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Markets
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Diversification, Schmversification: All Correlations to 1.0(-ish)
This article is a guest contribution by Paul Kedrosky, Infectious Greed. Good set of graphs in a new…
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...
The Folly of Peer Group Analysis
This article is a guest contribution by John West, Research Affiliates. Email this article | Print this article…
David Rosenberg on 'Buy and Hold'
This article is a guest contribution by Richard Shaw, QVM Group. In market comments (03/11/2010), David Rosenberg of…
Jamie Horvat (Sprott): Goldilocks and the Three Bears?
This commentary is a guest contribution by Jamie Horvat and Charles Oliver, Sprott Asset Management. Sprott Opportunities Hedge…
Investors Go On Spring Break
by David Andrews, CFA, Director, Investment Management & Research Richardson GMP Limited March 19, 2010 After a little…
Index Summary and U.S. Equity Market Diary
Index Summary The major market indices were higher this week. The Dow Jones Industrial Index rose 1.10 percent.…
Economy and Bond Market Diary (March 20, 2010)
Economy and Bond Market Diary Treasury bond yields were mixed this week, with short-term yields rising modestly while…
Gold Market Diary (March 20, 2010)
Gold Market Diary (March 20, 2010) For the week, spot gold closed at $1,106.04 per ounce up $4.14…
Energy and Natural Resources Diary (March 20, 2010)
Energy and Natural Resources Market Diary Strengths OPEC is increasing oil drilling at the fastest rate in 2…
Emerging Markets Diary (March 20, 2010)
Emerging Markets Diary (March 20, 2010) Strengths Standard & Poor upgraded Indonesia’s sovereign debt rating to BB, only…
Emerging Markets on Buying Spree
By Frank Holmes CEO and Chief Investment Officer Email this article | Print this article It’s getting to…
The Silent Killer in Your Kitchen Cabinet, and other Weekend Reads
Happy Friday! Here are this weekend's reading diversions. Tomorrow is National Day of Unplugging (by the way), so…
Gold Miner ETFs Quiet, But Maybe Not for Long
By Tom Lydon, ETFTrends.com Email this article | Print this article Gold exchange traded funds (ETFs) haven’t been…
Government Bonds: What's Up?
Government bonds have been trading sideways since the middle of last year as market participants wax and wane…
Assessing India and China
Sunil Asnani Research Analyst Matthews International Capital Management, LLC Email this article | Print this article Investors often…
