Section
Markets
26253 posts
Enjoy This Rally While You Can...
Ambrose Evans-Pritchard writes in the UK Telegraph that bear market rallies are not uncommon, and there are many…
China: Profit Margins Recovery Should Help Stocks
BCA Research has published the following analysis on the strong general corporate earnings recovery in China, May 8,…
Overbought Bear Market Rally or New Bull?
Are we in a mother of a bear market rally, and is the market overbought? Or is this…
Birth of the Credit Monster
Gillian Tett, of FT.com has written an in-depth exposé about the birth of innovative securities that gave rise…
Big money poll - the long view (Barron's)
Barrron's magazine has published the results of its Big Money Poll of sentiment among money managers. Here is…
Seth Klarman (Baupost Group) Speaks to Ivey School of Business
Seth Klarman, Legendary investor, founder of Baupost Group, and author of the $1,200, much sought after, and out…
ETF Trends: April ETF Performance Report
Each month ETF Trends publishes a useful performance round-up of ETFs (non-leveraged) trading on American stock exchanges. "The…
Reasons to be bullish the commodity complex
BCA Research published this note on commodities on April 28, 2009: There are a number of reasons to…
World's Largest Companies: Top 25
This is a guest contribution by Bespoke Investment Group: "For those interested, below we highlight the 25 largest…
Country ETFs Overbought
This is a guest post from Bespoke Investment Group: From our daily ETF Trends report at below we…
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
Bill Ackman, Joseph Stiglitz on Charlie Rose
A fascinating, enlightening conversation and debate about the economy with Bill Ackman, major investor and hedge fund manager…
Regression to Trend: New S&P 500 Update (dshort.com)
Doug Short (dshort.com) provides useful analysis to make the point statistics however reliable or unreliable can cause us…
A Light at the End of the Tunnel?
This week's Economist cover story discusses the idea that it may be too early to assume that the…
Alex Tabarrok: An Optimistic Lesson from 1929
Alex Tabarrok, noted economist, professor, and author of MarginalRevolution.com, one of the internet's most successful blogs, provides many…
