Scot Blythe

Scot Blythe

Tracking Errors

Editor/Writer, Financial Services and Public Policy I've been covering the investment industry for more than a decade, first as associate editor at Global Stratagems then as investments editor at, editor of CanHedge and finally editor of Advisor's Edge Report. I have also contributed articles on alternative investments to Benefits Canada, Canadian Investment Review, and Report on Business magazine.

The Limits of Chindia

Comparative advantage works both ways.

Come On Feel the Noise

Matt Rothman, describes yawing volatility, noting that all stocks seem to move at something close to the same rate – 70% of the time.

Trying to Call a Recession

Who could have known what countries were in trouble betwixt the cup of the Great Moderation and the sip of the Great Recession?

Get Ready for Tail Hedging: PIMCO

How bad could the new normal get? Well, the old rules of thumb won't work anymore.

Adaptive Asset Allocation: Sharpe

A traditional asset allocation policy that relies on rebalancing can't work – at least not for everyone.

10 Ways to Ward Off “Occult” Markets

Principals may have an interest in efficient markets, but agents have their own interests which tend to compensation, among others.

Arnott: Bonds Leave Stocks in the Dust

Over the long-term, everything outperforms stocks.

Your Fat Tail Skunked My Morning Coffee

Flight to safety versus flight to liquidity.

Flying Blind

The murky business of economic forecasting.

Shaken, Not Stirred

"Q" meets Shiller's CAPE.

Contex Group