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Search Results for: Guest Post

Coffee Markets Face Double-Whammy Disruption From Weather and COVID Conditions Oct23

Posted 12:30 pm by McAlinden Research Partners & filed under Daily Intelligence Briefing, Investing.

The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Coffee

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McAlinden Research Partners Comment

The Fact(or)s of the Matter Apr23

Posted 10:24 am by Meredith Jones & filed under Investing.

Like many folks these days, I rely on the interwebs to discover how to do certain things. Change the battery in my home alarm system? YouTube. Learn how to create a smokey eye? Instagram. Grill a turkey for Thanksgiving dinner? Jimmy-D’s Thanksgiving Turkey BBQ 2010

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Meredith Jones Comment

Market Perspective Regarding the Midterm Elections Aug17

Posted 4:02 pm by Guest Post & filed under Investing, White Papers/ Thought Pieces.

With the flurry of recent political advertisements on TV, Manole Capital Management wanted to write a note outlining our short and long-term perspective on the market

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Guest Post Comment

Bonds Minus Duration: A Train Wreck in the Making? Aug3

Posted 8:48 am by Guest Post & filed under Investing, White Papers/ Thought Pieces.

A bond allocation is like a railroad. Credit is the locomotive that generates high returns, duration the track that keeps the train in line. Take the track away and you risk running your portfolio into the ditch. That’s why duration-hedged credit strategies are dangerous

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Guest Post Comment

Harmonic Equity Returns Hide Dissonant Market Notes Jul26

Posted 1:31 pm by Guest Post & filed under Investing.

Global developed equity markets rose in apparent harmony during the second quarter, as if they were all singing from the same sheet. But beneath the returns, multiple risks are fomenting disquiet, and five points of dissonance warrant closer attention

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Guest Post Comment
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