Section
US Stocks
7596 posts
The Art of Low Turnover (Smead)
by William Smead, Smead Capital Management We have argued vociferously that active managers have given up their preferred…
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...
Jeffrey Saut: "The Game of Risk"
The Game of Risk by Jeffrey Saut, Chief Investment Strategist, Raymond James June 17, 2013 âTo be sure,…
Changing Picture? (Sonders)
June 14, 2013 by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.…
U.S. Equity Market Radar (June 17, 2013)
Equity Market The S&P 500 finished lower this week on global central bank policy uncertainty. The traditionally defensive…
UNION PACIFIC CORP (UNP) NYSE - Jun 14, 2013
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Cyclical Stocks Appeal After Defensive-Led Rally (Zlotnikov)
by Vadim Zlotnikov, AllianceBernstein This yearâs equity market rally was initially led by defensive stocks, as macroeconomic concerns…
Who is Your Daddy and What Does He Do?
by Cole Smead, CFA, Smead Capital Management In the 1990 movie Kindergarten Cop, Arnold Schwarzenegger portrayed a police…
JP MORGAN CHASE & CO (JPM) NYSE - Jun 13, 2013
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Thackray Market Letter (June 2013)
Thackray Market Letter (June 2013) Market Update As the S&P 500 continued to rise in May, I kept…
U.S. Equity Market Radar (June 10, 2013)
U.S. Equity Market Radar (June 10, 2013) The S&P 500 finished higher this week after two down weeks…
Portfolio Comfort in Stock Splits (Smead)
by William Smead, Smead Capital Management We have noticed that there has been a dearth of stock splits…
Own These Worldâs Leading Brands And Never Fear A Recession Again
Own These Worldâs Leading Brands And Never Fear A Recession Again (via Market Shadows) Courtesy of Chuck Carnevale.…
The "Tuesday Rally" and Recency Bias ...
by Cullen Roche, Pragmatic Capitalism If thereâs one cognitive bias you have to be particularly aware of in…
Technical Talk: Bull Market Momentum Turning Over?
by Don Vialoux, TechTalk Upcoming US Events for Today: ADP Employment Report for May will be released at…
Looking South of the Border
Looking South of the Border Seeking U.S. Equity Exposure through ETFs Alfred Lee, CFA, CMT, DMS Vice President,…
