A Thought Experiment
Jack McHugh engages us in this delightful thought experiment: > "Let’s try a little thought experiment to examine just how...
Asset Class Returns
The table above is from this week’s Thoughts from the Frontline. Rob Arnott and John West, of Research Affiliates, note in...
Forex Trading Show
Exciting news! I am one of the Keynote speakers at the Forex Trading Expo in Las Vegas on September 15 and 16 at the...
Quote of the Day: Free Trade
Bill King reminds us that decades ago Milton Friedman chided those that worry about the US trade deficit by asserting the US gets real...
“Dear Investor” — Quant Letters to Clients
These are floating around anyway, so we might as well offer them all up in one place: (Thanks, Rob!) Below you will find the various...
E*Trade/TD Ameritrade?
ETD Trade: This morning’s WSJ reports: The online brokerage industry, which underwent a wave of consolidation after the bursting of...
Fed Easings and Market Tops
From Jack McHugh comes this observation about the nature of market tops and Fed easings: "There have now been 3 hair-raising...
Catching up with the Fed’s Thinking
The WSJ has what appears to be an "All Fed, All the Time" edition out this morning. A combination of articles does a very good...
Boo-yah! Barron’s is Shorting Cramer
There have been rumors circulating that a major media source was going to pull a hatchet job on JC. Well, it turns out to be only partly...
The Quants Explain Disaster
Floyd Norris posted a fabulous take down of the report from Goldman Sachs entitled “The Quant Liquidity Crunch." The...