Section
Policy
197 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...
Default, Deflation, and Financial Repression
by R. C. Whalen Back in March 2011, author Carmen Reinhart wrote a comment in Bloomberg describing the…
November 29, 2013
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…
November 13, 2013
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…
November 7, 2013
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…
October 29, 2013
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…
October 29, 2013
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…
October 29, 2013
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…
October 18, 2013
Slowly At First, Then All At Once
by Simon Black of Sovereign Man Slowly at first, then all at once “How did you go bankrupt?”…
October 18, 2013
Jeffrey Saut: "Huey Lewis and the News!"
“Huey Lewis and the News!” by Jeffrey Saut, Raymond James October 14, 2013 The object lesson here is…
October 15, 2013
The Economy and Bond Market Radar (October 14, 2013)
The Economy and Bond Market Radar (October 14, 2013) Treasury bond yields were little changed this week as…
October 14, 2013
BofAML Warns Hope for the Best, Prepare for the Worst
A plausible debt ceiling agreement is finally on the table, but BofAML doesn't expect a deal until next…
October 11, 2013
Market Looking Oversold But What Is The Catalyst
by David Templeton, Horan Capital Advisors Afters today's late market sell off, the S&P 500 Index is looking…
October 9, 2013