Navigating Financial Disasters (video)
As promised, the full video of the Navigating Financial Disasters presentation from last month. In it, I tell the story of the...
Forget the iPhone: BlackBerry is still the one to beat
How little do we know about the future? A great way to figure that out is to look to our past, to see what we previously thought...
Transcript: Ted Seides
The transcript from this week’s, MiB: Ted Seides, Capital Allocators, is below. You can stream and download our...
MiB: Ted Seides, Capital Allocators
This week, we speak with asset management expert Ted Seides, founder of Capital Allocators. His most recent book is “Capital...
Indexing is Well Understood
“It is difficult to get a man to understand something when his salary depends upon his not understanding...
The 60/40 Portfolio is Back! *after not going away
Check out these recent headlines about the classic 60/40 investment strategy1: The 60-40 Investment Strategy Is Back After Tanking...
Buy This, Sell That? Please Don’t…
Ever see those IR stories announcing a firm is “increasing its exposure” or “boosting our stake” or “unloading shares”...
$33 Trillion in Sovereign Wealth Funds
The consulting firm Global SWF tracks all the important info about Sovereign Wealth Funds (SWFs) and Public Pension Funds (PPFs)....
How Do Active Managers Invest Their Own Money?
Fascinating discussion this morning from Robin Powell. He points to a research note from Kings College where the authors surveyed...
History of Industries Listed on S&P 500
Source: QAD Blog A perfect way to end the 2022 annus horriblis is to remind readers that not just individual stocks, but entire...