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Markets
26797 posts
The Economy and Bond Market Cheat Sheet (October 3, 2011)
The Economy and Bond Market Cheat Sheet (October 3, 2011) Bond yields rose this week as the financial…
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...
Gold Market Cheat Sheet (October 3, 2011)
Gold Market Cheat Sheet (October 3, 2011) For the week, spot gold closed at $1,623.97, down $32.83 per…
Energy and Natural Resources Market Cheat Sheet (October 3, 2011)
Energy and Natural Resources Market Cheat Sheet (October 3, 2011) Strengths The Global Resources Fund performed well this…
Emerging Markets Cheat Sheet (October 3, 2011)
Emerging Markets Cheat Sheet (October 3, 2011) Strengths In China, industrial companiesâ profit rose 28.2 percent in the…
Inter-Market Analysis in Guiding Cross-Asset Allocation
Inter-Market Analysis in Guiding Cross-Asset Allocation Monthly Strategy Report September 2011 Alfred Lee, CFA, DMS, Vice President &…
30 Truths Iâve Learned In 30 Years, and other Weekend Reads
Here are this week's reading diversions for your personal enlightenment. Have an inspiring and restful weekend! 30 Truths…
Goldman Sachs: 40% Chance of "Great Stagnation" in Developed Markets
Interesting tidbit on the CNBC site: Having analyzed 150 years of macroeconomic data, Goldman has found 20 examples…
QE and the âCrowding Outâ of the Bond Market Vigilante
Submitted by Global Macro Monitor QE and the âCrowding Outâ of the Bond Market Vigilante Weâve updated our…
China - The Great Stabilizer
For the past ten years, whenever global base metals demand dissipated, Chinaâs voracious appetite stepped in to gobble…
Not All Interest Rates Are Falling (Bespoke)
by Bespoke Investment Group While the purpose of the Fed's Operation Twist program is to lower long term…
ECRI's Lakshman Achuthan Makes the Call: Recession
Two weeks ago ECRI's Lakshman Achuthan told NPR he would be able to make a definitive call on…
Jeffrey Gundlach: âWeâre in a Recession Right Nowâ
by Trader Mark, Fund My Mutual Fund My posts today seem to have a Negative Nelly tone -…
Gary Shilling: Bearish-er... Still
via Paul Kedrosky, Infectious Greed Channeling a decent number of my views, here is Gary Shilling on Bloomberg…
Fairholme's Bruce Berkowitz discusses His Large Investments in Beaten Down Financial Stocks
A rare television interview with Morningstarâs Fund Manager of the Decade. Consuelo talks to Fairholme Fundâs Bruce Berkowitz…
Weeden's Charles Maxwell: Where to Invest for Secure Energy Returns
The man Barronâs calls the Dean of Energy Analysts discusses the outlook for oil prices, supplies and stocks.…
