Section
Insight
19483 posts
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…
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...
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…
Three 100%+ Gainers Already in 2014 (Bespoke)
by Bespoke Investment Group So far this year, the average stock in the Russell 3,000 is up 0.12%.…
Matt Tucker: A New Way to Step Out of Cash
Investors have another resource at their disposal when it comes to stepping out of cash and potentially lowering…
How Bull Markets Lead Investors Astray
by The Psy-Fi Blog The Wile E. Coyote Moment With the great post-Armageddon bull market party in full…
Esoterica: There Are No Facts, Only Interpretation
by Market Anthropology Lacking the requisite initials after our name, we are on occasion confined to spending some…
Turn8 Partners: 2014 Market Outlook
2014 MARKET OUTLOOK by Craig McFadzean & Christopher Crowe, Turn8 Partners We expect the bull market to continue…
