Section
Strategy
2448 posts
To Tilt or Not to Tilt
by Rick Ferri I tilt. Do you tilt? It’s OK to tilt. Many people tilt. I’m not talking…
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...
A Portfolio Premortem
by Ben Carlson, A Wealth of Common Sense “The only guarantee, ever, is that things will go wrong.…
The "Good" Stock Market Mania
by Cam Hui, Humble Student of the Markets Recently, there have been a number of bearish warnings about…
What if You Only Bought Near Market Bottoms?
by Ben Carlson, A Wealth of Common Sense “Timing the market is a fool’s game, whereas time in…
A Cyclical Bias, Part Two (Ryan Lewenza)
A Cyclical Bias Part II by Ryan Lewenza, Private Client Strategist, Raymond James Highlights: • In last week’s…
Alfred Lee: Investment Outlook (July 2014)
Waiting For a Pause ... by Alfred Lee, CFA, CMT, DMS Vice President & Investment Strategist BMO ETFs…
What to do when Valuations are High?
by David Merkel, Aleph Blog A letter from a reader: Hi David, What would you recommend for…
Look for the Baby
by Kara Lily, Mawer Investment Management This past week, one of my colleagues shared a learning at our…
Are You the Best Trader Ever?
by The Irrelevant Investor Imagine you’re John Templeton, George Soros, and Paul Tudor Jones all rolled up into…
Charles Ellis: The Rise (and Fall) of Performance Investing
by Ben Carlson, A Wealth of Common Sense “The “winner’s game” of rigorous, individualized values discovery and counseling…
Why Dividend Payers Aren't Boring
Recently the Financial Times (FT) noted that the number of U.S. companies raising their dividends had hit the highest…
CHARTER COMMUNICATIONS CL A (CHTR) NASDAQ - Jul 08, 2014
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Vialoux's Tech Talk: July 8, 2014
by Don Vialoux, Timing the Market Interesting Charts U.S. equity markets are experiencing sector rotation. Notably weaker relative…
ILLUMINA INC (ILMN) NASDAQ - Jul 07, 2014
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Jeffrey Saut: "Making a Market Call"
“Making a Market Call” Jeffrey Saut, Chief Investment Strategist, Raymond James July 7, 2014 By the time the…
