Arnott: Rebalancing Still Works
Robert Arnott is Chairman & Chief Executive Officer of Research Affiliates, a global leader in smart beta and asset allocation...
Benoît Mandelbrot, Father of Fractals
IBM and http://IBMblr.Tumblr.com celebrate the life of Benoit B. Mandelbrot, IBM Fellow Emeritus and Fractal Pioneer. In this final...
Global Indices & Valuations Are In the Eyes of the Beholder
“While some would say the markets are undervalued or overvalued, I guess it’s all relevant when you ask, compared to what?”...
Is Surveillance Damaging the American Economy?
Security Expert: “Buy American Doesn’t Sell Well Anymore Because It Means Give A Copy To The NSA” We’ve previously noted...
10 Thursday PM Reads
My afternoon train reading: • Don’t Blame the Robots: Assessing the Job Polarization Explanation of Growing Wage Inequality (EPI) see...
Merrill’s Secular Road Map Projects S&P 500 2300 in 2017
S&P 2300? Give It Four Years: Ritholtz Chart Source: BAML It took more than 13 years, but the S&P 500 managed to eclipse...
10 Thursday AM Reads
My morning reading: • Grantham: Buy Wood. (Reformed Broker) but see Why guru ETFs beat human gurus (Felix Salmon) • S&P 500...
TDS Pizza War: New York vs Chicago
I am a born and bred New Yorker who loves our pizza. But I also appreciate Chicago pizza like Eduardo’s and Malnati’s. These...