Section
US Stocks
7856 posts
Bonding with the Bond (Rosenberg)
This is a guest contribution by David Rosenberg, Gluskin Sheff. Call it a pre-Canada Day barbeque with Dave.…
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...
Not Much Out of the G20 (Rosenberg)
This article is a guest contribution by David Rosenberg, Gluskin Sheff. Much of the pledges made are standard…
Recession Warning (Hussman)
This article is a guest contribution by John Hussman, Hussman Funds. Based on evidence that has always and…
U.S. Equity Market Diary (June 28, 2010)
U.S. Equity Market Diary (June 28, 2010) All 10 sectors of the S&P 500 index declined this week…
Gold Market Diary (June 28, 2010)
Gold Market Diary (June 28, 2010) For the week, spot gold closed at $1,255.60 per ounce, down $1.20,…
Will We Have Inflation, Deflation, or Hyperinflation? Part 2
By Jeff Harding, on June 25th, 2010 This is Part 2 of a four part article that deals…
World Cup Fever in Africa
This article is a guest contribution by Mark Mobius, Vice Chairman, Franklin Templeton Investments. I’m sure a number…
Daniel Arbess - 2010 Investment Strategy
This presentation from star hedge fund manager, Daniel Arbess, a native of Canada, and managing partner of Perella…
China's Yuan Policy Shift Not a Game-Changer
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. WHILE YOU WERE SLEEPING…
America's Intractable Fiscal Problem (Rosenberg)
This article is a guest contribution by David Rosenberg, Gluskin Sheff, Toronto. We get it. The United States…
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…
