REITs are being broken out from the finance sector. While that makes some intuitive sense, S&P track record on creating new sectors...
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Bubbles, Credit, and Their Consequences Òscar Jordà, Moritz Schularick, and Alan M. Taylor FRBSF Economic Letter 2016-27 | September...
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Nice work by WealthManagement looking at the usual misinformation about hedge funds. Its a shame its in (horrific) slide show format....
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Source: Global Family Office Report
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The Three Most Important Words? ‘I Don’t Know’ If you don’t understand an investment idea, you’re not...
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Source: Fidelity Regulars know I don’t care for forecasting, but I do find a good probabilistic wargaming interesting....
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From Nick Colas, Chief Strategist at Convergex, comes the 10 Commandments of Financial Modeling: Commandment #1: Know your...
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A reading list that yields a solid return on investment Barry Ritholtz Washington Post, August 28, 2016 About once a...
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Fed (Minneapolis): Turnover Liquidity and the Transmission of Monetary Policy by ritholtz1 on Scribd
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