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Markets
26304 posts
Pro investors more bullish than individuals
Short interest has dropped to multi-year lows according to AAII, says Bespoke Investment Group: In the last few…
Hugh Hendry: Investment Outlook August 2009
Hugh Hendry, CIO, Eclectica Asset Management, has recently published his investment outlook for August 2009. Since the Summer…
The Discomfort of Diversification
When Harry Markowitz, an aspiring graduate student, had his article entitled Portfolio Selection published in the Journal of…
George Soros: Reduces Potash and PetroBras, Increases Convertibles
MarketFolly.com reports that according to 13F filings, George Soros' Soros Fund Management made some notable changes to its…
Sprott: Beyond the Stimulus
In the latest issue of his monthly newsletter, Eric Sprott, head of Sprott Asset Management, says that while…
Matt Taibbi: US Healthcare is Sick and Wrong
Matt Taibbi, infamous Goldman Sachs Destroyer, with his expose, Goldman Sachs: “Engineering Every Major Market Manipulation Since The…
Rosenberg: Market is Pricing in Stimulus II
David Rosenberg, Chief Economist, Gluskin Sheff, says the market is pricing in 4.0% real return GDP for the…
Bull Market or Bear Market Rally? Doesn't Matter?
Bull Market or Bear Market Rally? "It doesn't matter," says Lisa Myers, lead manager for Templeton Growth Fund,…
Howard Atkinson Sets the Record Straight on Leveraged ETFs
Last week we published a note, Divergence: Problems of Leveraged ETFs, and this got a lot of attention.…
Einhorn's Greenlight Capital: Large S&P500 Puts Position (13F)
MarketFolly.com reports, according to 13F filings, David Einhorn's $6-billion hedge fund Greenlight Capital (no relationship to us) has…
Does Deflation Lead to Depression? Who Sold Us This Theory?
In a well written article at Bloomberg.com, Matthew Lynn challenges the notion of price deflation risk, and the…
Roubini's Canada Outlook: Supported by Easier Credit and Commodities Recovery
Nouriel Roubini's RGE Monitor recently published "Are There Bright Spots Amid the Global Recession?," which provides a comprehensive…
Nouriel Roubini: The Phantom Economic Recovery
The following article is a guest contribution from RGE Monitor, and Nouriel Roubini's Project Syndicate, August 16, 2009.*…
Robert Prechter: Inflation not a problem, deflationary depression in our future"
In the last week we've covered Robert Prechter, partly because we are fans, and partly because the material…
Divergence: Problems With Leveraged ETFs
UBS and now, Morgan Stanley Smith Barney are considering suspending trading in leveraged ETFs, and Charles Schwab is…