Section
Insight
18897 posts
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…
In a Little While: Market's Not Out of the Woods Yet
September 3, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
William Smead: Investment Outlook (September 4, 2013)
"Exponential Business Success" by William Smead, Smead Capital Management At a major conference in November of 2012, the…
David Stockman on "The End of American Imperium"
by David Stockman via LewRockwell.com, Next week Congress can do far more than stop a feckless Tomahawk barrage…
S&P 500 Index Less Overbought This September Versus Last September
by David Templeton, Horan Capital Advisors As noted in the below chart of the S&P 500 Index, the…
David Merkel: Most of the Time, Rules Work ... What About When They Don't?
65% of the time, the rules work. 30% of the time, the rules donāt work. 5% of the time, the opposite of the rules works.
Guest Post: Corporate Profits & What Jeremy Siegel Is Missing
Submitted by Lance Roberts of Street Talk Live blog, Recently I wrote a post titled "Earnings & Profits…
An American Energy Revolution
An American Energy Revolution August 30, 2013 By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors…
Jeff Gundlach Likes Mortgage REITs Now
By Michael Aneiro, Barrons Speaking on CNBC just now, onetime mortgage REIT hater Jeff GundlachĀ of DoubleLine Capital was…
As Syria Distracts, Hereās What's Happening While No One Is Looking
From Simon Black, author of Sovereign Man As Syria Distracts, Hereās What's Happening While No One Is Looking…
Anatomy of a Short Squeeze
by Scott Krisiloff, Avondale Asset Management $TSLA is the short squeeze du jour, but its recent run brings…
Middle East Tensions, Oil Prices and the US Economy
A further escalation of violence in the Middle East will not only have a terrible human toll, it…
William Smead: Forrest Gump Stock Market
by William Smead, Smead Capital After watching āForrest Gumpā for about the thirtieth time recently, I realized that…
