Section
Insight
19788 posts
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…
June 28, 2013
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...
Hugh Hendry: Investment Outlook (June 2013)
The Invisible Regime... Has Become Unhinged From Hugh Hendry, CIO of The Eclectica Fund. This year we have…
June 27, 2013
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…
June 27, 2013
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…
June 26, 2013
The Banker Who Was God
The Banker Who Was God (via Market Shadows) The Banker Who Was God From this weekās Market Shadows…
June 26, 2013
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.
June 26, 2013
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…
June 25, 2013
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.…
June 25, 2013
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…
June 25, 2013
Guest Post: Paul Krugman The Marxist
Submitted by James E. Miller via The Ludwig von Mises Institute of Canada, Someone once wrote that criticizing…
June 25, 2013
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…
June 24, 2013
Daniel Wallick & Gregg Fisher: The Case For and Against Active Investing
Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds. In…
June 24, 2013
Whatās an Investor to do in Markets like These?
Whatās an Investor to do in Markets like These? 06-21-2013 By Frank Holmes CEO and Chief Investment Officer…
June 24, 2013
Key ETF Performance and Fed Day Doldrums (Bespoke)
by Bespoke Investment Group Fed days have historically been good days for the market, but the last two…
June 20, 2013
"Hey Mr. Market, That QE Monkey On Your Back Has You By The Throat"
Submitted by Charles Hugh-Smith of OfTwoMinds blog, Mr. Market has one little problem: the Fed monkey on his…
June 20, 2013