Section
Stocks
3439 posts
Why Allocation Matters So Much
by Cullen Roche, Pragmatic Capitalism My latest post on “passive” indexing made some people upset. I have argued,…
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...
Size is the Enemy of Performance
by Ben Carlson, A Wealth of Common Sense “Prices fluctuate more than values – so therein lies opportunity.”…
Howard Marks: Risk and Why Most Investors Get It Wrong
by Howard Marks, Oaktree Capital In April I had good results with Dare to Be Great II, starting…
Time to Ditch Stocks?
by Ben Carlson, A Wealth of Common Sense This was the headline and first few sentences from an…
Why Cash is Not a Strategy
Are you sitting in too much cash? Heather Pelant discusses an all-too-common investing phenomenon. by Heather Pelant, Blackrock…
Inflation is the Biggest Correction Risk
by James Paulsen, Chief Investment Strategist, Wells Capital Management The accompanying chart is a good reminder that even…
September Swoon Ahead?
Despite stocks’ strong recent performance, investors may want to exercise a bit of caution going into the fall.…
Pay Attention To Stock Markets Of China & Russia
by The Short Side of Long Usually at the end of every month I summarise sentiment of major…
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…
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…
