Section
Strategy
2449 posts
A Commodity Story
by Market Anthropology On a relative performance basis we continue to find a discretely transitioning market environment, led…
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...
Tom Brakke: The Reluctant Portfolio Manager
by Tom Brakke, Research Puzzle The last posting reflected on the ābusiness of herdingā that is the investment…
Why It Matters That Value Stocks are Outperforming Growth Stocks
by David Templeton, Horan Capital Advisors Quite a bit of discussion has occurred over the past several days…
Discovering The Genius Du Jour
by James Picerno, Capital Spectator Selection bias is everywhere in financial journalism, and for obvious reasons (obvious if…
"Missing the Best 10 Days" Myth
by SIACharts.com In this weekās edition of the SIA Equity Leaders Weekly, we are going to examine one…
CVS CAREMARK CORPORATION (CVS) NYSE - Mar 27, 2014
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Hangman: The ETF Revolution
by William Smead, Smead Capital Management Financial innovation in the investment business is, in our opinion, sometimes just…
MANULIFE FINANCIAL CP (MFC.TO) TSX - Mar 26, 2014
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Jeffrey Saut: "Picture This"
āPicture Thisā by Jeffrey Saut, Chief Investment Strategist, Raymond James March 24, 2014 Picture this: youāre an investor…
David Nadel: Royce Rediscovers India
When you think small cap investing India is probably not the first country that comes to mind. But…
EXPEDIA NEW (EXPE) NASDAQ - Mar 24, 2014
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Buffett the Market Timer? Part 1: The Partnership Years
by The Brooklyn Investor OK, so I know this thing about not timing the market leads to a…
What Makes a Slam-Dunk Portfolio?
What Makes a Slam-Dunk Portfolio? By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors March 21,…
You Can't Avoid Asset Allocation, Even if You Try
You Canāt Avoid Asset Allocationā¦ Even If You Try by James Picerno, Capital Spectator Some investors are under…
WALGREENS CO (WAG) NYSE - Mar 21, 2014
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
