Section
Insight
19352 posts
Steve Visscher: "Razor Sharp"
by Steve Visscher, Mawer Investment Management Emerging markets are often viewed as the elixir to cure declining…
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...
Ryan Lewenza: The Technical Take (October 22, 2013)
by Ryan Lewenza, North American Equity Strategist, TD Wealth Our call for short-term weakness has not materialized, and…
Eric Sprott's Open Letter to The World Gold Council
Authored by Eric Sprott of Sprott Global Resources, Dear World Gold Council Executives; As you very well know,…
The Underperformance Culprit: Active Management or Active Managers?
by Tony Scherrer, CFA, Director of Research & Portfolio Manager, Smead Capital Management Each year we are reminded…
Energy and Natural Resources Market Radar (October 21, 2013)
Energy and Natural Resources Market Radar (October 21, 2013) click to enlarge Strengths Average imports of crude oil…
Slowly At First, Then All At Once
by Simon Black of Sovereign Man Slowly at first, then all at once “How did you go bankrupt?”…
Yield – at the Fork in the Road
After breaking down in September, 10 year yields have crept up and kissed the backside of their 50…
Looking For Value... In Price Signals?
by Capital Spectator Recognizing value as a risk factor of significance is firmly established in the academic literature…
William Smead: Confidence in the Future (Q3/13 Letter to Investors)
To understand where we are going and have confidence in the future, you have to understand where we’ve…
Ryan Lewenza: North American Q3/13 Strategy Update
by Ryan Lewenza, North American Equity Strategist, TD Wealth We’re happy to announce that the quarterly U.S. Equity…
Two More Reasons to Like Equities: Growth & Inflation
Russ offers more evidence supporting his preference for equities over bonds: Historically equities have tended to outperform bonds…
Investors Best Prepare to Cope with More "Balks"
by Paul Moroz, Mawer Investment Management It’s the top of the 4th inning. Investors are crouched at the…
Are Stocks Topping Out?
by Dianne Lob, AllianceBernstein With global equity market returns of well over 100% since the bottom hit in…
Financial Intermediation Reduces Volatility
Financial intermediation reduces volatility. In bull markets, demand for financial intermediaries drops. by David Merkel, Aleph Blog Ordinary…
These Could be the Most Lucrative Energy Plays
These Could be the Most Lucrative Energy Plays By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
