Section
Markets
26919 posts
Why The Rich Are Less Ethical, and other Weekend Reads
Here are this week's reading diversions for your personal enlightenment. Have a awesome weekend, and excellent…
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...
Beyond Risk-on/Risk-off: Paying Heed to Peripheral Cues in Portfolio Construction
Beyond Risk-on/Risk-off: Paying Heed to Peripheral Cues in Portfolio Construction by Vineer Bhansali, PIMCO The availability of…
Finally, An All or Nothing Day (Bespoke)
It took 44 trading days but the S&P 500 finally had its first all or nothing day of…
The $100 Billion Club (Bespoke)
by Bespoke Investment Group Forbes recently released its 2012 list of the world's billionaires, so we figured we'd post…
China Export Value Minus Import Value
by Richard Shaw, QVM Group Chinaâs  export profits have been declining since the 2008 stock market crash, and…
The Apple Doesnât Fall Far From the Global Resources Tree
After Apple reached $500 billion in market capitalization, it was inducted into a very elite club of businesses…
Inflation Inferno? Maybe in 2013 and Beyond
In a controversial new paper, a staff economist at the Federal Reserve Bank of St. Louis warns that…
Winning the War in Europe (Minerd)
Winning the War in Europe March 2012 by Scott Minerd, CIO, Guggenheim Partners LLC In centuries past,…
Is VIX Suggesting Market Collapse Around the Corner?
It took the market several weeks to fool the last momos going long this market. We are seeing…
Some Observations On Recent Gold (And Silver) Volatility
Submitted by Jeff Clark of Casey Research The Face of Volatility On February 29, gold dropped 4.8% and…
Key Functions of Asset Management
by Bernard Delbecque, via VoxEU.org 3 March 2012 Professional asset managers are responsible for investments worth around âŹ40…
Defining Risk: Warren Buffettâs Three Kinds of Investments
by William Smead, CEO, CIO, Smead Capital Management In his recent 2011 shareholder letter, Warren Buffett explained the…
Bond ETF Idea: Commercial Mortgage Backed Securities
by Matt Tucker, Managing Director, Fixed Income, iShares ABS, MBS, CMBS. Navigating your way around the various fixed…
âStreet Smartsâ (Saut)
âStreet Smartsâ by Jeffrey Saut, Chief Investment Strategist, Raymond James March 5, 2012 Some people can have a…
Donât Bet On U.S. Presidential Election Year Seasonal Stock Market Patterns
Contributed by QVM Group A composite view of the Dow Jones Industrials Average in U.S. presidential years…
