Section
US Stocks
7853 posts
Scott Minerd: "Risk-on Returns"
October 23 2013 Ultra loose U.S. monetary policy continues pushing asset values higher at home and abroad. Seasonal…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
BANK OF MONTREAL (BMO.TO) TSX - Oct 23, 2013
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Energy Stocks, Crude Oil, and the USD Are Out of Synch
by Edward Miller, Charts, Etc. Yesterday I wrote about what appeared to be a shift in sector leadership,…
Jeffrey Saut: “The Boys Are Back in Town”
by Jeffrey Saut, Chief Investment Strategist, Raymond James October 21, 2013 “The Boys Are Back in Town” Guess…
Ryan Lewenza: The Technical Take (October 22, 2013)
by Ryan Lewenza, North American Equity Strategist, TD Wealth Our call for short-term weakness has not materialized, and…
The Underperformance Culprit: Active Management or Active Managers?
by Tony Scherrer, CFA, Director of Research & Portfolio Manager, Smead Capital Management Each year we are reminded…
Headwinds Give Way to Bullishness
by Scott Minerd, CIO, Guggenheim Partners LLC October 17 2013 With the partial government shutdown and Washington gridlock…
MORGAN STANLEY (MS) NYSE - Oct 21, 2013
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
U.S. Equity Market Radar (October 21, 2013)
Equity Market The S&P 500 powered ahead by more than 2 percent this week as the government shutdown…
STARBUCKS CP (SBUX) NASDAQ - Oct 18, 2013
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
Looking For Value... In Price Signals?
by Capital Spectator Recognizing value as a risk factor of significance is firmly established in the academic literature…
William Smead: Confidence in the Future (Q3/13 Letter to Investors)
To understand where we are going and have confidence in the future, you have to understand where we’ve…
What’s Changed Since 2007?
by Scott Krisiloff, Avondale Asset Management Last week marked the 6th anniversary of the S&P 500′s previous cycle…
Ryan Lewenza: North American Q3/13 Strategy Update
by Ryan Lewenza, North American Equity Strategist, TD Wealth We’re happy to announce that the quarterly U.S. Equity…
Two More Reasons to Like Equities: Growth & Inflation
Russ offers more evidence supporting his preference for equities over bonds: Historically equities have tended to outperform bonds…
