Section
Insight
18862 posts
4 Things To Ponder
by Lance Roberts of STA Wealth Management, It has been a very interesting week as the Government shutdown/debt…
Many Investors Are Still Under-Diversified
by Capital Spectator The Crucial Connection: Asset Allocation & Rebalancing The link between asset allocation and rebalancing is…
Scott Minerd: "Risk-on Returns"
October 23 2013 Ultra loose U.S. monetary policy continues pushing asset values higher at home and abroad. Seasonal…
Oil, Dollar, Yields Struggle
by Bespoke Investment Group As the stock market has been rallying, oil and the dollar have really been…
The Greatest, Most Relevant Speech Ever
by SmartKnowledgeU Every now and then, it is good to refresh knowledge of what is truly important in…
Steve Visscher: "Razor Sharp"
by Steve Visscher, Mawer Investment Management Emerging markets are often viewed as the elixir to cure declining…
Ryan Lewenza: The Technical Take (October 22, 2013)
by Ryan Lewenza, North American Equity Strategist, TD Wealth Our call for short-term weakness has not materialized, and…
Eric Sprott's Open Letter to The World Gold Council
Authored by Eric Sprott of Sprott Global Resources, Dear World Gold Council Executives; As you very well know,…
The Underperformance Culprit: Active Management or Active Managers?
by Tony Scherrer, CFA, Director of Research & Portfolio Manager, Smead Capital Management Each year we are reminded…
Energy and Natural Resources Market Radar (October 21, 2013)
Energy and Natural Resources Market Radar (October 21, 2013) click to enlarge Strengths Average imports of crude oil…
Slowly At First, Then All At Once
by Simon Black of Sovereign Man Slowly at first, then all at once “How did you go bankrupt?”…
Yield – at the Fork in the Road
After breaking down in September, 10 year yields have crept up and kissed the backside of their 50…
Looking For Value... In Price Signals?
by Capital Spectator Recognizing value as a risk factor of significance is firmly established in the academic literature…
William Smead: Confidence in the Future (Q3/13 Letter to Investors)
To understand where we are going and have confidence in the future, you have to understand where we’ve…
Ryan Lewenza: North American Q3/13 Strategy Update
by Ryan Lewenza, North American Equity Strategist, TD Wealth We’re happy to announce that the quarterly U.S. Equity…
