Section
Insight
19358 posts
Scott Minerd: Passing The Wall of Worry
November 26 2013 As this bull market climbs its âwall of worry,â we can see its underlying strength.…
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...
Hedge Funds are Short Crude Oil
by Short Side of Long While CFTC Commitment of Traders report tends to be very useful, some of…
Bullish Indicator: Unemployment Rate vs. S&P 500
by Charts, Etc. Since the start of this month, my near-term outlook for the stock market has been…
Madness... And Sanity
by Tim Price via Sovereign Man blog, âIn investing, what is comfortable is rarely profitable.â â Robert Arnott…
Jeffrey Saut: "Sir Isaac Newton"
âSir Isaac Newtonâ by Jeffrey Saut, Chief Investment Strategist, Raymond James November 25, 2013 âI can calculate the…
The Market Hits All-Time High. So What?
by Dianne Lob, AllianceBernstein Dianne F. Lob and Ding Liu With the US stock market repeatedly reaching all-time highs…
Frank Holmes: Understanding the Rise of China
Understanding the Rise of China November 22, 2013 By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
Sheeple: Why You Should Feel Sorry For Them (Brandon Smith)
by Brandon Smith of Alt-Market blog, It is often said there only two kinds of people in this…
Energy Stocks Have Disengaged from the Price of Crude Oil
by Charts, Etc. Apologies, I've been under strict time constraints this week necessitating a very brief update today.…
Understatement: Brookfield Asset Management's Financials are Complicated
Brookfieldâs Looking-Glass World by SIRF (Southern Investigative Research Foundation) A wry investor might be forgiven for concluding that…
What the Worst Performing ETFs Have in Common
by Attain Capital When is enough, enough? Thatâs the question you might be repeating to yourself if youâre…
Scott Minerd: The Fed and The Economy - "Donât Shoot Until You See the Whites of Their Eyes"
The Fed and The Economy - "Donât Shoot Until You See the Whites of Their Eyes" by Scott…
BCA Blog: REITs are on Sale
The 10-year Treasury yield has jumped 30bps from its late-October trough, and is still below the 3% hit…
Passive Management â Passive Investing
Passive Management â Passive Investing by Ashwin Alankar, Michael DePalma and Guoan Du, AllianceBernstein Passive investments are often…
Jeremy Grantham: U.S. Market "Will Head 20-30% Higher in the Next Year or, More Likely Two Years"
by Jeremy Grantham of GMO Timing Bear Markets My personal view is that the Greenspan-Bernanke regime of excessive…
