Section
Markets
26620 posts
Hugh Hendry:10-year Treasury Signals Deflation
We've recently become huge fans of anything that Hugh Hendry, the cutting and brash CIO, Eclectica Asset Management,…
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 Cost of Rising Commodities
While we know all too well that most commodities have risen in price so far in 2008, how…
Burtynsky: Manufactured Landscapes
The other night TVOntario re-aired the incredible documentary, Edward Burtynsky's Manufactured Landscapes, the story behind the landmark series…
The Paradox of Deleveraging
This week, John Mauldin features the thesis by Pimco's Paul McCulley, on the subject of the deleveraging of…
Time To Buy China?
Has the time come to start buying China? View/Listen to several China experts including Jim Rogers and Mark…
Would Benjamin Graham Buy Financials Today? [no!]
Jason Zweig has an interesting column today in the WSJ: Inquiring minds want to know: What would Graham…
Has Oil Broken Down?
David Gaffen, writes in WSJ's MarketBeat Blog: Many theories exist as to why the price of crude oil…
James Montier: Unusually Clear-Eyed Analysis
James is an unusually clear eyed analyst: “In good times, few focus on such ‘mundane’ issues as earnings…
Oil and U.S. Banks
(by John Authers, FT.com) Bastille Day, July 14, is a good day for an old order to come…
Video: Nouriel Roubini (3 Parts)
Nouriel Roubini, NYU Stern School of Business, opines about the market, the credit crisis, and the housing market…
Video: Faber Says Fannie, Freddie Should Split Up, Not Get Aid
Investor Marc Faber, publisher of the Gloom, Boom & Doom Report, talks about the future of Fannie Mae…
Commodity Snapshot
July 23, 2008 - Courtesy: Bespoke Investment Group - Below we highlight our trading range charts of ten…
Interview: Larry Sarbit, Sarbit Asset Management
Despite the fact that you may not ever come close to catching up to Warren Buffett's wealth does…
Asset Class Correlations
July 22, 2008 - (Courtesy: Bespoke Investment Group) Today's Wall Street Journal had an interesting article about asset…
Oil and Energy Stock Correlation
July 22, 2008 - (Courtesy: Bespoke Investment Group) Below we highlight the rolling one-year correlation between the daily…
