Section
Insight
18872 posts
Hugh Hendry: Investment Outlook (June 2013)
The Invisible Regime... Has Become Unhinged From Hugh Hendry, CIO of The Eclectica Fund. This year we have…
James Howard Kunstler's Mid Year Digest
Mid Year Digest (via Market Shadows) James Howard Kunstler's Mid Year Digest Wondering why the money world got…
James Paulsen: Investment Outlook (June 25, 2013)
by James Paulsen, Wells Capital Management (Wells Fargo) Is this a Good or Bad Yield Rise? In recent…
The Banker Who Was God
The Banker Who Was God (via Market Shadows) The Banker Who Was God From this weekās Market Shadows…
Markets Donāt Like China's āReasonableā
Chinaās central bank issued a statement that the Chinese banking system had liquidity levels that were āreasonableā today.
There by hangs a tale. āReasonableā is that which may fairy and properly be required of an individual (a case of prudent action observed under a set of given circumstances).
Overnight bond-purchase rates ended up double what they should have been at 8. 4920% on June 21st.
Will Carney Light Fireworks at Bank of England?
by Darren Williams, AllianceBernstein On July 1, former Bank of Canada governor Mark Carney will replace Sir Mervyn…
Didier Sornette: How we can Predict the Next Financial Crisis
Good stuff here from Didier Sornette. Ā Sornette has done some superb risk on behavioral finance and risk management.…
Investors in Search of the Holy Grail will Always be Disappointed
Reality Check by Robert P. Seawright, Above the Market June 19, 2013 Every advisor who works with individual…
Guest Post: Paul Krugman The Marxist
Submitted by James E. Miller via The Ludwig von Mises Institute of Canada, Someone once wrote that criticizing…
Five Reasons Why Now Is The Time To Buy Bonds
Submitted by Lance Roberts of Street Talk Live blog, The recent one month spike in interest rates, along…
Daniel Wallick & Gregg Fisher: The Case For and Against Active Investing
Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds. In…
Whatās an Investor to do in Markets like These?
Whatās an Investor to do in Markets like These? 06-21-2013 By Frank Holmes CEO and Chief Investment Officer…
Key ETF Performance and Fed Day Doldrums (Bespoke)
by Bespoke Investment Group Fed days have historically been good days for the market, but the last two…
"Hey Mr. Market, That QE Monkey On Your Back Has You By The Throat"
Submitted by Charles Hugh-Smith of OfTwoMinds blog, Mr. Market has one little problem: the Fed monkey on his…
3 Reasons to Consider Spanish Stocks
by Russ Koesterich, iShares Europe is far from out of the woods. Bond yields in Italy and Spain…
