Section
Insight
18875 posts
Portfolio Comfort in Stock Splits (Smead)
by William Smead, Smead Capital Management We have noticed that there has been a dearth of stock splits…
Fickle Investor Sentiment
One common trait of individual investors during the equity bull market run since November is restraint. Based on…
Own These World’s Leading Brands And Never Fear A Recession Again
Own These World’s Leading Brands And Never Fear A Recession Again (via Market Shadows) Courtesy of Chuck Carnevale.…
Small Investors Start to Pour Into Stocks
We’re finally starting to see the small investor chase equity returns. And they’re just in time for it…
The Fed's Dilemma (Minerd)
The Fed's Dilemma by Scott Minerd, CIO, Guggenheim Partners LLC “Volatility is rising and asset prices are highly…
The Hindenburg What? (Visscher)
by Steve Visscher, Mawer Investment Management I had a friend ask me this week about the Hindenburg Omen.…
Is Europe Good or Bad for Trading?
by Bespoke Investment Group When talking about the market's intraday performance, we have heard a number of people…
Scott Minerd: "The Canary in the Coalmine"
The Canary in the Coalmine by Scott Minerd, CIO, Guggenheim Partners LLC Early coal mines lacked ventilation systems,…
A Culture Shock is Coming for Oil Drillers
A ‘Culture Shock’ Is Coming For Oil Drillers (via Market Shadows) MORGAN STANLEY: A 'Culture Shock' Is Coming…
Japan's Easy Money Tsunami
Submitted by David Howden of the Ludwig von Mises Institute, The Bank of Japan has embarked on one…
Jeffrey Saut: "Never on a Friday"
“Never on a Friday” by Jeffrey Saut, Chief Investment Strategist, Raymond James June 3, 2013 “Never on a…
The Fleeting Beauty of Bubbles and Bonds
Submitted by Charles Hugh-Smith of OfTwoMinds blog, Whatever painlessly masks the dysfunction and corruption of the Status Quo…
Try This Google Search ...
Submitted by Simon Black of Sovereign Man blog, About once or twice a month for the past few…
What Is Economic Growth? (And Why Don't We Have Any)
Submitted by Martin Sibileau of A View from the Trenches blog, As we are in the final stage…
