Section
Trading
231 posts
Deciphering Negative Yields
Deciphering Negative Yields by Anthony Valeri, Fixed Income and Investment Strategist, LPL Financial Record low bond yields are…
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...
A New Kind of Investment Outlook
2015 Outlook by R.P. Seawright, Above the Market Forecasting Follies Nobody’s perfect. That universal truth is easy to…
Yesterday’s Gone: Year-End Capital Markets Commentary and Expectations
by Chris Brightman and Jim Masturzo, Research Affiliates “Don’t stop thinking about tomorrow… Yesterday’s gone, yesterday’s gone” —…
SocGen Warns: "Avoiding Risk in 2015 Will Be Pivotal"
Via Société Generale's Andrew Lapthorne, Style performance dictated by weak fundamentals Investment style performance during 2014 was far more…
Time for the "January Effect?"
The pros are back from vacation and ready for a new year of punditry! While there is a…
James Montier: "Stocks are Hideously Expensive" in "The First Central Bank Sponsored Bubble"
via Mark Dittli at Finanz und Wirtschaft, James Montier, the outspoken value investor and member of the asset…
Vialoux's Technical Talk – November 19, 2014
by Don Vialoux, EquityClock.com Pre-opening Comments for Wednesday November 19th U.S. equity index futures were slightly lower this…
William Smead: Do Activist Investors Let the Game Come to Them?
by William Smead, Smead Capital Management As a recovering amateur athlete—the pinnacle of my athletic career was four…
Be Cautious: The Market is Overvalued and Overowned
by Cam Hui, Humble Student of the Markets Trend Model signal summary Trend Model signal: Risk-on Direction of…
Vialoux's Technical Talk - August 19, 2014
by Don Vialoux, Timing the Market Interesting Charts Another REIT breaks to an all-time high. ‘Tis the…
Jeffrey Saut: "Lucid Dreaming!"
Lucid Dreaming! August 18, 2014 by Jeffrey Saut, Chief Investment Strategist, Raymond James “Experts in the phenomenon known…
Vialoux's Technical Talk - August 13, 2014
by Don Vialoux, Timing the Market Interesting Chart Grain prices fell to new lows following the WADSE report…
Finding Smart Beta in the Factor Zoo
by Jason Hsu, Research Affiliates Factors are becoming so numerous and exotic that John Cochrane referred to the…
Frank Holmes: 2014 Commodities Halftime Report
2014 Commodities Halftime Report July 11, 2014 By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors…
Checking In On Some Popular Market Valuation Measures
by Robert P. Seawright, Above the Market July 3, 2014 This fifth edition of Above the Market’s Leading…
