Section
Insight
19353 posts
Betting on talent: a dead Scottish philosopher’s problem
by Mawer Investment Management, via The Art of Boring Blog He nervously looked past the gate, took one…
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...
Sector Rotation: The "Offense" Takes the Field
by Stockcharts.com Blog We're finally back to seeing an "orderly" sector rotation situation on the 3-month S&P Sector…
Are Stocks Cheap or Bonds Rigged?
Are stocks cheap or bonds rigged? (excerpt) by Dr. Ed Yardeni, Yardeni Research, Inc. I’m the fellow who…
US #1 in Oil: So Why Isn’t Gasoline $0.80 Per Gallon?
by Marin Katusa via Casey Research, While the White House spied on Frau Merkel and Obamacare developed into a…
Bespoke: Default Risk Approaching New Lows for Financials
by Bespoke Investment Group We keep a close eye on the credit market because it's seen as a…
William Smead: The Thermometer of the Stock Market
by William Smead, Smead Capital Management As long-duration owners of common stock, we believe it is the wealth…
John Taylor: Why Economic Failure Causes Political Polarization
Authored by John Taylor, originally posted at WSJ.com, It is a common view that the shutdown, the debt-limit debacle…
Did The Fed Kill The Long Term Investor?
by Lance Roberts of STA Wealth Management, Gone are the days where people looked towards next year when…
Bubbles Don't Exist
by Doug French via Casey Research, No wonder investors don't take economists seriously. Or if they do, they…
James Kunstler: Two Forces and Three Bears
by James H. Kunstler of Kunstler.com, In these climax years of industrial technocratic society, two opposing forces shape…
Jeffrey Saut: "A Different Perspective"
“A Different Perspective” October 28, 2013 by Jeffrey Saut, Chief Investment Strategist, Raymond James In last Tuesday’s Wall…
4 Things To Ponder
by Lance Roberts of STA Wealth Management, It has been a very interesting week as the Government shutdown/debt…
Many Investors Are Still Under-Diversified
by Capital Spectator The Crucial Connection: Asset Allocation & Rebalancing The link between asset allocation and rebalancing is…
Scott Minerd: "Risk-on Returns"
October 23 2013 Ultra loose U.S. monetary policy continues pushing asset values higher at home and abroad. Seasonal…
Oil, Dollar, Yields Struggle
by Bespoke Investment Group As the stock market has been rallying, oil and the dollar have really been…
