Section
US Stocks
7853 posts
The Trouble with Tapering (Minerd)
The Trouble with Tapering Rising interest rates are beginning to put pressure on the recovery in the housing…
Prepare, Donât 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 wonât come down anytime soon, and the growing correlation between stocks and bonds...
MICRON TECH INC (MU) NASDAQ - Jun 19, 2013
SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming…
The Art of Low Turnover (Smead)
by William Smead, Smead Capital Management We have argued vociferously that active managers have given up their preferred…
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…
