Section
Insight
18894 posts
Bill Smead: Bernankeās Temporary Reprieve
by William Smead, Smead Capital Management There is no nice way to state this opinion: the end of…
Jeffrey Saut: "Thank You!"
āThank You!ā by Jeffrey Saut, Chief Investment Strategist, Raymond James September 23, 2013 Thank you Franklin Templeton for…
Is It QE, Dividends Or Buybacks That Determine Market's Future Direction?
by David Templeton, Horan Capital Advisors A couple of charts circulating around the web this past week no…
Rate Sensitive Stocks Surge on Bond Rally
by StockCharts.com Blog The Fed surprised everyone yesterday by deciding not to start its widely anticipated tapering of…
Witch Doctors
by Kara Lilly, Mawer Investment Management I had my first encounter with witch doctors in Africa. Never in…
William Smead: Dow Changes as a Contrary Indicator
by William Smead, Smead Capital Management The folks who select the companies in the Dow Jones Industrial Average…
The Dow-to-S&P 500 Ratio
by Eddy Elfenbein, Crossing Wall Street Hereās a look at the Dow Jones divided by the S&P 500…
Oil Has Too Many Plumbers (Smead)
by William Smead, Smead Capital Management Dear Fellow Investors: Weāve never quite understood why most sensible people donāt…
2008 to 2013: Picturing Crisis, Recovery, And Change
Starting with the day Lehman Brothers collapsed, Bloomberg Businessweek examines the financial crisis as it affected the lives…
Technical Outlook: Developed or Emerging Markets? Which Country ETF is on Top?
With International Equity recently moving in to the second spot in the SIA Asset Allocation Model, the questions…
Beware the Dangerous Stretch for Yield
by Ashish Shah, AllianceBernstein The US Federal Reserve talked in early summer about tapering its quantitative easing plan…
The Value of a Resignation
by Steve Visscher, Mawer Investment Management Wouldnāt life be great if you could quit your job and…
What the Flows Show: Despite Appearances, Risk Appetite on the Rise
Recent headlines tell a grim story about Augustās record month of ETF outflows, but as usual thereās more…
The Growth Mirage
by Scott Minerd, Chief Investment Officer, Guggenheim Partners LLC September 05 2013 Despite disappointing economic data, there continues…
September Market Return Is Favorable When August Return Is Negative
Although investing in stocks is a long term endeavor the following post will provide some insight into returns…
