Section
Policy
183 posts
Bernanke & Citadel, Politicians & Priests
by Adam Butler, GestaltU/Skew There’s been much made of the recent move by Ben Bernanke accepting a position…
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...
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…
David Stockman: "A Gang Of Unelected PhDs Have Staged An Economics Coup D'Etat"
by David Stockman via Contra Corner blog, America is being run by an unelected gang of essentially self-perpetuating…
Jim Kunstler's 2014 Forecast: Burning Down The House
Submitted by James H. Kunstler of Kunstler.com, Many of us in the Long Emergency crowd and like-minded brother-and-sisterhoods…
SMID-Cap Rally Has More Runway
by Bruce Aronow, AllianceBernstein After the eye-popping outperformance of US small- and mid-cap (SMID) stocks this year, investors…
Russ Koesterich: The Most Likely Taper Timing
by Russ Koesterich, Portfolio Manager, Blackrock Investment Economic news was generally positive last week, with the highlight being…
