Section
Insight
19353 posts
Economic Policy Uncertainty Doesn’t Tell us Much About Stock Returns
by Rick Ferri What happens in Washington has broad-reaching effects on the economy and our personal wealth. Uncertainty…
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...
How Major Asset Classes are Performing April 2014, YTD
by James Picerno, Capital Spectator April was kind to the major asset classes, at least in relative terms.…
Pattern Recognition: Financial Markets are Forever and Always Cyclical
by Ben Carlson, A Wealth of Common Sense “Because people play an important role in determining the course…
Vialoux's Technical Talk: May 2, 2014
by Don Vialoux, Timing the Market Interesting Charts Long term Treasury prices continue to climb despite tapering by…
The danger in a single story
by Mawer Investment Management, via The Art of Boring Blog In the months since the news of the…
The danger in a single story
by Mawer Investment Management, via The Art of Boring Blog In the months since the news of the…
The danger in a single story
by Mawer Investment Management, via The Art of Boring Blog In the months since the news of the…
Want to See The Markets Get Confused? Even Lower Interest Rates
by Market Anthropology The most fatal illusion is the settled point of view. Since life is growth and…
Eric Sprott: Markets at a Glance (April/May 2014)
The Chinese Gold Vortex by Eric Sprott, Sprott Asset Management After a long and agonizing winter which was…
What if the Stock Market Were a Bond?
by Eddy Elfenbein, Crossing Wall Street Here’s an update to one of my more off-the-wall ideas. I was…
Vialoux's Technical Talk: May 1, 2014
by Don Vialoux, Timing the Market Interesting Charts The Dow Jones Industrial Average closed at an all-time…
Why Managing a 'Bloated' Fund is So Difficult
Navigating a Big Ship by Tom Brakke, Research Puzzle Financial Advisor had kind of an odd headline the…
Will Crowdfunding Turn Private Markets into the New Public Markets?
by Ivaylo Ivanhoff, Ivanhoff Capital Crowdfunding has existed forever. It has recently become popular via Kickstarter, where companies…
Vialoux's Technical Talk: April 30, 2014
by Don Vialoux, Timing the Market Apr 30 Interesting Charts The TSX Financial Services Index led strength…
A Tale of Two Regimes
Fed Model, Buybacks, and M&A (excerpt) by Dr. Ed Yardeni Previously, I’ve argued that as long as the…
