Section
Insight
19484 posts
Correcting Some Misconceptions About a New Secular Bull Market
by Lance Roberts of STA Wealth Management, As I was preparing to write my annual "Outlook and Forecast"…
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...
The Best Investors Are Always Trying to Get Better
by Gregory Harmon, Dragonfly Capital Letās face it you suck at investing. Your adviser sucks at investing too.…
Very Few 'No Dividend/No BuyBack' Companies In The S&P 500 Index
by David Templeton, Horan Capital Advisors Early this past week we wrote about the strong stock buyback activity…
Emerging Markets Radar (December 30, 2013)
Emerging Markets Radar (December 30, 2013) Strengths The recent PMIs in Europe, where data showed growth in the…
Eddy Elfenbein: The Year The Fear Bubble Popped
by Eddy Elfenbein, Crossing Wall Street Lately, many investors have been tripping over themselves in an attempt to…
Individual Investors May Be Overly Bullish
by David Templeton, Horan Capital Advisors As reported by the American Association of Individual Investors today, bullish investor…
Credit Spreads are 'Euphoric'
US credit risk appetite hits euphoria by Sober Look Per earlier post (see discussion and chart), corporate spreads…
The Strategic Case for Gold as an Investment
by Usman Hayat, CFA, CFA Institute Whatās the strategic case for gold as an investment? We posed this…
Bernankeās Santa Claus Cheer
by Scott Minerd, CIO, Guggenheim Partners LLC December 23 2013 What will Santa bring for Christmas ā¦ does…
Eddy Elfenbein: The Buyback Rally
by Eddy Elfenbein, Crossing Wall Street S&P just ran the numbers and found that share buybacks hit $128.2…
Dividends Aren't Evil
by Total Return Investor Matt Yglesias has a post called "Dividends Are Evil", he is right in some…
Seth Masters: Lessons Learned from 2013
by Seth J. Masters, CIO, AllianceBernstein In 2013, interest rates rose, bonds fell, equities soared, and US income-tax…
Welcome, Taper
by Dianne Lob, AllianceBernstein The Federal Open Market Committeeās statement that it will begin to taper its bond…
Is Inflation Headed Higher in 2014?
by Capital Spectator Inflation in the US has been drifting lower for more than a year, a trend…
Much of the World Still Oversold
by Bespoke Investment Group While the US stock market is trading in overbought territory, many countries around the…
