alternative investments
32 Posts
Robert Johnston, director of the global energy and natural resources practice at Eurasia Group, addresses the prospects for the United States becoming a natural gas “superpower,” and the global geopolitical and investment implications of the US shale energy boom. Read more
Leave a CommentIn a poll conducted earlier this week, we asked readers what was the primary factor in the recent decline in gold prices. Read more
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What do quant great Edward O. Thorp, behavioralist Jamies Montier, and value investing legends, Benjamin Graham and Warren Buffett, have in common? These investment practitioners all make a seemingly incongruous appearance together in Quantitative Value, a new book by Wesley Gray and Tobias Carlisle. Read more
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A wrap-up of key issues affecting global markets for fundamental investors.
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The Graham and Dodd Awards recognize excellence in financial writing and honor Benjamin Graham and David L. Dodd for their enduring contributions to the field of financial analysis. Read more
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This post uses long time scales of the S&P 500 as a test case for discussing the major tenets of rescaled range analysis, a favorite technique of fractal market analysis, chaos theoreticians, and some technical analysts. Read more
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Continued central bank accommodation and a growing consensus that global economic conditions may be improving have combined to push equity indices higher at the start of the year. As we enter the heart of earnings season, investors will undoubtedly be looking for confirmation from the corporate sector. Time will tell if the recent rush of enthusiasm on the part of investors will be rewarded. Read more
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Ron Rimkus, CFA, wraps up the key issues affecting global markets for fundamental investors. Read more
Leave a CommentCampbell Harvey discusses the limitations of quantitative easing in today’s macroeconomic environment. His analysis has implications for the role of commodities, specifically gold, in a diversified portfolio. Read more
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