Section
Strategy
2466 posts
Rick Ferri: What's the Optimal Allocation to Foreign Equities?
What's the Optimal Allocation to Foreign Equities? by Rick Ferri Nearly every financial adviser will tell you that…
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...
Eddy Elfenbein: Dividends Keep Growing
We still have a few weeks left this year, but Howard Silverblatt at S&P tells me that dividends…
The Wisdom of Looking Like an Idiot Today
Now is the time to act with the courage of our convictions by Adam Taggart, Peak Prosperity IF…
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"
âSir Isaac Newtonâ by Jeffrey Saut, Chief Investment Strategist, Raymond James November 25, 2013 âI 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 ârebalancing could be a huge mistake.â Perhaps, although it…
Passive Management â Passive Investing
Passive Management â 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 Fedâs large…
Jeffrey Saut: "Who is Right on the Stock Market?"
âWho is Right on the Stock Market?â 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: Whatâs 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…
