Section
Insight
19420 posts
Mawer’s top 10 book recommendations for 2014
by Mawer Investment Management, via The Art of Boring Blog The beginning of each year is often a…
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...
Andrew Thrasher: Is the Consumer Staples Sector Getting Ready to Outperform?
by Andrew Thrasher The chart I want to look at today is an interesting one because what we…
David Merkel: How Often Should CEOs Check Their Stock Prices?
by David Merkel, Aleph Blog I was doing my daily reading, when I bumped across the article, Why…
Cullen Roche: The Ten Biggest Myths in Economics
by Cullen Roche, Pragmatic Capitalism Heidi Moore asked a good question on Twitter yesterday about the most prominent…
Stock Sector Performance Since Taper Announcement
by Bespoke Investment Group With the Minutes from December's FOMC meeting due out today, traders will be looking…
Hedgers are Getting Long 10-year U.S. Treasury Futures
by Charts, Etc. Blog A few months ago, I discussed the relationship between the 10-year UST yield and…
Liz Ann Sonders: Outlook for Economy/Stocks in 2014
January 6, 2014 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
Russ Koesterich: How High Can US Stocks Go this Year?
Russ explains why last year’s combination of significant multiple expansion and higher interest rates suggests more muted gains…
Russ Koesterich: A Better Economy May Not Necessarily Be Better For Stocks
Russ K explains why an improving economy doesn’t necessarily mean another stellar year for U.S. equities. by Russ…
Bill Smead: David (Active Management) vs. Goliath (Passive Indexes)
by William Smead, Smead Capital Management Malcolm Gladwell is a fantastic writer and his new book, David and…
Jeffrey Saut: "I'm Back"
"I'm Back" by Jeffrey Saut, Chief Investment Strategist, Raymond James January 6, 2014 Well, I'm back after roughly…
Dr. Ed Yardeni: Buybacks, Great Rotation, and Melt-Up
Buybacks, Great Rotation, and Melt-Up (excerpt) by Dr. Ed Yardeni Until last year, retail investors didn’t believe that…
Ben Hunt: Adaptive Investing - What's Your Market DNA?
by W. Ben Hunt via Epsilon Theory blog, It is not the strongest or the most intelligent who…
Jim Kunstler's 2014 Forecast: Burning Down The House
Submitted by James H. Kunstler of Kunstler.com, Many of us in the Long Emergency crowd and like-minded brother-and-sisterhoods…
Bitcoin is the Linux of payments. And its killer apps will be for US dollars.
by Druce Vertes, CFA, CFA Institute I was scanning the news the other day, and someone on Hacker…
