Section
Strategy
2369 posts
John Taylor: Why Economic Failure Causes Political Polarization
Authored by John Taylor, originally posted at WSJ.com, It is a common view that the shutdown, the debt-limit debacle…
Glory Days: Could They Come Back for US Equities?
October 21, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
Fund Managers are Bullish on Europe, Bearish on Emerging Markets (Merrill Lynch Fund Manager's Survey)
by The Short Side of Long Merrill Lynch Fund Manager Survey Chart 1: Fund managers remain heavily exposed…
Did The Fed Kill The Long Term Investor?
by Lance Roberts of STA Wealth Management, Gone are the days where people looked towards next year when…
Jeffrey Saut: "A Different Perspective"
“A Different Perspective” October 28, 2013 by Jeffrey Saut, Chief Investment Strategist, Raymond James In last Tuesday’s Wall…
4 Things To Ponder
by Lance Roberts of STA Wealth Management, It has been a very interesting week as the Government shutdown/debt…
COMCAST CP CL A (CMCSA) NASDAQ - Oct 25, 2013
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Many Investors Are Still Under-Diversified
by Capital Spectator The Crucial Connection: Asset Allocation & Rebalancing The link between asset allocation and rebalancing is…
Ryan Lewenza: The Technical Take (October 22, 2013)
by Ryan Lewenza, North American Equity Strategist, TD Wealth Our call for short-term weakness has not materialized, and…
The Underperformance Culprit: Active Management or Active Managers?
by Tony Scherrer, CFA, Director of Research & Portfolio Manager, Smead Capital Management Each year we are reminded…
Looking For Value... In Price Signals?
by Capital Spectator Recognizing value as a risk factor of significance is firmly established in the academic literature…
William Smead: Confidence in the Future (Q3/13 Letter to Investors)
To understand where we are going and have confidence in the future, you have to understand where we’ve…
The Value of Using Pairs Trading for Stocks in Uncertain Markets
For this weeks edition of the SIA Equity Leaders Weekly, we will be looking at two comparison charts…
Alfred Lee: Investment Outlook (October 10, 2013)
Fed Fake-Outs and Debt Ceilings by Alfred Lee, CFA, CMT, DMS Vice President, BMO ETFs Portfolio Manager &…
Better Beta is No Monkey Business
by Patrick Rudden, AllianceBernstein The infinite monkey theorem states that a monkey hitting keys at random on a typewriter…
