Section
Markets
26765 posts
On Uncertain Ground (Howard Marks)
On Uncertain Ground September 11, 2012 by Howard Marks, Chairman, Oaktree Capital [ Download PDF ] The world…
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...
US Stock Market Sentiment in a World of Wide Asset Allocation
by William Smead, Smead Capital Management Our long-time readers are aware that we are stingy when it comes…
U.S. Dollar: Don't Worry, Be Happy
May we suggest a Twitter version of today's FOMC statement: "Don't worry, be happy! " – No, the…
The Winds of Change (Mobius)
by Mark Mobius, Franklin Templeton Investments As we cross the mid-way point of the year, you might say…
Junk Bond Breakout (Bespoke)
by Bespoke Investment Group Yesterday, the iShares high yield corporate bond ETF (HYG) made a nice breakout. The…
Rosenberg: U.S. Growth Potential Near 2%-2.5% - Fed May Go to Unlimited QE
David Rosenberg appeared on Bloomberg yesterday with Tom Keene to discuss his outlook for the U.S. economy, and…
Rosenberg and Belski: Both Right, Despite Very Different Calls
Brian Belski, Chief Investment Strategist, BMO Capital, and David Rosenberg, Gluskin Sheff, appeared on Bloomberg yesterday, weighing in…
Positioning Ahead of the FOMC Meeting (Lee)
Positioning Ahead of the FOMC Meeting Taking a Core-Satellite Approach with Canadian Equities Alfred Lee, CFA, CMT, DMS…
Schwab Investing Brief: Jobs Picture, the Fed, and Europe
by Mark W. Riepe, Schwab Center for Financial Research What's an investor to do in the face of…
Performance Anxiety?! (Saut)
“Performance Anxiety?!” by Jeffrey Saut, Chief Investment Strategist, Raymond James September 10, 2012 “It was the rally that…
The Contrarian Indicator Of The Decade?
Guest post submitted by John Aziz of Azizonomics The Contrarian Indicator Of The Decade? Bull markets are born…
Is This the Most Hated Stock Market Rally?
by James Bianco. Bianco Research CNBC – Most Hated Stock-Market Rally in Years Goes On The most hated…
There Must Be Some Way Out Of Here
Via Mark J. Grant, author of Out of the Box, "There must be some way out of here,"…
TSX Breaks Above Resistance on Draghi Plan, QE3 Prospects
(Editor’s Note: Next Tech Talk report is available on Friday September 14th. Don Vialoux is presenting at the…
China’s Next Act
China’s Next Act August 24, 2012 By Frank Holmes, CEO and Chief Investment Officer U.S. Global Investors The…
