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Strategy
2193 posts
The Case for Small-Cap European Stocks
by Cam Hui, Humble Student of the Markets The Santa Claus rally has been associated with a stock…
Jeffrey Saut: "Sir Isaac Newton"
“Sir Isaac Newton” by Jeffrey Saut, Chief Investment Strategist, Raymond James November 25, 2013 “I can calculate the…
Ryan Lewenza: North American Equity Strategy - Q3/13 Earnings Recap
North American Equity Strategy - Q3/13 Earnings Recap by Ryan Lewenza, North American Equity Strategist, TD Wealth Highlights…
"The More Comfortable You are in Valuing a Company, the Less Point There is to Doing that Valuation"
One of the responses to my last post on valuing young companies was that even if you can…
Portfolio Rebalancing is Not One-Size Fits All (Capital Spectator)
Rebalancing "Mistakes" by Capital Spectator Paul Merriman concludes that “rebalancing could be a huge mistake.” Perhaps, although it…
Passive Management ≠ Passive Investing
Passive Management ≠ Passive Investing by Ashwin Alankar, Michael DePalma and Guoan Du, AllianceBernstein Passive investments are often…
Jim Rogers: "Own Gold" Because "One Day, Markets Will Stop Playing This Game"
Jim Rogers hope-driven wish is that the politicians were smart enough at some point to say (to the…
Jeremy Grantham: U.S. Market "Will Head 20-30% Higher in the Next Year or, More Likely Two Years"
by Jeremy Grantham of GMO Timing Bear Markets My personal view is that the Greenspan-Bernanke regime of excessive…
Are These Really Reasons to be Bearish?
by Macro Man Calling asset prices a bubble explicitly, or implicitly as a function of the Fed’s large…
Jeffrey Saut: "Who is Right on the Stock Market?"
“Who is Right on the Stock Market?” by Jeffrey Saut, Chief Investment Strategist, Raymond James November 18, 2013…
For Now Market Indicators Point to More Risk-on Behavior
by Cam Hui, Humble Student of the Markets About three weeks ago, I wrote that stock prices appeared…
Paranormal Markets: What’s Bad for the Economy Is Good for Stocks?
Negative economic news has been causing increases in stock prices. Jeff explains how uncertainty over Fed policy is…
Frank Holmes: Big Ideas in the Big Easy
Big Ideas in the Big Easy By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors For…
Scott Minerd: Investment Outlook (November 6, 2013)
Macro View: Party Like it's 1999 November 06 2013 There remains significant upside for risk assets, but in…
Consistent and Repeatable
by Tom Brakke, Research Puzzle In my presentation on “Creativity in the Investment Process,” I have a slide…
