Section
Insight
19402 posts
Stay the Course As Mixed Signals Move Markets
Stay the Course As Mixed Signals Move Markets July 1, 2013 By Frank Holmes, CEO and Chief Investment…
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...
A Look at the Emerging Markets Asset Class
One area of the global equity markets that has experienced a significant correction this year is the emerging…
Win Ben's Money (Smead)
by William Smead, Smead Capital Management From 1997 to 2003 a show called,ā Win Ben Steinās Moneyā ran…
Jeff Gundlach: "What In The World Is Going On (Redux)" - Webcast
A month ago DoubleLine's Jeff Gundlach laid out his most recent chartapalooza view of the world and a…
Albert Edwards: "Marc Faber Is Right. QE99 Here We Come"
The bloodbath in the bond markets has led some 'greatly rotating' commentators to see this as the end…
Hugh Hendry: Investment Outlook (June 2013)
The Invisible Regime... Has Become Unhinged From Hugh Hendry, CIO of The Eclectica Fund. This year we have…
James Howard Kunstler's Mid Year Digest
Mid Year Digest (via Market Shadows) James Howard Kunstler's Mid Year Digest Wondering why the money world got…
James Paulsen: Investment Outlook (June 25, 2013)
by James Paulsen, Wells Capital Management (Wells Fargo) Is this a Good or Bad Yield Rise? In recent…
The Banker Who Was God
The Banker Who Was God (via Market Shadows) The Banker Who Was God From this weekās Market Shadows…
Markets Donāt Like China's āReasonableā
Chinaās central bank issued a statement that the Chinese banking system had liquidity levels that were āreasonableā today.
There by hangs a tale. āReasonableā is that which may fairy and properly be required of an individual (a case of prudent action observed under a set of given circumstances).
Overnight bond-purchase rates ended up double what they should have been at 8. 4920% on June 21st.
Will Carney Light Fireworks at Bank of England?
by Darren Williams, AllianceBernstein On July 1, former Bank of Canada governor Mark Carney will replace Sir Mervyn…
Didier Sornette: How we can Predict the Next Financial Crisis
Good stuff here from Didier Sornette. Ā Sornette has done some superb risk on behavioral finance and risk management.…
Investors in Search of the Holy Grail will Always be Disappointed
Reality Check by Robert P. Seawright, Above the Market June 19, 2013 Every advisor who works with individual…
Guest Post: Paul Krugman The Marxist
Submitted by James E. Miller via The Ludwig von Mises Institute of Canada, Someone once wrote that criticizing…
Five Reasons Why Now Is The Time To Buy Bonds
Submitted by Lance Roberts of Street Talk Live blog, The recent one month spike in interest rates, along…
