Section
Opportunities
159 posts
You've Got to Take Risk. So, Manage It
by Seth J. Masters (pictured), Daniel J. Loewy and Martin Atkin, AllianceBernstein Below-average expected returns will make it…
The Death Knell of the Global Synchronized Trade
by William Smead, Smead Capital Management Dear Fellow Investors, At Smead Capital Management, we believe the interest on…
David Merkel: "A Model is Only as Good as the Client's Willingness to Use It"
by David Merkel, Aleph Blog In late 2007, I was unemployed, but had a line on a job…
Is the U.S. Entering a Strong-Dollar Phase?
Is the U.S. Entering a Strong-Dollar Phase? September 27, 2013 by Tatjana Michel, Director, Currency Analysis, Schwab Center…
Low Quality Equities Outperforming High Quality Equities
by David Templeton, Horan Capital Advisors One factor S&P Dow Jones indices uses in their stock classifications is…
The Fed Did Nothing—but Bond Investors Can Act Now
by Douglas J. Peebles, AllianceBernstein The US Federal Reserve surprised the market on September 18 when it announced…
EM Countries Best Poised to Weather the End of Easy Money
What will happen to emerging market assets when the Fed inevitably begins to wind down its asset purchase…
NIKE INC (NKE) NYSE - Sep 30, 2013
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Commodities Bull Market
Over the last two years, commodities have been correcting and while some have gone down more than others,…
How to Profit from a Changing China
How to Profit from a Changing China By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors…
U.S. Equity Market Radar (September 30, 2013)
U.S. Equity Market Radar (September 30, 2013) After rallying for three weeks in a row, the market took…
Is 60/40 the Right Portfolio Mix for You?
The so-called 60/40 portfolio is widely used as a benchmark for asset allocation when it comes to portfolio…
The Impact of Tapering on Risky Assets
The U.S. Federal Reserve surprised the markets by announcing its decision to postpone reducing the purchase of Treasury…
4 Reasons to Have EM Exposure Now
by Russ Koesterich, Blackrock Blog Since the Fed first signaled its intent to taper last May, emerging market…
Rate Sensitive Stocks Surge on Bond Rally
by StockCharts.com Blog The Fed surprised everyone yesterday by deciding not to start its widely anticipated tapering of…
