Section
Stocks
3430 posts
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...
(Brick) House Money Investing
by Nick Colas of ConvergEx (Brick) House Money Investing Every gambler knows about the āHouse money effectā ā…
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!…
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…
Retail Investors Totally Wrong ... Again
by Short Side of Long Chart 1: Retail investor cash allocation dropped to lowest since 1999! Ā Source: Short…
The Perfect Portfolio
by Patrick O'Shaughnessy, Millenial Invest The best investing super-power would be perfect foresight. Imagine if every year…
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…
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…
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…
Getting Closer: Fed Continues its Tapering & Moving Toward Rate Hikes
Getting Closer: Fed Continues its Tapering & Moving Toward Rate Hikes by Liz Ann Sonders July 30, 2014…
Why 'Buy and Hold' is a Misnomer
āWealth isnāt primarily determined by investment performance, but by investment behavior.ā ā Nick Murray Dr. Andrew Lo,…
Why To Beware Asset Class "Cross-Dressing"
At a time of ultra-low bond yields and more compressed expected equity returns, investors are using their stock…