Section
Insight
19489 posts
Dividends Aren't Evil
by Total Return Investor Matt Yglesias has a post called "Dividends Are Evil", he is right in some…
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...
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 Committee’s 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…
A Surprising Way to Participate in Today’s Tech Boom
A Surprising Way to Participate in Today’s Tech Boom By Frank Holmes, CEO and Chief Investment Officer, U.S.…
The Economy and Bond Market Radar (December 23, 2013)
The Economy and Bond Market Radar (December 23, 2013) Treasury bond yields were mixed this week even as…
What Matters More: Earnings or the Fed?
by Cullen Roche, Pragmatic Capitalism There are two camps in the world when it comes to thinking about…
Keep an Eye on Credit Spreads
by Cam Hui, Humble Student of the Markets To be honest, I did not expect a December taper.…
The Two Best Performing Asset Classes Since 2008 are Surprising
by Short Side of Long I thought sharing this chart would be extremely interesting, since we are closely…
Are We In The Next Bubble? (Turn8 Partners)
by Craig McFadzean and Christopher Crowe, Turn8 Partners 2013 is almost in the books and it has been…
Eric Sprott: Investment Outlook (December 2013)
Inform Act by Eric Sprott and Etienne Bordeleau, Sprott Asset Management December 2013 We have long been advocates…
Risks, not Risk, Again (David Merkel)
by David Merkel, Aleph Blog One of the most important things I am here to teach readers is…
Ivan Hoff: Speculating About 2014
by Ivan Hoff There are two types of forecasts – lucky and wrong. Here are my educated guesses…
2014, A Bull Year? Of Course...But Maybe...
by Lance Roberts of STA Wealth Management, The comedian Louis CK has a great bit in his act…
