Betting Against Trump Was a Market-Beater The companies the president disparaged have done much better than those he favored. Bloomberg,...
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Bigger Raises Might Be Coming in 2018 Thank tightening labor markets, higher minimum wages and steady growth. Bloomberg, January 8, 2018...
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Stocks Are Pricey? It Depends The real question is: Relative to what? Bloomberg, January 5, 2018 How cheap or...
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Taking Stock of a Very Weird Year in Markets Rarely have investors had such consistent, steady gains. That bodes well for the future....
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That Magazine Cover Doesn’t Make Apple Shares a ‘Sell’ The value of the signal here is just about zero. Bloomberg,...
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Once more into the breach: Your Forecast on the Fives Source: xkcd
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Markets, Music and a Defense of Wall Street Some random observations and thoughts to close out 2017. Bloomberg, December 22 2017 ...
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A Strategy for Deciding When to Sell Bitcoin Maximizing gains is fine, but minimizing regrets counts for a lot too. Bloomberg, December...
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Holiday Gifts for the Financier in Your Life A few ideas for what to give your favorite alpha- and beta-generators. Bloomberg December...
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Wall Street Wises Up to the Folly of Forecasting One economist says what should be obvious: Making predictions only means you will be...
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