Section
Insight
19828 posts
A Closer Look at CAN SLIM
by Ben Carlson, A Wealth of Common Sense āEven investors who were guided by a quantitative stock selection…
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...
Would John Templeton See Light at the End of Aflacās Tunnel?
by William Smead, Smead Capital Management As someone who came into the investment business in 1980, I was…
The Perfect Portfolio
by Patrick O'Shaughnessy, Millenial Invest The best investing super-power would be perfect foresight. Imagine if every year…
Correlation Does Not even Imply Correlation
The above title is my response to a discussion that began with this email sent to be by…
Vialoux's Technical Talk: August 6, 2014
by Don Vialoux, Timing the Market Technical action plus concerns about an escalating conflict in Ukraine contributed to…
Vialoux's Technical Talk: August 5, 2014
Economic News This Week June Factory Orders to be released at 10:00 AM EDT on Tuesday are expected…
How Diversification Works
by Ben Carlson, A Wealth of Common Sense āThe only investors who shouldnāt diversify are those who…
Jeffrey Saut: "Always Wrong?!"
Always Wrong?! by Jeffrey Saut, Chief Investment Strategist, Raymond James August 4, 2014 Is the public always wrong?…
Guy Haselman: "Shakedown Street"
Shakedown Street by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM ā¢ After two weeks out of the…
Financial Sector Internals Point to Possible Decline
by Andrew Thrasher For the bulk of 2014 the Financials Sector ($XLF) has been one of the worst…
Popular Stocks Stink
Why does value investing work? One of the reasons is that value factors like price-to-cash flow or price-to-earnings…
Life Expectancy and Longevity Risk
by Ben Carlson, A Wealth of Common Sense āIt makes little sense that we should care about…
Sentiment: Fund Managers are Ditching Agricultural Commodities
Equities Chart 1: Managers exposure towards equities is now āall-inā mentality! Source: Short Side of Long This months…
Expect Higher Treasury Yields in Second Half
by Sober Look While many investors refuse to accept this fact, we are clearly marching toward higher treasury…
Vialoux's Technical Talk: August 1, 2014
Pre-opening Comments for Friday August 1st (Editorās Note: Next Tech Talk report is available on Tuesday August 5th)…
