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Markets
26765 posts
David Rosenberg: Bond Bubble?
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. It is rather amazing…
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...
Doug Short: Three Market Valuation Indicators
In anticipation of the government's release on Thursday of the latest Flow of Funds data, which is used…
Postcard from Chengdu, China
This article is a guest contribution by Yu Zhang, Matthews Asia. I recently spent a week in China,…
El-Erian: On the Need to Listen Carefully to What the G-20 is Saying
This article was originally published on ft.com/alphaville on June 5, 2010. Click here to read Mohamed El-Erian's biography.…
Neils Jensen: The European Disease
This article is a guest contribution by Neils Jensen, Absolute Return Partners. “You cannot turn a pig’s ear…
Hussman: Extraordinarily Large Band-Aids
This article is a guest contribution by John P. Hussman, Ph.D., Hussman Funds Market internals deteriorated further last…
Jeffrey Saut: "Be Water, My Friend"
This note is a guest contribution by Jeffrey Saut, Chief Investment Strategist, Raymond James. “Be Water, My Friend!”…
David Einhorn Discusses Large Short on Moody's and McGraw Hill (S&P) - says Market Spreads More Reliable
David Einhorn, President, Greenlight Capital, elaborately discusses Moody's and McGraw Hill (owners of S&P), pointing out that their…
Warren Buffett Discusses Moody's and the Debt Rating System
Warren Buffett, Chairman, Berkshire Hathaway discusses his 13% stake in Moody's, in advance of the Financial Crisis Commission…
The Economy and Bond Market Diary (June 7, 2010)
The Economy and Bond Market Diary (June 7, 2010) Treasury bond yields continued their move higher this week…
Gold Market Diary (June 7, 2010)
Gold Market Diary (June 7, 2010) For the week, spot gold closed at $1,219.90 per ounce up $5.52…
Energy and Natural Resources Market Diary (June 7, 2010)
Energy and Natural Resources Market Diary (June 7, 2010) Strengths Natural gas futures climbed 12 percent to $4.85…
Emerging Markets Diary (June 7, 2010)
Emerging Markets Diary (June 7, 2010) Strengths South Korea’s exports climbed 41.9 percent year-over-year in May, better than…
Urbanization a Key to Consumption
by Frank Holmes, Chief Investment Strategist, U.S. Global Investors. Urban populations are growing in Asia and may hold…