SUBCY and PGN to be Added to the SMA Portfolio
As mentioned in a previous post, I've been monitoring the depressed offshore drilling sector for the past several months.
- September 11, 2014
Jeff Gundlach Says No Need for Fed to Raise Rates
CNBC's David Faber spoke to Doubleline CEO/CIO and respected analyst on all things bond market related Jeffrey Gundlach
- September 10, 2014
Carl Icahn Worried About Yellen’s Excessive Money Printing
Carl Icahn, speaking to CNBC's Scott Wapner, said he was concerned about excessive leverage and derivatives "in this cycle that we're in."
- July 17, 2014
Jeff Saut Sees 10-12% Correction on the Horizon
Raymond James chief market strategist Jeff Saut reportedly has turned bearish near-term.
- July 9, 2014
2013 Performance Review
Given the dismal performance of the SMA Portfolio in 2013 I've contemplated abandoning the TTS, but believe it still has promise and will hopefully shine when normal market volatility...
- June 30, 2014
Steve Leuthold and Darius Dale: Profiting from Inflation
Hedgeye senior macro analyst Darius Dale and Leuthold Strategic CEO Steve Leuthold discussed how investors can profit from emerging inflation with Fox Business News host Liz Claman.
- June 21, 2014
Abundant Signs of a Stock Market Near its Peak
The stock market looks ripe for a fall. Lets take a look at some of the anecdotal and statistical evidence.
- June 11, 2014
Investors Intelligence Sentiment Indicates Extreme Optimism
Charlie Bilello, Director of Research at Pension Partners, LLC, highlighted that investor sentiment as measured by Investors Intelligence is at the 94th percentile indicating extreme optimism.
- June 2, 2014
Ralph Acampora Sees a Stealth Bear Market
Long-time market observer Ralph Acampora of Altaira Investment Solutions provided his latest insights to CNBC's Jackie DeAngelis this week.
- May 16, 2014
Where is Jim Rogers Putting His Money Now?
Speaking on Yahoo's Daily Ticker show, infamous investor Jim Rogers said he was adding a small position in Chinese stocks
- May 13, 2014