Section
Policy
172 posts
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...
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…
Riots Break Out In Singapore – Think Your Country Is Immune?
Submitted by Simon Black of Sovereign Man blog, Mohamed Bouazizi. It’s not a name that means much to…
Default, Deflation, and Financial Repression
by R. C. Whalen Back in March 2011, author Carmen Reinhart wrote a comment in Bloomberg describing the…
The Big Lie: Lunch (and Debt) Are Free
Submitted by Charles Hugh-Smith of OfTwoMinds blog, Actions create consequences, and not necessarily the consequences that were planned…
Scott Minerd: Investment Outlook (November 6, 2013)
Macro View: Party Like it's 1999 November 06 2013 There remains significant upside for risk assets, but in…
John Taylor: Why Economic Failure Causes Political Polarization
Authored by John Taylor, originally posted at WSJ.com, It is a common view that the shutdown, the debt-limit debacle…
Did The Fed Kill The Long Term Investor?
by Lance Roberts of STA Wealth Management, Gone are the days where people looked towards next year when…
James Kunstler: Two Forces and Three Bears
by James H. Kunstler of Kunstler.com, In these climax years of industrial technocratic society, two opposing forces shape…
The Most Dangerous Line Uttered During The Debt Ceiling Debate
by Lance Roberts of STA Wealth Management, Today there is a great sense of relief that has swept…