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Markets
26919 posts
GMO's Jeremy Grantham's Q2 Letter: "Separating the Dangerous from the Merely Serious"
via Trader Mark, Fund My Mutual Fund Jeremy Grantham's quarterly letter was out Friday. It is an in…
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...
Munger’s Revenge, Part IV: Serious Benjamins
Munger’s Revenge, Part IV: Serious Benjamins Parts I and II Part III by Jeff Matthews, author the authoritative…
Dennis Stattman: Where He's Finding Value in the World
“Great Investor” Dennis Stattman, founder and lead portfolio manager of the BlackRock Global Allocation Fund joins Consuelo for…
News That Matters (July 25, 2011)
from The Trader, thetrader.se FT.com UK shareholders have received their largest dividend pay-outs since the collapse of Lehman…
2011 Halftime Report: Oil and Copper
2011 Halftime Report: Oil and Copper By Frank Holmes CEO and Chief Investment Officer U.S. Global Investors Last…
U.S. Equity Market Cheat Sheet (July 25, 2011)
U.S. Equity Market Cheat Sheet (July 25, 2011) The figure below shows the performance of each sector in…
The Economy and Bond Market Cheat Sheet (July 25, 2011)
The Economy and Bond Market Cheat Sheet (July 25, 2011) Treasury bond yields rose across the yield curve…
Gold Market Cheat Sheet (July 25, 2011)
Gold Market Cheat Sheet (July 25, 2011) For the week, spot gold closed at $1,601.27 per ounce, up…
Energy and Natural Resources Market Cheat Sheet (July 25, 2011)
Energy and Natural Resources Market Cheat Sheet (July 25, 2011) Strengths Small capitalization and international energy stocks outperformed…
Emerging Markets Cheat Sheet (July 25, 2011)
Emerging Markets Cheat Sheet (July 25, 2011) Strengths The Chinese government set up an Affordable Housing Work Group,…
12 Common Causes and Proven Cures for Unhappiness, and other Weekend Reads
Here are this weekend's reading diversions for your personal enjoyment. Have a fabulously HOT weekend! Your Personality Could…
Munger’s Revenge Part III: “Inexplicable and Inexcusable”
Munger’s Revenge Part III: “Inexplicable and Inexcusable” by Jeff Matthews (With excerpts from “Secrets in Plain Sight: Business…
Profile of Michael Burry (In-Depth Profile)
Interesting video from Bloomberg on former hedge fund manager Michael Burry. Quite an interesting guy who started from nothing,…
News That Matters (July 22, 2011)
By www.thetrader.se FT.com Two former News of the World executives have challenged James Murdoch’s testimony to members of…
The 1994 Litmus Test
prepared by Capital International Asset Management 1994 is remembered as one of the most challenging bond markets on…
