I had to revisit this chart I retweeted last week — its that damned interesting: Source: CBO From the CBO: From 1989...
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By now, almost every finance aficionado knows about the problems in the hedge-fund industry. With almost $3 trillion in assets under...
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I previously mentioned that on November 15th in NYC, we’re hosting the first ever Evidence Based Investing conference with our...
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Why We’re Still Arguing Whether QE Worked It’s hard to know what works in economics. But policy experiments in the states...
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This is your must read of the day: Bloomberg Market’s Rise of the Buy Side explains how the $100 trillion global bond...
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A interview with billionaire value investor Seth Klarman. In this interview Seth discuses what value investing means to him, principles...
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Barron’s on what sectors win under a Clinton or Trump Presidency: Hillary Rising? Source: Barron’s
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Source: Bloomberg From David Wilson: “Investors ought to look at some stocks as sources of income,” strategists at Bank...
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Bonds are expensive, stocks less so. Thats the conclusion of a nice chart from BlackRock discussing the availability (or lack thereof) of...
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Here is what the below looks like in chart form: click for ginormous graphic Source: ? OK, let’s keep this fast and...
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