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Am I Too Bullish?
Am I Too Bullish? John Coumarianos of the Institutional Imperative is a prudent value guy. He wonders aloud in a recent blog post...
What Does It Mean When Investors Sit in Lots of Cash?
Source: @giorgiotrovato Why Is Everybody Sitting on Huge Piles of Cash? Despite a plethora of bubble talk, chatter...
How Do You Define a Bubble? (And are we in one now?)
How Do You Define a Bubble? (And Are We in One Now?) Taken as a whole, can we (as defined by Asness) discover any reasonable future...
10 Wednesday PM Reads
Here are my home from EU zone afternoon reads • Companies Boost U.S. Payrolls by Most in a Year (Bloomberg) • Americans are bingeing...
Guide to Stock Market Corrections
The S&P 500 hit 1709 a few weeks back and has since been dropping precipitously, we are now down roughly 3.7% from that level...
Is State and Local Austerity Ending?
Source: Calculated Risk After four years of contracting state and local governments, has the drag on local economic...
Reduce the noise levels in your investment process
Reduce the noise levels in your investment process Barry Ritholtz Washington Post, November 1, 2013 “Signal-to-noise...
Housing Rebound Broadens the Wealth Recovery But Much More is...
Housing Rebound Broadens the Wealth Recovery But Much More is Needed William R. Emmons and Bryan J. Noeth St. Louis Fed, November 2013...
Worst Twitter IPO Graphic Yet
Ritholtz Chart: The Worst Twitter Graphic Yet: Ritholtz Chart Please, when describing the process of going public, do not hand-select the...