Section
Insight
19216 posts
Playing the Field For Yield (Tucker)
by Matt Tucker, iShares Lately it feels like all I talk about here on the blog is the…
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...
This Is What Real Bubbles Look Like
This Is What Real Bubbles Look Like (via Market Shadows) Courtesy of Chuck Carnevale. With the stock market…
Let's All Go Medieval
Let’s All Go Medieval (via Market Shadows) Let's All Go Medieval Courtesy of James Howard Kunstler That voice!…
11 Reasons Why Soda Is Terrible For You
11 Reasons Why Soda Is Terrible For You (via Market Shadows) It's not just a terrible diet soda-triggered…
Cyclical Securities: Too Early?
by William Smead, Smead Capital Management We have been making a number of arguments about various asset classes…
Inflation at Odds with Equities
by Cullen Roche, Pragmatic Capitalism Another interesting divergence here via Societe Generale research. Like the commodity trend, we’re…
A Golden Opportunity
by Market Anthropology In what has become a rite of spring for us - we emerge from the torrent…
Stocks As Bonds And Modern Portfolio Theory
David Templeton, Horan Capital Advisors Over time, as investors approach and enter into retirement, fixed income is often…
Hugh Hendry: Investment Outlook (May 2013)
From Hugh Hendry, CIO of The Eclectica Fund. The Fund was down 18 bps in April. The main…
Death by Carry
Authored by Bill Blain of Mint Partners, These are not easy times for the global bond market. We’re…
Is Canada Putting Too Many Eggs In Its Oil Basket?
Submitted by Daniel J. Graeber via OilPrice.com, Canadian Natural Resources Minister Joe Oliver said natural resources are the…
Peak Collateral - a Strange Attraction
by David Malone, author of The Debt Generation I wonder if we are reaching what we might call…
Earnings Yield Favours the Cyclical Sectors
by David Templeton, Horan Capital Advisors Standard & Poor's notes in a recent report on Earnings Yield By…
Revealed: Apple’s “Offshore” Cash Isn’t Even Offshore
Wolf Richter, www.testosteronepit.com, www.amazon.com/author/wolfrichter No one accused Apple of having violated US tax laws. The Senate subcommittee investigation…
Is There Value in Today’s Stock Market? (Smead)
by William Smead, Smead Capital Management Due to the recent strength in the US stock market, we thought…
