Clik here to view.
Picking U.S. Energy, Housing and Other Credit Sectors for the Long Haul
Persistent trends in economies around the world are providing opportunities for focused, long-term investors in the credit markets. Mark Kiesel, Chief Investment Officer Global Credit, discusses...
View ArticleClik here to view.
The New Neutral Revisited
Secular Outlook Andrew Balls, Richard Clarida, Daniel J. Ivascyn Is the global economy still in The New Neutral? This is one of the central questions PIMCO investment professionals gathered to answer...
View ArticleClik here to view.
Buy Cisco And Avoid These Cybersecurity Stocks
Many pure play cybersecurity companies are currently overvalued and have vast discrepancies between their official earnings and non-GAAP numbers.
View ArticleClik here to view.
Extreme Gold/Silver Futures Shorting Portends Big Rallies
American speculators’ short selling in gold and silver futures has reached extremes in recent weeks. This single group of traders commands a wildly-disproportionate impact on prices.
View ArticleClik here to view.
Do Hedge Fund ETFs Live Up To Their Hype?
Hedge fund ETFs provide a convenient way for retail investors to gain exposure to hedge fund strategies.
View ArticleClik here to view.
The Permanent Portfolio Is Dead
Permanent Portfolio has underperformed U.S. stocks, and several stock/bond allocations, since 2012.
View ArticleClik here to view.
Gold Loses Bullish Hedge Fund, Tailwinds Are Ahead For GLD
The SPDR Gold Trust ETF (NYSEARCA:GLD) just lost the support of one of its strongest backers as an hedge fund manager slashed its stake in the ETF. Reuters repo
View ArticleClik here to view.
What The 3rd Quarter Tells Us About The Stock Market In October
As things currently stand, investments that are more likely to benefit from lower borrowing costs rather than higher ones have been winners.The demand for highe
View ArticleClik here to view.
Fund glut will send Asia’s buyout barons off-piste
Local private equity firms are flush with unspent capital. Though that’s a global issue, it’s more acute in Asia due to a dearth of sizeable takeover targets. Firms will be tempted to overpay for...
View ArticleClik here to view.
Investment acronyms shift from optimism to angst
BRICS has been buried. Just as well: it was a “Bloody Ridiculous Investment Concept”. Now VIIPs and TICKs vie to take its place. But searching for groups of vibrant economies jars with the gloomy...
View Article
