Section
Markets
26765 posts
Emerging Markets Shine (Bespoke)
While nearly all global equities have rallied in the last few weeks, emerging markets have shined even brighter.Ā …
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...
"And a Partridge in a 'Pair' Tree" (Saut)
āAnd a partridge in a āpairā treeā 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 Boskinās Summer of Economic History Amnesia (Kasriel)
September 7, 2010 In a September 2 op-ed commentary in the WSJ (āSummer of Economic Discontentā), 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…
The Economy and Bond Market Diary (September 13, 2010)
The Economy and Bond Market Diary (September 13, 2010) Treasury bond yields moved higher this week as recent…
Gold Market Diary (September 13, 2010)
Gold Market Diary (September 13, 2010) For the week, spot gold closed at $1,246.25 per ounce, down $0.50,…
Energy and Natural Resources Market Diary (September 13, 2010)
Energy and Natural Resources Market Diary (September 13, 2010) Strengths Steel prices on the Chinese domestic market rose…
Emerging Markets Diary (September 13, 2010)
Emerging Markets Diary (September 13, 2010) Jack Dzierwa, co-manager of the Global MegaTrends Fund (MEGAX) and Global Emerging…
Using the Past to Predict the Future
How many times have you looked at a chart and agonized over which way the index or stock…
