Section
Stocks
3431 posts
Historical Monthly Stock Market Data is Pretty Useless
by Cullen Roche, Pragmatic Capitalism There’s an endless parade of articles and pundits today discussing the historical monthly…
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...
Even Bull Markets Aren't Easy
by Ben Carlson, A Wealth of Common Sense “Risk, then, comes in two flavors: “shallow risk,” a loss…
Could a China Recession Cause $50/barrel Crude Oil?
by William Smead, Smead Capital Management Globalization has created an interconnection between major world economies and commodity prices.…
Has the Market Overpriced Stocks and Long Bonds?
by Econbrowser As the U.S. economy returns to healthier growth, many of us expected long-term interest rates to…
Sound Familiar?
Sound Familiar? by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab and Co, Inc. and…
Stocks vs Bonds: Who Will Win?
by The Short Side of Long In recent years, we have regularly seen market participants argue between two investment assets:…
Why the Stock Market Feels Riskier After a Fall
by Ben Carlson, A Wealth of Common Sense “Investors are always fighting the last war, when in fact…
Dividend Paying Stocks are Not a Safe Substitute for Bonds ... Ever!
by Cullen Roche, Pragmatic Capitalism Okay, I am a little OCD so bear with me here. Actually, if…
Sand Is the New Gold
by Ivaylo Ivanhoff, Ivanhoff Capital During the Gold Rush in the 1850s, merchants made a lot more money…
On the Attraction of "Behemoth Stocks"
Photo Credit: Benh LIEU SONG by David Merkel, Aleph Blog Somewhat less than three years ago, I wrote two…
The Active Vs. Passive Debate Has Become Rather Tiresome
by James Picerno, The Capital Spectator Morningstar got a lot of pushback from readers in the wake of…
The Elfenbein Theory Which Explains the Entire Stock Market
by Eddy Elfenbein, Crossing Wall Street I had a little extra time this morning, so I’d thought I’d…
CapEx is still MIA
by Cam Hui, Humble Student of the Markets Ho hum! Another month, another miss on core capital goods orders…
Picking Mining Stocks in a Bear Market
Managing Expectations: Part III of III Picking Mining Stocks in a Bear Market by Frank Holmes, CEO and…
Why You Never Say Never In The Stock Market
by Brian Lund Investing may be your passion, but the process — the analytical process you need to…
