Retail’s Woes? Much More Than Online
Retailers Still Haven’t Caught Up to Millennials The children of baby boomers don’t seek personal fulfillment through...
Ray Dalio on The Fine Art of Failure
A Hedge Fund Giant Found Lots of Value in Failure The world’s biggest hedge fund springs from the wreckage of his monumental error....
10 Books for Winter Reading
Must-Reads of 2017: From Finance to Extinction Fama’s efficient markets. Dalio’s principles. A global wipeout. Bloomberg,...
The Philosophical Evolution of Vanguard
Vanguard Begins Updating Its Investing Philosophy Founder Jack Bogle isn’t crazy about smart-beta and factor-based products, but...
Black Friday Forecasts Still Suck
Holiday Sales Forecasts Still Stink Just say no to unreliable methodologies. Bloomberg, November 22, 2017 It’s that time...
What Does a $450M DaVinci Tell Us About Markets?
In Search of Market Signals in the $450 Million Da Vinci Price contains information, but how much does an outlier art sale say about...
Tesla’s New Supercar Trounces Ferrari
Tesla Keeps Scaring the Other Automakers Its cars are faster, while its innovations force the competition to play catch up. Bloomberg,...
Coal Correction
This week, I have been working on my annual mea culpas. The timing is fortuitous, cause I wrote something rather inelegantly that could...
Coal’s Last Stand
Nothing Trump Does Can Save Coal Don’t blame liberals and regulations; blame capitalism and technology. Bloomberg, November 15,...
Books for Winter Reading (Part I)
10 Finance Books Worth Reading This Winter Some suggestions, if you’re having trouble deciding what to do when it’s cold...