Millennials Leave the Basement to Buy Homes This points to a rise in spending on furniture, appliances, electronics and cars that will...
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Don’t Forget Dick Fuld’s Record at Lehman The former head of the failed Wall Street firm is working on a comeback. Bloomberg,...
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Why Apple Should Buy Netflix Imagine an all-stock deal valued at $100 billion. Beating Amazon to the punch is worth the price. Bloomberg,...
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Digging Into the Details of Trump’s Tax Reform Plan Or is it more about tax cuts? Either way, expect lots of changes. Bloomberg,...
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10 Points About Forecasting and Why We Stink at It Even though predictions are almost useless, we persist in making and listening to...
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The Question of When to Sell Isn’t So Simple There are any number of things to consider as markets keep rising Bloomberg, October...
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How to Tell the Bulls From the Bears The same set of facts and events can be seen in very different ways. Bloomberg, October 27, 2017...
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Morningstar’s Star System Was Always a Bright Shiny Object The ratings look backward and give a false sense of comfort. Bloomberg,...
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Why Fake News Is So Harmful to Investors Markets are different from politics; they punish those who believe what isn’t true....
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Stick With Numbers When Judging Trump’s Rally Anything else is just story-telling in the interest of scoring political points....
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