2013 - Page 51 of 312 - The Big Picture

A short note as I am running late this AM. Markets are looking soft, and for more or less for no good reason. Perhaps its because...

Stephanie Pomboy was of the speakers at our TBP conference earlier this month. You can see her presentation below video Corporate Profits...

Interlude David R. Kotok Cumberland Advisors, October 22, 2013 We have entered an interlude between the last incarnation of...

My afternoon train reading: • Welcome to the ‘Dirty Harry’ market (MSN) • Stocks deleted from DJIA sharply outperform...

Michael J. Mauboussin was of the speakers at our TBP conference earlier this month. You can see his presentation below video ...

Oct. 22 (Bloomberg) — Berkshire Hathaway chairman/CEO Warren Buffett, board member Howard G. Buffett and Howard W. Buffett,...

click for larger graphic Source: Political Calculations Earlier this morning, I suggested that when we consider the results...

My morning reading material: • Physicists and the financial markets (FT) • Whereforth Art Thou Alpha? Beating the Market has Become...

One of the analytical errors I seem to constantly come across is what I call the non-result result. It goes something like this: If you...

Greenspan discusses many of the ideas he had reversed himself on regarding the financial requirement. Note he has adopted my...