Section
US Stocks
7513 posts
Don't Fret About the January Effect
Don't Fret About the January Effect by Burt White, CIO, LPL Financial The stock market declined in January…
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 Cautionary Note On 2015 S&P 500 Earnings
by Urban Carmel, The Fat Pitch US corporates have started reporting their financial results for the 4th quarter…
GILEAD SCIENCES INC (GILD) NASDAQ - Jan 27, 2015
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Confidence Game
by Tom Brakke, Research Puzzle Seth Klarman once said, “You need to balance arrogance and humility . .…
How U.S. Stocks Lost Their Lead
High expectations and valuations are making U.S. stocks more vulnerable to disappointments against a slowing world economy. It’s…
The Market is Awash in New Highs (and New Lows)
by Dana Lyons, JLFMI Blog In early December, we took a look at a variation of the notorious “Hindenburg…
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…
The Stock Market Is Just Noticing What The Bond Market Has Known For Months
by Jesse Felder, The Felder Report …that growth is slowing, the credit cycle could have already peaked and risk…
Why the All-or-Nothing Nature of Market Timing is its Downfall.
by The Brooklyn Investor OK, so this is another post that follows a discussion in the comments section…
Levitate: More Market Mood Swings in 2015?
by Liz Ann Sonders, Charles Schwab & Company January 5, 2015 Key Points Secular bull market is likely…
Are Macroeconomists Rebuilding a Wall of Worry?
by William Smead, Smead Capital Management Those of you who follow us at Smead Capital Management know that…
Jeffrey Saut: "Boston"
Boston by Jeffrey Saut, Chief Investment Strategist, Raymond James January 12, 2015 Please come to Boston for the…
Rising Deflationary Risks in the United States
by Sober Look Unlike a number of other nations - especially some countries in Europe - the US…
Updating My Favourite Performance Chart
by Ben Carlson, A Wealth of Common Sense There’s a well-known story about how Daniel Kahneman got his…
James Paulsen: Investment Outlook 2014
Some Thoughts on 2015? by James Paulsen, Chief Investment Strategist, Wells Capital Management Welcome to 2015! Here are…
