Section
Opportunities
159 posts
Rising Interest Rates Must End Soon
Why now may be the most opportune time to buy bonds than at any time in the past…
Russia is Tough to Love, Easier to Hate, Hard for Investors to Ignore. Here's Why
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Russian President Vladimir Putin created a stir…
Technical Outlook: Developed or Emerging Markets? Which Country ETF is on Top?
With International Equity recently moving in to the second spot in the SIA Asset Allocation Model, the questions…
September Market Return Is Favorable When August Return Is Negative
Although investing in stocks is a long term endeavor the following post will provide some insight into returns…
4 Signposts To Watch for an Emerging Markets Turnaround
When will we see a significant and prolonged reversal in emerging markets (EM) stock performance? Russ says to…
Jeff Gundlach Likes Mortgage REITs Now
By Michael Aneiro, Barrons Speaking on CNBC just now, onetime mortgage REIT hater Jeff Gundlach of DoubleLine Capital was…
Speculative Positions in Treasuries Are Now Net Short and Growing
by Sober Look Speculative money has become visibly short rate products. As discussed this weekend (see post) there…
Global Real Estate: Urbanization to Cities a $20-Trillion Per Year Opportunity
Demand for commercial and residential real estate in the developing world is exploding as an estimated one billion…
Fund Managers Are Starting to Add to Commodities
by Short Side of Long Weekend Sentiment Summary (August Week 4) Equities Last weeks sentiment update was not…
5 China Charts That Look Bullish for Commodities
5 China Charts That Look Bullish for Commodities By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
What's the Point of Investing in Dreams?
by Vadim Zlotnikov, AllianceBernstein Is innovation dead or are we on the cusp of new technological revolutions? Without resolving…
The Case for the 20,000 Dow, One Year Later
by Seth J. Masters, AllianceBernstein In July 2012, we argued that the Dow Jones Industrial Average would rise…
The Secret to Fishing (Visscher)
by Steven Visscher, Mawer Investment Management I recently went fishing for the first time. My expectations were pretty…
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…
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…
