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Stocks
3148 posts
Putting the āUnderperformanceā of Active Managers in Perspective
by Cullen Roche, Pragmatic Capitalism This mantra has been beaten into the brains of investors over the last…
August 11, 2014
Jason Trennert: There is No Alternative
How worried are you about the stock market? Is the near tripling of stock prices since the 2009…
August 8, 2014
(Brick) House Money Investing
by Nick Colas of ConvergEx (Brick) House Money Investing Every gambler knows about the āHouse money effectā ā…
August 7, 2014
Vialoux's Technical Talk: August 7, 2014
by Don Vialoux, Timing the Market Interesting Charts Nice move by Gold above its 20 day moving average!…
August 7, 2014
Betting on 'Dumb Volatility' with 'Smart Beta'
by Claude Erb, via SSRN It is possible that some investors make the "dumb mistake" of "buying high…
August 7, 2014
Retail Investors Totally Wrong ... Again
by Short Side of Long Chart 1: Retail investor cash allocation dropped to lowest since 1999! Ā Source: Short…
August 7, 2014
The Perfect Portfolio
by Patrick O'Shaughnessy, Millenial Invest The best investing super-power would be perfect foresight. Imagine if every year…
August 6, 2014
Popular Stocks Stink
Why does value investing work? One of the reasons is that value factors like price-to-cash flow or price-to-earnings…
August 1, 2014
Sentiment: Fund Managers are Ditching Agricultural Commodities
Equities Chart 1: Managers exposure towards equities is now āall-inā mentality! Source: Short Side of Long This months…
August 1, 2014
Rising Rates: The Good, the Badā¦No Ugly
by Douglas J. Peebles, AllianceBernstein The US Fed has said it will almost certainly boost short-term interest…
July 31, 2014