Section
Markets
26817 posts
China’s Housing Bubble: New Evidence
by Christian Dreger and Yanqun Zhang, via VoxEU.org 15 July 2011 For a while now, analysts have been…
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...
What Investors Should Know About Bond Index Construction
by Matt Tucker, iShares Blog To index or not to index, that is the question. Or at least…
Gary Shilling: America's Economy is "The Best of a Bad Lot"
From Yahoo: According to A. Gary Shilling America's economy is "the best of a bad lot". This thinking…
Why it’s Still Buying Season for Gold and Silver Mining Stocks
Every Precious Metals investor knows about the typical summer doldrums that usually afflicts the Gold & Silver sector…
What Has Led the Market Lower? (Bespoke)
by Bespoke Investment Group Below is a scatter chart showing the performance of S&P 500 sectors from 6/24…
Faber: "It is mind-boggling to consider buying 10-year US Treasurys"
Marc Faber, author and publisher of the Gloom, Boom and Doom report joined CNBC to discuss a potential…
Gary Shilling: 20% Drop in Housing to Cause Recession in 2012
Gary Shilling, author of the Age of Deleveraging, and President of Gary Shilling & Company, says there is…
World Stock Market Performance YTD (Bespoke)
by Bespoke Investment Group With Europe crumbling this week, the US has moved way up the list of…
Ugly European Price Charts (Bespoke)
by Bespoke Investment Group After bouncing nicely over the last two weeks following somewhat of a resolution to the Greece…
Niels Jensen: Investment Outlook (July 2011)
The Absolute Return Letter July 2011 What Happens Next? by Niels Jensen, Absolute Return Partners “Anyone who isn’t…
The End of Currency Wars? (PIMCO)
The End of Currency Wars? by Richard Clarida, PIMCO International capital is flowing to countries with good growth…
Byron Wien: Investment Outlook (July 2011)
The Smartest Man in Europe Is Very Cautious July 2011 Every year I try to spend time with…
An Update to Our 10 Predictions for 2011 (Doll)
by Bob Doll, Chief Equity Strategist, Fundamental Equities, BlackRock At the halfway point of the year, we thought…
Emerging Economies – Short-term Gain, Longer-term pain?
This post is a guest contribution by Manoj Pradhan of Morgan Stanley. Rather than signaling an extended period…
Jeffrey Saut: "I'm Back" (July 11, 2011)
“I’m Back” by Jeffrey Saut, Chief Investment Strategist, Raymond James July 11, 2011 I’m back; back from what…
