Section
Markets
26725 posts
Kim Shannon - Price/Earnings Ratios and Long-Term Returns
Kim Shannon - Price earnings multiples and long-term returns [hana-flv-player video="http://clientinsights.ca/files/Video/9581.f50c8b4e67bb38a7fb9a461c0f3206cf.flv" player="2" more_2="showVolumeSlider: false,showMuteVolumeButton: false, showMenu: false, controlBarBackgroundColor:…
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...
Emerging Markets Q & A (Mobius)
The paragraphs below come courtesy of Mark Mobius, emerging markets guru and executive chairman of Templeton Asset Management.…
Three Stock Ideas from John Zechner
BNN's portfolio manager interviews are a great repository of investment ideas from across the asset management spectrum. Today…
Income Theme Intact, and, Earnings Revisions as Tried, Tested, True Market Indicator (Rosenberg)
INCOME THEME INTACT This brings us to one of our favourite strategies — Safety and Income at a…
Three Stock Ideas from Middlefield's Robert Lauzon
BNN's portfolio manager appearances are a great repository of investment ideas from across the asset management spectrum. Today,…
Emerging Markets Shine (Bespoke)
While nearly all global equities have rallied in the last few weeks, emerging markets have shined even brighter. …
"And a Partridge in a 'Pair' Tree" (Saut)
“And a partridge in a ‘pair’ tree” Jeffrey Saut, Raymond James, September 13, 2010 I recalled the lyrics…
Heavy Metal! (Andrews)
by David Andrews CFA, Private Client Strategist, Richardson GMP Ltd. Relax, the reference has nothing to do with…
Impulse Response (Hussman)
Except for a burst of census hiring that briefly pushed payroll growth above trend during the second quarter…
"Low for Long" Policy Rates: Required for Global Economic Balance
Are low interest rates storing up more trouble for the future? This column argues that low interest rates…
Stocks Remain in Trading Range, but Outlook is Positive (Bob Doll)
Last week saw some continuation of the recent trend of modestly positive economic news, including a drop in…
A Breakdown in Fixed Income?
The recent pullback in the fixed income market is starting to put a dent in the long-term uptrend…
Crude Oil Inventories Still Way Above Average (Bespoke)
This week's energy inventory report from the EIA showed that crude oil stockpiles declined by 1.853 million barrels…
Michael Boskin’s Summer of Economic History Amnesia (Kasriel)
September 7, 2010 In a September 2 op-ed commentary in the WSJ (“Summer of Economic Discontent”), Michael Boskin,…
U.S. Equity Market Diary (September 13, 2010)
U.S. Equity Market Diary (September 13, 2010) The figure below shows the performance of each sector in the…
