Section
Insight
19352 posts
David Merkel: "A Model is Only as Good as the Client's Willingness to Use It"
by David Merkel, Aleph Blog In late 2007, I was unemployed, but had a line on a job…
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...
There's No Shame in a Simple Portfolio, and 49 More Words of Wisdom
via Dividend.com Investing advice seems to be filled with the same old adages and sayings that have been…
Is the U.S. Entering a Strong-Dollar Phase?
Is the U.S. Entering a Strong-Dollar Phase? September 27, 2013 by Tatjana Michel, Director, Currency Analysis, Schwab Center…
Seasonal Patterns are Not Perfect
By Tom McClellan – McClellan Market Report Much is made of seasonality in the stock market, and especially…
Do We Actually Buy A Piece of A Business When We Buy Stocks?
by Ivan Hoff, Ivanhoff Capital When I try to explain the stock market to people with no experience,…
Surprise! (Mawer)
by Mawer Global Investment Research The Fed’s decision to delay tapering its $85 billion (USD) in monthly bond…
Bullish USDCAD Could Break Long-Term Trend Line, Skew U.S. Equites Favourably
by SIACharts.com For this weeks edition of the SIA Equity Leaders Weekly, we will be updating the U.S.…
The Impact of Tapering on Risky Assets
The U.S. Federal Reserve surprised the markets by announcing its decision to postpone reducing the purchase of Treasury…
Bill Smead: Bernanke’s Temporary Reprieve
by William Smead, Smead Capital Management There is no nice way to state this opinion: the end of…
Jeffrey Saut: "Thank You!"
“Thank You!” by Jeffrey Saut, Chief Investment Strategist, Raymond James September 23, 2013 Thank you Franklin Templeton for…
Is It QE, Dividends Or Buybacks That Determine Market's Future Direction?
by David Templeton, Horan Capital Advisors A couple of charts circulating around the web this past week no…
Rate Sensitive Stocks Surge on Bond Rally
by StockCharts.com Blog The Fed surprised everyone yesterday by deciding not to start its widely anticipated tapering of…
Witch Doctors
by Kara Lilly, Mawer Investment Management I had my first encounter with witch doctors in Africa. Never in…
William Smead: Dow Changes as a Contrary Indicator
by William Smead, Smead Capital Management The folks who select the companies in the Dow Jones Industrial Average…
The Dow-to-S&P 500 Ratio
by Eddy Elfenbein, Crossing Wall Street Here’s a look at the Dow Jones divided by the S&P 500…
