Section
Insight
18862 posts
The Strategic Case for Gold as an Investment
by Usman Hayat, CFA, CFA Institute What’s the strategic case for gold as an investment? We posed this…
Bernanke’s Santa Claus Cheer
by Scott Minerd, CIO, Guggenheim Partners LLC December 23 2013 What will Santa bring for Christmas … does…
Eddy Elfenbein: The Buyback Rally
by Eddy Elfenbein, Crossing Wall Street S&P just ran the numbers and found that share buybacks hit $128.2…
Dividends Aren't Evil
by Total Return Investor Matt Yglesias has a post called "Dividends Are Evil", he is right in some…
Seth Masters: Lessons Learned from 2013
by Seth J. Masters, CIO, AllianceBernstein In 2013, interest rates rose, bonds fell, equities soared, and US income-tax…
Welcome, Taper
by Dianne Lob, AllianceBernstein The Federal Open Market Committee’s statement that it will begin to taper its bond…
Is Inflation Headed Higher in 2014?
by Capital Spectator Inflation in the US has been drifting lower for more than a year, a trend…
Much of the World Still Oversold
by Bespoke Investment Group While the US stock market is trading in overbought territory, many countries around the…
A Surprising Way to Participate in Today’s Tech Boom
A Surprising Way to Participate in Today’s Tech Boom By Frank Holmes, CEO and Chief Investment Officer, U.S.…
The Economy and Bond Market Radar (December 23, 2013)
The Economy and Bond Market Radar (December 23, 2013) Treasury bond yields were mixed this week even as…
What Matters More: Earnings or the Fed?
by Cullen Roche, Pragmatic Capitalism There are two camps in the world when it comes to thinking about…
Keep an Eye on Credit Spreads
by Cam Hui, Humble Student of the Markets To be honest, I did not expect a December taper.…
The Two Best Performing Asset Classes Since 2008 are Surprising
by Short Side of Long I thought sharing this chart would be extremely interesting, since we are closely…
Are We In The Next Bubble? (Turn8 Partners)
by Craig McFadzean and Christopher Crowe, Turn8 Partners 2013 is almost in the books and it has been…
Eric Sprott: Investment Outlook (December 2013)
Inform Act by Eric Sprott and Etienne Bordeleau, Sprott Asset Management December 2013 We have long been advocates…
