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Markets
25989 posts
Are US Multinationals Abandoning America?
by Laura Tyson, via Project Syndicate BERKELEY â At a recent conference in Washington, DC, former Treasury…
Drilling into Fuel Prices (Templeton)
by Franklin Templeton Investments Gasoline, deodorant, dishwashing, liquid, eye glasses, crayonsâŚ.What does this list of seemingly random…
The Fedâs Con Appears To Be Working But The Curtain Is Rising On The Third Act
Courtesy of Lee Adler of the Wall Street Examiner In todayâs conomic news, the mainstream media focused on…
Synthetic CDOâs â When Risky Isnât Risky â Or Free Equity
by Peter Tchir, TF Market Advisors Synthetic CDO âFirst Lossâ tranche safer than âSecond Lossâ Tranche In…
The Value of Sentiment Polls (Smead)
by William Smead, Smead Capital Management We (at Smead Capital Management (SCM)) have made the case that…
Comfortably Numb: Have Investors Become Too Complacent?
Comfortably Numb: Have Investors Become Too Complacent? April 2, 2012 by Liz Ann Sonders Senior Vice President,…
Economic Insights: When Will Corporate Cash Flow? (Ezrati)
by Milton Ezrati, Lord Abbett One of the great constants in this otherwise inconstant environment is the…
S&P500: At Major Resistance
by Guy Lerner, The Technical Take March 30, 2012 Prices have risen rather dramatically over the past…
Chuck Royce: Why the Rally Can Last
by Chuck Royce, Royce Funds Can the current rally last through the end of the year? I…
Are Stocks Giffen Goods? (Tchir)
by Peter Tchir, TF Market Advisors So when will retail investors start buying stocks? One of the…
Proceed With Caution in the Hunt for High Yield
Given high yield creditâs recent rally and surge of inflows, Iâm now getting a lot of questions about…
âShrugging Off Bad News!â (Saut)
âShrugging Off Bad News!â by Jeffrey Saut, Chief Investment Strategist, Raymond James April 2, 2012 Most traders, and…
Shifting Winds-Turbulence Ahead? (Sonders)
Shifting Winds-Turbulence Ahead? March 30, 2012 by Liz Ann Sonders,Senior Vice President, Chief Investment Strategist, Charles Schwab &…
âŹ300 Billion of âFirewallâ Money up in Smoke (Tchir)
by Peter Tchir, TF Market Advisors Last weekâs firewall headlines devolved into a âmine is bigger than…
First Quarter Asset Class Performance (Bespoke)
Below is our key ETF matrix that highlights the performance of various asset classes during the first quarter.…