Section
Insight
19428 posts
Wall Street Hates Commodities
Chart 1: Funds are holding some of the lowest exposure in commodities Source: Short Side of Long And…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
What Does It Take to Be in the Top 1 Percent? Not As Much As You Think
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors January 17, 2014 When you think of…
Energy and Natural Resources Market Radar (January 20, 2014)
Energy and Natural Resources Market Radar (January 20, 2014) click to enlarge Strengths U.S. aluminium premiums jump to…
Emerging Markets Radar (January 20, 2014)
Emerging Markets Radar (January 20, 2014) Strengths Poland's core inflation declined for the second consecutive month in December,…
Eddy Elfenbein: Investing is a Bottom-Up Activity
The longer I’ve worked as an investor, the more I’ve come to realize that successful investing is a…
Tracking "Bubble Finance" Risks In A Single Chart
Submitted by F.F.Wiley of Cyniconomics blog, In his 712-page tour de force, The Great Deformation, David Stockman dissects…
GMO Market Commentary: Ignore the "Common Sense"
From GMO via Wells Fargo "I've got plenty of common sense ... I just choose to ignore it."…
ETF No Longer Means Index Fund
by Rick Ferri Exchange-traded funds (ETFs) started out linked at the hip to low-cost, market-tracking index funds. The…
Where is the Inflation Today?
by Hunter Lewis via The Circle Bastiat Mises Economics blog, People often ask today: if the Fed has…
Signs of Stock Market Divergences
by The Short Side of Long Chart 1: Less and less stocks continue to make 52 week new…
Larry Swedroe: Taking Apart Criticisms of Efficient Markets
Swedroe: Parrying An Attack On Fama by Larry Swedroe, IndexUniverse Third Avenue chairman’s attack on Eugene Fama arouses…
Ed Yardeni: The Two Big Headwinds for Emerging Markets
Challenges Facing Emerging Markets by Dr. Ed Yardeni Last year, I identified two fundamental problems confronting EMs: (1)…
Ugly in a Hurry – Retail Stocks are Rolling Over
Ugly in a Hurry by Tom Brakke, Research Puzzle Consumer cyclical stocks have had a great run, with…
Eddy Elfenbein: CAPE, Meet CADY
by Eddy Elfenbein, Crossing Wall Street There’s been a lot written lately on the Cyclically Adjusted Price/Earnings Ratio…
Thackray Market Letter - January 2014
Thackray Market Letter - January 2014 Market Update by Brooke Thackray, Alphamountain Investments The year 2013 was a…
