Section
Sentiment
204 posts
William Smead: Confidence in the Future (Q3/13 Letter to Investors)
To understand where we are going and have confidence in the future, you have to understand where we’ve…
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...
Why Investors So Focus on Down Market Performance (SSRN)
Fund Flows in Rational Markets by Francesco A. Franzoni, University of Lugano; Swiss Finance Institute and Martin C.…
Equity Valuation by Country
by David Templeton, Horan Capital Advisors Thomson Reuters (TRI) prepared a chart that displays the equity valuation by…
Obama's Economic Report Card
via Zerohedge.com As the President prepares to address Congress (and the nation) with his next new new 'better…
Dow 30 Trading Screen (July 23, 2013)
by Bespoke Investment Group Below is an updated snapshot of our trading range screen for the Dow 30.…
Jim Rogers: "Beware The Man On The White Horse..."
Submitted by Simon Black via Sovereign Man blog, As far back as ancient times, whenever civilizations fell into…
Market Madness
Originally posted at Monty Pelerin's World blog, It’s summer. Markets are supposed to be in the doldrums. But,…
Danger Zone Ahead (Thackray Market Letter, July 2013)
Market Update – Thackray Market Letter, July 2013 by Brooke Thackray, Alpha Mountain Investments Danger Zone Ahead In…
Ken Rogoff: "Policymakers Should Be Cautious Seeing Gold's Drop As A Vote Of Confidence"
Authored by Kenneth Rogoff, originally posted at Project Syndicate, In principle, holding gold is a form of insurance…
U.S. Equity Strategy 2013 Mid-Year Update (Ryan Lewenza)
Here is Ryan Lewenza's (TD Wealth, VP and Sr. U.S. Equity Strategist) mid-year update on the U.S. equity…
U.S. Equity Market Radar (July 8, 2013)
U.S. Equity Market Radar (July 8, 2013) The S&P 500 finished higher by 1.59 percent in a holiday-shortened…
Long Train Running: Why Stocks Are Rebounding (Sonders)
July 1, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
We Got a Volatile (Bond) Situation: 3 Investing Ideas
by Russ Koesterich, iShares As a general rule, if you aren’t prone to thrill seeking, you tend to…
Stay the Course As Mixed Signals Move Markets
Stay the Course As Mixed Signals Move Markets July 1, 2013 By Frank Holmes, CEO and Chief Investment…
U.S. Equity Market Radar (July 1, 2013)
U.S. Equity Market Radar (July 1, 2013) The S&P 500 finished higher this week after dropping more than…
