Blog.gavekalcapital.com

Vancouver 2010 Gold Medal (Photo by Torben Hansen) (CC BY) (Resized/Cropped) Dear Valued Clients and Friends, We entered the month of August having enjoyed a great year so far in our equity and fixed income results, mixed results across various alternatives...

DOW 17195.42 +221.11 (+1.30%), NASDAQ 4566.14 +16.91 (+0.37%), S&P500 1994.65 +12.35 (+0.62) The reaction to the FOMC decision was predominantly bearish, and I reckon the after-rally was a product of short-covering ahead of tomorrow’s GDP number...

Emerging market sell-off burns investors The emerging market sell-off of the past few days has been brutal and will have come as a great surprise to many investors who have been ploughing money into emerging markets at the expense of developed market...

It’s that time again when psychics begin making predictions for the coming year. With each passing year, the media’s interest in psychic predictions for the coming year wanes. It reached its peak in 1964 because Jean Dixon had predicted the...

Stocks traded in a narrow range heading up to the monthly jobs report as both the rallies and declines were short lived. The short-term technical readings had not moved firmly into the buy or sell mode prior to Friday's rally. The weaker than expected...