Section
Sentiment
205 posts
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…
Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
Scott Minerd: Policy Induced Volatility Continues
June 26 2013 The recent bond market collapse is reminiscent of the Great Crash of 1994. Further pressure…
Albert Edwards: "Marc Faber Is Right. QE99 Here We Come"
The bloodbath in the bond markets has led some 'greatly rotating' commentators to see this as the end…
Technical Talk: Beware of 20-day and 50-day "Death Cross"
Upcoming US Events for Today: Weekly Jobless Claims will be released at 8:30am. The market expects 345K versus…
James Howard Kunstler's Mid Year Digest
Mid Year Digest (via Market Shadows) James Howard Kunstler's Mid Year Digest Wondering why the money world got…
Jeffrey Saut: "Welcome Back, Mr. Bond"
âWelcome Back, Mr. Bondâ by Jeffrey Saut, Chief Investment Strategist, Raymond James June 24, 2013 âWeâve been expecting…
Whatâs an Investor to do in Markets like These?
Whatâs an Investor to do in Markets like These? 06-21-2013 By Frank Holmes CEO and Chief Investment Officer…
Managing Equity Risk: Some Rules for the Road
by Kurt Feuerman, AllianceBernstein Under the surface of Mayâs strong equity returns were major shifts in sector leadership,…
Jeffrey Saut: "Thinking About Thinking?"
âThinking About Thinking?â by Jeffrey Saut, Chief Investment Strategist, Raymond James June 10, 2013 âThinking, good thinking that…
Fickle Investor Sentiment
One common trait of individual investors during the equity bull market run since November is restraint. Based on…
