Davos as Contra-Indicator

Euphoria at Davos may be a sign that the market melt up may soon begin to cool. By Scott Minerd, Global CIO Two years ago, when I last attended the World Economic Forum in Davos, a growing consensus saw the global economy at the brink of recession. The spread between credit securities such as bank loans […]

Why Sector Rotation Makes So Much Sense

Two Methods of Investing While there are many ways to invest, there are two general approaches to investment strategies.  The first approach is called buy and hold investing and is also known as passive investing.  An investor with this type of strategy buys certain stocks, bonds, ETFs, mutual funds etc. and holds them long term […]