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Strategy
2369 posts
Turn8 Partners: 2014 Market Outlook
2014 MARKET OUTLOOK by Craig McFadzean & Christopher Crowe, Turn8 Partners We expect the bull market to continue…
James Paulsen: Some Guesses for 2014?
James Paulsen's Outlook for 2014, without further comment: We are pleased to bring you the latest edition of…
Frank Holmes: Continuing a Winning Formula for 2014
Continuing a Winning Formula for 2014 by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors January…
Hedgers are Getting Long 10-year U.S. Treasury Futures
by Charts, Etc. Blog A few months ago, I discussed the relationship between the 10-year UST yield and…
Why Rebalancing Has Become Even More Important for Investors
REITs, Asset Allocation, & The Correlation Headwind by Capital Spectator Morningstar’s Samuel Lee warns “that REITs' diversification powers…
Liz Ann Sonders: Outlook for Economy/Stocks in 2014
January 6, 2014 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
Value Stocks Beckon in Emerging Markets
by Henry S. D'Auria and Morgan Harting, AllianceBernstein Years of playing defense have left many emerging-market (EM) equity…
Bill Smead: David (Active Management) vs. Goliath (Passive Indexes)
by William Smead, Smead Capital Management Malcolm Gladwell is a fantastic writer and his new book, David and…
David Templeton: Expectations For The Market In 2014
by David Templeton, Horan Capital Advisors We have written many times on this blog that the simple change…
Are We In The Next Bubble? (Turn8 Partners)
by Craig McFadzean and Christopher Crowe, Turn8 Partners 2013 is almost in the books and it has been…
Risks, not Risk, Again (David Merkel)
by David Merkel, Aleph Blog One of the most important things I am here to teach readers is…
Ivan Hoff: Speculating About 2014
by Ivan Hoff There are two types of forecasts – lucky and wrong. Here are my educated guesses…
SIA Weekly: Reading (Relative Strength) 'Tea Leaves' (e.g. AAPL)
by SIACharts.com For this week's SIA Equity Leaders Weekly, we are going to show the power of Relative…
Ryan Lewenza: 2014 Outlook for North American Equities
TD Wealth's Ryan Lewenza, VP, and North American Equity Analyst, shares his outlook for equities in 2014. 2014…
Marketview: Sell the Good News
by Dynamic Hedge Old Wall Street was happy on Monday as bitcoin crashed and the S&P made a…
