Romancing Alpha, Forsaking Beta
Below is my presentation: The High Cost of Neuro-Financial Errors: How Cognitive Bias and Performance Chasing leads to Investing Failures...
Drilling Down into Core Inflation: Goods versus Services
Drilling Down into Core Inflation: Goods versus Services M. Henry Linder, Richard Peach, and Robert Rich Liberty Street Economics, June...
Lessons at the Zero Bound: The Japanese and U.S. Experience
Lessons at the Zero Bound: The Japanese and U.S. Experience William C. Dudley, President and Chief Executive Officer, NY Fed Remarks at...
Sell Out: "The Other Side"
Reader: “Is it just me or has Barry Ritzholtz gone over to the other side. I see him guest hosting Bloomberg more so maybe...
Don’t Expect Consumer Spending To Be the Engine of...
Don’t Expect Consumer Spending To Be the Engine of Economic Growth It Once Was By William R. Emmons The Regional Economist |...
The Recovery and Monetary Policy (including Mortgage Market...
The Recovery and Monetary Policy William C. Dudley, President and Chief Executive Officer Remarks at the National Association for...
GE’s Jack Welch Knows About Cooking the Books
Unbelievable jobs numbers..these Chicago guys will do anything..can’t debate so change numbers — Jack Welch (@jack_welch) October...
Investing & Trading Rules, Aphorisms & Books (2012)
Back in 2011, I pulled together a full run of Trading Rules & Aphorisms. It turned out to be a worthwhile exercise, and so I began...
How Good an Investment Were the Bailouts?
The Treasury Department (and their defenders) insist the bailouts were good investments. The following almost true story might provide...
Fisking McArdle
Earlier this week, Yves Smith of naked capitalism posted one of the most brutal takedowns I have ever seen. From Project S.H.A.M.E.:...