Section
Opportunities
161 posts
3 Equity Ideas to Consider in the Hunt for Income
by Russ Koesterich, Portfolio Manager, Blackrock Russ explains why investors looking for income should still consider equities, and…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Guest Post: Is Water the New Oil?
Authored by Brahma Chellaney, originally posted at Project Syndicate, The sharpening international geopolitical competition over natural resources has…
Fear Capital Misallocation—Not Market Cycles
by William Smead, Smead Capital Management A great deal of time and energy is spent trying to determine…
Two Charts Illustrate How to “Follow the Money”
Two Charts Illustrate How to “Follow the Money” By Frank Holmes CEO and Chief Investment Officer U.S. Global…
David Winters (Wintergreen): Investment Outlook (July 19, 2013)
David Winters: Investing Luxury Goods at Bargain Prices in the 'HENRYs' Emerging markets have substantially underperformed the U.S.…
A Momentum Breakout for the Uranium-Nuclear ETF
by Arthur Hill, Stockcharts.com Blog The Uranium-Nuclear ETF (NLR) caught a bid last week and broke resistance to…
Alfred Lee: The Taper Tantrum (July 11, 2013)
The Taper Tantrum BMO ETF Portfolio Strategy Report by Alfred Lee, CFA, CMT, DMS, Vice President, BMO ETFs,…
Commodities 2013 Halftime Report: A Time to Mine for Opportunity?
Commodities 2013 Halftime Report: A Time to Mine for Opportunity? By Frank Holmes CEO and Chief Investment Officer…
Big Pharma's Political Concerns Make For Good Buying Opportunity
Employer Mandate: A Pharma Bump in the Road by William Smead, Smead Capital Management As long-duration value investors,…
Danger Zone Ahead (Thackray Market Letter, July 2013)
Market Update – Thackray Market Letter, July 2013 by Brooke Thackray, Alpha Mountain Investments Danger Zone Ahead In…
Investing in Water: Rising Demand Brings New Opportunities
July 9, 2013 by Michelle Gibley, CFA, Director of International Research, Schwab Center for Financial Research Key Points…
Keeping Your Balance During Shaky Markets
by Paul DeNoon and Gershon Distenfeld, AllianceBernstein While capital markets have had their ups and downs, it’s been…
U.S. Equity Market Radar (July 1, 2013)
U.S. Equity Market Radar (July 1, 2013) The S&P 500 finished higher this week after dropping more than…
The Case for Rotating into (Select) Defensive Sectors (Koesterich)
by Russ Koesterich, iShares As it turned out, the most recent Great (Sector) Rotation was short lived and perhaps…
The Art of Low Turnover (Smead)
by William Smead, Smead Capital Management We have argued vociferously that active managers have given up their preferred…
