If you would have told me that we would be in this…
Jamie Hyndman: "War of the Worlds"
by Jamie Hyndman, Mawer Investment Management In 1938, at 8:00pm EST on October 30th, Martians attacked Earth. It…
