Section
Insight
18862 posts
Nasdaq 4000: Stocks are Not Behaving Like It’s 1999
The Nasdaq Composite made news last week, moving past the 4,000 mark for the first time in 13…
Point of Stress (Kara Lilly)
Point of Stress There is a very big difference between performing well in a relaxed atmosphere and performing…
Scott Minerd: A Synchronous Expansion
December 04 2013 Major developed economies are all contributing to global economic growth, and this improving fundamental picture,…
Is Investment Experience Additive?
by Tom Brakke, Research Puzzle If you’ve been on the receiving end of pitches by asset managers, you…
Rick Ferri: What's the Optimal Allocation to Foreign Equities?
What's the Optimal Allocation to Foreign Equities? by Rick Ferri Nearly every financial adviser will tell you that…
Brooke Thackray's Seasonal/Technical Sector and Market Update - December 2013
Brooke Thackray's Seasonal/Technical Sector and Market Update - December 2013 Thackray's Sector Update Small Caps, Agriculture, Homebuilders and…
Stocks Are Outyielding Bonds Everywhere
by Stephen Perlberg, Business Insider Here's a good chart from Blackrock showing bond yields versus dividend yields across…
From the Taj Mahal to Westminster Abbey: Notes from a Global Investor
From the Taj Mahal to Westminster Abbey: Notes from a Global Investor November 29, 2013 By Frank Holmes,…
Things That Make You Go Hmmm... Like Japan's "Economics Of The Hopeless"
by Grant Williams, Things That Make You Go Hmmm... The definition of the term Hail Mary as it…
The Risk of the Stock Market Never Went Away, It Just Seems Like it Did
Despite the very strong market since the bottom of 2009 key statistics point to very high risk especially…
"We Are Playing Economic Russian Roulette"
by Brandon Smith, Alt-Market blog, By any reasonable measure, I think it is safe to say that the…
Scott Minerd: Passing The Wall of Worry
November 26 2013 As this bull market climbs its “wall of worry,” we can see its underlying strength.…