Does the United States have a Productivity Slowdown or a...
Does the US Have a Productivity Slowdown or a Measurement Problem by ritholtz1
Too Many Products?
Here’s a question for investors: Is Wall Street creating too many products? The short answer is yes; the longer answer may be a bit...
A Size Cap for the Largest U.S. Banks
A Size Cap for the Largest US Banks – Simon Johnson by ritholtz1 A Size Cap for the Largest US Banks – Simon Johnson
America’s Great Housing Divide
Fascinating analysis and interactive too from the Washington Post, looking at the post-crisis housing recovery. Not surprisingly, it is...
Drivers of Equity Returns in the Past 50 Years
This is from the McKinsey report I referenced yesterday — I have to take a closer look at it, as it strikes me as an odd structure...
BlackRock CEOLarry Fink on the Fed, Corporate Profits, Economy
BlackRock CEO Larry Fink: Economy Not Growing as Fast as Fed Expected China is rebooting its economy Globally People...
Apple’s Numbers
“He not busy being born is busy dying.” So said Bob Dylan, in “It’s Alright, Ma (I’m Only Bleeding),”...
CAPE: Relative Valuation US vs. Europe and Developed Markets
click for larger graphic Source: Star Capital
Why I Prefer Dividends
Take Dividends Over Buybacks One puts cash in the hands of investors; the other assumes management is a great market timer. Bloomberg,...
The World’s Cheapest Stock Markets
Terrific graphic from the Telegraph showing where the world’s cheapest markets are: Click for ginormous graphic...