Section
US Stocks
7532 posts
America's Intractable Fiscal Problem (Rosenberg)
This article is a guest contribution by David Rosenberg, Gluskin Sheff, Toronto. We get it. The United States…
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...
U.S. Equity Market Diary (June 21, 2010)
U.S. Equity Market Diary (June 21, 2010) The figure below shows the performance of each sector in the…
Stephen Roach: Ample Economic Slack, Absence of Inflationary Pressures Globally
Stephen Roach, Chairman of Morgan Stanley Asia says there is ample economic slack in the global economy, and…
The Dow-Gold Relationship (Rosenberg)
This article is a guest contribution from David Rosenberg, Chief Market Economist, Gluskin Sheff. THE DOW-GOLD RELATIONSHIP That…
Paul Kasriel (Northern Trust): Airplane Musings, Part Deux
This article is a guest contribution by Paul Kasriel, Chief Economist, Northern Trust. These are some stream-of-consciousness thoughts…
Rosenberg: Double Dip, Anyone?
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. The smoothed ECRI leading…
Doug Kass: De-Risking in Markets Sets Up an Unexpectedly Strong Rally
Seabreeze Partners President Douglas Kass on Bloomberg Radio JUNE 09, 2010 SPEAKERS: MICHAEL HOLLAND, CEO, HOLLAND & CO…
Index Summary and U.S. Equity Market Diary (June 14, 2010)
Index Summary The major market indices were higher this week. The Dow Jones Industrial Index rose 2.81 percent.…
Gold Market Diary (June 14, 2010)
Gold Market Diary (June 14, 2010) For the week, spot gold closed at $1,226.70 per ounce up $6.80…
David Einhorn Discusses Large Short on Moody's and McGraw Hill (S&P) - says Market Spreads More Reliable
David Einhorn, President, Greenlight Capital, elaborately discusses Moody's and McGraw Hill (owners of S&P), pointing out that their…
Index Summary and U.S. Equity Market Diary (June 7, 2010)
Index Summary (June 7, 2010) The major market indices were down this week. The Dow Jones Industrial Index…
Hussman: "Oil and Red Ink"
This article is a guest contribution by John Hussman, Hussman Funds. "Is this something that could happen once…
David Rosenberg: Hold Off on Rate Hikes for Now - Surprising Downside GDP Revision
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff, in Toronto, Canada. U.S.…
Index Summary and U.S. Equity Market Diary (5/31/2010)
Index Summary The major market indices were mixed this week. The Dow Jones Industrial Index fell 0.56 percent.…
Emerging Markets Diary (5/31/2010)
Emerging Markets Diary (5/31/2010) Strengths Philippines’ GDP expanded by a much higher than expected 7.3 percent year-over-year in…
