Section
Outlook
20730 posts
When Rising Rates Hurt Stocks, How Bad Did It Get?
by Chris Marx, AllianceBernstein By Chris Marx and Alison Martier A reader of our recent blog post about…
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...
S&P 500 Earnings Above Or Below Trend?
One market factor frequently mentioned regarding current S&P 500 earnings is they are far above historical trend. An…
Preparing Equity Portfolios for Rising Rates
by Russ Koesterich, Chief Global Strategist, Blackrock While Russ doesn’t foresee a bond market meltdown, he does expect…
Sonders: Pause – Breather Needed Short-Term, But Longer-Term Still Looks Good
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. Key Points Frothy…
What Happens When You Tell Indians To Stop Buying Gold
What Happens When You Tell Indians to Stop Buying Gold By Frank Holmes, CEO and Chief Investment Officer,…
JPMorgan Advises to ... Buy Gold?
With the ongoing musical chairs at the COMEX (focused on JPMorgan's volatile holdings), the bank's precious metals team…
Gold Stocks May Finally Start to Outperform Bullion
by SIACharts.com For this week's SIA Equity Leaders Weekly, we are going to take a look at the…
A Look At The Market's Technicals
by David Templeton, Horan Capital Advisors What follows are a few thoughts on some of the technical factors…
Investing Rationally if Markets Get Erratic
by Russ Koesterich, Blackrock It can be hard to invest rationally when markets are volatile, but Russ is…
China's Government Can't Stop the Bust (Smead)
by William Smead, Smead Capital Management On a recent trip to Europe we participated in a forum in…
China and the Outlook for Financial Crises
China’s elevated and rising debt levels appear to be one of the largest risks to the global economy…
"Open Your Eyes!"
Submitted by Mark J. Grant, author of Out of the Box, via ZeroHedge.com "Diseased nature oftentimes breaks forth…
Taper Tantrum Two?
by Jeff Rosenberg, Blackrock iShares The buzz surrounding the upcoming Federal Reserve meeting is centered on two questions:…
Focused Only on the US? Here’s What You’re Missing
by Russ Koesterich, Blackrock Many investors remain fixated on what’s happening in the United States -- and particularly…
What Will Future Historians Think of Our Time?
by Simon Black via Sovereign Man blog, It wasn’t too long ago that renowned scholars invested their entire…
