Section
Policy
172 posts
China Reform: One Step Forward, Two Steps Back
by Kara Lilly, Investment Strategist, Mawer Investment Management Two years ago I took a research trip to Macau.…
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...
Too Much of Everything
Too Much of Everything by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Despite great emphasis on…
Guy Haselmann: Over-Cooked
Over-Cooked by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Investors have mistakenly been fixated on concerns…
The Buyback Boom is a Function of Fed Policy
Rick Rieder explains why today's buyback boom is an economic distortion created by the Federal Reserve's excessively accommodative…
Bernanke & Citadel, Politicians & Priests
by Adam Butler, GestaltU/Skew There’s been much made of the recent move by Ben Bernanke accepting a position…
Forecast For Clear Skies: LEI Shows Low Odds of Recession
Forecast For Clear Skies: LEI Shows Low Odds of Recession Key Takeaways • The outcome of last week’s…
Fed Policy's Impact on Oil and Gold (SIA Weekly)
by SIACharts.com In this weeks edition of the SIA Equity Leaders Weekly, we will be revisiting two charts…
China's Reforms: Will They Work?
by Hayden Briscoe, AllianceBernstein The internationalization of China’s currency is proceeding hand in hand with the liberalization…
Jim Grant: The Greek Monetary Back-Story
by Jim Grant via LinkedIn, Raging against its German creditors, the new Greek government is demanding reparations for…
Guy Haselmann: "Skeleton Key"
Skeleton Key by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · The key for global markets in…
Why Things Will Not Likely End Well in Hong Kong
Everybody was umbrella fighting... by Cam Hui, Humble Student of the Markets In my last two posts, I…
How Lower Corporate Taxes Could Spark a Bear Market
by Cam Hui, Humble Student of the Markets In light of the recent Obama Administration's new rules intended…
Warren Buffett is Right to Hate Gold
by Cullen Roche, Pragmatic Capitalism I really liked this piece by Matt DiLallo on why gold is so…
Undermining the Integrity of Financial Markets
Undermining the Integrity of Financial Markets by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Introduction Financial markets…
Guy Haselmann: "The Putin Matryoshka Doll"
The Putin Matryoshka Doll by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · In a highly globalized…
