Section
Markets
27231 posts
On the Road in India (Mobius)
by Mark Mobius, Franklin Templeton Investments My latest visit to India coincided with the celebrations of Navratri culminating…
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...
2013 Investment Outlook and Portfolio Strategy (Alfred Lee)
BMO ETF Portfolio Strategy Report A New Year, and More Market Resolutions by Alfred Lee, CFA, CMT, DMS…
Economic Insight: Why China Won't Crack (Milton Ezrati)
by Milton Ezrati, Chief Economist and Market Strategist, Lord Abbett and Co. With so many worries on the…
Surging EM Corporate Bond Issuance: Cause for Concern?
by Shamaila Khan, AllianceBernstein Jan 8, 2013 New bond issuance by emerging-market companies boomed in 2012, leading to…
GILEAD SCIENCES INC (GILD) NASDAQ - Jan 09, 2013 (SIA Daily Stock Report)
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Niels Jensen: Investment Outlook for 2013 and 2012 in Review
In Search of the Holy Grail by Niels Jensen, Absolute Return Partners Year End, December 2012 âItâs one…
Howard Marks: Investment Commentary (January 2013)
Investment Outlook by Howard Marks, Oaktree Capital January 2013 Hereâs how I started WhadâYa Know in March 2003:…
Early 2013 Looks to Feature Slow Growth and Ongoing Fiscal Drama
by Russ Koesterich, Global Chief Investment Strategist, Blackrock Overview The debt ceiling and spending cuts still need to…
Where are the Opportunities Now, Globally? (Rolley, Bhansali)
Bonds are expensive and investors are fleeing stocks, so where should you invest? Global bond manager, David Rolley,…
Technical Talk: China and China Related Trades Advancing
Pre-opening Comments for Tuesday January 8th U.S. equity index futures are slightly lower this morning. S&P 500 futures…
Farmers will not drive Lamborghinis (or Why I disagree with Jim Rogers) (Sibileau)
by Martin Sibileau, A View From the Trenches The sight of harvesting machines, highly capitalized farmers participating in…
AMAZON.COM INC (AMZN) NASDAQ - Jan 08, 2013 (SIA Daily Stock Report)
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
2012 Bond Market Review And Outlook For 2013 (Ploutos)
by Ploutos, via Seeking Alpha The days of equity-like returns in fixed income are gone. It has been…
Merk 2013 Dollar & Currency Outlook (Axel Merk)
by Axel Merk Sidetracked by the discussion over the âfiscal cliffâ and possibly a New Yearâs hangover, itâs…
How Big is Canadaâs Oil Subsidy to the US? (Rubin)
by Jeff Rubin Consider the tale of Suncor and Canadian Natural Resources, two of the largest oil sands…
