Section
Outlook
21055 posts
David Rosenberg on BNN - Canada's Recession Ending
July 24, 2009 - David Rosenberg appeared on BNN for a long and worthwhile interview about the Canadian…
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...
Robert Arnott: Too far too fast?
In his latest newsletter, Investment Postcards
ECRI Declares the Recession Over
ECRI's Lakshman Achuthan declares the recession over with the US economy tracking up to 2.4% in the third…
David Rosenberg: Mother of Jobless Recoveries Lies Ahead
David Rosenberg appeared on Fast Money yesterday at the end of the day to discuss the economy, employment…
"Loonie a Thoughtful Choice" (WSJ.com)
The Wall Street Journal suggests that Americans should think about investing in Canadian assets to take advantage of…
Roubini: Oil and Gold Look Overpriced
Nouriel Roubini, of RGE Economics, declared at a Reuters Summit Tuesday that Oil and Gold are not reflecting…
Convergence of Corporate and Treasury Yields Not What You Think
Many economy watchers are of the mind, simply so, that the market's appetite for risk is increasing, and…
The Secret European Financial Crisis
Anatole Kaletsky, Editor-at-Large for The Times (London), writes this week on the subject on Europe's looming financial crisis…
Between a Rock and Hard Place
Money managers, investment advisors and investors alike face a daunting emotional and financial challenge in these markets as…
Jeremy Siegel: Outlook for Government Bonds
Jeremy Siegel, on his outlook for government bonds: 40 years ago [US] treasury bonds were yielding over 6.3…
Hussman: Banks Pass Stress Tests, Regulators Fail Ethics Test
The following article is an excerpt from John Hussman's Weekly Market Comment, Hussman Funds. May 11, 2009 -…
Big money poll - the long view (Barron's)
Barrron's magazine has published the results of its Big Money Poll of sentiment among money managers. Here is…
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
Emerging Markets Versus G7
BCA Research has published the following daily note about the relative strength of Emerging Markets versus G7 equity…
Hugh Hendry: Citywire Interview
Hugh Hendry, the outspoken CIO and co-founder of Eclectica, one of the UK's most successful hedge funds during…
