MIB: Howard Marks, Oaktree Capital
This week on our Masters in Business radio podcast, we speak with our 3 time returning champion Howard Marks of Oaktree Capital. (You...
BBRG: October Is the Scariest Month for Investors, Along With...
October Is the Scariest Month for Investors, Along With All the Others Actually, worry more about September. Bloomberg, October 1, 2018...
Global Financial Crisis Fallout, 1 Decade Later
More on this later . . . The fallout from the global financial crisis continues a decade on Source: Vanguard
Dalio on Debt & Depression
Dalio Says Next Downturn Is ‘Couple of Years’ Away Dalio Says ‘Time to Buy Is When There’s Blood in the...
Millennial Equity Allocations
This is fascinating: do Millenials, who came of age right into the teeth of the GFC, have a lower tolerance for risk? From Vanguard:...
What Does the Longest Bull Market Mean? A Debate
What Does the Longest Bull Market Mean?: Kaissar vs. Ritholtz The run for stocks is now in the record books. So what? Bloomberg, August...
Bull Market Underperforms Post War Average
While everyone is so busy looking at whether or not this bull market is longest ever or not — I say not — let’s...
Does It Matter How Old a Bull Market Is?
Old Age Isn’t What Ends a Bull Stock Market The length of the run really doesn’t matter very much. Bloomberg, August 17, 2018 ...
Bloomberg: What Does the Longest Bull Market Mean?: Kaissar vs....
What Does the Longest Bull Market Mean?: Kaissar vs. Ritholtz The run for stocks is now in the record books. So what? Bloomberg, August...
Steve Einhorn’s Bear Market Checklist
Steve Einhorn is Vice Chairman at Omega Advisors, and Lee Cooperman’s right hand man. I like his checklist (via Disciplined...