Section
Insight
19352 posts
Oil Has Too Many Plumbers (Smead)
by William Smead, Smead Capital Management Dear Fellow Investors: We’ve never quite understood why most sensible people don’t…
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...
2008 to 2013: Picturing Crisis, Recovery, And Change
Starting with the day Lehman Brothers collapsed, Bloomberg Businessweek examines the financial crisis as it affected the lives…
Technical Outlook: Developed or Emerging Markets? Which Country ETF is on Top?
With International Equity recently moving in to the second spot in the SIA Asset Allocation Model, the questions…
Beware the Dangerous Stretch for Yield
by Ashish Shah, AllianceBernstein The US Federal Reserve talked in early summer about tapering its quantitative easing plan…
The Value of a Resignation
by Steve Visscher, Mawer Investment Management Wouldn’t life be great if you could quit your job and…
What the Flows Show: Despite Appearances, Risk Appetite on the Rise
Recent headlines tell a grim story about August’s record month of ETF outflows, but as usual there’s more…
The Growth Mirage
by Scott Minerd, Chief Investment Officer, Guggenheim Partners LLC September 05 2013 Despite disappointing economic data, there continues…
September Market Return Is Favorable When August Return Is Negative
Although investing in stocks is a long term endeavor the following post will provide some insight into returns…
In a Little While: Market's Not Out of the Woods Yet
September 3, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
William Smead: Investment Outlook (September 4, 2013)
"Exponential Business Success" by William Smead, Smead Capital Management At a major conference in November of 2012, the…
David Stockman on "The End of American Imperium"
by David Stockman via LewRockwell.com, Next week Congress can do far more than stop a feckless Tomahawk barrage…
S&P 500 Index Less Overbought This September Versus Last September
by David Templeton, Horan Capital Advisors As noted in the below chart of the S&P 500 Index, the…
David Merkel: Most of the Time, Rules Work ... What About When They Don't?
65% of the time, the rules work. 30% of the time, the rules don’t work. 5% of the time, the opposite of the rules works.
Guest Post: Corporate Profits & What Jeremy Siegel Is Missing
Submitted by Lance Roberts of Street Talk Live blog, Recently I wrote a post titled "Earnings & Profits…
An American Energy Revolution
An American Energy Revolution August 30, 2013 By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors…
