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Insight
18875 posts
What's the Answer to Unprecedented Policies and Ultralow Rates?
What's the Answer to Unprecedented Policies and Ultralow Rates? By Frank Holmes, CEO and Chief Investment Officer, U.S.…
The Most Stinging Indictment Of Wall Street Bankers We've Read In A While
The Most Stinging Indictment Of Wall Street Bankers We’ve Read In A While (via Market Shadows) This Reuters…
MANULIFE FINANCIAL CP (MFC.TO) TSX - May 31, 2013
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Morning in a New Europe
by Scott Minerd, CIO, Guggenheim Partners Europe has had one of the nastiest winters on record, but hopes…
Playing the Field For Yield (Tucker)
by Matt Tucker, iShares Lately it feels like all I talk about here on the blog is the…
This Is What Real Bubbles Look Like
This Is What Real Bubbles Look Like (via Market Shadows) Courtesy of Chuck Carnevale. With the stock market…
Let's All Go Medieval
Let’s All Go Medieval (via Market Shadows) Let's All Go Medieval Courtesy of James Howard Kunstler That voice!…
11 Reasons Why Soda Is Terrible For You
11 Reasons Why Soda Is Terrible For You (via Market Shadows) It's not just a terrible diet soda-triggered…
Cyclical Securities: Too Early?
by William Smead, Smead Capital Management We have been making a number of arguments about various asset classes…
Inflation at Odds with Equities
by Cullen Roche, Pragmatic Capitalism Another interesting divergence here via Societe Generale research. Like the commodity trend, we’re…
A Golden Opportunity
by Market Anthropology In what has become a rite of spring for us - we emerge from the torrent…
Stocks As Bonds And Modern Portfolio Theory
David Templeton, Horan Capital Advisors Over time, as investors approach and enter into retirement, fixed income is often…
Hugh Hendry: Investment Outlook (May 2013)
From Hugh Hendry, CIO of The Eclectica Fund. The Fund was down 18 bps in April. The main…
Death by Carry
Authored by Bill Blain of Mint Partners, These are not easy times for the global bond market. We’re…
Is Canada Putting Too Many Eggs In Its Oil Basket?
Submitted by Daniel J. Graeber via OilPrice.com, Canadian Natural Resources Minister Joe Oliver said natural resources are the…
