Section
Outlook
21142 posts
Why Bother with Bonds?
*The following article is a guest post from John Mauldin. Investors, we are told, demand a risk premium…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Howard Marks: Will it Work?
Howard Marks' letters to Oaktree Capital investors have become as highly renown and anticipated by the investment community as those of Warren…
Cool Tool: Interactive Economic Dashboard
Russell Investments has a great interactive tool on their site, which gives an at-a-glance view of the economy relative…
Roadmap to Inflation and Sources of Cheap Insurance
*This article is a guest contribution courtesy of John Mauldin, "Outside the Box." What happens when inflation once…
Agriculture: Fundamentals Strong at the Core
This week's Economist magazine provides a strong outlook for agricultural investment and commodities. The article, Green Shoots, dated…
Quantitative Easing: A Guide and Outlook to the 'Nuclear Option'
Last week, Ben Bernanke announced the Fed's decision to employ 'Quantitative Easing' (QE), the 'nuclear option,' to save…
How are the BRICs Doing?
Highlighted below are two charts from Bespoke Investment Group detailing the relative performance of the BRIC Markets (Brazil,…
Prem Watsa: 2008 Letter to Shareholders
Prem Watsa, Chairman and CEO, Fairfax Financial, one of Canada's most successful investors, and often compared to Warren…
Yamada Sees 44% of NYSE Stocks Under $10 as `Shocking'
This may seem as yet another gloomy outlook for US Stocks and for that matter stocks in general,…
Crispin Odey: No Recovery Until Consumers Unwind Debt
Crispin Odey, CIO, Founder of Odey Asset Management, in the UK, released his outlook for 2009 in his…
Donald Coxe: A Difference of Opinion on the Stimulus Program? (February 13, 2009)
Donald Coxe, Chief Investment Strategist, Coxe Advisors LLC's, weekly conference call is an excellent source of outlook and…
Top 15 Articles on GreenLightAdvisor.com
Happy St. Valentine's Day! Here is a listing of the 15 most popular articles (ranked according to #…
Donald Coxe: Have Commodities Started to Outperform?
Although we have anxiously awaited a new issue of Basic Points from Donald Coxe, since he announced his…
Jim Chanos: FT.com Interview
Jim Chanos, founder and managing partner of Kynikos, talks with Chrystia Freeland, US Managing Editor, FT.com. Click the…
Nouriel Roubini: "The worst is yet to come."
Nouriel Roubini, or RGE Monitor and NYU Stern School of Business, appeared on CNBC, January 15, 2009, to…
