Section
Outlook
20599 posts
Eric Sprott: "Fooled by Stimulus" (August 2010)
By Eric Sprott & David Franklin, Sprott Asset Management. Despite our firm’s history of investing primarily in equities,…
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...
Energy and Natural Resources Market Diary (August 16, 2010)
Energy and Natural Resources Market Diary (August 16, 2010) Strengths The Baltic Dry Index of freight rates jumped…
Being Contrarian on China
The news and analysis about economic conditions in China has turned decidedly negative of late after the latest round of key indicators – GDP growth, imports, fixed asset investment and industrial output – showed signs that a broader slowdo...
Byron Wien: Investment Outlook (August 2010)
This commentary is a guest contribution from Byron Wien, Vice-chairman, Blackstone Group. Blackstone is pleased to offer the…
Risk and Recovery in Russia
Russia has a lot of upside, and a big part of why is the risk trade. Russia was…
Goldman Explains Why It Is "QE2 Or Bust" For Stocks Today (August 10)
This article is a guest contribution by ZeroHedge.com. Just in case you missed Goldman's economic team shift to…
Corporate "Cash" - Cheering the Asset and Ignoring the Liability
This article is a guest contribution by John Hussman, Hussman Funds. Just a note - if there is…
U.S. Equity Market Diary (August 9, 2010)
U.S. Equity Market Diary (August 9, 2010) The figure shows the performance of each sector in the S&P…
Risk and Recovery in Russia
Russia has a lot of upside, and a big part of why is the risk trade.
Russia was one of the top emerging markets in July, rising 10.3 percent as risk tolerance came back into the market.
And we think this upward trend can continue – Russia has a l...
Uncertainty Changing Investment Landscape (PIMCO)
This article is a guest contribution by Richard Clarida, EVP, and Mohamed El Erian, CEO and Co-CIO, PIMCO.…
U.S. Equity Market Diary (August 2, 2010)
Domestic Equity Market The chart shows the performance of each sector in the S&P 500 index for the…
Gold Market Diary (August 2, 2010)
Gold Market Diary (August 2, 2010) For the week, spot gold closed at $1,181.05 per ounce, down $8.15,…
Emerging Markets Diary (August 2, 2010)
Emerging Markets Diary (August 2, 2010) Strengths South Korea’s GDP expanded by a faster than expected 1.5 percent…
Robert Shiller - A Cautious Outlook For Stocks
Robert Shiller - A Cautious Outlook For Stocks July 9, 2010 - Robert Shiller, Arthur M. Okun Professor…
Thoughts on the Long-term Outlook for Inflation (Rosenberg)
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. MARKET COMMENT A whole…
